Adam joined WelchGroup in 2018 as our Managing Director, Valuations.
Adam is a Chartered Financial Analyst (CFA) and Chartered Business Valuator (CBV) and previously was President of Capacity Financial Consulting Inc., a boutique business valuation and transaction advisory firm (which was acquired by WelchGroup in 2018).
Adam’s expertise in business valuations spans close to 15 years, working previously at PricewaterhouseCoopers and various other firms with the focus on valuations and strategic acquisitions. Adam has valued numerous companies for M&A, divestitures, tax, and financial reporting. Adam has also acted as virtual CFO for various start-up companies.
Adam is also the Volunteer Founder and Chairman of the Eldercare Foundation of Ottawa (www.eldercarefoundation.ca), an Ottawa-based charity that provides funding, programs and support to enhance the lives of seniors living in non-profit long-term care homes.