A coordinated group of specialists — valuation, finance, operations, and M&A law — who work together, not in silos, to maximize the value of your transition.
Ted is a business growth advisor and master business coach, with FocalPoint since 2015. He helps small and mid-sized businesses consistently improve performance and achieve best-in-class results, introducing straightforward tools and methods to grow the business and enhance profitability. He previously held leadership roles in Strategic Planning, Operations, and Supply Chain for global consumer packaged goods companies including British American Tobacco and Estée Lauder Cosmetics.
Rajeeve has over 25 years of finance experience ranging from investment banking to financial strategy, planning, and analysis. He serves as Fractional CFO for several small and mid-size companies across Professional Services, Construction, Manufacturing, and Technology. He has held leadership positions across sectors from big retail (Loblaw, Grand & Toy) to financial services (Scotiabank, TD Bank Group, Foresters Financial). Rajeeve is also an Adjunct Lecturer in Corporate Finance at the University of Toronto and a Director at Pathwise Credit Union.
Gerry is a Growth and Value Strategist with over 40 years of C-suite experience as a CFO, COO, CEO, and strategic advisor. He has guided owner-managed businesses from early growth through scale, optimization, and successful exits — including two IPOs on the NASDAQ and the Canadian Venture Exchange. Gerry works primarily with owners of companies in the $5M–$25M revenue range, helping them build transferable value, reduce buyer risk, and prepare well in advance of a transaction through diagnostics, value benchmarking, and practical execution through a buyer’s lens.
Andrew is a solutions-focused transactional lawyer who advises owners, privately held companies, family offices, investment firms, and shareholder groups on complex commercial matters. His practice focuses on mergers and acquisitions, corporate restructuring, general commercial advisory, and transition and succession planning. With deep experience representing both vendors and purchasers in M&A transactions, he takes a business-focused approach that delivers timely, practical advice aligned with each client’s strategic goals.
Most owners exit once. We’ve been on every side of the table, many times, and we bring that experience to bear years before you sell.
“Built to be sold well.”
If you’re considering an exit within the next two to five years, we invite you to start with a private discussion about your goals, timing, and options.
