Richard has 25 years of experience as an investor, financial advisor and entrepreneur. He has completed Penfund investments in the food, pet, industrial distribution and automotive aftermarket sectors. Prior to joining Penfund in 2003, Mr. Bradlow worked in the investment banking group at Scotia Capital. His work focused on private and public corporate clients across a variety of industries. Prior to joining Scotia Capital, Mr. Bradlow co-founded a successful retail and distribution business.
Richard has a BA (Philosophy) from the University of Western Ontario and an MBA from Harvard University. He is a former Vice-Chair of the Board of Governors of The Bishop Strachan School where he also served as Chair of the Finance Committee and Co-Chair of the Development Committee. He is a former Director of The Cutaneous Lymphoma Foundation and the Canadian Venture Capital Association.
Adam has more than 25 years of diverse investment and business experience. Prior to joining Penfund in 2004 he was an investment professional at a mid-market private equity fund. Previously he served as CEO of Excentia, a venture-capital backed e-learning and corporate training company that he co-founded. Earlier in his career he was an equity analyst Sanford C. Bernstein & Co and a consultant with the Boston Consulting Group, where he provided strategic and operational consulting to Fortune 1000 companies.
Adam has a BA from McGill University and an MBA from the Wharton School. He is a Director of Hillel Ontario and serves on the Budget and Finance Committee of UJA Federation of Greater Toronto.
Joe has 25 years of experience gained from working with highly respected credit providers in Canada and the United States. Most recently, he established a Canadian office for Apollo Management and was responsible for the Canadian credit origination, in addition to certain coverage roles in the United States. Previously Joe has worked at Macquarie Canada as Head of Leveraged Finance & Sponsor Coverage, at Fortress Investment Group as a Managing Director and at GE Capital as Vice President. Joe began his career with KPMG in the Assurance and Corporate Finance practices.
He holds the CPA designation and the Corporate Finance Qualification. He also holds an Honours Bachelor of Commerce Degree with a Minor in Economics at McMaster University.
Jeremy has over 25 years of private equity investing experience. He began his career working in the leveraged finance department of Goldman, Sachs & Co. in New York with a focus on senior and subordinated debt financing in a variety of industries. He later joined Oak Hill Capital Management, Inc. in New York, where he was responsible for private equity investments in the basic industry, consumer products, and retail and distribution sectors. Prior to joining Penfund, Jeremy spent more than 10 years with ONCAP Management Partners, the middle market private equity division of ONEX Corporation. While at ONCAP, Jeremy led transactions in the automotive aftermarket, renewable energy, education and business services sectors.
Jeremy has a BA (Honours) in Economics from Queens University.
Chief Operating Officer & CCO
Tony joined Penfund after spending several years at DRI Capital, most recently as Vice President, Fund Operations with responsibilities related to accounting, tax, treasury management and compliance. Prior to DRI, Tony worked for OMERS Private Equity as Controller. Tony has also held progressively senior operational management positions in the venture capital, financial custody and retail banking sectors. Tony holds a CPA, CMA designation and is a graduate of Wilfred Laurier University and the University of Western Ontario.
Mike has over 10 years of experience in private debt investing, investment banking and leveraged finance. Since joining Penfund in 2019, he has focused on Penfund’s deal origination and capital markets activities. Prior to joining Penfund, Mike was a Vice President in Bank of America Merrill Lynch’s Leveraged Finance Investment Banking group in London where he executed large-cap sponsor buy-outs and refinancings in Western Europe and North America. Mike has worked for financial institutions in Toronto, London, Boston and New York.
Mike has a Bachelor’s degree in Business Administration from Northeastern University in Boston, MA.
Matt has over 10 years of experience across private debt & equity investing and investment banking. Since joining Penfund in 2015, he has completed investments across a broad range of sectors including distribution, automotive aftermarket, healthcare and consumer. Prior to joining Penfund, Matt worked in the Investment Banking division of TD Securities where he was involved in financing and M&A transactions across a variety of industries.
Matt has a BBA from the Schulich School of Business at York University and is a CFA charterholder.
Steve has over 10 years of experience as an investment and capital markets professional. He began his career in the Investment Banking division of TD Securities where he was involved in a variety of projects in the diversified industries space. Prior to joining Penfund, he worked as an analyst at a long/short equity hedge fund for two years where he was responsible for covering the industrial, healthcare and financial sectors as well as special situations. Since joining Penfund in 2016, he has completed investments in a wide range of sectors with a focus on financial and business services and multi-location businesses.
Steve has an MSc. Finance and BComm. from Queen’s University and is a CFA charterholder.
Simon joined Penfund in 2018. Prior to joining Penfund, he worked in the Real Estate Investment Banking Group at BMO Capital Markets and in the Infrastructure Advisory Group at Deloitte LLP.
