Adam Carter
Director, Business Advisory & Transition Planning Ontario Region @Bmo Private Wealth
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WORK HISTORY
Director, Business Advisory & Transition Planning Ontario Region @Bmo Private Wealth
ON, CA
EDUCATION
Ivey Business School at Western University
Honors Business Administration
King's University College
Honours Business Administration
SKILLS
ABOUT ADAM CARTER
I have been involved in numerous transactions including $300+million divestitures, various acquisitions and business valuation engagements. I have experience across multiple industries, including but not limited to: food (retail grocery, packaged, bakery, distribution, branded), technology & Software/SaaS, automotive, manufacturing, distribution, construction, window & door, heavy equipment, trade contractors, agriculture, software, education, real estate, dental, pharmacy, audiology, and other clinics.My goal to develop professional relationships with clients and influencers through open communication, trust and exceptional service.Background:• Graduated from the Richard Ivey School of Business at the University of Western Ontario in 2005 with an Honors Business Administration, with Distinction. • BMO Private Wealth from 2018 to present working with private company business owners. • KPMG LLP from 2005 to 2009, working on audits. • KPMG Corporate Finance from 2009 to 2018, working on M&A transactions. • Completed Chartered Accountant (CA) designation in 2008 through the Canadian Institute of Chartered Accountants (CICA).• Completed the Canadian Securities Courses (CSC) in 2010 through the Canadian Securities Institute (CSI). • Completed Chartered Business Valuator (CBV) designation in 2013 through the Canadian Institute of Chartered Business Valuators (CICBV).• Completed Family Enterprise Advisor (FEA) designation in 2020 through the Family Enterprise Canada.• Completed Certified Exit Planning Advisor (CEPA) credential in 2021 through the Exit Planning Institute (EPI).Views expressed are my own
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