Jim Osler

Wildcard
DISC Type : sic

Co-Chair at Origin Merchant Partners

Toronto, Ontario, Canada

Overview

Jim Osler is the Co-Founder and Co-Chair of Origin Merchant Partners, bringing over 25 years of experience in mergers and acquisitions and corporate finance. He advises public and private companies on domestic and cross-border transactions across diverse sectors. Jim holds both Chartered Accountant (CA) and Chartered Financial Analyst (CFA) designations and earned an MBA from the University of Toronto.

Outside of his professional work, Jim supports childrens mental health initiatives as a listed donor for Capitalize for Kids. He also maintains ties with his alma mater, the University of Toronto, by participating as a guest speaker for the Master of Management & Professional Accounting program.

Jim was a founding partner of two of Canadas leading independent investment banks: Origin Merchant Partners and its predecessor, Genuity Capital Markets.

Personality Overview

Friendly But Slow

ROI Driven

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Mergers & Acquisitions
As a co-founder of a top M&A advisory firm, he has over two decades of experience executing deals for a wide range of corporate clients.
Cross-Industry Deals
His advisory portfolio includes transactions in diverse sectors such as consumer products, utilities, financial services, healthcare, and agri-food, showcasing broad market expertise.
Alumni Engagement
He is an engaged alumnus of the University of Toronto's Rotman School, contributing as a guest speaker and championing the value of practical, career-oriented education.

Media Appearances

Origin Merchant Partners Deepens its Industrials and Consumer Practices with the Addition of CCC Investment Banking. Featured in PR Newswire

See Now

Work History

6-2024
Co-Chair at Origin Merchant Partners
6-2023 - 10-2024
Director at Venanpri Group
7-2014 - 10-2014
Board Observer at PURE Energies
10-2011
Managing Director at Origin Merchant Partners
10-2011 - 9-2024
Principal at Origin Merchant Partners

Education

1991 - 1993
MBA from University of Toronto - Rotman School of Management
1991 - 1993
MBA from University of Toronto

More Information

Social Presence :

Prographics :

Exp : 23 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Co-Chair at Origin Merchant Partners
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jim

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jim take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jim

Personality Compatibility


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