Michael Serruya

Managing Director

Michael Serruya began his career at age twenty as one of the co-founders of Yogen Früz®. Michael was also the CEO of Coolbrands® (then home to CPG brands including Weight Watchers®, Eskimo Pie®, Tropicana® and Godiva® Ice Cream). More recently, he acted as CEO of Kahala Brands® (home to global QSR brands including Cold Stone Creamery®, Taco Time® and Blimpie Subs®). Michael has also participated on the Boards of Directors of a number of both publicly and privately traded companies including Jamba Juice Inc.® and STK®.

Michael’s entrepreneurial spirit drives his strength as an owner, partner and operator who is capable of implementing complex global strategic plans to transform businesses.

Michael specialized in Mergers & Acquisitions and strategic investments.

Aaron Serruya

Managing Director

Aaron Serruya began his career at age nineteen as the other co-founder of Yogen Früz®. Aaron was also involved at various levels, in Coolbrands® and Kahala Brands®. Having over three decades of experience in retail franchising sector, in addition to his position as a Managing Director at SPE, Aaron is currently the President of International Franchise Inc. (home of global brands such as Yogen Früz®, Pinkberry® and Swensen’s® Ice Cream), which has over 4,500 frozen yogurt and ice cream franchises worldwide, in over 50 countries.

Aaron’s operational expertise is a driving force of his strength, which includes strategic planning, quality control, and marketing.

Aaron specializes in Mergers & Acquisitions.

Simon Serruya

Managing Director

Simon Serruya began his career at age nineteen as the third partner in Yogen Früz®. Simon was also involved, on an advisory level, with Coolbrand® and Kahala Brands®.

Having almost three decades of experience in commercial real estate investment, in addition to his position as a Managing Director at SPE, Simon focuses on a real estate portfolio consisting of more than two million square feet of commercial and residential real estate in Canada and the United States. Simon is also currently a director of IFI.

Simon specialized in asset management, real estate and lending.

Jordan Schwartz

Managing Director

Jordan Schwartz started working with the Serruya family in 2002. Jordan has two decades of experience in finance and operations, with focuses in both real estate and consumer goods. In addition to his position as a Managing Director at SPE, Jordan has stepped into various interim management positions for different companies.

Jordan has also held officer positions in real estate, technology and CPG companies.

Jordan holds a Bachelor of Education degree from McGill University (Gold Medalist), a Masters of Business Administration from Schulich School of Business, and is a Chartered Professional Accountant.

Jordan specialized in Mergers & Acquisitions and asset management.

Gurion De Zwirek

Managing Director

Gurion joined SPE in 2015 and is currently responsible for managing the investment and asset management operations of the firm. Since joining, Gurion has stepped into various interim management positions for different portfolio companies. Prior to joining SPE, Gurion served as a naval officer in the Navy for 7 years.

Gurion holds a BA in Business Administration and Political Science from the University of Haifa and a Masters degree in Global Economics and International Business from the Munk School Affairs at the University of Toronto.

Patrick Chung

VP of Finance

Patrick joined SPE in 2018 and is responsible for all aspects of financial accounting and reporting. Patrick also assists the M&A and Asset Management teams on the existing portfolio companies and potential investment opportunities. Prior to joining SPE, Patrick worked as a Director of Finance in the real estate industry and as a consultant within Deloitte’s finance transformation practice.

Patrick is a Chartered Professional Accountant and holds a Bachelor of Accounting and Financial Management as well as a Master of Accounting from the University of Waterloo.

Kai Xu

Analyst

Kai joined SPE in 2016 and participates in all areas of the investment process. Prior to joining SPE, Kai worked as an associate with Accenture where he helped clients solve a variety of strategic and financial problems with an emphasis on the energy and technology industry. He has experience with business valuation, post-merger integration, and large-scale project management.

Kai hold a Master of Finance from DeGroote School of Business of McMaster University and a Bachelor of Economics from Beijing Forestry University.

Katrina Xu

Analyst

Katrina is a business analyst who is responsible for conducting research and analysis on existing portfolio companies, as well as potential investment opportunities. Prior to joining SPE, Katrina worked as a financial analyst co-op at Fidelity Investments and a business development analysis co-op at Sun Life Financial.

Katrina holds a Bachelor of Arts in Economic and Financial Management from Wilfred Laurier University.

Jason Yang

Accountant

Jason joined SPE in 2016 as an accountant who is responsible for the bookkeeping of certain portfolio companies, portfolio management and Accounting Due Diligence. Prior to joining SPE, Jason worked with Yogen Früz® as a junior accountant.

Jason holds a Bachelor of Business Administration from the Schulich School of Business, and currently is working towards his CPA.

Todd Neault

Information Technology

Todd is an Information Technology Professional with a background in IT and IT Systems Integration. He supports Mergers & Acquisitions, asset management activities and oversees the firm’s operational IT and Security.

Lori Brener

Executive Assistant

Lori joined the SPE team in November of 2016 as the Executive Assistant. Lori provides support to the organization by assisting upper management as well as members of the team. Since joining SPE, Lori’s role has grown to include proving Human Resources support to the organization.

Lori graduated from the University of Guelph in 2009 where she obtained a Bachelor of Arts degree, majoring in Sociology.