Capital Expertise
Built Around You
Shared Success, Global Focus, Intelligent Capital, Bold Horizons
Who We Are
FMI Capital Partners Inc. is a leading Toronto-based independent investment bank focused on corporate finance and providing capital markets advisory services.
FMI Capital Partners team of investment banking professionals is committed to our clients and their long-term success by providing unbiased advice, unique industry insights, and access to strategic capital solutions.
Our Businesses
Our Team
The FMI Capital Advisory team brings financial advice, growth potential, and capital/technical markets experience to your investments.
Toronto
Adam Szweras
Partner, CEO
Adam Szweras, Partner, CEO
Mr. Szweras was called to the Bar of Ontario in 1996 and has successfully led Foundation Markets since its establishment in 2006. His law and banking practices focus on financings and going public transactions, where Mr. Szweras represents several mid-market public companies and assists companies in listing on the Toronto Stock Exchange, the Toronto Venture Exchange, and the Canadian Stock Exchange. Mr. Szweras has helped to raise a significant amount of financing for emerging companies.
Alex Storcheus
Partner, CCO of FMI Securities
Alex Storcheus, Partner, CCO of FMI Securities
Mr. Storcheus has worked on projects in a variety of sectors including mining, oil and gas, media, technology, and alternative energy. Prior to joining Foundation Markets, he worked at the Department of National Defense with the Government of Canada as a Civilian Instructor. Alex has a Bachelor of Business Administration degree from the Schulich School of Business at York University with a concentration in finance and is a CFA Charterholder.
Sasha Kaplun
Partner
Sasha Kaplun, Partner
Sasha spent eight years as a partner at Clarus Securities, where he played a key role in raising over $1 billion across various sectors. He later joined Auxly Cannabis Group as part of the founding management team, leading corporate development and investor relations, and was instrumental in securing over $500 million in capital, including a $123 million strategic investment from Imperial Brands plc. Sasha holds a Bachelor of Business Commerce from Niagara University and an MBA from the Schulich School of Business at York University.
Noah Hager
Partner
Noah Hager, Partner
Noah Hager has over 10 years of experience spanning investment banking and venture capital. Noah began his career as an economist before founding his own financial advisory company and later became a partner at Cukierman Investment House, leading the firm’s energy and technology practice. Most recently Noah worked for Texas based West U Capital focusing on IP collateralized debt funding. Noah holds a BA in business administration from the Reichman University and a MSc in energy management from the Robert Gordon University.
Robert Carbonaro
Partner, President of FM Global Markets Inc.
Robert Carbonaro, Partner, President of FM Global Markets Inc.
Robert was the founder, Head of Investment Banking and CEO of a national fully integrated investment dealer with offices in Toronto, Vancouver, New York and San Francisco which provided capital markets solutions to a broad sector of corporate clients. Robert has a keen focus on mining investment banking having financed and advised a broad spectrum of mining assets in challenging jurisdictions across the globe. Robert has also been the founder of a series of tax advantage mining funds that has assisted dozens of junior mining companies access exploration capital. Robert has extensive cross border experience in corporate due diligence, initial public offerings, reverse take-overs, advisory, institutional sales and corporate governance. Robert serves as President & CEO of FM Global Markets, the firm’s FINRA registered dealer.
Irina Solarova
Compliance and Operations
Irina Solarova, Compliance and Operations
Irina Solarova brings more than 15 years of experience across trading, sales leadership, compliance-driven operations, and strategic execution within Canadian capital markets. She has managed front-office performance, led multi-department technology initiatives, and contributed to the rollout of new trading platforms, onboarding frameworks, and client-success systems.
Prior to FMI, Irina held senior roles at a major Canadian investment management company, where she led client-facing teams, improved onboarding and retention processes, and developed KPI-based performance frameworks to support growth and scalability. Her background spans retail, institutional, and proprietary trading, giving her a practical foundation in execution, operational efficiency, risk controls, and client experience.
Irina joins FMI with a focus on compliance oversight and operational leadership, progressing toward assuming the role of Chief Compliance Officer (CCO) in addition to leading operations. She brings an execution-first mindset to supervision, internal controls, and regulatory alignment, supporting the firm’s continued expansion and governance framework.
Wensi Shen
Analyst
Wensi Shen, Analyst
Prior to joining Foundation Markets, she worked as an marco-economics researcher in Beijing, she also worked at Constellation Software as a M&A research analyst in Toronto. Ms. Shen has a Master of Finance degree from Wilfrid Laurier University and a Master of Management degree from ESCP Europe, she is also candidate for CFA Level III.
