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TD Securities

Financial Sponsors

TD Securities’ Financial Sponsors Group* delivers a wide array of investment and corporate banking products and integrated solutions to pension funds and private equity firms across various industries and geographies.


Working with investment banking professionals based in Toronto, New York, Vancouver, Calgary and Montreal, the Financial Sponsors Group focuses on developing and maintaining high value relationships through a continuous flow of creative, proprietary ideas and innovative financing solutions. Leveraging Canada’s leading M&A advisory practice, the group brings together experienced professionals from specialized industry groups with TD Securities’ financial advisory and capital raising team to provide integrated execution.


Our mandate: to provide clients with the highest quality execution through all stages of the investment cycle including:

  • Identification of investment opportunities
  • Investment evaluation and advisory
  • Debt and equity financing
  • Restructuring, refinancing and platform investing and
  • Investment monetization

Since 2008, TD Securities has been the #1 advisor in financial sponsor M&A transactions involving Canadian targets1. Leveraging our strong capabilities in Canada and the U.S., we have also played a leading role in financing such transactions in the Canadian and U.S. capital markets.


As a leading M&A advisor in Canada, the #1 trader of equities on the TSX and #2 provider of corporate debt in Canada, TD Securities' Financial Sponsors Group is well-positioned as the Canadian financial services partner of choice for pension funds and private equity firms2.



*Through TD Securities Inc. or The Toronto-Dominion Bank.

1 Based on Canadian targets with minimum disclosed transaction value of $50M by Thomson Financial.

2 Rankings based on publicly available information through Q4-2014.

    August 09, 2020
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    Key Contacts

    Philip Lucchese
    Managing Director & Head of Financial Sponsors
    416 308 0775Click to mail
    Reggie George
    416 308 6351Click to mail