Origin Merchant Partners leverages its in-depth knowledge of industry specific verticals to offer superior strategic and financial advisory services to public and private middle-market consumer and commercial companies in the retail & restaurant, consumer products and services, recreation & leisure, and business services sectors. Our team brings over 20+ years of experience advising on M&A and capital raising transactions, along with extensive industry knowledge and execution capabilities.
Vice President
Vice President
Andrei joined Origin in May 2022. Prior to joining Origin, Andrei was an associate in the Mergers & Acquistions group at National Bank Financial.
Andrei graduated with a Bachelor of Business Administration degree from the Lazaridis School of Business and Economics at Wilfrid Laurier University, with distinction.
Senior Advisor
Senior Advisor
Bill has over 30 years experience as a senior lawyer focused on capital markets & securities, mergers & acquisitions, corporate governance and energy and mining. Bill practised with Davies Ward Phillips & Vineberg LLP where he was a senior partner, the head of M&A for many years and acted for a variety of industrial and commercial companies and financial institutions, both public and private, domestic and foreign.
Bill has been recognized by Chambers Global and Chambers Canada as one of the Worlds Leading Lawyers for Business, by The Legal 500 Canada Corporate and M&A as a Leading Lawyer and recognized in multiple reports by Lexpert including as one of the 100 Most Creative Lawyers in Canada and Canada’s Leading Corporate Lawyers.
Bill holds a BA and LLB from University of Cambridge and a BCL and LLB from McGill University.
Managing Director
Managing Director
Charlie has over 25 years of investment banking experience at both Canadian and international investment banks.
Charlie has extensive industry experience in investment banking, debt & equity capital markets and bond sales with Blackmont Capital, Midland Walwyn/Merrill Lynch, TD Securities and Richardson Greenshields. Charlie’s investment banking activities have included public and private debt & equity financings, M&A and advisory services across industrial products, financial services, real estate, mining and energy.
Charlie graduated with a Bachelor of Commerce (Honours) from Queens University.
Managing Director
Managing Director
Devin is a seasoned investment banking professional with over 17 years of experience in corporate finance, M&A and capital advisory. Throughout his career, Devin has advised on more than 40 transactions totaling +$4.0 billion in aggregate value.
Prior to joining Origin, Devin helped lead the Canadian M&A Investment Banking practice at Kroll (formerly Duff & Phelps), managing a high-performing team to originate and execute sell-side M&A and capital advisory transactions across various key sectors including Consumer Products & Services, Food & Beverage and Diversified Industrials. As part of a leading global M&A firm focused on the middle-market, Devin has successfully completed numerous cross-border mandates with clients that included private business owners, entrepreneurs, private equity sponsors and institutional investors. Before joining Kroll, he honed his investment banking expertise at Eight Capital, advising publicly listed companies and privately held businesses on equity issuances and M&A strategies.
Devin’s early career includes pivotal roles at Dundee Corporation, where he managed M&A and Corporate Development for the company’s Food & Agriculture portfolio; and at Macquarie Group, where he worked in Equity Research to cover public companies in the Consumer, Retail, Agriculture, and Industrials spaces.
Devin holds a Master’s Degree in Economics from the University of Ottawa and an Honours Bachelor of Arts Degree in Economics from Queen’s University. He is FINRA Series 79 licensed, bilingual in English and French, and is known for his client-focused, success-driven approach. Outside of his professional pursuits, Devin also volunteers and coaches with the North Toronto Hockey Association.
Managing Director & Co-Chair
Managing Director & Co-Chair
For over 25 years, Jim has been an advisor in both public and private markets, in domestic and cross-border transactions, and in industries as diverse as consumer products, utilities, and financial services.
Jim is a Co-founder of Origin Merchant Partners, where he has advised large corporate clients (KraftHeintz, Hydro One), entrepreneurial growth companies (Wyse, Yorkville), and public boards (CareRx, Teck Resources).
Jim was an initial partner in the formation of Genuity Capital Markets where he built and ran Canada’s leading independent M&A group. Following the acquisition of Genuity, Jim became Head of Canadian Mergers and Acquisitions at Canaccord Genuity until he left the firm in 2011. Previously, Jim was a Managing Director at CIBC World Markets, with 10 years of experience in the M&A and corporate finance groups.
Jim holds a B.A. (Honours) degree from Queen’s University and an MBA from the Rotman School of Management at the University of Toronto. Jim earned both a Chartered Accountant and a Chartered Financial Analyst designation while employed by Ernst & Young in Toronto.
