Sunny Lee
Sunny Lee
Senior Director, Private Equity
Nicola Wealth
Toronto, ON
About the Presentation
What Private Equity Looks for in a Business: Insights for Owners Considering Growth or Exit
Thinking about the next stage for your business—whether it's scaling up, taking on a partner, or planning an eventual exit? This session offers a behind-the-scenes look at what private equity firms really look for in potential acquisitions. We’ll cover the key financial, operational, and strategic traits that make a business attractive to investors, how owners can position themselves for interest and value, and what to expect from the process. Whether you're actively exploring options or just starting to think ahead, this is a practical, candid session designed to help you understand your business through an investor’s lens.
About the Presenter
As Senior Director, Private Equity, Sunny oversees the investment and expansion strategies of Nicola Wealth's evergreen Private Equity fund.
Before joining Nicola Wealth in 2024, Sunny held the role of Managing Director at CPP Investments, focusing on direct private equity investments. During his 16 years at CPP, he played a pivotal role in origination, execution, and asset management across various buyout, minority, and growth equity investments. Sunny's experience also includes establishing CPP's direct investing platform in Asia from 2009 to 2012.
Prior to CPP, Sunny gained expertise in mergers and acquisitions at CIBC World Markets before transitioning to TD Securities. His diverse background underscores his proficiency in navigating complex investment landscapes and his commitment to driving growth and value creation.