Meet the team

We're a small team that loves what we do, and who we do it with.

Every single person on the team is committed to helping our clients maximise business value and achieve a successful exit.

Simon Bedard

simon bedard

founder & ceo

Shanti Bedard

Shanti bedard

CO-FOUNDER & Marketing director

Mark Levitt- PRINCIPAL ADVISOR

mark levitt

principal advisor

Mark Napper

MARk napper

PRINCIPAL ADVISOR

Meet the Team - David Chin

DAVID CHIN

PRINCIPAL ADVISOR

Meet the Team - Tasko Alcevski

Tasko Alcevski

Principal Advisor

Brent McDonald - BUSINESS BROKER AND ADVISOR

BRENT MCDONALD

BUSINESS BROKER & ADVISOR

Cheska Kabiling

CHESKA MIKAELA KABILING

SENIOR OPERATIONS MANAGER

Meet the Team - Carly

CARLY LUDBROOK

project lead - mergers & acquisitions

Meet the Team - Neil Baker

NEIL BAKER

SENIOR ADVISOR

Meet the Team - Tracey Allertz

Tracey AllertZ

Associate – Mergers & Acquisitions

Christian Abarquez

CHRISTIAN ABARQUEZ

OPERATIONS ASSISTANT

Anita Axe - COMMUNITY ENGAGEMENT MANAGER

ANITA AXE

COMMUNITY ENGAGEMENT MANAGER

Reseline banua

digital events coordinator

chadvee appanah

content marketing manager

MELISSA NEL

SUPPORT SPECIALIST - MERGERS & ACQUISITIONS

We Believe...

  • We believe that entrepreneurs are the ones that truly change the world.
  • We believe that business owners should be rewarded for making a difference, and the sacrifice they make on their journey.
  • We were not born to do business. We were born to live life.
  • Our business should be a vehicle to deliver the life we want.

Our Core Values

INTEGRITY

We do the right things right.

RESPECT

Diversity, Humility, Acceptance. We are all different, and diversity is a strength.

SIMPLICITY

Make the complex simple, and the simple compelling.


QUALITY

Doing your best work upfront - collaborating with others to find the best solutions - persevering through challenges to deliver the best outcomes.

GENEROSITY

The willingness to be generous upfront and take a chance on others. Trust that by acting in this way, we will attract like minded people that are a pleasure to work with.

AUTHENTICITY

People achieve their best when they can be themselves, and they feel happy and safe in their environment. We want to create an environment of warmth and belonging. Work/Life balance is a misnomer. We want to love what we do, and integrate work and life. We don't have to wear different masks.