History
Andrew brings 16 years of diverse experience across investment analysis and management, investment banking, corporate development, business development, and investment sales. He has collaborated with companies ranging from startups to large-cap public firms in sectors including financial services, energy, fitness, technology, consumer products, and real estate. Andrew is passionate about the intersection of investments, business, finance, and people. His mission is to leverage his expertise to support investors and entrepreneurs in driving growth and facilitating successful transactions.
ANDREW PLOHY
After graduating from the University of Alberta with a Finance degree he joined a buy-side money management firm in Edmonton (Gold Investment Management) and spent four years in trading, research, and portfolio management. He then joined the institutional equity research team at a boutique investment bank in Calgary (Salman Partners) and covered international Exploration & Production companies. Afterwards, Andrew joined Enbridge in Calgary and worked closely with Business Development and other groups analyzing multibillion-dollar pipeline investment opportunities and advised the Board of Directors on economics. Following that he joined Murphy Oil and worked with upper management in Calgary and Houston on asset valuation, investments, markets, and strategy. Then, Andrew led corporate development at an energy technology company (Energera) and focused on mergers, acquisitions, divestitures, corporate strategy, corporate finance, strategic planning, and investor relations. Then, Andrew led execution of M&A and financing mandates at a boutique investment bank in Calgary (Fort Capital Partners). Afterwards, Andrew led Finance & Development at Orangetheory Fitness Canada and focused on raising debt and equity financing, acquiring studios, and opening new studios across Canada. Most recently, Andrew led origination and growth of institutional investor relationships for KV Capital, an alternative investment fund manager in Edmonton.
In his spare time he enjoys spending time with his family, learning, reading, practicing stoicism, weight-lifting, biking, tennis, and chess.
Education
University of Alberta,
Bachelor of Commerce (Finance)
Professional Designations
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)