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History

We founded the Shaughnessy Group in 2017, our presence has ambitiously expanded across Canada, thanks to our recruitment and growth strategies.


With each member remaining fiercely independent, we continue to seek out and attract innovative, entrepreneurially minded professionals ready to lead their career and business to the next level, expanding their capabilities and creating new, added value for their clients.

Purpose

We identified an ignored and underserved segment within the mid-market mergers and acquisitions advisory space. 


Sophisticated owner operators whose business in the one million to three million EBITA range are considered too small to garner the time and attention or pay the fees of investment bankers and not well served by the passive commercial listing process of a business broker. 


Thesis

Thesis

Could we deliver “Bay Street” sophistication and attract a cosmopolitan global audience of Canadian and foreign buyers to “main street” Canadian business? 


The opportunity to create an organization of like-minded senior entrepreneurially minded professionals executives targeting the thirty thousand lower middle market Canadian organizations with revenues of $10MM to $50MM.

Focus

Thesis

Approximately 65% of private Canadian businesses are owned by Baby Boomers (born 1946–1965), and an additional 15% are owned by Generation X (born 1966–1980), totaling 80% of private Canadian businesses owned by these two generations combined.


Owners who have 60% to 80% of their families net worth tied up in their business and are seeking to responsibly transition their business over the next decade. 


We have come to exist to create successful outcomes for our business owner clients, and a big part of our job involves educating the various stakeholders, advisors, intermediaries, and entrepreneurs themselves on what the M&A process looks like broadly and strategically to the nuanced tactics and specifics of a successful win-win outcome. 

Relatable

Relatable

Our entrepreneurially minded professionals have been on all sides of the table, as advisors, entrepreneurs, lenders, executives, investors, board members and as business operators, and this experience allows us to see the bigger picture, anticipate challenges and effectively navigate the transactional landscape within the lower middle market.   


Today, our clients have asked us to aid them beyond the sale or divestiture of a division or business, to advise in their founding, growth through acquisition and source debt to fund their acquisitions.

Strategic Advisers
Deal Team
Internships

Advantage

Relationships

Relationships

Support from a collaborative network of entrepreneurially minded professionals coast to coast and globally.


  • Enhanced brand recognition through nationally led marketing initiatives.
  • Global brand recognition, resources, and access through membership in various international associations and networks.
  • Innovative human resource strategies to attract, develop and retain top talent.
  • Proven governance infrastructure.
  • Capacity to offer clients a broader range of specialty services.
  • Accordingly, our growth strategy shows no signs of letting up.  

Relationships

Relationships

Relationships

We continue to attract outstanding geographically focused, or industry specialized deal makers.


Business owners and executives are discovering an alternative of entrepreneurially minded professionals who are proactively taking stock of their clients’ needs and seeking to join a network that offers both an innovative mindset and one-stop-shop specialty services. 

You

Relationships

Possess a background that includes:


  • 10+ years of successful commercial banking, corporate finance, merger, acquisitions, leasing, strategic advisory, financial services, and executive leadership experience.
  • A respected leader in your community.
  • Possess an established network of investment, Insurance, legal, accounting, tax, consulting, entrepreneurs, business owners and executive relationships. 
  • A LinkedIn profile and growing social selling index. 
  • Entrepreneurially minded professionals

Ready To Scale Your Entrepreneurial Journey?

Navigating the complex world of M&A? You're good at what you do, but imagine what you could achieve with a powerhouse team behind you.


At Shaughnessy Group, we offer a unique value proposition that transforms your solo efforts into a formidable force. We're not just a firm; we're entrepreneurs helping entrepreneurs, believing that together, we can reduce risk and uncover more opportunities.

For The Entrepreneur: Beyond The Solo Hunt

As an entrepreneur, you're constantly seeking that next strategic move – the perfect acquisition to fuel your growth. But sourcing, structuring, and closing deals is a full-time job in itself. What if you could spend less time hunting alone and more time leading, backed by a collaborative team?


