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Work Background
The Dales ReportCo Host - Podcast Small Cap Sunday
Jan. 2024 - Dec. 2024Toronto, Ontario, CanadaEvery week, after in-depth research, we discuss five small-cap opportunities. We share which ones we would buy and which ones seem like traps. Join the other 40K YouTube subscribers who watch the show each Sunday at 8 pm EST. https://www.youtube.com/@TheDalesReport
SentimenTraderChairman of the Board and CEO
Jul. 2021 - Aug. 2022Greater Minneapolis-St. Paul AreaSundial Capital was established in the year 2000 and is most well known for its website Sentimetrader.com. SentimenTrader.com focuses on the objective application of investor sentiment, as well as breadth- and price-based analysis to spot lower-risk, higher-reward opportunities. The analysts of Sentimentrader were quoted over 60 times in 2021 by media, including the WSJ, Bloomberg and Financial Times. You can try a free daily highlight or risk-free trail of Sentimentrader.com research. Sundial Capital is a subsidiary of Elixir Technology.
Steepe & CoTrustee and Private Credit Analyst
Aug. 2018Toronto, Ontario, CanadaAt Steepe & Co., I serve as a Trustee of the U.S. Bridge Loan Fund Trust, a private credit feeder fund for Canadian Institutions, Family Offices, and Pension Funds. My role focuses on leading research initiatives on US-based private and public debt/credit funds in which USBLF invests.
Elixir Technology Inc.Director
Aug. 2017 - Jul. 2022Vancouver, British Columbia, CanadaElixir Technology is a FinTech company. Our customizable software is designed to automate portfolio manager’s trading activities. The software significantly increases trading efficiency, accuracy, and profitability. The company also uses the software in its own proprietary trading in the currency, commodity and government bonds market. Elixir is the majority owner of Sundial Capital Research best known for it brand: www.sentimentrader.com
Eiffel Peak CapitalDirector
Aug. 2015 - Jul. 2022Vancouver, Canada AreaAt Eiffel Peak Capital, I led efforts in principal investments and advisory services, securing ownership stakes in four companies by focusing on market position, financial strength, and growth potential. I provided strategic guidance to portfolio companies, including market research, private offering structuring, and branding, to prepare them for successful capital raising in private markets. Leveraging relationships with institutional and family office investors, I delivered due diligence and research insights on alternative investments, private placements, and small-cap public companies, addressing inefficiencies in capital markets.
Pinnacle Wealth Brokers EMDManaging Director, Corporate Finance
Sep. 2012 - Aug. 2015Calgary, Alberta, CanadaAfter ExemptAnalyst was purchased by Pinnacle in 2012, I took leadership of Pinnacle's Corporate Finance Department. In January 2014, for the second year in a row, Pinnacle has been named by Alberta Venture Magazine as one of the 50 Fastest Growing companies in Alberta. In 2013, Pinnacle was recognized by Profit Hot 50 as the ninth-fastest growing company in its National ranking. Some of Pinnacle's Recent Capital Raises and Engagements Have Included:
1. Lead + Advisory - SecureCare $135M debenture
2. Co-Lead -Invico $18M units
3. Lead + Advisory - Weslease $24M units
4. Lead + Advisory - ClearSky $10M car wash LBO
5. Co-lead - $100M OmniArch debentures
6. Canadian Lead + Advisory- A2A Capitals $80M units
7. Co-Lead - $18M EquiCapita’s LBO of Metercor and Levy Machinery
8. Co-lead – Enercapita $15M asset purchase
9. Co-lead + Advisory - Rockspring Capital’s $25M 2013 and $25M 2014
10. Lead - Tandem Capital’s $11M equity 11. Advisory + Lead $10M facility for private home builder
12. Lead - Canadian Coyote’s $13M equity
13. Syndicate - Centurion Apartment REIT $190M equity
14. Syndicate - Walton Georgia Land $20M units
15. Syndicate - Walton $80M debentures
16. Lead - TerraPro Headwind $12M units
17. Co - Lead - Calgary Airport Hampton and Homewood Suites $17M preferred shares Current Buy-Side Mandates:
1. $5 to $50M Real Estate Post Zoning and Approval Development
2. $50M Senior Housing 3. $50 to $100M Green Energy Post Approval 4. $25 to $100M mature operating business with stable cash flow Fairness Opinions:
1. Tandem Capital
2. Fortress Real Capital 6th and 10th Recent Private Company Advisory Engagements:
1. Biotech 2. Food Company 3. Oil and Gas Exploration 4. Clean Energy 5. Leverage Buy Out 6. Company Receivership and Restructure
Western Exempt Market AssociationDirector and Founding Member
Mar. 2011 - Aug. 2012Calgary, Alberta, CanadaThe Western Exempt Market Association (WEMA) was founded in 2011 by a group of dealers, issuers, and service providers who are involved in the exempt market securities industry in Western Canada. The founders of WEMA recognized an ongoing need to collaborate, evaluate, and communicate regarding the effects of some of the ideas brought forth by our industry's regulatory and governing bodies. Operating as a non-profit organization, WEMA stands united as a collective voice speaking loud and clear on behalf of all those in the exempt market industry throughout Western Canada.
Rocky Mountain ValuationsFounder
Jan. 2010Greater Calgary Metropolitan AreaAs the founder of Rocky Mountain Valuations and a Chartered Financial Analyst, I leverage over twenty-five years of expertise in valuations, private equity, mergers and acquisitions, and capital markets to help entrepreneurs and business owners uncover the true value of their life’s work. My journey as an entrepreneur, combined with my background in psychology, has taught me that I’m not simply valuing a business—I’m appraising something uniquely cherished, much like a fine piece of art. I’m passionate about translating financial data into clear, actionable insights, empowering founders to confidently negotiate, attract investors, and strategically plan their future. With experience spanning over a thousand projects across the United States, Canada, and more than fifty other countries, I adapt my valuations to diverse market environments. Clients value my approachable style and commitment to simplifying sophisticated financial concepts, giving them the clarity needed to seize opportunities, avoid pitfalls, and fully realize the worth they’ve created.
ExemptAnalyst (Aquired by Pinnacle Wealth Brokers EMD)Founder and CEO
Aug. 2009 - Sep. 2012Calgary, Alberta, CanadaExemptAnalyst became the largest financial research firm in Canada that specialized in Private Debt and Equity. Under William's leadership, ExemptAnalyst became well known by formally conducting due diligence on over 200 Private Equity and Debt Transactions. Clients included multiple Exempt Market Dealers, Portfolio Managers, Pension Funds, IIROC and Mutual Fund Dealers. William provided opinion on transactions in thirteen countries including Canada, USA, Mexico, Belize, Honduras, Panama, Costa Rica, St. Lucia, Dominican Republic, China, Kenya, Hungary and Taiwan. ExemptAnalyst covered many sectors including Oil and Gas, Real Estate, Leasing, Agriculture, Financial, Biotech, Technology, Hedge Funds, Solar, Hydro and Oil Services. ExemptAnalyst was featured in Alberta Venture Magazine in 2011. William also wrote the first whitepaper on the Exempt Market, which focused on the industry's cost structures. ExemptAnalyst was fully acquired by Pinnacle Wealth Brokers in September 2012. Most notably advised on the successful acquisition of Wes-tower Communication by Exchange Income Corporation for $79 M.
National Bank FinancialAnalyst/Trader for BP Global and Canadian Income Funds
May. 2008 - May. 2009CanadaProvided coverage of over 200 public securities for the globally BP Global and BP Canadian Income Funds.
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