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Biographies
Energy & Power Biographies
Shane is an Executive Managing Director and Group Head of the BMO Capital Markets Canadian Energy Group in Calgary. Shane is responsible for leading the firm’s Investment & Corporate Banking operations in the Canadian energy market as well as managing the firm’s Calgary office. He has extensive experience in public debt and equity underwritings and has also worked on numerous financial advisory assignments involving mergers, acquisitions, divestitures and restructurings. Shane also has extensive experience in the Canadian income fund sector and has primary account coverage responsibility for a majority of the large royalty trusts based in Calgary. Shane’s M&A transaction experience includes the following assignments: StarPoint/Acclaim, StarPoint/APF, Paramount Resources Reorganizations, Penn West Energy Trust Conversion, Matco/Southward, Quintana/Spire, Paramount/Summit, Devon/Anderson, Anderson/Ulster, Berkley/Symmetry, UPR/Norcen, Baytex/Dorset, Northstar/Morrison, Crestar/Grad & Walker, Anderson/Home, Rigel/Inverness and Ranger/Czar. In addition, he has advised on numerous cross-border divestitures by U.S. oil and gas companies (Canadian Abraxas, Devon Energy, Ocean Energy Canada, Seagull Canada and Wainoco Canada). Shane has also been involved in numerous U.S. debt private placements for Calgary-based oil and gas companies. He joined BMO Capital Markets in 1993. John is a Managing Director in the BMO Capital Markets Canadian Energy Group in Calgary. He has worked on financing and financial advisory assignments for various clients including the Province of Alberta, Petro-Canada, NOVA, Husky Energy, TransCanada PipeLines, Nexen, Talisman, Anderson Exploration, Suncor, Enbridge, Canadian Pacific, and Canadian Natural Resources. Prior to joining the Energy Group, John was in the Debt & Equity Financing Group in Toronto. There he was involved in a large number of equity and debt financing transactions. Previously, John worked in the Swap Group of BMO Financial Group in Toronto and in retail sales for A.E. Ames and D.S. Ames in St. John's. John joined BMO Capital Markets in 1986. Aaron is a Managing Director in the BMO Capital Markets Energy and Power & Utilities Groups. Aaron is responsible for advising clients on merger and acquisition opportunities, equity and debt capital market offerings (including initial public offerings) and income fund structure issues. His work focuses principally on the energy and energy infrastructure sectors. Aaron’s recent capital markets transaction experience – where BMO Capital Markets played a bookrunner role – includes: CAD 82 million EPCOR Power, L.P. subscription receipt offering, CAD 200 million Enbridge Income Fund IPO; CAD 200 million ARC Energy Trust secondary offering; CAD 305 million in follow-on offerings by TransCanada Power, L.P.; CAD 925 million in ATCO Group debt and preferred share offerings; CAD 450 million in TransCanada PipeLines MTN offerings; and the CAD 403 million Brighton Beach project financing. Publicly announced advisory work recently includes TransCanada Corporation’s divestiture of its 30% interest in the TransCanada Power, L.P. Prior to joining BMO Capital Markets, Aaron was a partner at a major Canadian law firm, McCarthy Tétrault, where he practiced corporate and securities law, principally in the power and utilities sector. Aaron joined BMO Capital Markets in 1999. Kevin is a Managing Director in the BMO Capital Markets Energy Group based in Calgary. He has senior coverage responsibility for a broad cross-section of upstream energy companies. He has significant experience in both public and private debt and equity underwritings and has worked on numerous financial advisory assignments for various energy clients including Falcon Oil and Gas, OGX Petróleo e Gás Participações S.A., Progress Energy Trust and ProEx Energy. Phil is a Managing Director and Head of BMO Capital Markets Loan Products Group based in Calgary, with responsibility for the firm's corporate lending business in Calgary and Vancouver. Phil has extensive experience in providing debt financing to companies for a variety of purposes, including bridge financings for asset and corporate acquisitions. Prior to assuming his current role, he was responsible for investment banking coverage for a group of energy clients where he was involved in numerous public debt and equity offerings and advisory assignments. Previously, Phil managed the western Canadian corporate banking business for a major international bank in Vancouver, and spent 14 years in the energy group of a major Canadian bank in Calgary. He joined BMO Capital Markets in 2000. Eric is a Managing Director in the BMO Capital Markets Canadian Energy Group in Calgary and has senior coverage responsibility for a broad cross-section of upstream Calgary-based energy companies and trusts. He has significant experience in both public and private debt and equity underwritings in both the US and Canadian capital markets and has worked on numerous financings and financial advisory assignments for various clients including Anadarko, ARC Energy, Canadian Natural Resources, Compton Petroleum, Crescent Point, El Paso, Enbridge, EnCana, Newalta, Nexen, Pengrowth and Tom Brown. Prior to joining BMO Capital Markets, Eric was based in New York with Lehman Brothers Inc. where he was responsible for it’s Canadian energy investment banking practice. Eric joined BMO Capital Markets in 2006. John is a Director in the Calgary office of BMO Capital Markets' Energy & Power Group. His career with BMO Financial Group has covered a variety of line and staff positions in both commercial and corporate banking. Prior to joining the oil and gas lending group, John headed up the Bank’s real estate lending group, with responsibility for the Northwest Territories and Prairie provinces. Previously, he spent 3 years in Toronto with another major Canadian bank. John joined BMO in 1980 and has been on the oil and gas lending team since 1997. Bob is a Director in the Calgary office of BMO Capital Markets' Energy & Power Group, where he specializes in corporate banking services for a variety of large corporations including pipelines, utilities, oil sands operators, integrated oil companies and senior exploration and production firms. He joined Bank of Montreal in 1985, working in a variety of capacities with Bank of Montreal Commercial Banking. Prior to that, he spent