Since entering the corporate finance industry in 2006, Agostino Mosca has discovered his approach with clients differ from those found in a lot of other firms. Not only is he a managing partner of Pinnacle Accounting and Finance, but he is also an entrepreneur and started the firm with his business partner in 2009. Therefore, he has personally gone through many of the same scenarios his clients encounter. Agostino’s own first-hand experience as a business owner helps him to have a better understanding of the creative and complex needs of his firm’s clientele and to provide them with quality services both locally and internationally.
Headquartered in Calgary, Alberta, Canada, Pinnacle Accounting and Finance started from humble beginnings. The boutique firm was founded in April 2009 by Agostino and his business partner, who ran the business from his partner’s apartment for the first five years of existence.
Fortunately, the low overhead allowed them to save enough money to purchase their own office space in 2014, and the company rapidly began to grow from there. Today, the firm is expanding into the unit currently next to them and the now 6,000 square foot plus office will be in full operating capacity employing 20 staff members along with a partner satellite office that has been added in New York City.
In addition to growing their domestic base, Pinnacle has also carved out a niche for doing international deals due to their vast network of financiers and funding expertise. “Although we have lots of clients and contacts in Alberta and Canada, we have also completed and worked on files and deals on every continent. That is a big part of our continued future goals and growth as well,” says Agostino. Few Canadian mid-size boutique firms like Pinnacle are making deals all over the world, so the reach is important to team members and clientele with Pinnacle who hope to further expansion internationally. As a result, they strive to be creative, to give themselves flexibility, and to never shy away on where they are going when a deal is involved.
As managing partner, Agostino is responsible for running Pinnacle’s day-to-day operations, which consist of reviewing budgets, overseeing human resources, and making strategic decisions with the staff. He also works with his team in the mergers and acquisitions (M&A) and corporate finance department regarding engaged and prospective clients as well as building and continuing industry relationships with their Centers of Influence (COIs). Agostino explains, “From an industry perspective, we are generally agnostic and have done all types of deals with a wide range of clients, but we do a lot with heavy and light industrial companies/opportunities in the manufacturing space and have also developed other niches in technology/software/AI/robotics industries.” No matter which space he is working in, Agostino stays involved in all the client files so that he is never detached and can make personal connections with his clientele.
During his time with Pinnacle, Agostino has helped to finance over $500 million USD worth of deals in the corporate finance, private equity, and M&A industries in North America, South America, Africa, Europe, and Asia. He is the focal point for relationships with financiers and has brought in an environment of client and management skills that have translated to growth and success for his firm. Additionally, Agostino sits on the board of the Foundation for the Advancement of Entrepreneurship, which encourages financial literacy and entrepreneurship among the youth of Alberta, Canada.
Founder and Managing Partner
Pinnacle Accounting and Finance Ltd.
204/12-2333 18th Avenue NE
Calgary, Alberta Canada T2E-8T6