It matters who you work with

Selling your business is one of the most important transactions of your life! And it’s important that you trust the people who are working for you and helping you to optimize your exit.

Our Core Values

PASSION

We empathize and understand that selling your business is an extremely difficult process. Serving you well is what motivates us. We’re passionate about bringing value, not just to your business, but to you personally.

INTEGRITY

Our relationships are founded on integrity. We practice full transparency and honesty with each one of our clients. We realize trust is of the utmost importance in what we do.

EXPERIENCE

With a combined 40+ years of experience, we have overseen numerous transactions across a wide-range of industries. Experience means knowing how to sell a business for its highest possible value within a reasonable time period.

RESULTS

We only achieve results when you achieve results. We see the transaction through to the end and are only satisfied when you are happy with the sale.

Our Team

Don Montgomery, CBI

President, M&A advisor

Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a great client experience is what makes True North stand out in the mergers and acquisitions industry.

Prior to founding True North M&A (formerly Column B), Don built his 25-year career around enriching the customer experience in sales and management, eventually leading to his role as President of Pentax Medical. Over the years, Don has led and participated in extensive long-term strategic planning, including numerous M&A opportunities and ventures while sitting on “the other side of the desk.”

Through his many accomplishments and years of experience, he has developed an incredible grasp on how to lead and serve his clients (business sellers and buyers). After seeking to buy a business and personally finding the M&A service marketing lacking in Canada, Don’s passion for caring for the customer merged with his entrepreneurial personality and True North Mergers & Acquisitions (TNMA) was born.

Don and True North take pride in impacting businesses through the ability to connect, listen to, gain insight from, and deliver results for clients’ individual needs. This strength for listening and understanding clients allows True North to develop creative ideas about how to increase a business’ value, even in the final months prior to a sale.

Don is an active member with the IBBA (Int’l Business Brokers Assn) and IBBA Canada, and is a Certified Business Intermediary (CBI) through the IBBA. He is also a Certified Value Builder with the Value Builder System™, building his knowledge of the M&A world for the betterment of his clients.

Abhishek Makkar, CPA

VICE PRESIDENT, WESTERN CANADA

Abhi brings a wealth of expertise as a seasoned M&A advisor, with a diverse background encompassing Accounting, Finance, Risk & Compliance, and M&A. His career has predominantly revolved around transactions, where he has been a pivotal member of the transaction teams for notable entities such as Parkland Fuel, RBC, and a boutique M&A firm, all within the mid-market space.

Specializing in mergers and acquisitions, Abhi has successfully advised companies through both sell-side and buy-side mandates. He is skilled at guiding organizations through the complexities of divestitures and acquisitions, demonstrating a keen understanding of the strategic details involved.

Abhi’s professional journey started at PwC, where he earned the Chartered Professional Accountant (CPA) designation. During this phase, he cultivated his skills, while collaborating with a diverse portfolio of clients, ranging from large public oil & gas entities to not-for-profit organizations.

With a solid foundation in Accounting and Finance, complemented by strategic insights into M&A intricacies, Abhi holds a key role as an M&A advisor at True North, contributing to the success and growth of our clients through his seasoned expertise and comprehensive understanding of the business landscape.

Abhi recieved his Bachelors Degree in accounting from the University of Calgary, and is a Chartered Professional Accountant.

Jamie Dagostino

Vice president, Eastern Canada

Jamie recognizes the profound responsibility that comes with representing his clients during what often constitutes the most significant transaction of their lives. With the good fortune of working in the SMB space for nearly two decades, Jamie firmly believes in the power of small and mid-sized business to drive economic growth, foster innovation, create jobs, and contribute to the overall well-being of communities.

Being from a small, northern Ontario town (Sudbury) and helping to run a family business, Jamie has always been entrenched in the small business space. Prior to joining True North, Jamie gained a broader understanding and appreciation for the small and medium-sized business sector through his successful sales and management roles with Xerox and Google. Jamie’s achievements helping SMB’s eventually took him abroad to Google Australia, managing a larger geography including emerging countries in Europe, the Middle East, Africa, and Asia Pacific. This global exposure to the SMB space was particularly rewarding as he was exposed to new innovations, local market insights, and global business practices which Jamie applies in his current business endeavors.

