Joe Lo Dico started his career at Richter and developed a skill set in the transaction advisory and corporate finance area, assisting clients with divestitures, acquisitions and financing. Joe developed his expertise contributing to reorganization mandates, and planning and conducting audits for mid-sized private and public companies.
After several years with Richter, Joe then joined RBC’s Mid-Market M&A group providing investment banking advisory services to Canadian mid-market companies focused on transactions ranging from $10 million to $100 million. Returning after broadening his experience, Joe is now a partner in Richter’s transactional advisory team where he plays a key role in mandates involving mergers, acquisitions, divestitures and recapitalization transactions, including internal succession planning.
His experience includes advising private and public companies with respect to divestitures and acquisition. He is an integral member of his clients’ transaction advisory team, assessing quality of earnings and working capital, and negotiating the terms of agreement.
In addition, Joe has led numerous sales mandates for companies involved in complex financial restructuring processes. Most notably acting as a financial advisor to Public Bike System Company (“BIXI”), in the context of its sales process under the Bankruptcy and Insolvency Act.
Fields of expertise
- Transaction Advisory Services
- Business Valuations
- Succession planning
- Consumer products
- Food services
- Healthcare services and products
- Chartered Business Valuator (CBV), 2012
- Chartered Professional Accountant (CPA, CA), 2006
- B. Com., HEC Montréal, 2003
Professional and Community Involvement
- Canadian Institute of Chartered Business Valuators - member, since 2012
- Ordre des comptables professionnels agréés du Québec - member, since 2006
- Quoted in an article by Daphnée Hacker. “Le négociateur”, Droit-Inc.com, March 2014
- Quoted in an article by Isabelle Marquis. “5 questions à propos du capital de risque vs le capital d’investissement”, Generationinc.com, March 2013.