Ted Liu
President

Backed by 25 years experience, Ted is a private capital researcher with unmatched passion of producing the most accurate and reliable private capital industry data and intelligence. Ted holds a B.Eng. in Mining Engineering from Shandong Institute of Metallurgical Engineering in Qingdao (Tsingtao), China, an M.Sc. (Eng) in Mining Engineering and Mineral Economics from Queen’s University at Kingston, and an MBA in Finance from the Faculty of Management of the University of Toronto.

In his spare time, Ted, a decent amateur photographer, enjoys photographing and appreciating the natural beauty wonderfully created for and endowed to us.

Data Analyst (part-time)

We are looking to hire a junior data analyst (part-time) who is excellent with numbers; contact Ted for details.


Advisors

David Wright
Special Advisor to CPE Media and Founder of Cassio Capital Advisors

Cassio Capital Advisors provides Capital Markets, Corporate Finance and Transaction Advisory services to technology advantaged, public and private companies seeking to achieve higher growth and valuation prospects.

David’s financial services career spans almost three decades, with its foundation as an equity research analyst covering public technology companies. As a Managing Director for BMO Capital Markets, David achieved top ranking status for his research and stock picking track record, being named North America’s #1 stock picker for the Software Sector in 2002. In addition, David has held the position of Director of Research for two boutique brokerage firms, as well as for a private equity firm established to invest in mainland Chinese enterprises. David conducted due diligence trips to China and analysed dozens of China-based companies. As an investment banker, David has raised capital, assisted companies going private, provided Fairness Opinions and valuation reports offering insight into a company’s value drivers, and provided M&A transaction advice. David is a member of the Board of the Private Capital Markets Association of Canada, and a past audit committee board member of a TSX-Venture listed technology company.

David is a graduate of the University of Western Ontario with an Honours, Bachelor of Arts degree in Economics and of Concordia University with a Masters degree in Business Administration. David is also a graduate of the Directors Education Program, developed by the Institute of Corporate Directors and the University of Toronto’s Rotman School of Management.

Mike Fox
Managing Director, Brightlights Inc.

Brightlights provides recruiting services for startups and growth technology firms in Toronto and Kitchener/Waterloo. For more than two decades, Brightlights has been helping Canadian technology companies succeed by creating strong leadership teams. We focus on recruiting C-level execs and senior technical talent for early and mid-stage companies.

We focus on:

  1. Leadership positions (Team Leader to C-level) where experience, cultural fit and proven leadership are a must.
  2. Senior level technical roles including Senior Developers and Engineers, Architects, Sales Engineers, Product and Project Managers and Product Marketing professionals, etc. These are roles where strong technical and interpersonal are key.

We are 100% committed to service excellence as well as adding value in each and every interaction we have with our clients and the candidates we represent.

LinkedIn
Richard Remillard
President, Remillard Consulting Group (RCG)

From 2003 to 2014, Richard Remillard was Executive-Director of Canada’s Venture Capital and Private Equity Association. He has also been a Vice-President of the Canadian Bankers Association, a Special Assistant to the federal Minister of Finance, a Public Affairs Manager with Bank of Montreal and a lecturer at Concordia University. Richard holds degrees from McGill University and the London School of Economics and Political Science and has completed the Canadian Securities Institute course. Richard speaks English and French and lives in Ottawa.

RCG President, Richard Remillard, has unparalleled senior financial services expertise in the private, public and trade association sectors, notably:

+ Special Assistant to a Federal Minister of Finance
+ Vice President of the Canadian Bankers Association
+ Executive Director of Canada’s Venture Capital & Private Equity Association (CVCA)
+ Director of MRS Trust (a subsidiary of Mackenzie Financial Corporation)
+ Public Affairs Manager with Bank of Montreal (BMO)

Kevin Tribe
Managing Director, Tequity, Inc.

Kevin brings 30+ years of experience working in North American software, hardware and professional services organizations. He has worked with multi-nationals and mid-sized firms, and has been the President and CEO of several software companies. Having successfully completed acquisitions for the larger firms he worked with, he used those skills to buy 3 companies in his own software firm which he then successfully sold to a publicly traded firm in 2003. His experience selling his own firm spurred him to start Tequity, to help bring a better level of M&A advisory services to firms in the lower middle market. Since that time, Kevin has invested in his own firm, using his experience to help other entrepreneurs and boards of directors with their personal and corporate strategies. Kevin has assisted dozens of CEO’s and Shareholder groups to achieve their personal and business objectives, whether to finance, sell, acquire, or merge with strategic partners.

Kevin is a graduate of the Richard Ivey School of Business, a designated Certified Merger & Acquisition Advisor (CM&AA), past Chair of TechConnex, an active member in a variety of tech related associations and a board member of several tech related firms.