two years as a Financial Analyst with one of Canada's leading telecommunications firms. Bob joined BMO Capital Markets in 1997. Sean is a Vice President in the BMO Capital Markets Canadian Energy Group in Calgary. Prior to joining BMO Capital Markets, Sean spent four years in the Energy Group of J.P. Morgan Securities Inc. in New York. Sean has worked on several financing and financial advisory assignments for various clients with a focus on the midstream and LDC space. Sean joined BMO Capital Markets in 2006. Tim is a Vice President in the BMO Capital Markets Canadian Energy Group in Calgary. Tim joined BMO Capital Markets in 2001 and has extensive multi-product transaction experience in the energy sector, including public and private equity and debt financings, and domestic and cross-border financial advisory assignments (mergers, acquisitions, divestitures and restructurings). Tim has significant experience in each of the upstream, midstream and downstream subsectors and has worked with domestic and international oil & gas companies ranging in size from supermajor to startup. In recent years he has focused on corporate clients with unconventional assets (oil sands/unconventional gas) and/or international assets. Tod is Managing Director and Head of the BMO Capital Markets Energy & Power Group. He has over 20 years experience in the energy and power industries with broad knowledge in corporate finance. Prior to joining BMO Capital Markets, Tod managed the Corporate Banking Group for Energy, Utilities and Chemicals at Deutsche Bank Securities Inc. He also spent over 15 years at JP Morgan in various roles with the most recent as Co-Head of Global Syndicated Finance for Energy and Power. Tod joined BMO Capital Markets in 2007. Joe is a Managing Director in the BMO Capital Markets Leverage Finance Group where he is responsible for the structuring of syndicated loan opportunities for the U.S. Energy & Power Group. Joe has over 10 years experience in corporate banking and leasing. Prior to joining BMO Capital Markets, Joe held positions with Mellon Bank, the U.S. Department of the Navy, and Stone & Webster. Joe joined BMO Capital Markets in 1993. John is a Managing Director in the BMO Capital Markets U.S. Energy & Power Group, where he has client responsibility for a diversified portfolio of energy companies. Previously, John held similar roles in the firm’s Los Angeles and Calgary offices. He has worked with power, utility, pipeline midstream and oil and gas production companies to address and support capital needs, risk mitigation and financial advisory. Prior to joining BMO, John worked in the natural gas marketing area for a Calgary based independent exploration and production company. John joined BMO Capital Markets in 1986. George is a Managing Director in BMO Capital Markets U.S. Energy & Power Group, where he is responsible for marketing the firm’s bank loan capabilities in both lead and participant roles. George has over 17 years experience in the energy and power industries. Prior to joining BMO Capital Markets, George held a position with the Corporate Banking Group for Energy, Utilities and Chemicals at Deutsche Bank Securities Inc. George spent 16 years at JP Morgan as a member of the Global Syndicated Finance group and Oil and Gas Lending. He joined BMO Capital Markets in 2007. Mike is a Managing Director in the BMO Capital Markets U.S. Energy & Power Group and has over 20 years experience within the energy industry. Prior to joining BMO Capital Markets, Mike was a Vice President with Mellon Bank in Houston and Pittsburgh focused on independent E&P companies. Mike joined BMO Capital Markets in 1992. James is a Managing Director in the BMO Capital Markets U.S. Energy & Power Loan Products Group. James leads the group that manages the credit review and approval for BMO’s portfolio of risk exposure to U.S. Energy companies, including the sectors for oil and gas exploration and production, pipelines, large diversified energy, energy marketing and trading, utilities and electric generation. Previously, he managed the Bank’s West coast business development and energy portfolio out of Los Angeles for six years and was also based in London. Prior to that, he worked for British Petroleum. James joined BMO Capital Markets in 1986. Jim is a Director in the BMO Capital Markets U.S. Energy & Power Loan Products Group where he is responsible for the portfolio management of independent oil and gas companies. Prior to joining BMO Capital Markets, Jim worked for Bank of America for eight years in a similar role. Jim joined BMO Capital Markets in 2001. Stewart is a Director in the BMO Capital Markets U.S. Energy & Power Group. Prior to joining BMO Capital Markets, Stewart was an investment banking associate with CIBC World Markets’ Energy Investment Banking Group in Houston and an associate within Koch Energy Services in Houston. Stewart joined BMO Capital Markets in 2003. Blaise is a Director in BMO Capital Markets U.S. Energy & Power Group. Blaise has over 20 years of experience in the Oil and Gas Financing Industry. Prior to joining BMO Capital Markets, Blaise led the Technical Analysis Division for the Energy, Utilities and Chemicals Group of Deutsche Bank Securities. Previous to working at Deutsche Bank, Blaise was a Managing Director and founding partner of a private equity hedge fund focused primarily on the energy industry. Prior to the hedge fund, he spent eight years managing the Industry Advisory and Technical Services Division of The Chase Manhattan Bank (now J.P. Morgan). His responsibilities include managing technical/engineering projects, client management, M&A technical advisory, economic reserves analysis and corporate valuations. Bernard is a Director in the BMO Capital Markets U.S. Energy & Power Group and has over 22 years of experience in the energy business. He previously worked at Shell Canada as a Process Engineer. Bernard joined BMO Capital Markets in 1984. Gumaro is a Vice President in BMO Capital Markets U.S. Energy & Power Group, where he is responsible for the loan origination and management of an energy portfolio consisting of exploration & production and midstream companies. Prior to joining BMO Capital Markets, Gumaro spent seven years at JP Morgan in both the Syndicated & Leveraged Finance and Corporate Banking energy groups. Gumaro began his career as a CPA at Ernst and Young LLP. He joined BMO Capital Markets in 2007. |
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