Ian Graham Email and Phone Number
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My Career Objective: Leverage my breadth of managerial and leadership experience in Corporate Development, Finance, and Treasury and my depth of knowledge in M&A and risk management to assume a senior role that has particular emphasis on finance strategy and execution.Career Highlights:- Over $1B in M&A transaction experience on both the buy side and sell side – from initial expression of interest through to close and integration- Extensive background in capital structure planning and execution for public and private companies including credit facilities, private notes, term loan B, and high yield instruments- Placed multi-million dollar insurance programs that resulted in premium savings combined with improved policy coverage- Established and scaled both the financial planning & analysis and treasury functions across multiple operating geographies and currencies- Extensive professional networks throughout the commercial, capital market and investment banking and insurance broking & underwriting communitiesSpecialties: Capital Structure, Strategic Finance, Project Management, Process Innovation and Implementation, Mergers & Acquisitions, Business Planning & Forecasting
Varigate Tubulars
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Chief Financial OfficerVarigate Tubulars Apr 2023 - PresentCalgary, Alberta, Canada -
Chief Financial OfficerCanadian Casing Accessories Inc. Oct 2022 - PresentCalgary, Alberta, Canada -
Chief Financial OfficerVarigate Technologies Inc. Oct 2022 - PresentCalgary, Alberta, Canada -
Chief Financial OfficerCathedral Energy Services May 2021 - Jul 2022Calgary, Alberta, CanadaJoined the Company in Q2-2021 and in the ensuing 15 months, completed six accretive M&A transactions in both Canada and the USA, three bank refinancings, and one bought deal financing that ultimately increased the Company’s market capitalization and enterprise value nearly 10X; established Cathedral as a leading North American directional driller while maintaining a conservative balance sheet.• Jul-2022: Acquisition of US-based Altitude Energy Partners for USD $100MM, doubling the size of the Company• Jun-2022: Acquisition of Canadian-based Compass Directional Services for CAD $9.5MM, securing the Company’s position as a top 2 directional drilling company in Canada (measured by market share and revenue)• Jun-2022: Acquisition of Canadian-based Lexa Drilling Technologies for CAD $1.2MM to support the advancement of the Company’s technology platform• Apr-2022: Closing of CAD $26.5MM bought deal financing, the first financing of its kind in over four years in the Canadian Energy Services sector• Feb-2022: Acquisition of US-based Discovery Downhole Services for CAD $20.8MM, expanding the Company’s rental technology service offering• Sep-2021: Acquisition of Canadian-based Valiant Energy Services for CAD $1.5MM, further consolidating the Company’s Canadian market share• Jul-2021: Acquisition of Precision Drilling’s Canadian directional drilling division and formation of strategic alliance for CAD $6.4MM -
Senior Finance Director - Corporate Development, Tax & TreasuryTrican Well Service Ltd. Oct 2014 - May 2021Calgary, Canada Area• Dual reporting responsibility to the Executive Vice President and CFO; responsible for key strategic initiatives including: M&A, insurance risk management, capital structure, NCIB program, FX management• Restructured capital structure in Nov/2017 and again in Dec/2018 to extend tenor of $275MM credit facility, pay-out Senior Notes, improve covenants, and secure improved pricing resulting in millions of interest savings• Significant experience in all major M&A and divestiture transaction components including LOI’s and NDA’s, valuation, due diligence, purchase & sale agreement negotiations, deal financing, closing and integration o Jan/2020: Project managed the divestiture of Trican’s water management business (Fraction Energy Services) to Green Energy Services for $17MM CAD o Jun/2017: Project managed the successful acquisition of Canyon Services Group Inc – a transaction valued at $637MM CAD o Jul/2016: Project managed the successful divestiture of Trican’s global Completions Tools business unit to NOV (National Oilwell Varco) for $53MM CAD in cash and NOV equity o Mar/2016: Project managed Signing through Closing of divestiture of Trican’s USA business unit to Keane Group for $200MM USD plus a 10% equity stake in the combined business o Aug/2015: Project managed the successful divestiture of Trican’s Russian business unit to the Russian state-owned oil company Rosneft for $150MM USD• Executed 2017/2018 RFP of Trican’s insurance program (post Canyon acquisition) that delivered ~$1MM CAD in premium savings (~30%) combined with improved policy coverage and language• Maintained premium savings during 2018/2019 renewal despite significant inflationary pressure on oilfield service sector – especially pressure pumpers -
