Meet The Team.

Ted Liu

Founder & President

Seasoned private capital researcher, passionately tracking and researching private capital industry since 1992.

David W. Wright, ICD.D

Special Advisor to CPE Media and Founder of Cassio Capital Advisors Inc.

Special advisor to CPE Media and founder of Cassio Capital Advisors Inc.

Research Associate

Research Associate

We are hiring a research associate. Join our private capital expert research team.


Mike Fox

Managing Director, Brightlights Inc.

Mike Fox is Managing Director of Brightlights Inc., a C-level execs and senior technical talent recruiting firm for early and mid-stage companies in Toronto and Kitchener/Waterloo.

Richard Remillard

President, Remillard Consulting Group (RCG)

Richard Remillard is President of Remillard Consulting Group (RCG), a bilingual consulting firm specializing creative, research-grounded solutions to business issues and public policies involving the Canadian financial services industry.

Kevin Tribe

Managing Director, Tequity, Inc.

Kevin Tribe, CM&AA, is Managing Director of Tequity, Inc., a boutique financial advisory firm specializing in merger and acquisition advisory work for software and IT services companies in the lower middle-market across North America.