




Terry L. Allen - President
CFA, ICD.D, B. Admin
With over 35 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.
Since 1996, Terry's experience has included:
-
Independent financial advisor on
domestic and international financings;
and -
Senior Vice President and Director of
PwC's Project Finance & Privatization
practice in Calgary, Canada. -
Founding Pivotal: providing objective project and corporate finance
advice and raising capital for clients
Terry L. Allen, CFA, ICD.D, B. Admin President

From 1987 to 1996, Terry was a senior corporate banker managing multi-
billion dollar portfolios at TD Bank and CIBC, focused primarily on global energy, petrochemicals, and real estate financings.
Terry has closed a wide variety of transactions, including project financing
(debt and equity), 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 debt financings, asset
securitization, acquisition finance, leasing, mezzanine/subordinated
debt financing and preferred securities -
Domestic and international corporate debt financings (public and
private) -
Project & corporate equity financings (public and private)
-
Business model risk analysis and commercial contract structuring
-
Business/security pricing analysis
-
Financing strategy & 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 Women Corporate Directors
-
Member of the International Women's Forum
Boards and Councils
-
Quench Media Board: 2021-Present (Board Chair and Director)
-
Pivotal Capital Advisory Group Board: 2002-Present (Board Chair and Director)
-
Skills4GoodAI Advisory Board: 2018-Present (Advisor)
-
ShaMaran Petroleum Board: 2018-2021 (Audit Committee Chair, Special Committee Chair, & Director)
-
Calgary Airport Authority Board: 2015-2019 (Audit Committee Chair & Director)
-
Alberta Securities Commission Board: 2012-2019 (Audit Committee Chair & Director)
-
Salvation Army Advisory Board (Calgary): 2007-2023
-
Kenneth Levene Graduate School of Business Advisory Board, University of Regina: 2014-2019 (Advisor)
-
Executive Committee, Institute of Corporate Directors, Calgary Chapter: 2010-2014 (Member)
-
CEO Advisory Circle, Paul J. Hill School of Business: 2010-2013 (Advisor)
-
Dean's Advisory Board, Faculty of Medicine, University of Calgary: 2003-2012 (Advisor)
-
PetLynx Corporation Board: 2008-2009 (Finance Committee member and Director)
-
University of Regina Board: 2002-2008 (Audit & Risk Management Committee Chair and Governor)
-
Creststreet Kettles Hill Windpower General Partner Limited Board: 2005-2008 (Audit Committee Chair and Director)
-
Glenbow Museum Board: 2001-2007 (Development Committee Chair, Executive & Special Committee member, and Governor)
-
YWCA of Calgary Board: 1995-2000 (Board Chair, Audit & Finance Committee Chair, Strategic Planning Committee member, and Director)
Community Leadership
-
Co-Chair of Glenbow Museum’s signature event (2011 and 2012)
-
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)

About | Approach | Market Focus | Experience | Team | Sitemap | Contact Us | Home