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Executive summary

Carmen is a trusted, collaborative advisor and catalyst of growth for private and private-equity-owned small- and medium-sized enterprises (SMEs) in a variety of industry sectors. With over 18 years of experience, he has developed a particular focus on the manufacturing sector, advising on an array of challenges and opportunities faced by manufacturers. He has advised on continuous innovation and Industry 4.0 implementation, adoption of evolving technology and modernization of existing business processes, business transition planning and transaction support, financial reporting and assurance, and domestic and international tax planning.

Carmen is able to draw on his experience in alternative asset management and private equity to help SMEs navigate the rising trend of private capital investment, leveraging his experience at both a fund and portfolio company level.

Professional affiliations

Chartered Professional Accountants of Ontario
Chartered Professional Accountant of Canada

Professional designations and education

Diploma of Accounting, Mohawk College (2006)
Bachelor of Accounting, Brock University (2009)
CPA, CA (2009)

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