  • Expanded Reach & Shared Discovery: While we can't guarantee a specific deal flow, our collective efforts in research, networking, and relationship-building mean we cast a wider net together. You'll gain access to our established pipelines and diverse connections, increasing the odds of finding new mandates.
  • Expert Navigation, Shared Risk: M&A is complex. Leverage our decades of corporate finance and operational experience to navigate valuations, due diligence, and deal structuring with confidence. We're your "do-it-with-you" partner, sharing the burden and mitigating risk as we work together for our clients.
  • Capital Connections: Securing financing can be a major hurdle. Benefit from our strong relationships with traditional lenders, private equity, and investors, streamlining your capital-raising process and aiming for better terms.
  • Credibility & Support: Close deals with the backing of a reputable firm. Our established brand lends immediate credibility, while our team provides the administrative, analytical, and strategic support you need to succeed as a rain-maker.

For The Independent Consultant: Amplify Your Impact

You've built your expertise and reputation as an independent consultant, but the constant grind of client acquisition and back-office tasks can limit your billable hours and the scale of your engagements.


  • Enhanced Opportunity & Collaboration: The independent consultant often faces the challenge of sourcing new projects. By joining our entrepreneurial collective, you'll be part of a team actively seeking opportunities. While we don't promise specific deal flow, our combined efforts and shared networks increase the likelihood of uncovering and pursuing promising M&A advisory mandates.
  • Elevated Brand & Credibility: You're no longer pitching yourself as a sole operator. By joining a firm with a recognized name in the M&A advisory space, your expertise gains immediate leverage from our collective brand, reputation, and proven track records.
  • Collaborative Power: You're not alone. Tap into the diverse expertise of our team for complex challenges, share best practices, and benefit from comprehensive back-office support – from IT to marketing. This allows you to focus on high-value advisory work.
  • Resources at Your Fingertips: Gain access to expensive, sponsorships, speaking engagements, thought leadership content, specialized M&A tools, databases, and research that would be too time consuming and cost-prohibitive for a solo consultant.
  • Global Reach & Larger Engagements: Our extensive networks and global affiliations open doors to larger, more complex, and potentially more lucrative engagements that an independent consultant might not be able to tackle solo.
  • Eat-What-You-Kill" Rewards: We believe in rewarding results directly. Our competitive, performance-based compensation model ensures your hard fought results translate directly into top-tier earnings, all while leveraging our powerful platform.

Bottom-line

We are looking for entrepreneurially minded professionals who are:


 • Seeking top industry pay.

 • Expect to eat-what-you-kill.

 • Are Entrepreneurial by nature.

 • Prefer an independent environment.

• Are a deal junkie.


Our members have a demonstrated record of success, enabling you to punch above your weight class and win.

Let’s Talk

By joining our network,  entrepreneurially minded professionals are breaking through traditional barriers to their personal growth. 


Members gain access to resources that empower them to provide clients with even greater value, while maintaining the autonomy that leads to their local market and industry leadership.


Ready to stop doing it all yourself and start achieving more with a leading M&A advisory firm? Let's talk about how joining Shaughnessy Group can unlock your next level of success.

Job Postings

Become part of a national organization of like-minded entrepreneurially minded professionals senior executives targeting lower-middle-market Canadian business. Leverage your decades of experience as an operator, entrepreneur, shareholder, and investor. Aiding owners, entrepreneurs, and executives; selling their business, buying a business and or financing their business growth.

Our Alumni

"The internship with The Shaughnessy Group was an amazing and deeply engaging experience. With the guidance of Karl & Arne, and by being immersed into the center of the business, the experience gave me a raw idea of what a career in investment banking would look like. It also gave me an opportunity to learn my strengths, what I am good at

"The internship with The Shaughnessy Group was an amazing and deeply engaging experience. With the guidance of Karl & Arne, and by being immersed into the center of the business, the experience gave me a raw idea of what a career in investment banking would look like. It also gave me an opportunity to learn my strengths, what I am good at, and what I enjoy. My favorite part of the internship was learning the stories of the companies and entrepreneurs we worked with. These stories were an inspiration and a great source of entertainment! " investment banking jobs