Jamie’s desire towards understanding the key goals of his clients on a deep and personal level has ultimately allowed Jamie to forge connections that extend beyond transactions and into lifelong relationships.

Jamie is an active member with the IBBA (Int’l Business Brokers Assn) and IBBA Canada, with a Bachelor of Commerce degree from Laurentian University.

Emily Hale

Marketing Director

Emily’s entrepreneurial spirit started from a young age, opening a summer horse riding camp at age 18. Creating a thoughtful customer experience, which greatly differentiated from the competition, came naturally and the business quickly became a success in the local community. She has brought that same drive and commitment to True North as Director of Marketing, leading critical marketing initiatives, and bringing the True North brand to the market with purpose and intention.

Emily didn’t always find herself working in small businesses, and spent almost 10 years managing major accounts for several Fortune 500 companies across the country. She brought creativity into all facets of her roles, and founded her client relationships on trust and delivering value.

Emily received her Honours in Management and Organization studies from the University of Western Ontario, and spent her final year of studying business abroad in Stockholm, Sweden.

Kayla Shepard

Client Experience Manager

Kayla’s passion for entrepreneurship and its ability to create immense value and impact in the world led her to join the True North team. Kayla strives to provide an exceptional client experience from start to finish. She’s now going to set the standard for our team and clients in the M&A world.

Prior to joining True North M&A, Kayla gained experience in various start-ups in areas from sales to operations. Most recently, Kayla led Business Operations at a fintech start-up where she contributed to business development, strategic planning, finance and fundraising efforts.

Throughout Kayla’s career she has developed a strong analytical approach to business with a passion for creating both long-term value and impact. She is passionate about genuinely helping her clients and finding solutions that benefit both sides of the deal.

Kayla received her Honors Business Administration Degree with Distinction from the Ivey Business School, graduating with the Ivey Certificate in Entrepreneurship and Don Lang Scholarship in Entrepreneurship.

Kelly Bagshaw

Creative Director

Kelly’s boundless creativity helps drive the vision of the True North brand. She is a true master of design, and her work with countless top shelf brands is a testament to her talent. True North is fortunate to have Kelly as part of the team to develop and oversee creative direction for the brand.

Kelly comes from a long and meaningful relationship with design and packaging. She worked for 17+ years in a senior capacity at leading creative firms, and gained experience in the CPG industry with Hardbite Chips, Silver Hills Bakery, One Degree Organics, Sunselect, Quail’s Gate Winery, Snowcrest Farms, Santevia Water Systems, to name a few. She is also well-known in BC real estate, having won several awards for outstanding design in her project’s discovery centers for various new developments.

Kelly received her B.A from Trinity Western University, followed by a degree in Graphic Design from Kwantlen University.

Satvik Deolal

Jr. Business Analyst

Motivated by a passion to support inspiring entrepreneurs and business owners, Satvik’s interest in M&A began at a young age. His eagerness to learn more about Canada’s thriving small and medium sized business space directed him to study Business Administration, where he achieved top honours.

Before becoming part of True North, Satvik gained diverse experiences through internships at Starlight Investments, TD Securities, and Novacap. These opportunities allowed him to navigate through a variety of scenarios, honing his skills and expanding his knowledge in M&A.

Satvik approaches problem-solving with a hardworking, dependable, and creative mindset, aiming to deliver unparalleled services to clients at True North.

Satvik received his Bachelors of Business Administration Degree with Distinction from the Schulich School of Business at York University in Toronto.

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I worked with the True North M&A team in 2019 on a challenging transaction… Their focus, tenacity and practical advice throughout the process were instrumental in keeping the transaction alive, and ultimately getting to a satisfactory closing for our mutual clients.

 

Peter M.

Lawyer, Farris LLP, Kelowna B.C.

Their Advisor remained calm, always believed in and sought acceptable common ground to all stakeholders and managed to resurrect what seemed to be a collapsed transaction on a number of occasions… a big factor in the overall success was Don's (and True North's) efforts and leadership.

 

Hani Sbaiti

Professional Business Banker/Lender

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