Derek Spies Email and Phone Number
Derek Spies work email
- Valid
- Valid
- Valid
- Valid
Derek Spies personal email
Derek currently works as an investment banking senior vice president at Colonnade Advisors. Colonnade is an investment banking firm that has completed over $10 billion in M&A transactions for clients in the business and financial services industries. Colonnade brings rich industry knowledge, deep relationships, a wealth of execution experience, creativity, and a sense of urgency to each transaction. The firm’s expert advice, rigorous analysis, and determination translate into superior results. Prior to Colonnade, Derek worked at First Midwest Bank and BMO Harris Bank in Chicago where he helped provide middle market companies debt financing for strategic initiatives. Derek then transitioned to BMO's corporate advisory team; providing buy-side advisory services, valuation services, and other corporate finance solutions to middle market clients and prospects of the bank. Derek received his bachelor’s degree from Marquette University in Milwaukee, WI with a major in Finance.
-
Investment Banking Senior Vice PresidentColonnade Advisors Llc Dec 2024 - PresentClearwater, Florida, UsColonnade 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/
-
Investment Banking Vice PresidentColonnade Advisors Llc Dec 2022 - Dec 2024Clearwater, Florida, Us
-
Investment Banking AssociateColonnade Advisors Llc Jun 2021 - Dec 2022Clearwater, Florida, Us
-
Senior Associate - Bmo Harris Corporate AdvisoryBmo Financial Group Jan 2021 - Jun 2021Toronto, 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. -
Associate - Bmo Harris Corporate AdvisoryBmo Financial Group Jun 2018 - Jan 2021Toronto, On, Ca
-
Associate - Middle MarketBmo Financial Group May 2016 - Jun 2018Toronto, 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.• Negotiated legal documentation on behalf of the Bank with both clients and legal counsel.• Worked as a team member with several functional areas within BMO to provide excellent customer service.
-
Credit Analyst - Middle MarketFirst Midwest Bank Jun 2014 - May 2016Chicago, 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.•Examined industry specific trends as a basis for comparison with target companies.•Monitored macroeconomic trends and the resultant effects on the specific industries and companies.•Compiled analysis to complete in-depth approval documents for presentation at loan committee.
Derek Spies Skills
Derek Spies Education Details
-
Marquette UniversityFinance -
Oconomwoc High School
Frequently Asked Questions about Derek Spies
What company does Derek Spies work for?
Derek Spies works for Colonnade Advisors Llc
What is Derek Spies's role at the current company?
Derek Spies's current role is Investment Banking Senior Vice President at Colonnade Advisors LLC.
What is Derek Spies's email address?
Derek Spies's email address is de****@****bmo.com
What schools did Derek Spies attend?
Derek Spies attended Marquette University, Oconomwoc High School.
What are some of Derek Spies's interests?
Derek Spies has interest in Criminology, New Technologies, Stock Market, Professional Basketball, College Basketball, Children, Sociology, Global Markets, Science And Technology, Human Rights.
What skills is Derek Spies known for?
Derek Spies has skills like Leadership, Microsoft Office, Financial Analysis, Event Planning, Data Analysis, Customer Service, Event Management, Financial Modeling, Marketing Strategy, Management, Market Research, Financial Risk.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial