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Liam Roberts

Analyst, Private Debt


Liam joins us from CIBC where he assisted with securing new credit deals, adding value through effective credit writing and participating in business development activities.
Liam attended the University of Waterloo where he received a Bachelor of Accounting and Financial Management degree and completed 4 co-op terms in various industries.

Key Responsibilities

Liam is responsible for assisting in the underwriting process, including the maintenance of data rooms and legal due diligence for potential credit facilities. He creates comprehensive financial models for potential and existing portfolio companies, reporting on companies’ financial performance and creating and maintaining credit memos for credit facilities (and amendments) for presentation to the Credit Committee.

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