Steve Rooks

Investment and Portfolio Advisor @MonCap

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Investment and Portfolio Advisor @MonCap

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CA

Supporting investment and portfolio value creation for MonCap\'s new fund focused on tech firms enabling fertility clinics

EDUCATION

1990 — 1993

University of Toronto

Honours MASc, Mechanical/ Electrical Engineering

1994 — 1996

Stanford University Graduate School of Business

MBA

1984 — 1989

University of Toronto

Honours BASc, Mechanical Engineering

SKILLS

Supply ChainStrategic PlanningForecastingPrivate EquityFinancial ModelingBusiness TransformationStrategyOperational ExcellenceVenture CapitalDue DiligenceChange ManagementValuationStrategic ConsultingSupply Chain ManagementManagement ConsultingPortfolio ManagementMergersStart-UpsBusiness DevelopmentM&a ExperienceGo-to-Market StrategyAcquisition IntegrationBusiness StrategyManufacturingCorporate DevelopmentPricingRestructuringCost ReductionManagementIT StrategyExecutive ManagementBusiness PlanningAnalysisMergers & AcquisitionsEntrepreneurship

ABOUT STEVE ROOKS

I am passionate about helping others achieve more than they believed possible.I began my career as a process engineer and would have continued down that path if not for a mentor’s good advice 30 years ago: that I could achieve more by applying my engineering mindset to business. Since then, I have helped many firms create value – as a management consultant, a corporate executive, and a private equity portfolio director – across many different industries globally, including communication equipment and services, utilities, ports, energy, forest products, hospitality, and healthcare. In all cases, results have come through helping others achieve more than they had imagined possible, largely by directly engaging and enabling the firms’ employees to identify and fix issues that stood in their way, and to fully realize growth and savings opportunities.I am now excited to bring that value creation experience to Ontario Teachers\' Pension Plan in its Portfolio Solutions Group.

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Steve Rooks — Investment and Portfolio Advisor at MonCap in Toronto, ON, CA | Unifers