Responsible for managing the wholesale funding needs of the TFG Financial group of companies. Structuring and arranging funding through securitizations/whole loan sales, term loans and warehouse lines. Led the launch of U.S. lending business.Expanding private debt fund offering.

Led a national mandate to structure and execute private debt financings for companies across Canada.Arranged and advised on revolvers, term facilities, asset based lending loans, private securitizations, project finance facilities, mezz/sub debt and bridge loans.Use of proceeds included acquisition financing, financing for growth/capex, distressed refinancing, recapitalizations and to provide liquidity for financial sponsors and/or business owners. Active across industries including lender/specialty finance, auto parts, manufacturing, natural resources, real estate and consumer goods/retail.Typical mandates in the $10-$250 million range.

Led the restructuring and payout of debt facilities, executed sale of assets.

In-house debt and corporate finance advisor to Forbes & Manhattan’s 30+ publicly traded companiesOriginated, structured and executed project finance, bridge loans, acquisition facilities and high yield notes for portfolio companiesLed negotiations and drove the legal documentation process with lenders on behalf of portfolio companiesLed corporate development activities for expansion into West Africa

Reporting to the CIO, tactically built out a $350 million portfolio of private debt and commodity hedge funds within a $2 billion fund of hedge fundsLed a team responsible for the origination, due diligence, assessment and selection of a global portfolio of best in class commodity and structured finance fundsStructured and executed co-investments and seeded new funds with merchant commodity businesses that had physical assets and operations to which an asset management business would be complementaryNegotiated, structured and executed legal documents with fund manager including offering memorandums, side letters and fee agreements to reflect the requirements of DGAM’s institutional investor baseMade investment and exit recommendations to the Investment Committee

Asset based lending to upsteam oil and gas companies.