Susan Naylen-Sorrell — Founder

If multiplicity is any indication of Susan’s drive, her array of designations, businesses, countries worked in, courses taught, and successful business transactions (not to mention children and pets), tell a convincing success story.

Susan passionately works to find the right solution for every client. Her extensive business and finance background led to her current focus: providing sell-side financial advisory services that minimize risk and mitigate tax, for clients looking to sell or transition from their business. She loves connecting with clients and becoming fascinated by the various puzzle pieces of their situation. In fact, she can’t imagine doing anything else.

Susan began her career as a Wall Street investment banker in New York, then went on to work in London, Asia Pacific and Calgary. She has advised on over $10 billion of mergers and acquisitions, capital markets and financial advisory transactions globally. Susan has taught Mergers & Acquisitions, Corporate Governance & Executive Compensation, and Portfolio Management at the Haskayne School of Business, University of Calgary. She was also an elected Senator of the University of Calgary.

Cristin Mullen — Vice President

Cristin’s career reflects a rare combination of scientific curiosity and financial acumen. With a foundation in geology and finance, she has built a reputation for navigating complexity and delivering clear, actionable solutions. She is energized by the challenge of helping business owners structure transactions that protect value while unlocking future opportunity, and she brings both discipline and creativity to every mandate.

Her professional journey spans venture capital, corporate finance, and advisory roles, giving her a perspective that bridges early-stage innovation and established businesses. At UCeed and Evok Innovations, she evaluated investments across life sciences, energy, and impact sectors, managing transactions from due diligence through execution. At Prairie Mountain Partners, she has advanced from Associate to Vice President, where she now leads clients through sell-side M&A, valuations, and financings.

Cristin thrives on connecting with clients, untangling the details, and aligning the many moving parts of a transaction. For her, the real reward lies in guiding business owners through pivotal transitions with clarity and confidence.

Analysts