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Professionals

For more than 20 years, the BMO Harris Bank Sponsor Finance team has helped private equity firms close middle-market transactions across a wide spectrum of industries. Each transaction is structured by a single dedicated group, working together from initial review to ongoing portfolio management, providing the consistency and continuity you demand. Click on the names below to learn more about each member's background and expertise, and then contact us to begin working with a partner who's committed to helping you complete your deals.

  1. Managing
    Directors
  2. Directors
     
  3. Vice
    Presidents
Timothy Dana
Managing Director

(312) 461-2529
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Mr. Dana is a managing director of BMO Harris Bank's sponsor finance group and co-head of the industrials team. Mr. Dana and his team focus on originating, underwriting and executing leveraged buyouts for private equity clients. Previously, he was a director of the industrials coverage group at BMO Capital Markets, with principal responsibilities of leveraged lending and capital raising. Mr. Dana has significant expertise in a variety of industry sectors, including packaging, specialty chemicals and general manufacturing. Prior to joining BMO, Mr. Dana was a director at JPMorgan Chase (and its predecessors) in leveraged finance. He began his 15-year finance career at First Chicago Capital Markets. Mr. Dana holds a bachelor's degree from the University of Michigan and earned an MBA in finance from Wake Forest University. He has also studied at the Engalitcheff Institute on Comparative Political and Economic Systems at Georgetown University.



Alexander Geier
Managing Director

(312) 461-7899
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Mr. Geier is a managing director of BMO Harris Bank's sponsor finance group, where he heads healthcare-related investments. Mr. Geier joined BMO in June 2011 from UBS Investment Bank, where he spent 12 years in various roles focused on healthcare leveraged finance. In his most recent role at UBS, he was managing director, leveraged finance, responsible for the origination and execution of all healthcare sector leveraged loan, bridge loan, high-yield bond and mezzanine debt financings. In his time at UBS, Mr. Geier was involved in more than 100 book-run transactions that raised more than $40 billion in total debt proceeds. Mr. Geier spent more than a decade at BancAmerica, including roles in high-yield research and leveraged finance. He also worked at BT Alex Brown in high-yield research, covering the healthcare sector. Mr. Geier earned a B.A. in economics and political science from Duke University and an MBA from Northwestern University. He holds Series 7, 24 and 63 licenses.



Aleen Hartje
Managing Director

(312) 461-6240
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Ms. Hartje is a managing director of BMO Harris Bank's sponsor finance group, and has been with the company since 2008. Ms. Hartje originates, structures, underwrites and manages senior debt investments for the bank. Previously, she spent five years at Merrill Lynch Capital in a similar capacity. Before joining Merrill Lynch Capital, Ms. Hartje spent several years at Fleet Capital as a portfolio manager of sponsor-backed cash flow, and both sponsored and unsponsored asset-based loans. She began her career at KPMG, where she worked in the firm's commercial audit practice. Ms. Hartje graduated from Northern Illinois University with a B.S. in accountancy and is a Certified Public Accountant.



Stephen Isaacs
Managing Director

(312) 461-6236
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Mr. Isaacs was a founding member of the BMO Harris Bank sponsor finance group. The group's mandate is to originate and underwrite middle-market leveraged finance transactions by U.S.-based private equity groups. Prior to BMO Harris, Mr. Isaacs most recently held a similar position within Merrill Lynch Capital's corporate finance group. Previously, Mr. Isaacs spent five years with Heller Financial, most recently as a senior member of the technology finance team within the middle-market equity sponsor coverage group. Additional experience at Heller included workouts of underperforming loans and general leverage lending. Mr. Isaacs began his career at BMO Harris, spending five years in the asset management and public equities groups. Mr. Isaacs earned a bachelor's degree in business from Tulane University and an MBA from the University of Chicago Booth School of Business.



Jennifer Kloud
Managing Director

(312) 461-5336
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Ms. Kloud joined BMO Harris Bank in 2010 as a director of the sponsor finance group. She is responsible for sourcing, underwriting and managing senior loans made to middle-market companies owned by private equity groups. Prior to joining BMO, she was a partner at Concentric Financial, a start-up commercial finance company. She has also served as a director in the corporate finance group at Merrill Lynch Capital, where she jointly managed the New York regional team. In this role, she sourced cash flow and asset-based loans through direct marketing to private equity firms in the New York metropolitan area. She also oversaw the team's originating, underwriting and portfolio management activities. Prior to joining Merrill Lynch, she spent six years at Heller Financial in a similar capacity. Ms. Kloud has also worked in corporate lending at Citibank and asset-based lending at Transamerica Business Credit. She began her lending career in 1989 at the National Bank of Detroit, where she completed the Commercial Loan Officer Training Program. Ms. Kloud holds a B.A. in economics from the University of Illinois at Urbana-Champaign.



