About Portage 

Our Mission

Portage M&A Advisory consists of an adventurous group of professionals who are passionate about getting people to where they want to go. Our specialty is guiding business owners through the divestiture process, particularly private companies with an enterprise value of $2M to $30M. We work with owners throughout Ontario and focus on multiple industries including manufacturing, construction, and professional service businesses. Our goal is to achieve a win-win outcome with every transaction.

Our Promise

We see this journey as a partnership built on trust.  Our entire team is focused on helping you achieve your goal, and we take pride in doing this in an ethical and confidential manner.  We understand that selling or buying a business is one of the biggest decisions you will make.  This is why you will appreciate the personal approach we deliver along the way.

 

Get to Know Us

Bios

Expertise to Deliver Results

Our team includes experienced professionals who have worked across multiple industries in various M&A roles. We have over 30 years of ‘getting it done’ experience with our clients. We bring a wealth of multi-disciplinary knowledge to ensure you receive sound advice and maximum value for your business. We also make the process inclusive, so whether it’s your accountant, lawyer, or other trusted advisor, we will work with you and the people you’ve had support your business along the way.

Jim Friesen
Partner, M&A Advisor – MBA, CMA, CPA, CBI, CM&AA

Jim has extensive experience in finance working with large national and global organizations. During his tenure with a national accounting firm, he led a team of analysts evaluating the company’s financial performance and identifying M&A opportunities. Jim brings considerable knowledge as an accounting and finance professional as well as a co-owner of a company in the wastewater treatment industry.  As a founding partner of Portage M&A Advisory, Jim is passionate about entrepreneurship and guiding owners through the sale of their businesses.

robert jones
Partner, M&A Advisor 

Robert has over 25 years of experience in sales, marketing, management, and leadership in several industries and fields of expertise.  His most recent position was the President of 2 companies with 143 employees, 5 offices, in 3 Provinces.  He has been involved in start-up, early stage, mature, and turn-around companies as founder, owner, employee, and executive leadership, all in the small to medium size business world. Robert has now turned his focus and energy to using his experience to help business owners build value, understand the options for exiting their business, and ultimately guide them through the process of selling their business.

Thomas Bevilacqua
Manager, Mergers & Acquisitions

Experience gained in business analysis and professional consulting with a multinational professional services firm, a major Canadian bank and a national accounting firm, enables Thomas to bring a disciplined approach to research, valuation and financial modeling in his role at Portage M&A Advisory. He is currently pursuing his CFA designation to complement his Bachelor of Commerce. Thomas is highly client centric, gifted at building lasting relationships through hard work and responsive support.

Viviana Sergio
Executive Assistant

A natural organizer, Viviana brings a service first attitude and entrepreneurial background as past business owner and producer of a media company. She is the ‘director of first impressions’ when clients reach out to our offices and works to keep all internal administration flow on track and on time. Viviana also manages a suite of digital marketing platforms for Portage M&A Advisory to support our team’s commitment to delivering unparalleled client service.