Since 1995, Jeffrey has worked in the capital markets with both public and private companies. Jeffrey has worked in management, business and corporate capacities with companies on the Alberta Stock Exchange (ASE), Vancouver Stock Exchange (VSE), Canadian Venture Exchange (CDNX), TSX Venture Exchange (TSXV) and CSE- Canadian Securities Exchange (CSE). His experience encompasses IPOs, RTOs, private placements, prospectus financings, Investor Relations, business acquisition reports, public company filings, corporate finance and corporate strategy and development.

From 2005 to 2016 he had the role of Senior Advisor, Listings Development at CSE- Canadian Securities Exchange where he created listings development and sales strategies, a significant listings pipeline and relationships with centres of influence across Canada as well as globally. Part of that work entailed the compilation and analysis of institutional ownership in public equities.

Since co-founding ITB Solutions Incorporated in 2005 he has assisted private and public companies globally to succeed in the capital markets in Canada. Jeffrey works with companies on their going public strategy, execution and corporate development creating a successful transformational transaction for his clients’ requirements. Additionally, he uses his experience, knowledge and skills to develop pitchbooks, pitch strategy and execution for his clients enabling clients to reach their personal and corporate goals.

Through ITB Solutions Incorporated was a Senior Advisor for Listings and Business Development  from February 2017 to December 2020 with the Neo Exchange (now CBOE Canada), Canada’s newest stock exchange which focuses on putting investors, businesses looking to raise capital, and investment dealers first.

Jeffrey has a significant network and close relationships in the public and private capital markets globally including exchanges, investment banks, funds, angel groups and corporations.

Key Skills

• Going Public Strategy – Planning & Execution
• Exchange Listings
• Corporate Finance
• Company Valuation
• Business (Product/Service) Evaluation
• Business Development Structure & Strategies
• Pitch Strategies & Development
• Strategic Management Consulting