Brad joined the Confederation M&A team as a Partner in 2024 after working as both a corporate lawyer and operations executive. Based in Ottawa, he works alongside the Atlantic Canada team to provide high-end advisory services to Confederation M&A’s clients.

Prior to joining Confederation M&A, Brad worked for an international law firm where his practice centered on mergers and acquisitions, private equity investments and public company representation. Brad’s focus when working with clients is to navigate complex transactional issues and advise on the potential risks and opportunities of the deal.

Brad also brings senior operational experience to Confederation M&A after serving in a Chief Operating Officer capacity for an Ottawa-based professional services firm. This real-world management experience allows Brad to work with clients on operational issues relating to their growth initiatives, succession planning and transaction management.

In addition to his corporate work, Brad also sits on the Board of Directors for for Bruyère Hospital where he serves on the Board’s Quality of Care Committee. In recognition of his contributions to the city’s business community, Brad received the Forty Under 40 Award in 2020 from the Ottawa Business Journal and Ottawa Board of Trade.

Patrik was born and raised in Dieppe and obtained his BBA with a focus in finance from the Université de Moncton. Patrik began his career in Commercial Banking with one of the big five Canadian banks, where he worked closely with small and lower middle-market businesses across a variety of sectors to secure financing for expansions and other M&A activities. Patrik is also a CFA Charterholder.

Patrik currently resides in Dieppe and enjoys playing hockey and golf during his downtime.

Evan joined Confederation M&A in 2024. Previously, he worked in the M&A Advisory practice of a Big 4 professional services firm where he specialized in transaction due diligence, corporate finance, and business valuation engagements for clients operating in a wide range of industries. Evan holds a Bachelor of Commerce from Saint Mary’s University and is also a Chartered Professional Accountant (CPA).

Outside of the office, Evan enjoys playing tennis and squash as well as visiting P.E.I. as much as possible. He also serves as the Treasurer for the South End Tennis Club in Halifax.

Geoff is a CPA with a background in assurance and corporate finance from his time in both Calgary and Ottawa. Geoff has worked with a number of private and public companies in various roles supporting mergers and acquisitions, financial reporting and analysis, and private capital raises.  

Geoff graduated from Saint Mary’s University in Halifax in 2013, and is a member of both CPA Ontario and CPA Canada. Geoff currently lives in Ottawa with his wife Sarah, and when not working can be found at their cottage across the river in Quebec.

Peter obtained his BBA with a focus in economics in 2009 from the University of Prince Edward Island and completed his Chartered Professional Accountant designation in 2018. Prior to joining Confederation M&A, he was employed in the accounting department at MRSB Group, a DFK Canada and Confederation M&A affiliate based in Charlottetown. In the past, he gained significant experience in the hospitality industry working from coast to coast. Peter has M&A experience across a broad scope of industries and enjoys working clients through every step of the process to ensure a smooth transition whether buying or selling a business.

​Peter is the Treasurer of Tremploy in Charlottetown. In his downtime, he enjoys travelling, playing golf, spending time with his family and Prince Edward Island beaches.

Jeff has been a part of the Confederation M&A team since 2015 and a partner since 2017.

​Prior to joining Confederation M&A Jeff worked for a global management consulting firm, helping clients create rapid and sustainable performance improvement. During his time as a consultant and project manager, Jeff led teams in a variety of industries, helping businesses in designing and implementing a variety of profitability improvement plans, corporate restructuring initiatives, and mergers & acquisitions.

​Jeff is a proud alumnus of the University of Prince Edward Island and Lancaster University Management School in the United Kingdom where he completed his MBA.

​Jeff currently lives in Charlottetown with his wife Becky and his two daughters, Rae and Wren. He’s an active volunteer in the community currently serving as the President of the Community Foundation of PEI and Chair of the Granting Committee, past President of the Rotary Club of Charlottetown-Hillsborough, current Policy Committee member and past Board Member of the Greater Charlottetown Area Chamber of Commerce. Outside of the office, Jeff likes to stay active participating in a variety of sports or around a CrossFit gym, taking camping trips with family, and is an avid traveller having been to 30+ countries and counting.

Alicia is a Administrative Assistant who has experience in a variety of fields, including healthcare, tax, and business services. She is a motivated, hard-worker who enjoys maintaining an organized work flow. Striving for excellent customer-service, she is always looking to go above and beyond for the needs clients. Alicia lives in Stratford, PEI with her husband Kyle, and 2 daughters, Ava and Emery. 

Originally from Ottawa, Ontario, Jill moved to the East Coast to attend Dalhousie University, where she obtained her Bachelor of Commerce in International Business in 2013. She went on to work as a financial analyst for Export Development Canada, while working toward her Chartered Professional Accountant designation which she completed in 2021. During her time with EDC, Jill gained experience working with small businesses in various industries across Canada looking to grow internationally.

Jill now lives back in her hometown serving entrepreneurs in Ottawa and beyond. She is a member of the Women’s Business Network and a board member with The Caring and Sharing Exchange.

Bob has an extensive background with varied experience developed from a diverse and successful background in the oil and gas, real estate, gaming, and sustainable packaging industries. Bob enjoys providing excellent customer service working with clients throughout Atlantic Canada to ensure a smooth transition whether buying or selling a business. Bob currently resides in Fredericton and enjoys playing hockey, golf and spending time with his family and friends.

Trisha began her career in 2009 with MRSB Chartered Professional Accountants with a focus in financial statement audits and business valuations. She transitioned to the mergers and acquisitions team with Confederation M&A in 2013, where she began advising business owners on business transactions. Trisha became a partner in Confederation M&A in 2017. Trisha is a Chapter Advisory Board Member with Make-A-Wish Canada, PEI (unified with Children’s Wish Foundation in 2019).

​Trisha graduated from UPEI in 2009 and completed her Chartered Professional Accountant designation in 2012. In her spare time, Trisha loves to travel and spend time with her family. Trisha lives in Charlottetown with her husband, Matt and son Cameron.