Derek Spies Email & Phone Number

Clearwater, Florida, US

Colonnade Advisors is a boutique investment banking firm advising entrepreneurs, private equity firms, and large financial institutions in maximizing value in Mergers & Acquisitions. Colonnade also offers capital raising services. For more information: https://www.coladv.com/

Clearwater, Florida, US

Clearwater, Florida, US

Toronto, ON, CA

• Advise C-suite executives and owners across a national platform for clients with $50MM+ in revenue to strategic alternatives, includes M&A, conversion to ESOP, organic investments, and other partial liquidity options.
• Act as buyside advisor to client companies as they negotiate and execute on strategic M&A.
• Coordinate and collaborate with multidisciplinary teams on the execution of transaction processes under tight deadlines.
• Complete valuations on privately held businesses, including synergies to potential acquirers, utilizing various cash flow models and comparable peer and transaction sets.

Toronto, ON, CA

Toronto, ON, CA

• Underwrote complex leveraged transactions with average hold sizes of $25,000,000 and global commitments up $200,000,000.
• Managed a $200,000,000 middle market portfolio; often acting as the primary contact between the Bank and the executive level management at the client.
• Modeled financial projections and stress cases based on client input, industry analysis and overall market trends using the Bank’s proprietary financial model.
• Structured complex loan transactions to mitigate risk and meet client needs.
• Monitored macroeconomic trends and the resultant effects on the specific industries and companies.
• Made marketing efforts on behalf of the Bank to demonstrate BMO’s brand value and advisory approach to equity value appreciation through lending.

Chicago, Illinois, US

• Developed a more thorough understanding of business analytics and credit analysis and applied them to significantly more complex deals in the middle market portfolio.
• Recommended structural enhancements to the lenders in order to mitigate potential risks and weaknesses in the credit profile.
• Participated in business development activities through prospecting ventures with senior relationship managers.
• Assisted in the development of junior analysts by providing 1-on-1 coaching.
• Participated in face-to-face meetings with clients and prospects to better understand the circumstances of specific credits and to further hone business development skills.
• Collected and analyze the financial statements of middle market companies in order to evaluate performance and risks in an objective manner through the use of key ratios.

Bachelor, Finance

Education record