SMB software deal makers.

Over 30 Years Of Experience In Operating, Growing, Investing, Buying And Selling SMB Software And Commerce Companies

Mark Macleod, Founder

Since 1999, Mark has been helping fund, grow and exit software and e-commerce businesses. He has over 14 years experience as a CFO for market leaders such as FreshBooks, Shopify and many others. He also spent 3 years as a General Partner at Real Ventures where he led investments in a number of SMB SaaS and e-commerce companies including Unbounce and Frank & Oak.

He has raised hundreds of millions in capital from investors in Canada, the U.S. and Asia and sold companies to Airbnb, Blackberry, Gannett, Rackable Systems, Return Path, Thrivehive and others. Mark is often asked by investors, strategics and industry leaders to share his insights on the SMB software market.

Josh Scherman, Vice President

Josh began his career on Wall Street as an investment banker on the debt capital markets team at CIBC World Markets. He spent 5 years there before moving into the tech world. Since 2010, Josh has held senior business development roles in New York and San Francisco for early stage startups such as Postling and inDinero, as well as established market leaders like Constant Contact. Along the way, he developed a passion for companies that serve the SMB market. Josh is a former Director of the Small Business Web Association and has helped small and large companies succeed in the SMB space.

Danial Shaikh, Associate

Danial is a CPA and previously supported the corporate development team at TELUS, where he executed buy-side M&A transactions in telco, healthcare, and IT verticals. He also has experience supporting the FP&A functions at TELUS, TD Securities, and Kraft Foods.

Erik Mosney, Analyst

Prior to joining SurePath, Erik was an Associate in the Capital Markets and M&A Advisory group at RSM Canada where he provided boutique investment banking services to high growth companies, focusing on retail and technology sectors. Throughout university, Erik was the Portfolio Manager Leader of the Telfer Capital Fund (TCF), a value-based investment portfolio managed by a team of 30 undergraduate students on behalf of the University of Ottawa. In addition, he worked with Minto Capital, The Minto Group’s private equity real estate investment management arm for multiple internship cycles. Erik holds a Bachelors of Commerce specializing in Finance from the University of Ottawa (2017) and is a CFA Level 2 Candidate.

Sara Defina, Analyst

Prior to joining SurePath, Sara was a manager in the Valuations Deal Advisory group at KPMG where she provided valuation assistance and strategic recommendations for the purposes of financial reporting, mergers, acquisitions, investment reviews and stock-based compensation across a variety of industry sectors. Sara also has experience in performing financial statement audits and reviews for both public and private clients in the financial services industry. Sara is a Chartered Professional Accountant and is a Chartered Business Valuator Candidate.

KJ Lee, Analyst

KJ is a CPA CMA with experience in Media, Fintech, and SaaS. Prior to joining SurePath, KJ was a FP&A manager at FreshBooks where he helped in raising their $43 million Series B round. KJ is passionate about the latest trends in technology and possesses in-depth knowledge of product development,go-to-market, pricing strategy, and SaaS business models.

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