Simon has a BComm. and a BSc. in Math from Queen’s University and is a CFA charterholder.
Jeremy has previous experience in investment banking and law. He began his career in leveraged finance at RBC Capital Markets, articled at Davies Ward Phillips & Vineberg LLP and clerked at the Court of Appeal for Ontario. He also worked in the private debt group of a large Canadian pension plan.
Jeremy has a BA from Cornell University and a JD and MBA from the University of Toronto.
Francis joined Penfund in 2021. Prior to joining Penfund, Francis was the Director of Investment Accounting at a Toronto based private equity firm specializing in healthcare royalties. He also has extensive additional PE experience having served with several other Toronto based firms and Fund Administration service providers.
Francis is a CPA, CMA and holds an Honours Bachelor of Commerce degree from the University of Ottawa.
Director, Fund Accounting
George joined Penfund in 2016. Prior to joining Penfund, he worked at UBS where he provided accounting services to multiple private equity clients. Previously, he worked for three years at CITCO Fund Services as a hedge fund accountant where he was responsible for assisting with the completion of multiple services for a $5 billion hedge fund client.
George has a BA in Economics and Finance from McGill University and is a CFA charterholder.
Director, Tax & Accounting
Sean joined Penfund in 2021. With over 15 years of tax compliance and advisory experience, his most recent positions included: Senior Tax Manager in the Insourced Tax Solutions Group at PWC, Senior Tax Manager at GE Capital, and Tax Manager in KPMG’s Real Estate Group.
He is a CPA, CA and holds a Bachelor of Mathematics and a Diploma of Accounting from the University of Waterloo.
Tim joined Penfund in 2021. Prior to joining Penfund, he worked as an Investment Banking Analyst at Moelis & Company in New York. While at Moelis, Tim advised financial sponsors and corporate clients on M&A and restructuring projects across a variety of industries.
Tim has a BComm. from the Smith School of Business at Queen’s University.
Emily joined Penfund in 2022. Most recently, she worked as an Analyst in the Private Capital division of Ontario Teachers’ Pension Plan. Prior to this, Emily worked as an Investment Banking Analyst at TD Securities.
Emily has an iBBA from the Schulich School of Business at York University.
Mike joined Penfund in 2022. Prior to joining Penfund, he worked in the Financial Sponsors Group at National Bank Financial.
Mike has a BComm. in Finance & Economics from the University of Toronto, Rotman Commerce.
Cooper joined Penfund in 2022. Prior to joining Penfund, he worked in the Corporate Development Group at CIBC. While at CIBC, Cooper was involved in a variety of strategic transactions with a focus on financial services businesses.
Cooper has a BBA from the Lazaridis School of Business and Economics at Wilfrid Laurier University.
Elaine joined Penfund in 2023. Prior to joining Penfund, she worked as an Investment Banking Analyst in the Financial Institutions Group at CIBC.
Elaine has an Honours Business Administration (HBA) degree from the Ivey Business School at Western University.
Adam joined Penfund in 2023. Prior to joining Penfund, he worked as an Investment Banking Analyst at Lazard.
Adam has a BComm. from the Smith School of Business at Queen’s University.
Senior Corporate Accountant
Adam joined Penfund in 2021. Prior to joining Penfund, he was a Senior Financial Analyst at Access Capital Corp. where he was responsible for financial reporting and FP&A for several entities.
Adam holds a CPA designation and is a graduate of Trent University.
Senior Fund Accountant
Liam joined Penfund in 2021. Prior to joining Penfund, Liam was a senior fund accountant at MUFG.
Liam is a CPA and has a BBA from the Gerald Schwartz School of Business at St.Francis Xavier University.
Paras joined Penfund in 2022. Prior to joining Penfund, Paras was a senior fund accountant at Citco.
Paras is a CFA and has a MSc Degree in Accounting from the University of Mumbai.
Jack joined Penfund in 2022. Prior to joining Penfund, Jack was a supervisor overseeing hedge fund accounting at Citco.
Jack holds a CPA designation and has a BComm. Accounting from the University of Guelph.
Nicole has over 15 years of financial experience across investment banking, private equity and private credit. She began her career in the investment banking division of Credit Suisse in San Francisco. She then joined Onex Partners, a private equity firm focused on upper middle-market or larger transactions. Since joining Penfund in 2012, Nicole has completed investments across a range of industries including healthcare, distribution, financial services and the automotive aftermarket.
Nicole has a BA in Honors Business Administration (HBA) from the Richard Ivey School of Business at the University of Western Ontario. She is a former Director of the Toronto Vegetarian Association where she also served as the Treasurer and Chair of its Audit and Finance Committee.