Experience

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  BMO Capital Partners

  • Toronto, Ontario, Canada

  • Senior Vice-President and Head, BMO Capital Partners, Mid-Market M&A

    • Feb 2012 - Present
    • Toronto, Ontario, Canada

    • Responsible for the oversight and management of two groups with national mandates:1) BMO Capital Partners: a $1.5Bn committed fund for direct equity, subordinated-debt, and fund investments;2) Mid-Market Mergers and Acquisitions: a full service M&A group dedicated to the Canadian Mid-Market with a primary focus on privately held companies

• 

  BMO Financial Group

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Vice President, Financial Structuring Group, BMO Capital Partners, and Mid-Market M&A

    • Feb 2012 - Oct 2018

    • The Financial Structuring Group is a special purpose team involved in the structuring, negotiation, documentation, and approval for complex or highly levered transactions within BMO's Canadian Commercial Banking group.

  • Vice President and Assistant Chief Auditor - Corporate Audit Division

    • Mar 2008 - Feb 2012

    • Provided, in accordance with recognized standards, independent assessments to the Chief Executive Officer and Audit Committee as to the effectiveness of internal control within BMOFG including governance processes that support the Directors discharge of their responsibilities. • Particular area of responsibility was overall credit risk in addition to primary responsibility for P&C Canada, the largest line of business within the enterprise.

  • Managing Director - Corporate Finance

    • Dec 1998 - Mar 2008