Mohammed Al Maskari

"During my internship at The Shaughnessy Group, I felt like part of a great community right away. Everyone was friendly and welcoming, making me feel at home. It was awesome to get involved in live deals from the beginning, which taught me a lot about the industry. The team was super helpful and always ready to answer questions. They also

"During my internship at The Shaughnessy Group, I felt like part of a great community right away. Everyone was friendly and welcoming, making me feel at home. It was awesome to get involved in live deals from the beginning, which taught me a lot about the industry. The team was super helpful and always ready to answer questions. They also had lots of helpful materials and workshops that helped me learn even more. Overall, the combination of hands-on experience and the supportive atmosphere made my summer there really valuable." investment banking jobs

Mit Chaudhari

"From financial statement reconciliation to dealing directly with clients, my experience in The Shaughnessy Group has been nothing short of eye-opening in learning the craft of investment banking. As a boutique firm, I was able to understand the step-by-step process of closing deals and sourcing opportunities to ultimately help our client

"From financial statement reconciliation to dealing directly with clients, my experience in The Shaughnessy Group has been nothing short of eye-opening in learning the craft of investment banking. As a boutique firm, I was able to understand the step-by-step process of closing deals and sourcing opportunities to ultimately help our clients succeed in their endeavors. My initial foray in the world of investment banking began with studying the resources provided by The Shaughnessy Group to understand the processes involved in a step-by-step program, prepping me for the daily tasks I was responsible for. As time went by and the processes and systems were becoming more familiar, the pace was maintained by providing me with more responsibilities and opportunities to grow my experience and skills such as being involved in client meetings and creating targets lists. Eventually, becoming responsible for 4 projects was definitely a welcome challenge and pushed me to be more efficient whilst my line managers provided the opportunities to handle matter independently and speak freely. As a boutique firm, I had the unique opportunity to view projects from a high-level perspective and not be siloed into the same repetitive tasks.  Mr Karl Sigerist and Mr Arne Hassle Gren helped me throughout the duration of my internship and were always available for clarifications. I have met several interesting clients and colleagues who pushed me to be better and I can confidently state that my time as an intern has vastly improved my investment banking acumen thanks to this hands-on approach. "

Mohamed Nabeel Faris

"My time here at The Shaughnessy Group has been nothing but amazing. While initially a bit intimidating (as most internships are), The management team were quick to make sure the whole team was comfortable and competent to complete tasks. Over the first few weeks of working on live deals, you understand the realistic aspects of M&A and in

"My time here at The Shaughnessy Group has been nothing but amazing. While initially a bit intimidating (as most internships are), The management team were quick to make sure the whole team was comfortable and competent to complete tasks. Over the first few weeks of working on live deals, you understand the realistic aspects of M&A and investment banking as a whole. What I appreciated the most was how unrestricting the team was when you wanted to try something and take a small risk. My mentor allowed me to design slides in my own creative manner and let me attempt my own financial model. I was constantly allowed to show my individuality and personal skillsets while representing the firm and its brand well in any situation. The work was exciting and intellectually stimulating and this internship will undoubtedly aid me in my future endeavours after I depart from this amazing firm."

Zafir Hussain

"During my time at The Shaughnessy Group, I was immediately welcomed into an exceptional, lean team that truly prioritized my personal growth and development. From day one, it was evident that the firm valued my contributions and fostered an environment where I could make a meaningful impact.


A major highlight of my time at The Shaughnessy

"During my time at The Shaughnessy Group, I was immediately welcomed into an exceptional, lean team that truly prioritized my personal growth and development. From day one, it was evident that the firm valued my contributions and fostered an environment where I could make a meaningful impact.


A major highlight of my time at The Shaughnessy Group was the opportunity to work directly on live M&A deals. I gained invaluable hands-on experience supporting deals through detailed industry research and contributing to the preparation of client pitch materials. This exposure helped me understand the intricacies and complexity of M&A transactions, and the responsibilities I was given made me feel like a trusted and valued member of the team.