Vladyslav Somchenko
System Administrator
Vladyslav Somchenko, System Administrator
Mr. Somchenko's role is to make sure the data is protected, provide technical support to users, and IT support for company projects. Prior to joining Foundation Markets, he was a Technical Engineer at Ingram Micro.
Aaron Abraham
Partner
Aaron Abraham, Partner
Earlier in his career, he spent four years as an engineering project manager in the oil and gas sector in the Middle East, gaining valuable experience in operational analytics, capital budgeting, and project execution. He holds a Masters in Business Administration from the Schulich School of Business and a Bachelor's degree in Mechanical Engineering from VIT University,
Florida
Lewis Rogerson
Principal
Lewis Rogerson, Principal
Lewis Rogerson is a Principal at FMI Securities, where he leads M&A and capital raising advisory across a range of sectors. He works closely with founders, corporates, and financial sponsors on buy-side and sell-side transactions, private placements, and long-term strategic advisory mandates. His expertise includes valuation analysis, transaction structuring, due diligence coordination, and deal negotiation. Lewis plays a hands-on role throughout the full transaction lifecycle, from initial positioning and outreach to execution and closing.
Prior to joining FMI Securities, Lewis worked at Rothschild & Co in London, where he advised Fortune 500 companies, private equity firms, and family-owned businesses on cross-border M&A transactions across North America and Europe. He played a key role in executing high-profile deals across the industrials, consumer, business services, and TMT sectors, including both public and private company transactions, carve-outs, and complex special situations.
Lewis holds a Bachelor of Science with Honors in Investment and Financial Risk Management from Cass Business School.
Jacob Friedman
Principal
Jacob Friedman, Principal
Jacob Friedman is a Principal at FMI Securities, where he leads origination and capital raising across all sectors, with a focus on middle-market advisory and consulting. He works closely with clients to structure tailored capital solutions and drive strategic growth.
Prior to joining FMI Securities, Jacob was an Associate at a boutique Investment Bank in Miami. There, he was actively involved in all phases of the transaction process—including deal origination, project due diligence, financial modeling, development of investor materials, and targeted outreach. He also supported client onboarding and relationship management, contributing to the firm’s deal pipeline and execution success.
Jacob holds a Bachelor of Science with Honors in Economics from Florida State University, with a minor in Entrepreneurship. He also earned his Associate of Arts degree from Penn State University, State College.
Grant O’Connor
Partner, President of Debt Capital Markets
Grant O’Connor, Partner, Head of DCM
In 2019, He Co-Founded of Theon Capital, he specializes in helping companies structure debt and equity solutions. Previously, he held leadership roles at Purpose Investments and The Bear Traps Report, focusing on institutional fundraising and market expansion. Grant brings deep expertise in financial markets, alternative investments, and business growth strategies.
New York
Robert Mitchell
FinOp
Robert Mitchell, FinOp
Robert Mitchell has, for over 30 years, operated a small accounting practice specializing in providing compliance, accounting and “FINOP” (Financial and Operations Principal – NASD series 27) services for small securities broker dealers. He also has Series 7& 63 (General Securities Representative) as well as series 24 (General Securities Principal) licenses.
Prior to starting his own practice he worked at small and medium sized accounting firms in the Wall Street area specializing in the securities industry.
The accounting activities were a change of life and career. Prior to that he served as a Nassau County, NY police officer retiring at the rank of Captain. In his executive role as a precinct captain he performed extensive community relations work particularly in hostile and unfavorable situations.
He has been married 56 years to his wife Sally. She was a vice principal in the NYC schools system. They have 3 adult children, 8 grandchildren, and live in Williston Park, NY. Both Robert and Sally have been significantly involved in the community through service organizations and community organizations.
Mitchell received a BBA in Accounting from Adelphi University, and is a US Navy submarine veteran of Vietnam era service.
Ramya Venkatesh
Analyst
Ramya Venkatesh, Analyst
Ramya Venkatesh is an Analyst at FMI based in New York City. She holds an M.S. in Financial Engineering from NYU Tandon and a B.S. in Computer Science Engineering from Amity University Dubai. She previously interned at The Opes Group as an Investment Banking Analyst.
Manu Mathur
Managing Director
Manu Mathur, Managing Director
Manu is a Managing Director at FMI Securities, where he leads M&A and capital raising across range of sectors, including technology, healthcare and real assets. He works closely with clients to structure tailored capital solutions, on buy-side and sell-side transactions, private placements, and long-term strategic advisory mandates.
