Yafeth Roa is a business professional with over eight years of experience in customer service and more than five years in administrative roles. Originally from Mexico, he studied Business Administration at Universidad Aliat and earned a Marketing and Advertising Management Diploma from Holland College in Prince Edward Island (PEI).
He began his career in customer service before joining Tienda Pago, a financial startup in Mexico, where he worked for four years as an Administrative Analyst. In 2022, Yafeth relocated to PEI, where he continued in customer service at a local restaurant and later joined MRSB Consulting as an Office Administrator. He now resides in New Brunswick and is part of Confederation M&A, contributing his combined experience in administration and client relations to support the team.
Outside of work, Yafeth enjoys playing video games, watching movies and TV series, hiking, and exploring new places in Canada.
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 Audit and Resource Management 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.
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 three daughters, Rae, Wren and Kit. 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.
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.
I did not take the traditional road to M&A.
After finishing high school in Sault Ste. Marie, Ontario, I didn’t have a clear plan, just a love for hockey and an opportunity to keep playing while getting an education. I went on to attend St. Thomas University in Fredericton, where I earned a Bachelor of Arts and a Bachelor of Education, along with five great years of university hockey.
When it came time to launch a career, I wasn’t ready to move for a teaching job, so I took a leap and accepted a position with Irving Oil as a branch manager. They believed in hiring team-sport athletes and even hosted an annual hockey tournament, which helped me feel right at home. I was fortunate to work under an incredible boss, someone who had a lasting impact on my business life. I stayed with Irving for ten years, growing through several roles and learning how to lead and deliver results.
My path continued to evolve from there. I spent five years in commercial leasing with Greenarm, followed by a one-year misadventure in IT, an epic failure, but one I learned a lot from. I then moved into commercial real estate sales with EXIT Realty for five years before joining Atlantic Lottery, where I stayed another five years. After that came a two-year stint with a start-up that never quite got off the ground. Each of these experiences brought new challenges and opportunities, and every stop added something valuable to my journey.
Now, after nine years with Confederation M&A, I can honestly say I’ve found my place. It’s not always an easy business, but it’s incredibly fulfilling. Helping business owners navigate the most important transaction of their lives, and seeing them reap the rewards of their hard work, is something I never take for granted. The most meaningful part? Many of those clients have become lifelong friends.
These days, when I’m not working, I’m enjoying time with family and friends or sneaking in a round of golf or a skate.
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.