The weekly team meetings, combined with comprehensive training materials and valuable industry insights shared on the firm’s website, kept me fully engaged throughout my internship. These resources deepened my understanding of M&A and the broader market, offering a unique opportunity to learn from seasoned professionals in the field. Overall, my time at The Shaughnessy Group was incredibly enriching, and I highly recommend it to future interns looking for a dynamic and rewarding experience in the M&A space."

Andrew Koren

The team at Shaughnessy was welcoming and always available for questions. I was provided with several opportunities to learn about the day-to-day processes of an investment banking firm and was invited to client calls to increase my exposure to the industry and further my professional development. I am extremely grateful for the managemen

The team at Shaughnessy was welcoming and always available for questions. I was provided with several opportunities to learn about the day-to-day processes of an investment banking firm and was invited to client calls to increase my exposure to the industry and further my professional development. I am extremely grateful for the management team at The Shaughnessy Group and highly recommend the company for interns seeking an engaging and enlightening summer opportunity" investment banking jobs

Soni Rambharack

"My M&A internship experience was an incredible journey that exceeded all expectations. From day one, I was immersed in real-world deals and strategic decisions, allowing me to apply my classroom knowledge to practical situations. The mentorship I received was invaluable, especially from the Managing Director and Vice President. The inter

"My M&A internship experience was an incredible journey that exceeded all expectations. From day one, I was immersed in real-world deals and strategic decisions, allowing me to apply my classroom knowledge to practical situations. The mentorship I received was invaluable, especially from the Managing Director and Vice President. The internship had a high learning curve initially. However, with time, the intimidation was not existent. I not only enhanced my financial and analytical skills but also provided a deep understanding of the intricate workings of mergers and acquisitions. The fast-paced environment nurtured adaptability, and the challenges I encountered fostered personal and professional growth. Moreover, my fellow interns also assisted and supported me a lot during my tenure at Shaughnessy Group. ." investment banking jobs

Harshit Singh

"During my internship at The Shaughnessy Group, I was fortunate to become part of an exceptional team right from the start. The warm and welcoming atmosphere made me quickly realize that I was surrounded by supportive colleagues who genuinely cared about my growth.


One of the highlights of my internship was the opportunity to dive into liv

"During my internship at The Shaughnessy Group, I was fortunate to become part of an exceptional team right from the start. The warm and welcoming atmosphere made me quickly realize that I was surrounded by supportive colleagues who genuinely cared about my growth.


One of the highlights of my internship was the opportunity to dive into live deals right from day one. Being involved in real-world transactions taught me invaluable lessons about the intricacies of the M&A and the lower middle market. Whether it was analyzing financial data, participating in client meetings, or contributing to pitch materials, I felt like an integral part of the team.


The team was outstanding in their willingness to guide and mentor me. Whenever I had questions or needed clarification, they were there, ready to provide thoughtful answers. Moreover, the abundance of helpful resources—such as weekly meetings, training materials, and industry insights—further enriched my learning experience."


Sami Zahid

"I had the incredible opportunity to intern at The Shaughnessy Group, where I gained invaluable experience in data research and outreach. My role involved conducting in-depth data analysis, identifying potential contacts, and supporting the team with outreach efforts to key industry players. This hands-on experience allowed me to develop 

"I had the incredible opportunity to intern at The Shaughnessy Group, where I gained invaluable experience in data research and outreach. My role involved conducting in-depth data analysis, identifying potential contacts, and supporting the team with outreach efforts to key industry players. This hands-on experience allowed me to develop a deeper understanding of the M&A process and sharpen my analytical skills.


The fast-paced and collaborative environment at The Shaughnessy Group pushed me to grow both professionally and personally. I am particularly grateful for the mentorship and guidance provided by Karl and Arne. Their willingness to share their expertise and insights was instrumental in shaping my understanding of the industry and the intricacies of deal-making.


My time at The Shaughnessy Group has been an incredibly rewarding experience, and I am deeply appreciative of the skills and knowledge I gained during this internship. It has further solidified my interest in the field and prepared me for future opportunities in the industry"

Gurmanpreet Singh

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