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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

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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)
     

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