Lewis Bateman joins as Managing Director
New MD to build financial services, fintech and wealth management coverage.
Canadian Investment Bank
Independent Toronto investment bank and strategic advisor organized around sector-focused managing directors.
Clariti Strategic Advisors is an independent Toronto investment bank and strategic advisory firm founded in 2017 by Rahul Suri, a former BMO Capital Markets banking head and Davies Ward corporate lawyer; it stresses that it is not tied to any financial institution. It advises on M&A, financing and private capital, restructurings and board-level situations such as activist defence, and since late 2025 has organized coverage around managing directors for technology infrastructure, software and AI, agriculture, and financial services. It is a small team with associates and analysts in its single Toronto office.
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Buy-side, sell-side and cross-border M&A advice, including running auction processes, plus strategic counsel to boards and management.
1 interview report0 open roles0 deals5 people11 sources
Raising growth capital and financing for clients; private capital is one of the service verticals the founder leads.
Balance-sheet restructuring and turnaround advice; one case study involves rescuing an over-leveraged company with three series of defaulted secured debt.
Advice to boards facing activist shareholders, such as responding to a requisitioned shareholder meeting.
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Reasons that work in interviews
At this size the interviewer is usually a founding partner, so a reason assembled from the firm’s homepage will not survive. Build the answer from four things instead, in order: one named transaction from their tombstones and what you found interesting about it; who you would report to, and what you want to learn from them specifically; why small, in your own words, tied to something you have actually done; and why this sector or region, if the firm has one.
There is little reliable public material on Clariti Strategic Advisors, and an answer assembled from a homepage will not survive a founding partner. Build it from one named transaction, who you would report to, and why you want a team this small.
Establish first: the service mix (strategy versus transactions), the partners' backgrounds and at least one named mandate.
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Typical background
GuidanceNo prior finance experience required.
Global bulge brackets and elite boutiques
Global banks
Clariti Strategic Advisors works as one generalist team: bankers staff deals across these sectors rather than joining a group, so there is no group to pick when you apply. Toronto investment banking and strategic advisory boutique that presents six service areas and no industry groups.
Strategic CounselMergers & Acquisitions AdvisoryIPO ReadinessUnsolicited Bid PreparednessCapital Structure OptimizationInnovative Private Capital
Founder & CEO
Firm leadership; M&A, Strategic Advisory, Private Capital, Financial Services, Real Estate
Founded Clariti in 2017. Earlier headed emerging-markets investment and corporate banking at BMO Capital Markets, was a senior executive at Celestica, an operating advisor to The Carlyle Group, and a partner at Davies Ward (M&A and corporate finance). Has also advised the Ontario Securities Commission's leadership on policy.
Managing Director
Financial Services, FinTech & Wealth Management
Joined in August 2026 to lead financial services, fintech and wealth management banking. Background includes CEO of a listed digital asset manager, senior strategy and investment roles at digital asset trading firms, founding an asset manager, and senior roles at ETF providers, a stock exchange and a global investment bank.
Managing Director
Technology Infrastructure
Promoted to Managing Director in December 2025 to lead technology infrastructure banking (infrastructure modernization, cloud and digital infrastructure) and broader M&A work.
Managing Director
Agriculture & Farming
Named Managing Director in December 2025 to lead the firm's agriculture and farming banking vertical.
Managing Director, Client & Business Development
Client & Business Development
Appointed in December 2025 to lead marketing and business development, particularly in technology. A serial entrepreneur and former senior executive at technology companies later acquired by IBM, Genesys and ConvergeOne.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Aug 2026
Lewis BatemanHire
Managing Director
— → Clariti Strategic Advisors
Senior financial services and digital-asset executive joins to lead Clariti's financial services, fintech and wealth management coverage.
Apr 2026
Rik ParkhillAppointment
Advisory Board Chair
— → Clariti Strategic Advisors
Former Clariti head of financial services and ex-Executive Chairman of Sagicor Bank Barbados named Advisory Board Chair; Mark Thomson added as a healthcare/MedTech consulting advisor at the same time.
Dec 1, 2025
Tommy LieuPromotion
Managing Director
Clariti Strategic Advisors → Clariti Strategic Advisors
Promoted to Managing Director to lead technology infrastructure investment banking and M&A.
Dec 1, 2025
Frank TersigniAppointment
Managing Director, Client & Business Development
— → Clariti Strategic Advisors
Technology entrepreneur appointed to lead client and business development as part of a December 2025 slate of senior appointments.
New MD to build financial services, fintech and wealth management coverage.
Rik Parkhill becomes Advisory Board Chair and Mark Thomson joins as a healthcare/MedTech consulting advisor.
CNW release naming four managing directors and setting out the firm's sector verticals.
No sourced transactions for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
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Clariti Strategic Advisors · Aug 1, 2026 · claritiadvisors.com
Clariti Strategic Advisors · Apr 1, 2026 · claritiadvisors.com
Clariti Strategic Advisors · Dec 1, 2025 · claritiadvisors.com
CNW Group (via Yahoo Finance Canada) · Dec 1, 2025 · ca.finance.yahoo.com
Clariti Strategic Advisors · Date unavailable · claritiadvisors.com
Clariti Strategic Advisors · Date unavailable · claritiadvisors.com
Clariti Strategic Advisors · Date unavailable · claritiadvisors.com
Clariti Strategic Advisors · Date unavailable · claritiadvisors.com
Clariti Strategic Advisors · Date unavailable · claritiadvisors.com
Clariti Strategic Advisors · Date unavailable · claritiadvisors.com
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