David Tomljenovic Mba Llm Cim Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Providing management consulting advisory services to diversified financial services organizations including banks, private equity, venture capital, credit unions, wealth management, investment and mortgage banking, insurance and financial holding companies.Areas of specialization include digital transformation, enterprise architecture and strategy, open banking, fintech advisory, robotic process automation (RPA) , artificial intelligence (AI) and machine learning (ML). Extentsive focus on ESG on financial businesses.

Toronto, Canada Area

Provide financial and mergers and acquisition advisory services to accelerator participants with a focus in early stage fund raising activities ranging from Seed to Series B financing. Critiqued pitch book and investor presentation skills through weekly pitch presentations.Developed deep relationships with 3 accelerator participants resulting in fundamental changes to their go-to-market and growth strategies. Focused on developing and enhancing strategies with an emphasis on competitive dynamics. Re-positioned strategy to enhance market acceptance while establishing and enhancing competitive barriers.

Toronto, Canada Area

Retained by WaterTAP to create a fund strategy focusing on the development of an internally operated fund with an investment mandate focused on providing Seed and growth capital for companies who completed the WaterTAP acceleration process. Evaluated multiple fund strategies ranging from private equity, venture debt to socially responsible funds.Developed a multi-stage fund strategy focused on fund formation, capital expansion and exit in the context of globally competitive environment having considered competitive offerings, corporate business development and recent trends in mergers and acquisition activity and new fund launches.

Toronto

The objective of the course is to understand the economics of, and financial metrics used in the analysis of real estate investments, debt and capital markets; to introduce students to the principal concepts and theories in real estate investment and finance and to expose students to the three major valuation approaches, cash flow proformas and the financial component of lending while building on the student’s academic background in investment analysis; and to understand the drivers of a commercial property’s net operating income and hence it’s value.

Toronto, Canada Area

Completed a thematic investment review that considered global and domestic economic conditions as well as high level social, technological and consumer trends to formulate a "view" of the market. This review resulted in the definition of an investable universe. Extensive company due diligence was performed on the companies included in the investable universe including full forward looking 3 statement financial modeling, valuation analysis, peer and competitive analysis.Extensive relationship building with senior management and boards was pursued to enhance the relationship with the company. Frequently made presentations to CEOs, CFOs and boards about market conditions, competitive analysis and opportunities through which to enhance shareholder value. Suggestions on potential M&A opportunities were discussed based on opportunities revealed through the ongoing research process.Technology continued to redefine and influence commercial and individual behaviour. Marcro trends included the growing domination of mobile devices which has lead to profound shifts in behaviour. Additionally, the continued secular shits in consumer purchasing behaviour from traditional brick and mortar to online continues to have dramatic and far reaching impact on transportation, shipping, warehousing / real estate and of course the overall retailing environment.A focus on consumer staples such as food, beverage, entertainment and basic requirements provided to be a sound investment approach. A move "up cap" was also positive as investors continue to favour liquidity, transparency and scale in their investments.

Toronto, Canada Area

Recruited to established Cantor Fitzgerald’s Canadian Diversified Industries and Technology investment banking business which includes specialty printing, specialty pharma, medical services, specialty manufacturing, gaming, financial technology, software among others.Hired and managed an entire from analyst through to Vice President. Also was part of the process of re-engineering and redirecting the sales and trading groups in addition to research.Extensive relationship building with CEOs, CFOs, Chairs and board members including corporate visits, presentations and general relationship building. Established deep and trusted relationships with corporate issuers.Actively pitched M&A ideas focused on acquisitions of competitors, synergistic suppliers and transformational targetsPerformed all attribution analysis focusing on accretion analysis based on comparable sector valuations, precedent transactions and post close rationalization of expenses.Proactively reached out to companies regarding M&A opportunities. Advised on acquisitions opportunities in the FinTech, industrial and gaming space involving global acquirers in a highly complex transaction.Recruited two new analysts (Technology / Special Situations), as well as sales and traders to support the new investment banking and research strategy provided exposure to cyclical, macro and emerging growth themes.Built a diversified investment banking business focused on high quality growth stocks that appealing to institutional investors to facilitate sales and trading as well as investment banking activities. Participated in several offerings and provided services including general capital market advisory, capital raising as well as bring a new issuer public

Toronto

Work on a broad range of transactions including an oil and gas project in Kazakhstan, a space equipment technology project in the United Kingdom and Russia as well as many domestic opportunities.Provided financing and M&A advisory service to sub-prime lenders and technology companies looking to make acquisitions in Europe including private equity as well as public market investors. Worked closed with the special situations analyst on all of their coverage universe companies.