Director, Treasury & Risk ManagementSaxon Energy Services Jan 2012 - Jul 2014Calgary, Alberta, Canada• Accountable for the full suite of global Treasury, Insurance, and Investor Relations functions• Significant Calgary, Houston and London-based banking and private equity networks across the Debt, Equity and Commercial lines of business• Acted in the capacity of Director of Investor Relations during the company’s H2-2013 IPO effort, targeted at listing on the LSE; project achieved 80% completion, including 20+ investor meetings, prior to being cancelled due to Q2-2014 company acquisition by Schlumberger (one of two pre-existing shareholders – First Reserve Corporation being the second)• Project managed $550MM USD Corporate debt refinancing in the Term Loan B (TLB) market• Executed cashflow and foreign exchange management programs for 10 different currencies including a hedging strategy for the company's five major operating currencies (AUD-CAD-COP-MXP-USD)
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Manager, Business DevelopmentSaxon Energy Services Dec 2009 - Jan 2012Calgary, Alberta, Canada• Project Management of the International tender process across several departments (including Operations, Finance & Accounting, Tax & Treasury, and Legal) located in multiple countries• Presented and defended strategic rationale and project economics to the Board of Directors – 95% of projects approved and major new business wins included:o Australia: Three distinct project wins totaling $200MM+ USD in capital assets, $500MM+ USD in revenue over the lives of the projectso Colombia: $35MM USD in capital assets, $75MM USD in revenue over the life of the projecto USA: $25MM USD in capital assets, $15MM USD in revenue over the life of the project
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Manager, Financial Analysis & PlanningSaxon Energy Services Apr 2006 - Nov 2010Calgary, Alberta, Canada• Developed monthly, quarterly, and annual financial reporting packages for the Corporation’s entire operations, reducing internal financial reviews from multiple days to several hourso $300MM+ USD in revenue in seven countries operating in five currencieso Restructured the Corporation’s Chart of Accounts (COA)• Developed and implemented a weekly cash-flow modeling process for the Corporation to manage a $70MM+ USD capital expenditure program
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Manager, Business Analyst TeamSaxon Energy Services Nov 2007 - Mar 2009Calgary, Alberta, Canada• Team Lead with four direct reports for Business Systems ERP technical upgrade project (Oracle): $2MM USD project spanning 12 months in three business units across two countries delivered on time and on budget
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Supervisor, Client ServicesTrigger May 2003 - Jul 2004Calgary, Alberta, Canada• Participated in the development and execution of new client proposals that resulted in new business wins generating over $10MM CAD in revenue• Executed marketing initiatives for over ten different agency clients in every medium including print, radio, TV, internet, and direct mailo Campaigns awarded several international, national, and local marketing awardso Achieved 400% increase in client website traffic via online campaign -
Alberta Marketing ManagerGeneral Motors May 1997 - Sep 2002Toronto, Ontario // Winnipeg, Manitoba // Calgary, Alberta• Managed three independent dealer executive counsels and associated budgets totaling $20MM CAD to deliver province-wide marketing campaigns• Coordinated province-wide initiative with the entire retailer network (over 100 dealerships) to achieve 20-30% cost concessions from major media suppliers• Achieved or exceeded market share targets in all focus vehicle segments• Introduced "best practice" for measuring retailer compliance with national campaigns that was rolled out across the entire province• Managed four unique geographies in two provinces that each contained 15-20 dealerships with the objective of enhancing their variable (Sales) and fixed (Warranty) operations • Received five promotions over five years across three provinces to levels of increasing responsibility
Ian Graham Skills
Ian Graham Education Details
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Masters In Business Administration (Mba) - Haskayne School Of Business -
Marketing -
Human Venture Leadership -
High School
Frequently Asked Questions about Ian Graham
What company does Ian Graham work for?
Ian Graham works for Varigate Tubulars
What is Ian Graham's role at the current company?
Ian Graham's current role is Chief Financial Officer at Varigate Technologies Inc and affiliated companies.
What is Ian Graham's email address?
Ian Graham's email address is ia****@****ail.com
What schools did Ian Graham attend?
Ian Graham attended The University Of Calgary, The University Of British Columbia, Human Venture Leadership, Strathcona-Tweedsmuir School.
What skills is Ian Graham known for?
Ian Graham has skills like Strategy, Financial Analysis, Mergers And Acquisitions, Risk Management, Management, Energy, Budgets, Erp, Business Development, Financial Reporting, Strategic Planning, Process Improvement.
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Ian G.
Director- Global Transaction Banking - Payments Operations TransformationGreater Toronto Area, Canada3gmail.com, gmail.com, scotiabank.com -
Ian Graham
Toronto, On1utoronto.ca -
Ian Graham
Toronto, On -
Ian Graham
Senior Technology Leader: Strategy | Product Management | Project ManagementGreater Calgary Metropolitan Area2preosoftware.com, coolitsystems.com
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