Spencer Gunning, Cbv Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Ca

Tailwind is a Venture Development Bank™️. We focus on growth ventures and diligently prepare them to access capital to reach their full potential. Tailwind offers the structure, support, and financial acumen to speak the language of our capital partners and to get the funding to fuel the craft.

Calgary, Ab, Ca

• Drive/support various M&A and/or divestiture processes, whilst also assisting on analysis and execution of various internal strategic projects. Identify and deconstruct business issues and develop strategic, analytical, and financial frameworks to influence and support corporate decisions• Coordinate the development, evaluation, and advancement of organic growth projects for the Senior Leadership Team and the Board of Directors• Directly support the CEO in maintaining corporate forecast models to assist in communication efforts with external stakeholders as well as build and maintain investor presentations and all other related press releases/public disclosures. Support and drive on all capital raising efforts

Edmonton, Alberta, Ca

• Managed a portfolio of ~$500mm alongside Director spread amongst roughly 35 clients of EBITDA >$5mm in various industries across the Diversified Industries sector, with an emphasis on technology, manufacturing, sub-prime lending, and leveraged finance transactions/LBO's• Responsible for all transaction underwriting on new money and amendment deal, as well as ongoing risk management of existing portfolio - analysis scope included but was not limited to relevant industry, management, market positioning, and overall outlook analysis, in addition to comprehensive financial analysis• Provided post-close client advisory work related to M&A transactional synergies• Developed and implemented a new-to-ATB MRR-lending framework to deploy cost-efficient capital solutions for pre-cashflow positive technology companies that bolster significant equity backing and strong line of sight to positive cashflow• Quarterly Award winner in Q3 FY21 as a top performing Portfolio Manager across ATB Capital Markets, with over $90mm of new capital deployed in the quarter. With Director, delivered over net 30% Y/Y authorized capital deployed growth each fiscal year while on the portfolio

Edmonton, Alberta, Ca

• Providing support to multiple desks within the Diversified, Real Estate, and Project Finance portfolios in ATB's Corporate Finance group• Assisting in managing a loan portfolio of ~$1 billion of senior debt, leading and participating in syndicated leveraged financial transactions ranging from $10mm to $3B• Responsible for applications/annual reviews for credit - consisting of a mix of financial and creditworthiness analysis, macro and micro-economic outlook, and overall industry trends

Edmonton, Alberta, Ca

Edmonton, Alberta, Ca

• Innovation Analyst on the Emerge team, focused on assisting in the development of disruptive technologies, business models and offerings. Was successful in launching an employee-facing iPhone application, 'ATB Moments', that was a proof-of-concept form to test beacon and geofence technology for organizational use• ATB 101 Capstone Challenge Winner, member of the group that won the Capstone competition, that took place over the course of the 4-month summer work term. Presented a business solution for increasing connections amongst employees in an effort to better connect customers to different areas of the organization

Summer Intern on the Investment Banking Team at AltaCorp Capital Inc.Provided support to Associates, Directors, and Managing Directors, in the Corporate Finance group for all matters involved in merger and acquisition deals, raising capital, and advisory services to corporate clients. Main activities included analyzing financial statements and performing risk identification and assessment, building financial models and preparing company, industry, and economic outlook assessments, constructing pitch books and proposals, and putting together presentations. I performed extensive research and analysis on market trends and industry developments to support investment advice and financial forecasts while also maintaining and updating internal financial databases and analytical tools.

Calgary, Alberta, Ca

The Commerce Undergraduate Society is the "umbrella organization" for all business student clubs at the Haskayne School of Business. My role as a general consultant is to participate and give back to the community as well as the student body in the form of charity and volunteer work. I volunteer with charity initiatives and in programs that are organized by the club. I partake in weekly office hours, selling Haskayne School of Business apparel and practice midterms to all business students.

One of the head instructors at Dave Marcoux's School of Goaltending, my work being based out of Calgary, Alberta

Bachelor Of Commerce (Bcom), Finance

Chartered Business Valuator (Cbv), Accounting And Finance

High School