Luc M.
Senior Associate @ Welch Capital Partners Inc.
About
Senior Associate at a boutique investment bank focused on M&A, capital raises, and valuation advisory for lower-middle-market businesses. Acting as primary client contact on active mandates and owning financial models, valuations, CIMs, and buyer/investor processes. Prior to investment banking, I built and operated residential service businesses, hiring and managing teams, driving customer acquisition, and executing projects end-to-end. CBV-designated. Experienced across valuation engagements, M&A execution, and capital advisory.
Canada
Greater Ottawa Metropolitan Area
Financial Services
Capital Markets, Corporate Development, Private Equity, Capital Raising, Management presentations, Growth Strategies, Business Development, Investment Banking, Financial Structuring, Client Relationship Strengthening, Financial Consulting, M&A Advisory Services, Equity Research, Valuation Modeling, Business Valuation, Equity Valuation, Financial Reporting, Relationship Building, Problem Solving, Written Communication
Experience

Senior Associate
Ottawa, Ontario, Canada
• Execute and support M&A and capital transactions • Primary client contact on active mandates, managing timelines, deliverables, and buyer/investor engagement • Own financial modeling, valuation, CIMs, and pitch materials for sell-side and capital raise processes • Lead management meetings, diligence coordination, and Q&A, working directly with founders, legal counsel, and financial sponsors • Support transaction structuring and negotiations • Review work, train, and mentor junior team members across modeling and execution • Promoted through three levels in under three years, reflecting increased responsibility and deal ownership

Valuations Associate
Richer Professional Corporation
Ottawa, Ontario, Canada
I worked with Marc-Andre Richer, CPA, CBV, assisting with Valuation Advisory and Reports for clients across diverse industries for tax reorganizations, Succession planning and legal disputes.

Painting Contractor
Student Services
- Founded a residential painting business in the early stages of COVID-19 and successfully operated through market disruption - Generated project leads through Facebook advertising, referrals, and direct marketing - Prepared competitive, profitable project estimates and managed pricing and scope - Built and managed relationships with suppliers, subcontractors, employees, and clients - Recruited and supervised crews and oversaw day-to-day project management - Created photo and video marketing content to drive customer acquisition and brand visibility

Owner/Operator
Chelsea, Quebec, Canada
- Launched and scaled a Student Works franchise in a new region with no existing client base - Achieved the second-highest revenue in Canada among Class of operators - Built, trained, and managed a marketing team to execute door-to-door canvassing and lead generation - Recruited and trained crews to deliver residential and commercial painting projects - Managed end-to-end operations, including project execution, customer experience, billing, and referral generation - Developed strong capabilities in sales, marketing execution, hiring, and team leadership
Luc M.'s Contact Information
Phone
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