Prior to joining FMI, Manu worked within the advisory team at The Opes Group, and Mariner Investment Group, a New York based fund where his team raised and invested over $1.1 billion of institutional capital. Manu started his career in banking, with a focus on energy and infrastructure sectors.
Manu holds a Bachelor's in Computer Science from NIT, India and MBA from Columbia Business School, New York. He is a member of the board of directors of Neighborhood Housing Services of NYC (NHSNYC), a nonprofit helping low-income families to purchase their first home, prevent foreclosure and finance critical home repair.
London, UK
Robert Wake-Walker
President, FMI Europe
Robert Wake-Walker, President, FMI Europe
Robert Wake-Walker is an experienced financial strategist and legal consultant across the gemstone and mining industries. In addition to his expertise in the international diamond markets, Robert’s consultancy practice has delivered corporate finance and M&A services, equity and debt structuring and strategic services to a range of mining companies, institutional banks, structured credit funds, hedge funds and downstream ventures across the infrastructure, precious metals and gemstone sectors.
Robert also advises on marketing, legal risk and compliance polices and ESG strategies throughout the market pipeline. Robert is a member of the renowned WWW International Diamond Consultants, an independent diamond valuation, strategy and consultancy firm.
Prior to operating in the gemstone and mining sector, Robert was a lawyer with White & Case LLP for over seven years. Based in London and in Hong Kong, Robert has advised on a range of leveraged buyouts, disposals, restructurings and debt finance matters for Private Equity funds, public companies and credit institutions.
Robert qualified as a licensed Solicitor of the courts of England and Wales in 2017.
Matthieu Verriez
Analyst
Matthieu Verriez, Analyst
Matthieu Verriez is an investment banking analyst with experience across M&A, capital raising, and international development finance. He works across all stages of the transaction process, supporting investor engagement, due diligence, and financial analysis. Matthieu holds an MSc in Responsible Finance and Alternative Assets (with Distinction) from University College London and a First-Class Honours BA in International Development from King’s College London. He is fluent in French and English.
Manu Mathur
Principal
Robert Carbonaro, Partner
Robert was the founder, Head of Investment Banking and CEO of a national fully integrated investment dealer with offices in Toronto, Vancouver, New York and San Francisco which provided capital markets solutions to a broad sector of corporate clients. Robert has a keen focus on mining investment banking having financed and advised a broad spectrum of mining assets in challenging jurisdictions across the globe. Robert has also been the founder of a series of tax advantage mining funds that has assisted dozens of junior mining companies access exploration capital. Robert has extensive cross border experience in corporate due diligence, initial public offerings, reverse take-overs, advisory, institutional sales and corporate governance. Robert serves as President & CEO of FM Global Markets, the firm’s FINRA registered dealer.
What We Do
Our team provides financial advice, growth potential, and capital/technical markets experience to early-stage public or private companies.
Corporate Finance and Capital Markets Advisory Services
FMI Capital Partners is a private investment bank located in Toronto, Canada. The FMI Capital Partners team provides capital and domain markets expertise in combination with corporate matter advisory. In particular, we take a hands-on approach to incubate early-stage private and public companies focused on rapid growth. The FMI Capital Partners approach is centered on developing and executing strategic financing plans, and enhancing governance structures, with a proven track record of investment banking services success.
- Capital & Domain Markets Expertise
- Hands-On Approach targeting rapid growth
- Designed for Early Stage Private and Public Companies
Mergers, Acquisitions & Divestitures
FMI Capital Partners emphasizes the importance of M&A in enhancing business capabilities and driving transformation. With a focus on strategic capabilities, successful M&A execution ensures seamless integration, captures synergies, and delivers value to stakeholders, enabling organizations to adapt and thrive in the post-pandemic landscape. Here are some of the services that we provide to business owners looking to buy or sell a business:
- Creating polished sales materials that showcase the opportunity in its most favorable aspect to get the highest price.
- Assist with negotiation and crafting transaction structures to advocate for our clients.
- Streamlining corporate divestitures and carve-outs for businesses lacking standalone viability and addressing underperforming entities.
- Assist with Management Buy-Outs (MBOs) by leveraging our expertise in M&A and financing to ensure management teams seize the once-in-a-lifetime opportunity by crafting winning bids and favorable financing arrangements.
- Supporting companies aiming for growth through acquisitions.
- Offering comprehensive services encompassing target identification, strategic approach, valuation, negotiation, structuring, and acquisition financing.
- Tailoring our support to clients' specific needs and preferences throughout the transaction process.