Chad Morissette, CEPA, CBI
Managing Director
chad@mor-liquidity.com
1-866-533-9324 ext 1
LinkedIn
Our Professionals
Chad Morissette has been in the Mergers & Acquisitions Advisory/Corporate Development field since 2006. Most recently, the principal of Mor-Liquidity Mergers & Acquisitions, a boutique M&A firm focused on lower middle market companies with revenues between 2.5M to 50M. Chad has successfully consummated over 50 liquidity events on behalf of other business Owners over the last 9 years. Types of liquidity events include private equity recapitalization’s, capital pool companies on the TSX junior exchange, management buyouts, leveraged buyouts, strategic sales and third-party sales.
Prior to Mor-Liquidity, Chad owned and operated 3 VR Mergers & Acquisitions franchises in SW Florida where his practice reached the top 10 franchisee producers out of 110 US franchisees.
In addition to his M&A experience, Chad founded a human resource SaaS company in 1999 and sold the business in 2005. From 1990 to 1999 Chad held a variety of senior sales, channel development, and marketing positions at IBM, Lucent, Corel, and Ecruiter.com.
Chad has acquired his CEPA (Certified Exit Planning Advisor) and CBI (Certified Business Intermediary) designations. Chad sits on the Board of The Utility Company and is an advisory board member of Boomerang Kids Franchise Corporation. Chad is also an active angel investor in the business community.
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Bobbi Faulkner, MBA, CEPA
Exit Planning Advisor | Board Member
bobbi@mor-liquidity.com
1-613-220-1042
LinkedIn
Bobbi Faulkner is a strategic M&A and Value-Acceleration advisor with deep experience guiding owner-operated businesses through the full lifecycle of a transaction.
Having served as President of a Private-Equity portfolio company, a PE Portfolio Director and with decades of senior leadership experience, she brings a rare operator/advisor perspective – grounded in P&L leadership and the practical realities of scaling, systemizing and creating value while preparing a business for exit. Bobbi combines this operational credibility with disciplined financial analysis, clear positioning, and hands-on execution across valuation and due diligence preparation, buyer outreach, negotiation and deal structuring to deliver a smooth and efficient process that maximizes enterprise value.
With 20+ years of senior leadership experience in operations, sales and marketing, Bobbi brings a powerful combination of strategic mindset, execution-focus and relationship intelligence to the Mergers & Acquisitions arena, working closely with business owners to develop strategic narratives and align on growth, readiness, and exit priorities.
Outside the deal-room, Bobbi is a dedicated advocate for youth, serving as the Co-Vice-Chair/Board Member of the Youth Services Bureau Foundation, a traveler at heart, and an avid fitness, golf and pickleball enthusiast.
Larry Poirier
Associate
larry@mor-liquidity.com
1-866-533-9324 ext 702
LinkedIn
A CEO and co-founder within multiple industries with a proven track record of three successful exits. A hands-on leader with deep understanding of scalable market strategy for building recurring revenue. Larry leads by engaging others in strategic thinking and analysis. Larry works with management, gathering input from multiple sources and determining the best course of actions for long-term success. Intensely competitive, Larry works to build a framework to drive the organization to reach its full potential. Able to see the broad scope and intuitively understand all the factors. Larry builds consensus to create the changes to move the organization forward.
Steve Klein, B.Comm., MBA
Senior Associate
steve@mor-liquidity.com
1-866-533-9324 ext 708
LinkedIn
Steve joined Mor-Liquidity in the Fall of 2019. He brings a wealth of experience to his role as Senior Associate especially starting, growing and selling two of his own companies: Packaging Connections and Marketing Breakthroughs.
While CEO of Marketing Breakthroughs, he coached over 200 clients including some of Ottawa’s best known family-owned companies. He is well known for his highly creative, multi-channel radio, TV, digital and direct mail advertising campaigns on behalf of Holmes Heating (2004 – 2013), Greely Sand & Gravel (2011 – 2019) and Preston Hardware (2007 – 2019).
Between 1996 and 2006, he produced two nationally syndicated radio features (CareerWise, A Motivational Minute) and a best selling book, (JobWise).
During his executive career prior to 1990, Steve served as Chief Corporate Planning and Development Officer for Lawson & Jones, Lawson Mardon Group, Molson’s Ontario Breweries and Innopac. While at Lawson & Jones, he helped CEO Larry Tapp engineer the $559 million leveraged buyout of Lawson and its parent Mardon Packaging International. Within six months after the buyout, Steve sold 10 of Lawson’s non-core companies and divisions, including NER Data, Boyertown Packaging, Mardon Packaging US and Michigan Litho, for nearly $100 million.
Steve is also well-known in the Ottawa business community for his volunteer work as Executive Producer of the Gold Plate Dinner, one of the city’s most successful fundraising galas, produced for the Hellenic Community of Ottawa and the University of Ottawa Heart Institute.
He is a two time graduate of the Queen’s University School of Business.
Marina Mouat
Marketing Executive
marina@mor-liquidity.com
1-866-533-9324 ext 704
A creative professional with experience in marketing, event management, graphic design, and publishing. Using dynamic and innovative ideas that help develop brand and product evolution Marina has successfully led, develope, and implement marketing initiatives, promotional endeavors, trade shows, and charitable events. A proactive and organized team leader focused on consistently delivering results that exceed expectations. Marina thrives when helping businesses improve their marketing and demand generation programs.
