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“Successful transactions require measures of both discipline and creativity; equal measures of experience and commitment to clients’ objectives are required to find the right balance.”
Prior to founding Fort Capital in 2014, Dave spent 23 years as an investment banker in roles from analyst to managing director with national and international firms in Vancouver, Toronto and New York. He has advised companies, boards and entrepreneurs on M&A transactions and capital raising across a broad range of industries, and managed relationships with corporations, entrepreneurs, private equity firms and government entities.
Dave graduated from The University of British Columbia in 1991 with a Bachelor of Commerce Degree, and is recognized as a Leslie Wong Fellow, having graduated from the UBC Portfolio Management Foundation (PMF).
- RBC Capital Markets, Co-Head British Columbia, 2009-2014
- Scotia Capital, Head of BC Investment Banking, 2001-2007
- BMO Capital Markets, Associate to Managing Director, Mining IB, 1993-2001
- Salomon Brothers, Analyst, Financial Institutions, 1991-1993
- Origination and execution of M&A, capital raising and advisory transactions
- Relationship management
- Partnership culture and strategy
- Director, VGH UBC Hospital Foundation
- Director, UBC Portfolio Management Foundation
- Past Chair, Board of Governors, Collingwood School
- Mentor, Forum for Women Entrepreneurs