The perfect team — we take your business very seriously.

Executive Leadership

P.Eng., MBA

P.Eng., MBA

Alejandro Carvallo P.Eng., MBA, ICD.D

Partner - Mergers, Acquisitions and Divestitures (Strategic Counsel)

Alejandro has managed construction companies all over North and South America as a General Manager and Executive Vice-President for more than 28 years. His success in leading the business of engineering construction has resulted in negotiation, strategic planning and risk oversight skills that carry substantial value and are adaptable to varied and complex situations. Alejandro has negotiated hundreds of millions of dollars in contracted commercial arrangements in Canada, U.S., Venezuela, Colombia, Chile, Peru, Brazil and Costa Rica.

He is a Civil Engineer, holds a Masters in Business Administration and is a graduate of the Advanced Management Program of Harvard Business School. Mr. Carvallo owns majority and minority investments in several private companies both domestic and abroad in the engineering, construction, oil and gas, pressure vessel manufacturing, and real estate sectors. Over many years, he has also acquired investment positions in Colombia and Chile. He serves as a Member of the Board of Directors for certain of those companies and has also been a Board Member for different non-profit organizations.

He has resided in Calgary since 2006 with his wife and family.


CBV, CMA, BComm

CBV, CMA, BComm

Ronald M. Kavanaugh CBV, CPA, CMA

Managing Director

Ron provides accredited business valuation reporting and buy-sell transaction advisory services to the small and mid-markets for private and public companies and their shareholders. His responsibilities include management and execution of the firm's business valuation advisory and litigation support practice. Ron has testified in Federal Tax Court as an expert witness in the field of business and securities valuation and provided litigation support to several legal proceedings in the areas of taxation and damage quantification. 

Valuation advisory services are rendered for mergers, acquisitions and divestitures, dispute resolution, income tax, estate matters, and several other client contexts. The firm's general objective is to advise clients towards an informed value and economic perspective, risk mitigation and return on investment.

Ron began his career in mergers, acquisitions and divestitures after earning his Chartered Business Valuator designation (CBV) in 1995 (National Silver Medalist) through the Canadian Institute of Chartered Business Valuators (CICBV). His range of expertise and abilities include professional business valuation, risk analysis, Canadian income taxation, corporate finance, transaction structuring, data mining, financial reporting and statistical analysis. He has provided advisory services in manufacturing and processing, financial services, crude oil pipelines, oil and gas resource production and development, offshore drilling services, energy services, wholesale and distribution, precious and base metals mining, enterprise software and SaaS, health sciences, high and low technologies, retailing, wholesaling, agriculture, residential and commercial building construction, contractor services and fabrication, professional practices, seismic and many others. Moreover, valuation studies have been compiled in a wide scope of tangible and intangible asset groups including those of some of the largest and most complex Canadian and foreign corporations.For more than nine years he worked in corporate and personal income tax compliance acquiring deep knowledge of Canadian Income Tax law.  His experience over the last twenty-seven years has covered a broad spectrum of industry sectors and types of financial securities.

Ron obtained his Commerce Degree from the University of Calgary majoring in accounting.  He is a member in good-standing with the Chartered Professional Accountants of Alberta and resides in Calgary, Alberta, Canada.


Associates

Bradley-Lockhart.jpg

Bradley Lockhart  

Bradley is long-experienced in the executive sphere of strategic analytics and decision-making in mid-cap commercial business. He brings comprehensive professional leadership competence to economic and context risk assessment and problem-solving that serves Altair Capital clients optimally.   His executive-level work experience spans the insurance, financial, real estate, and television broadcast sectors.   He was the Vice-President and Executive Director of Dominion Broadcasting Corporate Group for several years before becoming the Founder of Sky Communications Inc. ("SCI") that provided DTH satellite communications equipment and internet working products.  SCI was an authorized Dealer for Star Choice Television Network and Bell Express Vu; the only two Canadian DTH satellite television services available at the time.  

Bradley went on to become the Vice-President Corporate and Regulatory Affairs at a Southern Alberta based television broadcasting Company.  During that time, Brad negotiated strategic agreements with cable, DTH and satellite providers for signal distribution across Canada and Internationally.  He increased the Company's operating budgets by more than $6 million dollars to respond to increased viewership exceeding 4.3 million households and substantial growth.  

More recently, he was hired by and reported directly to the Controlling Share Ownership in Dallas, Texas of Guard-All Building Solutions.  Bradley worked from its Canadian Branch in an advisory marketing and organizational structuring capacity before the sale of the U.S. Company in 2016.  


Program Support

LL.B, B.A. (Bus. Admin.)

LL.B, B.A. (Bus. Admin.)

Glenn Warkentin LL.B, B.A. (Bus. Admin.)

Business & Corporate Law | Securities Law | Commercial Real Estate

Glenn is a Partner of Nerland Lindsey and has supported Altair Capital divestment programs and our Clients with proficient experienced legal counsel.  His law practice spans more than 25 years advising to all manner of industries, including oil and gas exploration and development businesses, oil and gas service businesses, real estate investment trusts, investment funds and agricultural supply and service businesses.

Altair Capital is pleased to recommend Glenn to our Clients for direction in matters of law, legal risk management, and transaction-based documentation preparation to Closing.

Memberships and Affiliations

·         Member, Law Society of Alberta

·         Member, Canadian Bar Association


LL.M, LL. B, CPA, TEP

LL.M, LL. B, CPA, TEP

Lisa Handfield LL.M, LL.B, CPA, TEP

Corporate Lawyer, Tax Lawyer, Trust & Estate Planning

Altair Capital has aligned its corporate finance and business valuation practices with Ms. Lisa Handfield.  Lisa practices law in Calgary, Alberta in association with Mainwood Legal focusing primarily on corporate law, wills and estates, trust law, estate planning, estate litigation and tax law.

She obtained her Bachelor of Law degree at the University of Calgary and Masters of Law degree specializing in tax law from York University in 2009 and 2011 respectively.  She also holds the designation Trust and Estate Practitioner.  Lisa became a member of the Institute of Chartered Professional Accountants in 2007. 

With over 10 years of work experience that includes working for the Canada Revenue Agency Appeals division, in-house for a large corporation, and working with high-net worth clients of a major bank, Lisa provides an invaluable resource for our clients.Our alignment enables clients of Altair Capital direct access to a wide comprehensive scope of professional legal competence with a view to expedient client solutions.

Lisa is an active member of the following associations:

·         Canadian Bar Association (member)

·         Canadian Tax Foundation (member)

·         Society of Trust & Estate Practitioners (STEP) – National Education Committee & member

·         STEP Calgary Chapter Executive


BSc, MSc, AACI, P. App

BSc, MSc, AACI, P. App

Terry Brooke BSc, MSc, AACI, P. App

Commercial Real Estate Valuation Advisory

Terry is the Managing Partner (Calgary) of Bourgeois Brooke Chin Associates .  He has over 40 years of real estate valuation experience.  He has worked as a commercial fee appraiser since 1979 in Alberta, British Columbia, and Manitoba. He has served the Appraisal Institute of Canada as a Professional Competency Interviewer (PCI) since 2011, and currently serves on the Investigating Sub-Committee and the Advocacy Sub-Committee. In November 2016 he was awarded an MSc in Real Estate Investment and Finance from Heriot-Watt University, Edinburgh, Scotland.

Altair Capital is pleased to associate with Terry to enable our Clients towards professionally qualified and experienced commercial real estate appraisal and advisory competence.

Memberships and Affiliations

·         Member, Appraisal Institute of Canada (1977)

·         President Elect, Appraisal Institute of Canada (2017 - 2019)