Martine Cunliffe

Consultant / Advisor at

Nicola Wealth Management Ltd. (Private Equity)

Finance

Consumer Services

Profile

Martine Cunliffe is currently a Wealth Advisor/Portfolio Manager at Nicola Wealth Management Ltd. She previously worked as an Executive Director at UBS AG (Private Banking) from 2003 to 2009, an Investment Advisor at BMO Nesbitt Burns Corp.
from 1994 to 1996, a Global Specialist/Investment Specialist at CIBC Wealth Management from 1996 to 2003, and a Vice President & Portfolio Manager at Richardson GMP Ltd. from 2009 to 2014.
She received her undergraduate degree from Western University in 1991.

Martine Cunliffe active positions

Companies	Position	Start
Nicola Wealth Management Ltd. (Private Equity) Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments.	Consultant / Advisor	01/10/2023

All active positions of Martine Cunliffe

Former positions of Martine Cunliffe

Companies	Position	End
Richardson GMP Ltd.	Private Equity Investor	01/02/2014
UBS AG (Private Banking) UBS AG (Private Banking) Investment ManagersFinance UBS-PB is a strongly research-oriented firm. They use both qualitative and quantitative analysis to select specific securities for their clients' portfolios.	Private Equity Investor	01/10/2009
CIBC Wealth Management	Corporate Officer/Principal	01/01/2003
BMO Nesbitt Burns Corp. BMO Nesbitt Burns Corp. Financial ConglomeratesFinance Provides fund management services	Consultant / Advisor	01/04/1996

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Training of Martine Cunliffe

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Linked companies

Private companies	6
UBS AG (Private Banking) UBS AG (Private Banking) Investment ManagersFinance UBS-PB is a strongly research-oriented firm. They use both qualitative and quantitative analysis to select specific securities for their clients' portfolios.	Finance
BMO Nesbitt Burns Corp. BMO Nesbitt Burns Corp. Financial ConglomeratesFinance Provides fund management services	Finance
Nicola Wealth Management Ltd. (Private Equity) Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments.	Finance
CIBC Wealth Management
Richardson GMP Ltd.
Western University /CA/ Western University /CA/ Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services