Canadian Investment Bank
Small Toronto M&A boutique matching lower-middle-market companies with buy-side investor clients, with partners in Silicon Valley and New York.
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Yorkdale Partners is a Toronto boutique investment bank and advisory firm that runs M&A advisory for lower-middle-market owners and works with buy-side clients that it says collectively manage more than $65 billion across North America, Europe and Asia. It looks for profitable technology companies with enterprise values up to about $400 million and non-tech businesses (healthcare, consumer packaged goods, niche manufacturing, food) with roughly $4–30 million of EBITDA. It also takes founding equity stakes in a few early-stage companies and offers IT security and digital-asset advisory through a partnership with SecuSolutions. The team is very small: a Toronto founder, a Silicon Valley partner, a New York-based senior advisor covering Asian buyers, and analysts.
Sell-side advice for lower-middle-market owners, drawing on relationships with Canadian and U.S. private equity and strategic buyers, plus buy-side advice for corporate acquirers.
Sourcing companies for buy-side clients that the firm says manage over $65 billion, with set size criteria for tech and non-tech targets; principals only, no agents or search funds.
Takes founding equity in a few early-stage technology and niche companies and supports them through funding rounds, commercialization and exit.
IT security advisory services, including assessment, auditing, fraud investigation and recovery of digital assets, delivered through a partnership with SecuSolutions.
| Toronto | ON | headquarters |
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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 Yorkdale Partners, 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.
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Typical background
GuidanceNo prior finance experience required.
Global bulge brackets and elite boutiques
Global banks
Yorkdale Partners 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. Small Toronto boutique; the site lists solutions and a set of target sectors, with partners also located in Silicon Valley and New York.
TechnologyHealthcareConsumer Packaged GoodsNiche ManufacturingFoodFinancial Services
Mergers & AcquisitionsCorporate RestructuringPrivate Equity
Founder and Partner
Toronto
Founder of Yorkdale Partners, with more than 25 years in finance, capital markets and technology entrepreneurship. Has founded and run a public company, served as a director of several listed companies, and ran his own investment banking boutique. Began as a financial adviser at Midland Walwyn and CIBC Wood Gundy and as a CIBC corporate banker.
Partner (San Francisco / Silicon Valley)
San Francisco / Silicon Valley
Has more than 20 years in venture capital, consulting and intellectual-property management; heads the Zeitgeist Fund for early-stage technology companies. Previously managed the patent portfolio of Color Kinetics and was IP strategist at Lighting Science Group.
Senior Advisor & Strategic Consultant (New York)
Cross-border / Asia-Pacific
Handles cross-border deals between North America and Asia and covers Asian buy-side opportunities for Yorkdale. Formerly MD of M&A at Fosun in New York, executive director of M&A advisory at China Merchants Bank (New York), SVP at Lazard and a director at AES in Hong Kong. Duke MBA; CFA.
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Yorkdale Partners · Date unavailable · yorkdalepartners.ca
Yorkdale Partners · Date unavailable · yorkdalepartners.ca
Yorkdale Partners · Date unavailable · yorkdalepartners.ca
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