Dan LaForest, Principal
Dan leads the investment and portfolio functions of the firm. He has extensive experience in investment banking and corporate finance, primarily focused on mergers and acquisitions. Dan has been involved in transactions representing greater than $125 billion in value and ranging in size from less than $50 million to greater than $40 billion.
Most recently, Dan was a Vice President at Evercore, where he was responsible for cross-border transactions involving the Canadian market. Earlier in his career, he was part of the investment banking division of RBC Capital Markets and at KPMG in the middle-market transaction advisory and audit practice groups.
Dan has served as an advisory board member for several Canadian private companies. He graduated from Queen's University with a Bachelor of Commerce degree and is a Chartered Accountant and Chartered Financial Analyst.
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