Vice President, Marketing & Client RelationsDana Rennie

As a key member of the Robbinex management team, Dana oversees the firm’s marketing strategy, activities, social media and alliances.
bt_bb_section_bottom_section_coverage_image
https://www.robbinex.com/wp-content/uploads/2023/03/dana-rennie_20200124.webp

Dana Rennie

Vice President, Marketing & Client Relations

She is responsible for the marketing of all current businesses for sale and diligently manages the research to generate new buyer prospects in Canada and worldwide. She is wholly involved in the selling, merger and acquisition and management buy-out discussions and activities.

With over 20 years experience in the financial and M&A sectors Dana re-joined the Robbinex team in June 2015 after spending 12 years as a Senior Manager of Marketing & Investor Relations for a Toronto-based investment fund company. Prior to that she worked for several merger and acquisition firms in both Canada and the U.S.

Experience

June 2015
Present Vice President

As a key member of the Robbinex management team, Dana oversees the firm’s marketing strategy, activities, social media and alliances. She is also responsible for the marketing of all current businesses for sale and diligently manages the research to generate new buyer prospects in Canada and worldwide. She is wholly involved in the selling, merger and acquisition and management buy-out discussions and activities.

With over 20 years experience in the financial and M&A sectors Dana re-joined the Robbinex team in June 2015 after spending 12 years as a Senior Manager of Marketing & Investor Relations for a Toronto-based investment fund company. Prior to that she worked for several merger and acquisition firms in both Canada and the U.S.

2000–2002
Opportunities Director/Administrator at Robbinex Inc. a consultative business intermediary firm specializing in the sale of mid-sized privately held companies based in Hamilton, ON

  • Responsible for marketing and research to generate new buyer prospects, generating and pre-qualifying buyer prospects, installation, set-up and maintaining company data base.
  • Other duties including proof reading and report writing.

1998–1999
Executive Assistant, Aaron, Bell International, Inc., an independent investment bank focused on middle market private sector transactions based in Denver, CO

  • Responsible for Goldmine data base, direct marketing and various other office duties as requested. Keyed historical client financial information into industry evaluation program for company analyst.

2003–2015
Senior Manager, Marketing & Investor Relations at Brompton Group – a Toronto-based investment fund manager with over $2.0 billion in assets under management

  • Assisted in the development and implementation of marketing for 18 closed-end, flow-through and mutual funds and any new products.
  • Responsible for the company website including reviewing and updating information for new and existing products.
  • Respond to all incoming investor relation requests via email and telephone.

1999–2000
Executive Assistant at Advocates Business Consultants, a mid-market merger & acquisition firm based in Denver, CO

  • Responsible for marketing to generate new seller prospects, generating and pre-qualifying buyer prospects.
  • Provided marketing training and Goldmine data base setup and training for two small M&A offices, one in Florida and one in Kansas.

1995–1998
Executive Assistant, Country Business Inc., an acquisition, brokerage and financial services firm with offices in New England, upstate New York and Atlantic Canada

  • Responsible for all office duties including: managing the customer relations management data base, accounting entries in QuickBooks and Simply Accounting software, preparation of monthly financial statements, scheduling activities, and other duties as assigned in an active Real Estate/Business Brokerage office.
bt_bb_section_top_section_coverage_image

Privacy Policy

Robbinex created this website for use by the general public. Our website does not, and is not intended to, provide any financial, legal, accounting, or tax advice. The web site should not be used, or relied upon as a substitute for independent research or consultation with financial, legal or tax advisors. Robbinex makes no representations or warranties of any kind about the completeness, accuracy, reliability or suitability with respect to the website or information contained therein. The information posted on the website was current at the time of posting but may be superseded by subsequent disclosures or circumstances.

Yes, but it was more than 1.5 years ago

It may be time to evaluate whether your valuation is still an accurate representation of your business.

Yes, within the last 18 months

We can work with you to update your valuation and determine the next steps to achieve your exit planning goals

No, I don’t want one

We can work with you to update your valuation and determine the next steps to achieve your exit planning goals.

No, but I am considering it !

Robbinex requires a valuation for us to list your business for sale, however, we are willing to consider accepting valuations from other providers. How can we help?

Lets Get Started?

Are you interested in how Robbinex’s consulting services could improve the value of your business?

Business Advisory Counseling

Would you like to receive