ABOUT APEX

APEX is a bit different than traditional investment banks in a couple of ways.  First, we focus almost exclusively on small to medium sized technology companies which require a highly specialized skillset as compared to more traditional industries.  We can help to uncover hidden value by leveraging IP and other off-balance sheet intangibles in order to realize the best possible terms in a deal.

Secondly, we are not transaction driven but results driven.  We don’t believe in the “one and done” approach and strive to become a long-term strategic advisor for our clients. We’re firm believers in taking a step back and figuring out what is in the best interest of all stakeholders over the long run. Sometimes it makes sense not to sell your business and reposition it or allow it to mature in order to extract additional value.  Sometimes it makes sense not to raise growth capital prematurely in order to minimize dilution or bridge to a larger opportunity with better valuations.  Sometimes companies are thinking too small and need to strive for that “big hairy audacious goal”.  And sometimes companies are too conservative and don’t see the bigger play.

It’s our job to help entrepreneurs carve out a laser focused strategy designed to maximize shareholder value.  It’s also our job to take the burden of trying to sell the company or raise a round of capital off of management’s plate so that they can focus on running the business.   We will deeply analyze the needs of the business and work with management to develop a strategy that can be implemented today based on the objectives of stakeholders and the resources of the company.  In the end, we’re entrepreneurs just like you and are motivated by delivering tangible results.

TEAM

Terry Mocherniak

Founder and Managing Director

Terry Mocherniak is the Founder and Managing Director of Apex Capital Advisors.  He has over 25 years’ experience in the tech sector and is a serial entrepreneur having founded and grown several businesses with two successful exits including one to global giant Siemens.  Terry also has extensive M & A, venture capital and corporate advisory experience and has raised over $20 million in venture capital for his own enterprises.  Vertical expertise includes cleantech, energy, software, e-commerce, B2C marketplaces, marketing, and media.

Terry currently serves as a Director of York Angels, Senior Advisor at EACL Consulting, Cleantech Advisor at MaRS, Director of Qeatech Inc. and previously Executive Director at York Angels.  Terry is a corporate lawyer and has an LLB from Osgoode Hall Law School.

 

Craig Hanna
Senior Advisor, M & A

Craig is the Founder and Managing Director of Clearview Advisory, a boutique advisory focused on corporate finance, M&A and strategy. Craig is a trusted advisor to business owners and Boards of Directors having completed or advised on over $1bn in M&A and financing transactions.  Craig was recognized as a “Canadian Dealmaker of the Year” by Lexpert, Deloitte, The Globe and Mail and Thomson Reuters in 2015. Prior to launching Clearview Advisory, Craig was a successful public company executive leading Corporate Development and Strategy across multiple business units. Earlier in his career, Craig was an investment banker and M&A advisor with PricewaterhouseCoopers (PwC) and Scotia Capital. 

Craig holds a bachelor’s degree in engineering and an MBA from Queen’s University and DeGroote School of Business.

Jonathan Latsky

Senior Advisor, M&A

Jonathan offers extensive experience in creating value in marketing services and technology companies and realizing that value through strategic buy-side and sell-side mandates. In 1991, he founded Syntony Marketing Inc., a database services company and, after six years of 100%+ annual growth, Jonathan sold to InfoUSA and he became Canadian President. In 2004, Jonathan acquired Uthink, an online marketing and market research company, which he sold in 2008 realizing a 30X return. Jonathan has subsequently acted as M&A advisor to a CPG sampling company, boutique call centre, dental wholesaler, marketing agency, SaaS company, among others.

Jonathan has an MBA from Ivey and has been a MaRS volunteer advisor for over 10 years. He is also an angel investor in 6 early stage technology companies.

Howard Thomas

Senior Consultant

Howard is an accomplished senior marketing executive with over 30 years of experience in Fortune 500 organizations, global advertising agencies and as Principal of his own consulting firm. His prior experience includes VP of Marketing & Brand Management at CIBC, CMO for Samsung Canada, and President of Canadian American Transportation Systems LLC.  During his advertising career, he served as President of Vickers & Benson (prior to their acquisition by HAVAS), and also worked for Saatchi & Saatchi and Young & Rubicam in senior client management roles.  Vertical expertise includes all forms of media and communications, banking, technology, governments and NGOs, retail, CPG and consumer goods.

Mr. Thomas is a graduate of the University of Toronto and a national Board Member of Ovarian Cancer Canada.

Garry Innanen

Senior Consultant

Garry has 30 years of strategy, sales, marketing and leadership experience serving the business needs of private and public organizations.  He has founded 5 service organizations for over 20 years of P&L responsibility.  Vertical expertise includes cleantech, distribution, not-for-profit, healthcare, retail, manufacturing, government and financial organizations. Significant clients include IBM, GE, CGI, Nortel Networks, Imperial Oil, JD Irving, eHealth Ontario, NavCan, Kraft, Empire Life, Noranda, Falconbridge, Dofasco, and Manulife Financial.

Garry has a B. Sc. from Waterloo, an MBA from Schulich, is a member of  The University of Waterloo Alumni Council and past Director of Spark Angels, ProVision, InCubes, Daisy Intelligence and The Nature Conservancy of Canada. Garry has been an active Angel investor for 20 years and has been involved in the funding of over 35 organizations with 4 exits.

Marc Hoffknecht

Senior Consultant

As a business founder and C-level executive, Marc has gained an exceptionally broad skillset over two decades in the tech space. He has deep experience in managing international engineering and research teams and has also been involved in several M&A transactions including the sale of his start-up to a global electronics giant. He is an electrical engineer with deep software, firmware, electronics, mechanical engineering and product management experience. Marc runs his own research and design consulting business and previously held the roles of V.P. Engineering at Lumion Corporation, Founder/CTO at Encelium Technologies, Director R & D at Osram Sylvania and Global Systems Architect at Osram Licht AG.

Marc holds numerous patents and has a Masters degree in Electrical Engineering from the Technical University of Aachen, Germany.

Barry Papoff

Senior Consultant

Barry has 20+ years’ experience in the technology sector, having held senior management roles in engineering and operations at technology start-ups and publicly traded companies. Previous roles include COO of ARCX, V.P. Operations of Encelium Technologies, V.P. Engineering of Leitch Technologies and President/Co-founder of Baranti Group Inc, a Deloitte Fast 50 & Profit 100 winner. Barry has overseen the design, commercialization, manufacture, fulfillment and support of hundreds of products in electronics, automation, IoT, video, wireless, control systems and Fintech.  Barry also has extensive M&A experience working with multiple start-ups from ideation through scaling to exit.

Barry holds a B.Tech in Electronic Engineering from Ryerson University, MBA from California State University, and is certified in Lean Six Sigma from McGill University.

Rob Barlow

Senior Consultant

Rob Barlow has over 25 years’ of experience delivering telecom technology throughout the Americas. In 2007, he founded wholesale network operator WireIE.com that delivered private broadband networks to government and large industry in underserved markets. After 13 years of building the company, he successfully exited the business in 2019.  Prior to founding WireIE, Rob was a Director of Program Management at Telus delivering new technology that was foundational for 5G and Cloud services. Rob is now a consultant, board member and mentor to organizations in technology and telecom with expertise in go to market strategy, fundraising, M&A and operations for SaaS, IoT, Big Data and AI companies. Rob has his own YouTube channel and podcast that highlight innovative founders and thought leaders

Contact Apex Today

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