In 2010, Wayne joined the Confederation M&A team and served many years as President and currently as Senior Counsel. He provides expert advice to private sector clients on every aspect of buying or selling a business including risk assessment, defining and approaching potential buyers and sellers and due diligence. Wayne’s extensive management and ownership experience in fields ranging from post-secondary education and healthcare to automotive sales has given him a leading edge in achieving successful deals for his clients. His wide-reaching contact list and his understanding of every stage of the business process allow him to provide an excellent level of service.
Wayne currently serves on the Prince County Hospital Foundation, the National Board of the Canada Games and was the co-chair of the 2023 Canada Games. He lives in Stanley Bridge, Prince Edward Island with his wife Nancy and enjoys spending time on their boat and travelling.
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.
Charles is a CPA, CA with extensive experience in corporate finance and the development of high-growth companies. Charles has successfully led mergers and acquisitions, divestitures and private and public capital raises. He has served in a number of finance and corporate leadership roles developing and executing growth strategies, with private and public companies and family offices across Canada.
Charles holds a Bachelor of Commerce from St. Mary’s University and is a member of CPA Canada and the Chartered Professional Accountants of Nova Scotia.
Charles proudly resides in Halifax. He spends as much time as possible on the ocean; sailing, surfing or at the beach.
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.