Managing Director
Managing Director
Lindsay joined Origin as a Principal in 2019 bringing over 25 years of experience providing strategic and transaction advice to a diverse group of clients. Throughout his career, he has advised on more than 65 closed M&A transactions representing over $83 billion of value along with numerous strategic advisory and corporate development mandates.
Lindsay started his career in the CIBC Mergers & Acquisitions group where he worked closely with many of Origin’s Principals for the better part of a decade. After 11 years at CIBC, Lindsay started a risk arbitrage sales and trading business at Dundee Capital Markets and then led its M&A Group and Agriculture practice. He then founded his own M&A and corporate development advisory business, PivotalPoint Advisory Group, and for five years provided M&A and corporate development advice to a diverse set of entrepreneurial private and public clients across multiple sectors. His most recent transaction before joining Origin was independent strategic advisor to Morneau Shepell in its $438 million acquisition of LifeWorks.
Lindsay holds a Bachelor of Commerce from Queen’s University (Honours).
Managing Director
Managing Director
Mark has over 20 years of capital markets experience at Canadian and Global investment banks. Mark has completed equity and debt financings for a broad range of public and private Canadian companies.
Prior to joining Origin as a Principal, Mark was Managing Director and Head of Institutional Equity Sales at CIBC World Markets where he managed equity sales teams in Toronto, Montreal, Vancouver, New York and Hong Kong and was part of the Equity Capital Markets Operating Committee. Previously, Mark was Head of Equity Sales and member of the Board of Directors at UBS Securities Canada. Mark was also an investment advisor at Midland Walwyn in Vancouver and worked for the Deputy Prime Minister in Ottawa.
Larger transaction experience includes both public and private financings including Franco Nevada, Fairfax, Brookfield Asset Management, PrairieSky Royalty, Hudson’s Bay, Mitel, Cott, Algonquin Power & Utilities, Transalta, Cardinal Energy and Freehold Royalties.
Mark holds the Chartered Financial Analyst designation and a BA (Economics) from Carleton University.
Senior Advisor
Senior Advisor
Mathieu has 35+ years of experience in Private Equity, Mergers & Acquisitions, Corporate Development and Strategic Planning. Over the course of his career, he has been involved in all aspects of private equity transactions, and has a strong track record of supporting growth to create value for stakeholders. His previous positions include:
Mathieu also brings extensive experience as a board member of both private and public companies, including:
Mathieu holds Charter Professional Accountant (CPA), Chartered Business Valuator (CBV) and Chartered Financial Analyst (CFA) designations, as well as a BCom and Graduate Diploma in Public Accountancy from McGill University.
Senior Advisor
Senior Advisor
Perry has over 30 years of senior retail experience. He followed his 14-year career in senior retail management with a 19-year career as a top-ranked Retail and Consumer analyst. Perry has held various management positions at Loblaw Companies, Coca-Cola and Consumers Distributing including VP-Marketing; VP-Merchandising; President and CEO. After moving to Bay Street, Perry was the number-one ranked Retail and Consumer analyst in Canada for 15 consecutive years. He was most recently Managing Director, Equity Research with CIBC World Markets.
Perry is now an independent investor, business owner and advisor. Perry is a regular speaker, commentator and writer on North American consumer topics, with a special interest in supermarkets and food systems. He has served on the Advisory Committee, Canadian Agricultural Policy Institute; the Board of Directors, Dare Foods Canada, and on the Advisory Board, Grocery Business Media.
Perry holds an MBA from Western University and a Bachelor of Engineering from the University of Toronto.
Senior Advisor
Senior Advisor
Peter has over 30 years of senior management expertise, most recently as CEO of Citron Hygiene LP, a Birch Hill portfolio company, which he co-founded in 1996. At Citron he oversaw growth inside Canada and into the US and UK through 20 acquisitions. Peter has extensive experience creating value and strong cultures in businesses and accelerating their growth.
As Origin’s Entrepreneur in Residence, Peter brings a unique experience to clients, helping business owners manage the transition process.
Peter is a graduate of the Richard Ivey School of Business at Western University in London, Ontario, where he also lectured in its Undergraduate Program.
Managing Director
Managing Director
Robert has over 18 years of investment banking advisory and private equity investing experience at both bank-owned and independent Canadian investment dealers. Most recently, Robert was an investing professional at Catalyst Capital Group Inc., a Canadian-based distressed debt private equity fund managing $4.5B of capital, for over 3 years before leaving in 2019. Previously, Robert had extensive experience as a mergers & acquisitions advisor at CIBC World Markets, Genuity Capital Markets, and Canaccord Genuity.
Robert has broad experience working with companies across industries on M&A advisory and restructuring assignments.
Robert holds an Honours BBA from Wilfrid Laurier University, and is a CFA charterholder.
