Lloyd B. Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Massachusetts, United States

Most active business development officer in growing group's US loan portfolio from <$1Bn to >$10Bn. Relationship manager for BMO’s longest tenured REIT clients - predominantly at Administrative Agent or Joint Lead Arranger level. As team grew from 2 members in 2008 to 15 in 2023, trained new hires and handed off accounts. Covered publicly traded and non-listed REITs, private equity sponsors, and real estate operating and services companies. Extensive transaction experience across BMO’s Debt Capital Markets platform advising on leveraged finance, secured and unsecured corporate-level and non-recourse portfolio financings, private placements, high-yield and investment-grade bonds. Hands-on partner in syndication of loans as lead structurer.

Grew managed loan portfolio by 170% to $3.3Bn through new originations and growth with existing clients at Administrative Agent and Joint Lead Arranger / Joint Bookrunner tiers. Drove portfolio ROE through close partnership with investment banking, syndications, debt and equity capital markets, M&A, ABS, CMBS / securitization, trading products, treasury management and commercial banking to optimize firm alignment, wallet penetration, and client experience.

Chicago, Illinois, United States

Grew managed loan portfolio by 440% to $1.4Bn. Provided financing for acquisitions, construction, redevelopment, working capital, equity subscription, note-on-note, warehousing, and bridge loans to permanent debt and capital markets takeout. Secured credit and business committee approval to restart BMO’s home builder lending strategy, while procuring similar approvals for framework around continued lending to heavily scrutinized non-traded and externally managed REIT space.

Chicago, Illinois, United States

Managed diverse portfolio of loans on stabilized real estate and development projects, and to various businesses within the construction and engineering space. Oversaw portfolio and relationship management leading into, during, and coming out of Great Financial Crisis. Provided insightful early career experience of how to navigate through an economic cycle. After significant downsizing of team in 2008, was one of only two dedicated team members retained by BMO to manage and regrow the bank's REIT lending book.

Chicago, Illinois, United States

New York, New York, United States

Covered Broker Dealer and Hedge Fund clients - business development with treasury groups, and monitoring performance and credit metrics of related loan book that provided standby liquidity on margin loan basis, with ad-hoc approvals for day loans to cover initial day-of IPO share purchases prior to share placement with end buyers. Managed standby liquidity program for tender option municipal bonds. Obtained approval to bring this program out of passive liquidation by enacting controls and risk monitoring and grew portfolio authorizations and revenues each year.

New York, New York, United States

Focusing on public oil & gas pipeline companies (primarily Master Limited Partnerships, or MLPs), performed financial modeling of budgets, projections, structured financial products, cost of capital, pro-forma accretion and dilution, and discounted cash flows for potential M&A transactions. Prepared internal commitment committee presentations and offering summary materials for broker sales force.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Arts - Ba, Economics