Toronto

Specialized in global thematically driven equities and high yield debt. At peak valuations, had responsibility for investments in excess of $1 billion across Sprott’s mutual and hedge fund offerings.Delivered unaudited annual returns in excess of 30% per year for over three years from all long / short positions.Developed a proprietary idea generation engine that screens thousands of numeric and text data sources (Capital IQ / Fact Set / Bloomberg / RSS) and hundreds of thousands of documents in real-time across all sectors to produce immediately actionable long / short and long only investment ideas.Analyzed the fundamental attributes of industries and companies to identify top investment candidates. The analysis utilized industry publications and public financial statements of targets and their competitors. Focused on industry supply / demand dynamics and potential shortages that can produce exceptional operating leverage, cash flow and earnings growth (natural or regulatory monopolies / oligopolies / IP / distribution / etc.).Originated direct equity and debt private placements with companies identified from the research origination process. Completed all due diligence, negotiations, deal structuring and legal requirements.Formed strong relationships with management of investee companies using consultative relationship building.Actively monitored macro-economic indicators to assure proper positioning of portfolio companies for present and developing macro conditions. Used macro change to create alpha in portfolios by predicting sector rotation.

Toronto

Completed all industry required accreditations to become a licensed ICPM / CIM.Benefitted from close working relationship with Eric Sprott, who provided 2 years of required supervised portfolio management experience with full discretion over $5MM of the Sprott Canadian Equity fund. Consistently generated high return investment ideas while expanding focus from North American to Global companies with a particular concentration placed on the Australian (ASX) and UK (LSE /AIM) markets.Analyzed many industries and hundreds of companies across all market capitalizations. Performed all financial modeling and valuation work via Excel models and where possible used sell-side research for validation.Developed extensive knowledge of numerous industries including software, specialty manufacturing, technology, consumer goods, specialty steel processors, specialty distribution, IP licensing, as well as mineable commodities.

Toronto

Generalist analyst covering all sectors with a concentration on Canadian and US companies. Stock selection style was driven by the internal fund mandates as well as by the general macro-economic environment. Supported several portfolios and managers within Sprott who deployed value, GARP and growth / momentum styles and consistently produced top performing original investments ideas resulting in strong alpha generation. Typically focused on equity and debt of North American companies with market capitalizations ranging from $10MM up to $4B. Earned a reputation for being a strong, unique idea generator across all market capitalizations and industry sectors.Focused heavily on being a bottom up stock picker focused on core fundamentals. Searched for companies with defensible business models that produced strong revenue growth, operating leverage and earnings. Ran market screens using Capital IQ, Fact Set and Bloomberg. Developed strong financial modelling skills as a result of creating full 3 statement integrated financial models for all researched companies. Models generated forward looking projections that were the basis for expected valuation analysis including P/E, EV/EBITDA, DCF, NAV and other specific valuations where applicable.

Toronto, Canada Area

Ranked analyst for Canadian special situations research and recognized for stock picking and early thematic identification accompanied by in-depth high quality published research. Analyzed hundreds of public companies and published research on software, online gambling, defense, specialty pharma and industrial mineral companies using a bottom up fundamental stock picking approach.Responsibility for identifying investment opportunities outside of the energy and mining sector and companies that don’t fall into traditional research silos. Lowest return in coverage universe was 35%. Deployed a thematic approach to macro trend identification with a specific focus on high growth opportunities that create enhanced opportunities for revenue, margin and net income growth.Completed all 3 statement financial modeling using excel as well as all company due diligence and site visits.

Toronto

Created fully integrated 3 statement financial models for investment banking clients and performed the required analysis to facilitate M&A, debt and equity financings.Performed due diligence on behalf of clients and corporate boards in the areas of fairness opinions and M&A as well as creating presentations used to develop investment banking clients and to support active mandates.

Toronto

The company was responsible for technology advisory services and was also a startup technology incubator that produced 2 successful companies.

Toronto

Created a large database of all credits within the multinational banking group (corporate exposure >$25MM) down to the specific facility level which became the basis for a new risk / portfolio management system.

Toronto

Focused on the design and deployment of a new Nortel digital data network infrastructure that was deployed nationwide.

Masters Of Law (Ll.M), Corporate And Securities Law

Master Of Business Administration (Mba), Finance And Financial Management Services, 3.92 Gpa

Activities and Societies: Bregman Scholar

Honours Bachelor Of Arts, History

Ontario Approved Credit