OUR FIRM
Yorkdale Partners is a full-service investment bank and advisory firm focused on bringing innovative companies to market. We leverage a combination of unique experience across a veteran team of professionals and enterprise technology to deliver long-term value to our clients.
Our experience covers a wide range of international and domestic experience ranging from lower middle market to large scale, complex transactions.
We understand that business decisions can be complex and involve the careful consideration of many issues beyond a fair price. These factors include: varying shareholder interests, legacy issues, buyer matching, cultural/geographic interests, tax implications, and regulatory frameworks.
The Yorkdale team offers a disciplined and value-focused approach to ensure our clients are set up for success beyond the transaction at hand.
Read about our services & solutions
SOLUTIONS
MERGERS & ACQUISITIONS.
CORPORATE RESTRUCTURING.
Yorkdale Partners’ corporate restructuring practice provides the breadth of services needed to navigate through difficult operating and financial challenges a company may face. The Corporate Restructuring team is comprised of senior executives with the experience to deliver immediate leadership, stabilization and value. Corporate Restructuring provides both debtor and creditor oriented advisory services. Our approach is to team with the relevant stakeholders; develop a plan for stabilizing, maximizing or realizing business value; implement action; and help manage outcomes.
COMPANY CREATION
Yorkdale Partners works closely with a few chosen entrepreneurs over
the long term in Tech and unique sectors to build new companies or
accelerate early stage ones. Companies must have products or services with some existing clients. We take a founding equity interest and build out these company from early stage funding through to later stage rounds, corporate development, commercialization, and expansion through to exit via IPO or sale.
Yorkdale Partners provides world class M&A advisory services to lower-middle market business owners and investors pursuing transaction. We are experts in generating shareholder values. Yorkdale Partners has deep relationships with the private equity communities in both Canada and the US, and our reach into the strategic acquirer is extensive. Moreover, Yorkdale Partners offers buy-side advisory services to either corporate acquirers pursuing an M&A growth strategy. We bring to the table a combination of strategic and well developed transaction execution skills and exceptional industry domain expertise to deliver superior valuations, speed to closure, and high probability of success.
We recognize that not all companies require the same level of 3rd party consultation and representation. Please reach out to us to discus your specific needs and how we can best accommodate them.
OUR TEAM
Our team is comprised of a comprehensive group of professionals with diverse experience and domain knowledge to bring our clients top quality service and delivery in our engagements.
OUR PARTNERS.
Tayo Kim
Founder and a Partner of Yorkdale Partners, Toronto
Tayo Kim is an experienced Investment Banker and Technology Entrepreneur. He brings over 25 years of experience in finance and capital markets including experience with numerous start ups, financing, mergers, acquisitions and strategic development opportunities. Mr. Kim was Director of a number of publicly traded companies where he successfully coordinated several financings as well as being involved in corporate development activities. Mr. Kim was previously Founder, CEO and Director of a multi-million dollar public company which he grew from inception to over $50M in market value in less than 3 years.
He has held numerous executive positions and operational positions with particular emphasis on business development, investor relations and finance in public and private companies in the US and Canada. He recently ran his own Investment Banking boutique and has consulted with several public and private companies.
Mr. Kim's roots are in the financial industry as a former successful Financial Adviser with Midland Walwyn, CIBC Wood Gundy and as a Corporate Banker with CIBC.
Paul Kallmes
Partner with Yorkdale Partners, San Francisco/Silicon Valley
Paul brings an extensive array of skills from over 20 years experience in venture capital, business consulting, and the IP management field.
Paul currently heads the Zeitgeist Fund which invests in promising early-stage technology companies and is deeply involved with The Vault, a well known San Francisco based business incubator. He also consults with numerous European companies expanding into the North American market.
Paul has built and managed patent portfolios in a number of traditional manufacturing industries including paper and textiles. He has worked with a range of organizations; consulting firms KPMG and IP Value, high-tech R&D labs, including Rockwell Scientific, and IP marketplace start-ups including Yet2.com.
Paul previously managed the patent portfolio of Nasdaq-listed Color Kinetics and enjoyed considerable success in turning the company’s licensing practice into a profitable and industry-friendly activity. Color Kinetics was subsequently sold for $794 million USD. Following his work at Color Kinetics, he became the IP Strategist at the Lighting Science Group.
In recent years he has been an independent consultant to the LED industry, advising on the development of patent portfolios and products including control chips, power supplies, light drivers and complete fixtures such as LED street lights and therapeutic LED light fixtures. Paul believes that effective IP asset management starts at the beginning of a company’s lifespan and should be applied continuously throughout in order to maximize its value at any given time.
Paul Kallmes earned his BSEE at Northeastern University and an MPA in Risk Assessment of Environmental Health Hazards at the University of Washington.
Languages:
German
Russian
SENIOR ADVISOR
Brian Sun
Senior Advisor & Strategic Consultant with Yorkdale Partners, (New York)
Brian is responsible for strategic and complex, cross border transactions between North America and Asia. He has deep experience in buyside/sellside, joint venture and funding engagements. He covers all of the major Asian buyside opportunities for Yorkdale.
