Pivotal Capital Advisory Group

Terry L. Allen - President - Read Bio
Alexander K. Jones - Analyst - Read Bio


	Terry L. Allen, CFA, ICD.D President

With over 25 years of financial advisory and banking experience, Pivotal's President, Terry L. Allen, has led a wide spectrum of financing transactions in a variety of sectors. Her range of experience is summarized below. Pivotal also works with a network of experts with expertise in areas such as mergers and acquisitions, operations, tax and legal.

Since 1996, Terry's experience has included:

Independent financial advisor on domestic and international financings; and
Senior Vice President and Director of PricewaterhouseCoopers' Project Finance & Privatization practice in Calgary, Canada.

From 1987 to 1996, Terry was a senior corporate banker managing multi-billion dollar portfolios at TD Bank and CIBC. Her banking experience includes:

Manager, Corporate and Investment Banking Group for TD Bank in Calgary, building and managing the senior corporate banking portfolio;
Key member of the project finance group and Senior Account Manager in the Oil and Gas Group for CIBC in Calgary; and
Worked for CIBC in Toronto in corporate and project finance, trade finance and credit decision making, including providing real estate project financing to major Canadian real estate developers.

Terry has closed a wide variety of transactions, including project financing (debt and equity), expansion financing, merger and acquisition financing, general corporate financing, bridge financing, bond financing, mezzanine/subordinated debt financing, balance sheet re-capitalization and restructuring, asset securitization and leasing. She has worked on transactions in Canada, the U.S., Latin America, the U.K. and Europe, the Middle East and Asia.

Areas of Specialization

Structured financings including project finance, asset securitization, acquisition finance, leasing, mezzanine/subordinated debt financing and preferred securities
Domestic and international corporate debt financings (public and private)
Raising project equity
Business model risk analysis and commercial contract structuring
Business/security pricing analysis
Financing strategy development
Financing policy development
Strategic planning and governance

Professional Affiliations

Member of the CFA Institute and the Calgary CFA Society
Member of the Institute of Corporate Directors
Member of the Calgary Chamber of Commerce
Member of the Association for Corporate Growth

Boards and Councils

Member of Prasino Capital Management's Advisory Board
Member of the Dean's Advisory Board, Faculty of Medicine, University of Calgary
Member of the CEO Advisory Circle, Paul J. Hill School of Business, University of Regina
Member of the Salvation Army Advisory Board in Calgary
Past member of the PetLynx Corporation Board of Directors: 2008-2009 (Finance Committee member)
Past member of the University of Regina Board of Governors: 2002-2008 (Audit & Risk Management Committee Chair)
Past member of the Creststreet Kettles Hill Windpower General Partner Limited Board of Directors: 2005-2008 (Audit Committee Chair)
Past member of the Glenbow Museum Board of Governors: 2001-2007 (Development Committee Chair, Executive & Special Committee member)
Past member of the YWCA of Calgary Board of Directors: 1995-2000 (Board Chair, Audit & Finance Committee Chair, Strategic Planning Committee member)

Community Leadership

Executive Committee member, Institute of Corporate Directors, Calgary Chapter
Co-Chair of Leadership Giving on United Way Campaign Cabinet (2002 and 2003)
Chair of the YWCA Women of Distinction Selection Committee (1998 and 1999)

Education

Directors Education Program completed and Institute-Certified Director (ICD.D) designation received from the Institute of Corporate Directors (2006)
Chartered Financial Analyst (CFA) designation from the CFA Institute (1996)
Corporate Development Program, CIBC (1989)
Bachelor of Business Administration (B.Admin) from the University of Regina, Canada (1985)


	Alexander K. Jones Analyst

Alexander K. Jones joined Pivotal in 2011. Mr. Jones is responsible for constructing financial models, performing industry and company analysis, and drafting documents and presentations used in the financing process.

Mr. Jones attended school in New York on both academic and athletic (lacrosse) scholarships, where he graduated with a Bachelor of Science with Honours (Finance Concentration) and a minor in Economics. Mr. Jones also excelled athletically as he was a three-time All-Conference player, was named All-World in 2010, and holds an NCAA record for goals in a career.

Prior to joining Pivotal, Mr. Jones worked part-time with CIBC Wood Gundy.

Since joining Pivotal, Mr. Jones has been involved with clients in the midstream energy infrastructure, wind power, distributed power, emissions scrubbing and oil sands businesses, as well as providing research on a variety of other projects for Pivotal.

Areas of Specialization

Financial modeling
Financing process management and documentation
Analyzing financing proposals and key commercial agreements
Financial due diligence
Industry, company and funder research

Education

Bachelor of Science with Honours (Finance Concentration) and minor (Economics), Dominican College, 2011
CFA Level I Candidate