Our Team

CCC’s team truly operates as a team, focused solely on our client’s success, believing that when our clients succeed, we succeed.

Technical skills, practical experience and a unifying culture are a powerful combination. CCC asks its team for something more, an uncommon dose of common sense. Unexpected developments often complicate and threaten transactions. At those moments, CCC clients can rely on cool heads and common sense tested by decades of experience to deliver effective solutions.

Bill Rogers

William F. Rogers, ICD.D

Managing Director and CEO, Toronto

Bill is the founder of CCC and has led a significant number of the firm’s transactions and advisory assignments. Bill’s areas of expertise include financing, restructuring, value-creation strategies, corporate governance and advising boards. He currently serves on the boards of SIR Royalty Income Fund, the Eating Disorders Foundation of Canada, Bailey Hunt Limited, NATT Tools Group Inc. and StarfieldConnects Ltd.

Bill can be reached at (416) 619-9120.

Wayne Albo

Wayne Albo, FCA, FCBV

Chairman, Toronto

Wayne has been in corporate finance since 1975 and is one of Canada’s foremost experts in valuation and transaction pricing. Wayne has been involved in more than 300 successful transactions in mergers and acquisitions, financial restructurings, business valuations and related matters.

Wayne can be reached at (416) 619-9129.

Robert Bird

Robert Bird, CA, CFA

Managing Director, Toronto

Rob joined CCC in 1997. He has been in corporate finance for over 17 years and has been involved in more than 95 successful transactions. Rob has advised clients on acquisitions, divestitures, private equity recapitalizations, intellectual property licensing, and financings, including senior debt, subordinated debt and equity financings.

Rob can be reached at (416) 619-9117.

William Farrell

William Farrell, CPA, CA, CBV

Managing Director, Toronto

Bill joined CCC in 1997 and he runs CCC’s Food and Beverage Practice. His industry experience also includes retail and consumer products, business services and building products. His areas of expertise include mergers and acquisitions, valuation, financing and restructuring. Bill is the Chairman of Dare Foods Ltd and has served on the boards of several private companies.

Bill can be reached at (416) 619-9119.

Leonard Meloff

Leonard Meloff

Managing Director, Toronto

Leonard is an entrepreneur with over 25 plus years in technology. Leonard runs CCC’s technology and innovation practice that helps early-stage start-ups in financing, advisory services, and mergers and acquisitions.

Leonard can be reached at (416) 619-9102.

W. Hugh Notman, ICD.D

Managing Director, Vancouver

Hugh Notman joined CCC in 2014 when CCC joined forces with Stirling Mercantile of Vancouver. Hugh has been in corporate finance for over 20 years, and involved in more than 50 successful transactions. His experience includes mergers and acquisitions, divestitures, as well as debt and equity financings and fairness opinions. Hugh sits on the boards of Bishop’s College School Foundation and UBC Thunderbird Golf Society and holds the Institute of Corporate Directors (ICD.D) designation.

Hugh can be reached at (604) 689-2495.

Christopher S. Wallace

Managing Director, Vancouver

Chris joined CCC’s predecessor company in 1998. Chris has experience as both a lender and a private equity fund manager and has been involved in over 150 M&A and debt transactions. His experience on the buyside in both debt and equity brings a unique and valuable perspective to selling and financing a business.

Christopher can be reached at (604) 282-4691.

Michael Tucci

Michael Tucci, CFA

Vice President, Toronto

Michael joined CCC in 2014. Prior to joining CCC, he was an associate with the mid-market investment banking firm, Capital Canada Limited, where he gained experience in acquisitions, divestitures and fairness opinions across a range of industries. Michael earned a Bachelor of Commerce from the University of Toronto and graduated with high distinction. He is a CFA charterholder.

Michael can be reached at (416) 619-9127.

Sunny Mahal

Sunny Mahal, CPA, CA, CFA

Vice President, Toronto

Sunny joined CCC in 2014. Sunny’s experience has focused on divestitures, acquisitions and valuations across a broad range of industries. Prior to joining CCC, Sunny was an Associate with Ernst & Young Orenda Corporate Finance focused on middle-market transactions. Sunny graduated from the University of Manitoba with a Bachelor of Commerce (Honours). He is a Chartered Accountant and a CFA charterholder.

Sunny can be reached at (416) 619-9123.

Josh Ellis

Josh Ellis, CPA, CA, CBV

Vice President, Toronto

Josh advises clients on complex divestiture and corporate finance processes across a broad range of industries including consumer package goods, industrial manufacturing, business services, oil and gas services, and more. As a lead member of CCC’s valuation practice, Josh takes a practical approach to valuations which is focused on the user’s needs, while adhering to CICBV standards. Josh is a member of the CICBV continued professional development committee.

Josh can be reached at (416) 619-9104.

Nikola Zivkovic, CFA, CBV

Director, Toronto

Nikola joined CCC in March 2020 as a lead member of the growing valuation practice. Prior to joining CCC, Nikola spent nearly 7 years at Richter Advisory Group providing business valuation, transaction advisory and litigation support services. Nikola has led numerous mandates, including business valuations for corporate reorganizations, fairness opinions, purchase price allocations, shareholder disputes, economic damage quantifications and sell-side transaction advisory mandates. Nikola is a graduate of the University of Toronto, and is a CFA Charterholder and Chartered Business Valuator.

Nikola can be reached at (416) 619-9122.

Dave Rogers

David Rogers

Director of Marketing, Toronto

David joined CCC in 2003. David has gained significant knowledge in a variety of services across a broad range of industries. He is responsible for all of CCC’s marketing initiatives and is a key contributor to CCC’s quarterly newsletters. He also assists with conducting industry research and financial analyses.

David can be reached at (416) 619-9112.

Nick Sharma

Nick Sharma

Analyst, Toronto

Nicholas joined CCC in 2018. His experience has focused on divestitures and valuations in a variety of industries. Nicholas graduated from the Lazaridis School of Business at Wilfrid Laurier University with a Bachelor of Business Administration degree and is a CFA Institute Level III Candidate.

Nick can be reached at (416) 619-9125.

Josh Gross, CPA

Analyst, Toronto

Josh joined CCC in 2020. His experience has focused on acquisitions, divestitures, and valuations across a range of industries. Prior to joining CCC, he spent several years within EY’s transaction advisory services and assurance practice where he gained experience in valuations. Josh earned a Bachelor of Commerce from McGill University and graduated with distinction. He is a CPA charterholder.

Josh can be reached at (416) 619-9110.

Devon Rogers

Devon Rogers

Office Administrator

Devon joined CCC in 2018. She helps to ensure that the CCC team has everything it needs to serve its clients effectively. Devon is responsible for general office management, accounting and administration.

Devon can be reached at (416) 619-9113.