Brian brings over 15 years experience in major cross border advisory and is responsible for Asia Pacific coverage. Brian was formerly Managing Director, M&A at Fosun (New York), a major Chinese conglomerate covering the financial services and technology sectors. Prior to this, he was Executive Director of M&A Advisory for China Merchants Bank (New York), where he covered industrials, healthcare, diversified and financial services sectors.
Brian was also, Senior Vice President for Lazard Ltd where he advised on major cross border transaction between North American and EU Corporations with Chinese counter parties in the diversified industries sector.
Brian was also, Director at AES (Hong Kong), one of the largest alternative energy companies where he originated and executed a number of major M&A transactions.
Brian has his MBA in Finance from Duke University and is a graduate of Beijing Foreign Studies Universities with a BA in International Commerce. He is also a Chartered Financial Analyst, CFA since 2008.
Mandarin
Cantonese
Languages:
SENIOR ADVISOR
OUR ANALYSTS.
Erica Yu
Senior Analyst with Yorkdale Partners, Toronto
Erica recently graduated from Rotman Commerce specializing in finance and economics at the University of Toronto. Erica will be completing the Master of Management and Professional Accounting (MMPA) program at University of Toronto in 2020. Erica is Ivy’s twin sister. Erica is particularly strong in financial analysis, business valuation, M&A, corporate finance transactions, capital budgeting, and financial planning. Ivy is a CFA level two candidate, and will write the final examination to obtain her CPA later this year. Erica also has programming skills for use in analytics. Erica has worked extensively with her family’s large paper and packaging company in China and Taiwan.
Ivy Yu
Senior Analyst with Yorkdale Partners, Toronto
Ivy is a graduate of the University of Toronto, Rotman’s Commerce program last year, and currently completing the Master of Management and Professional Accounting (MMPA) program at the University of Toronto. Her skills blend both finance and accounting.. Ivy also worked with her family’s major paper and packaging company since her youth in Taiwan and mainland China. She is a CFA level II candidate and expected to complete her final exam for her CPA later this year. Ivy will be working to assist the partners with complex cross border transactions.
Aayush Patel
Analyst with Yorkdale Partners, Toronto
Aayush is currently pursuing a Bachelor of Business Management and Organizational Studies (BMOS) with a Specialization in Finance from the University of Western Ontario.
Aayush enjoys a variety of interests and his passion for business and finance is showcased by his previous roles both within his university campus and professional experience. He has served as a Momentum Trading Analyst at Mustang Capital - a student run hedge fund at Western - where he pitched and executed trades based on technical analysis and momentum indicators.
Formerly, Aayush co-founded an e-commerce drop-shipping startup, which was sold to a strategic buyer in the US. Most recently, he worked as a Summer Analyst for Dunroe Inc. which currently creates start-up businesses in the technology space and also manages an investment portfolio of its own.
Along with finance, Aayush also loves playing and watching a variety of sports, such as hockey, volleyball, and basketball.
Tom Richards
Tom has 25 years in senior management roles in multiple manufacturing organizations. He has undertaken leadership roles in Operations, Sales, Marketing and Strategic planning. Tom has M&A experience with SMEs and has worked for early stage tech companies as an employee, board member and advisor and has raised multiple $MM for acquisitions and business development. He has an excellent record of generating superior returns for investors.
Tom was President of E Craftsmen Corporation and Power Vector for 10 years and joined LumaStream as Chief Operating Officer in 2011. He has developed new sales channels and markets in North America and Europe and has taken the lead for strategic sourcing initiatives in Asia. Channel development experience includes OEM, wholesale hardware, and wholesale electrical. He has been the catalyst for key strategic initiatives including partnerships, acquisitions and outsourcing, and has a history of consistently generating revenue growth and profit.
OUR ADVISORY BOARD.
Professor Knud B. Jensen
Knud is a professor in the Department of Entrepreneurship and Strategy at Ted Rogers School of Business Management at Ryerson University. He specializes in growing companies, and is an author and co-author of several books, chapters in books, and papers and articles.
With two colleagues, he spent two years on a project, "Growing Ontario Firms," sponsored by the Ontario Government. He is currently working on a project developing a business model for small and medium professional service organizations for sustainable growth, and writing a chapter on decision making to create value for a book. He has worked with both the Ontario and Federal Governments as a consultant in the area of growing small and medium companies.
As a mentor, advisor, board member, and consultant, Knud has helped many companies grow and become successful.
Sang-Ho Kim
Sang-Ho Kim is an electrical engineer by profession. He has many years of experience as an engineer in major manufacturing companies. He has also held various management positions throughout his career in project managing large scale projects; eCommerce management; building effective teams for marketing/technical; and managing public companies. He has worked for: Schneider Electric, ABB (Asea Brown Boveri) and Canada Wire.
