VP, Buy-side M&A and Ownership Transition Advisor

The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. BCA works in close partnership with BMO’s commercial banking team to bring a truly strategic approach to its banking relationships, supporting companies throughout their lifecycle. BCA’s services broadly support (i) corporate growth options, including buy-side M&A as well as organic growth; (ii) ownership transition, including both partial and full liquidity options, and (iii) a wide range of general corporate finance topics. The team has a broad and diverse skillset, and is comprised of former investment banking, management consulting, corporate development, private equity and commercial banking professionals.

Within BCA, the team has extensive experience and expertise surrounding ESOPs, supporting these companies across all stages (New ESOP Formations, Early-Stage ESOPs...