Jonathan Sherman

Pioneer
DISC Type : sdi

Partner, Oaklins Canada at Oaklins Canada

Toronto, Ontario, Canada

Overview

Jonathan is a Partner at Oaklins Canada with 25 years of experience in M&A, specializing in the consumer, retail, food, and beverage sectors. He leads the Food & Beverage industry group in Canada, advising entrepreneurs, family-owned businesses, and private equity firms on value creation and corporate development. He holds both an MBA and a Law degree from York University.

He has a particular focus on advising entrepreneurs and family-owned businesses, structuring complex debt and equity financing, and providing strategic advice to management teams and boards of directors on acquisition-led growth initiatives.

Unique Fact: He holds both a Master of Business Administration (MBA) and a Bachelor of Laws (LL. B. ), giving him a distinct perspective on transactions.

Personality Overview

Driven But Considerate

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Food & Beverage M&A
As the Head of Food & Beverage at Oaklins Canada, he frequently presents on M&A trends and case studies in the healthy and better-for-you food segments.
Private Equity Deals
Has extensive experience working with and for private equity firms, focusing on both organic and acquisition-led corporate development for portfolio companies.
Cross-border Transactions
Discusses and analyzes in-bound international buyer interest in the Canadian mid-market, leveraging Oaklins' global team for successful outcomes.

Media Appearances

Jonathan D. Sherman | Our team | Oaklins Canada: Mid-market M&A .... Featured in Oaklins Canada

See Now

Episode 147 – Foreign Interest in Canada’s Mid‑market (featuring Jonathan D. Sherman, Partner, Oaklins Canada). Featured in Spotify

See Now

Work History

10-2019
Partner, Oaklins Canada at Oaklins Canada
1-2017 - 1-2019
Director, Corporate Financing at BDC
8-2010 - 12-2016
President and Founder at TrueCore Consumer Partners
2-2003 - 8-2010
Vice President at Imperial Capital Group Ltd.
11-1999 - 2-2003
Associate at Imperial Capital Group Ltd.

Education

1992 - 1996
Master of Business Administration (MBA) from Schulich School of Business - York University
1992 - 1996
Bachelor of Laws (LL.B.) from York University - Osgoode Hall Law School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Toronto, Ontario, Canada Job Level : N/A Designation : Partner, Oaklins Canada at Oaklins Canada
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Build a trustworthy relationship while keeping the product center-stage
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Jonathan

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They are generally fast movers and can take quick decisions
  • Can Jonathan take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Jonathan

Personality Compatibility


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