Karl E. Sigerist, Jr. ICD.D
Karl Sigerist is a seasoned business leader with a proven track record in founding, growing, and transforming organizations. His diverse background in technology, finance, and insurance has made him a founding member of eight start-ups and an expert in leading business-to-business organizations through strategic transactions, including mergers and acquisitions. Karl has advised shareholders, board members, and executives on governance, as well as strategic and corporate finance issues, guiding them through the complexities of business valuation, founding, growing, buying, and selling enterprises. He has successfully overseen the turnaround of three Canadian and European organizations, raising a total of $965 million in capital and facilitating numerous deals valued over $4 billion.
Arne Hassel-Gren
Arne is a proven relationship builder with executives, founders, and entrepreneurs across the globe, particularly in the realms of business valuation, mergers and acquisitions, and strategic transactions.
Arne has strategically advised organizations across North America and Europe, providing growth financing that often facilitates mergers and acquisitions.
His sector expertise spans entertainment, media, information technology, manufacturing, wholesale, retail, hospitality, healthcare, motor sports, home improvement, and financial industries, where he plays a key role in navigating complex strategic transactions.
For decades, Arne has volunteered and continues to provide governance for an international non-profit, showcasing his dedication to community and leadership.
Arne was educated at Trinity College School, Port Hope, Ontario Canada, Canadian Junior College, Lausanne, Switzerland, and Western University, London, Ontario Canada.
David Prowse, CPA, CA, CVA, CEPA, CMAA
David Prowse leads strategic initiatives to support Canadian business owners with companies generating less than $5 million in annual revenue. With over 25 years of experience in business valuation, mergers and acquisitions, exit planning, and financial modeling, David brings unparalleled expertise to guide clients through successful strategic transactions and succession planning.
David holds a Bachelor’s degree and is a Certified Public Accountant (CPA), Chartered Accountant (CA), Certified Valuation Analyst (CVA), Certified Exit Planning Advisor (CEPA), and Certified M&A Advisor (CM&AA). His extensive qualifications, combined with his strategic vision and relationship-building skills, position him as a trusted leader in the Shaughnessy Group’s mission to empower entrepreneurs with seamless and profitable business transitions.
Shivani Patel, B.Sc., MBA
Shivani’s passion for analyzing businesses and outlining their most optimal path to value creation engages her in mergers and acquisitions activities. By focusing on business valuation, she strives to provide tangible, contextualized advice while cultivating relationships with authenticity.
Shivani’s career emphasis has been in corporate strategy and investment analysis across North America and Europe. She has advised management and leadership teams within publicly listed and private companies regarding key strategic transactions and financial initiatives across multiple sectors. Additionally, she is experienced in conducting due diligence on investments for the purposes of both mergers and acquisitions as well as public equity investment decisions.
Andrew J. Malcolm, BCom, MA
Andrew became an Associate in 2024 after graduating from our intern program. He continued to apprentice and support our clients in strategic transactions and our team before being elevated to his current role.
Andrew holds a Master of Arts in Financial Economics and a Bachelor of Commerce in Finance from the Lang School of Business and Economics at the University of Guelph, enhancing his expertise in business valuation and mergers and acquisitions.
Nicholas Carter, BCom, MBA
Nick is an accomplished Senior Financial Professional with an impressive track record of success at a Canadian chartered bank and various financial service organizations. By leveraging innovation and data science, he has been instrumental in creating billion-dollar portfolios, specifically in the areas of business valuation and strategic transactions. Throughout his career, he has consistently aimed for optimal effectiveness and efficiency to enhance stakeholder value. With experience across both Eastern and Western Canada, Nick possesses a broad range of expertise that spans commercial and consumer lending, discount brokerage, real estate, and agriculture, including involvement in mergers and acquisitions. In addition to a B.Com and MBA, he holds a Diploma in Urban Land Economics and has completed coursework toward a Master of Economics degree.
Paul Sigerist
Paul joined our team in 2019 as a seasoned Technology Director with over 20 years of experience driving information technology strategy, infrastructure, and digital transformation. He possesses proven expertise in information technology, leadership, cybersecurity, cloud computing, and enterprise systems, with a strong focus on business intelligence, process optimization, and risk management, especially in the context of business valuation, mergers and acquisitions, and other strategic transactions. A results-driven leader, Paul has a track record of implementing scalable, secure, and cost-effective solutions that align technology with business objectives.