Daniel Marszalek
Managing Director

(312) 461-1522
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Mr. Marszalek is managing director and group head of BMO Harris Bank's corporate finance group whose responsibilities include sponsor finance, asset-based lending, sponsor fund lending and community investments. He previously served as managing director and head of Merrill Lynch Capital's corporate finance unit. In addition to serving on the credit committee, he led a team dedicated to providing cash flow, asset-based, junior secured and mezzanine financing solutions to middle-market companies. Prior to joining Merrill Lynch, Mr. Marszalek spent 17 years with Heller Financial, most recently as group president of corporate finance. Before joining Heller, Mr. Marszalek worked for the U.S. Government Accountability Office. Mr. Marszalek received a bachelor's degree in finance and marketing from Northern Illinois University and an MBA from the University of Chicago Booth School of Business.



Craig S. Munro
Managing Director, Sponsor Fund Lending

(312) 461-2783
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Mr. Munro is a Managing Director and Head of BMO Harris Bank’s Sponsor Fund Lending team.  Mr. Munro joined the BMO Financial Group in 2002 and has a banking career that extends over three decades in various positions at other money center banks.  Mr. Munro started his career with Continental Bank in 1982 and subsequently spent seven years at Bank of America.  Mr. Munro currently manages BMO Harris Bank’s Sponsor Fund Lending team, and also serves on the Investment Committee of the BMO Harris Community Investments Group.  He holds a Bachelor of Science from The Wharton School at the University of Pennsylvania and an M.B.A. from the University of Chicago.



Dennis Robleski
Managing Director

(312) 461-2215
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Mr. Robleski is managing director and group head of BMO Harris Bank's sponsor finance group, where he manages a team of 45 professionals and more than $3.5 billion in assets. Prior to joining BMO Harris Bank, Mr. Robleski co-founded and served as managing director of Merrill Lynch Capital's corporate finance group, which upon its sale had assets of more than $5.5 billion. Before joining Merrill Lynch Capital, Mr. Robleski spent 19 years at Heller Financial, where as executive vice president and group head for sponsor finance and private equity investments, he oversaw 85 individuals and more than $3 billion of assets. Mr. Robleski also served in origination, underwriting, portfolio management and workout roles in Heller's Chicago, Atlanta and Dallas offices. Mr. Robleski has a bachelor's degree in accounting from Western Michigan University, a master's degree in finance from the Keller Graduate School of Management and is a Certified Public Accountant.



Jason Swanson
Managing Director

(312) 293-8196
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As a managing director of BMO Harris Bank's sponsor finance group, Mr. Swanson originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining BMO Harris Bank, Mr. Swanson was a principal with Richter Consulting, where he provided turnaround advisory services to lenders. Mr. Swanson also spent six years at Merrill Lynch Capital and two years at Madison Dearborn Partners on an industrials buyout team. He began his career at Ernst & Young, where he worked in the transaction advisory group, performing accounting due diligence services for leveraged buyout transactions. Mr. Swanson graduated from Miami University with a B.S. in accounting and is a Certified Public Accountant.



Brian Boczkowski
Director

(312) 461-3503
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As a director of BMO Harris Bank's sponsor finance group, Mr. Boczkowski originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining BMO Harris Bank, Mr. Boczkowski held similar positions at Golub Capital and GE Antares Capital (via the acquisition of Merrill Lynch Capital). During his five-year tenure at Merrill Lynch Capital, he originated, structured, underwrote and managed both cash flow-driven middle-market leveraged finance transactions and asset-based loans. Before joining Merrill Lynch Capital, Mr. Boczkowski spent three years at Fleet Capital as an underwriter of primarily asset-based loans. He began his career at Deloitte & Touche, where he worked in the firm's Commercial Audit Practice for three years. Mr. Boczkowski graduated from Western Michigan University with a B.S. in accountancy. He is a Certified Public Accountant and holds Series 7 and 63 certifications.



Pauline Christopher
Director

(312) 461-7009
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Ms. Christopher is a director of BMO Harris Bank's sponsor finance group where she originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining the sponsor finance team, Ms. Christopher was part of BMO Capital Markets' business services and media team, and focused on financings for public and private companies. Ms. Christopher holds a B.S. in accounting from University of Colorado and an MBA from Kellstadt Graduate School of Business.



Tara Cuprisin
Director

(312) 461-2216
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Ms. Cuprisin is a director of BMO Harris Bank's sponsor finance group where she originates, structures, underwrites and manages senior debt investments for the bank. Ms. Cuprisin joined BMO in 2001 and entered the bank's relationship management development program, after which she spent one year in a generalist lending group and six years in the food and consumer group, focused on financings for public and private middle-market food companies across the Unites States. She joined the sponsor finance group in 2010. Ms. Cuprisin holds a B.A. in economics from DePauw University and an MBA with concentrations in finance and accounting from the University of Chicago Booth School of Business.



Adam Lively
Director

(312) 461-7256
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Mr. Lively is a director of BMO Harris Bank's sponsor finance group, where he originates, structures, underwrites and manages senior debt investments for the bank within the healthcare sector. Prior to joining BMO Harris Bank, he spent five years in a similar capacity at Merrill Lynch Capital. Mr. Lively began his career at Banc of America Securities, where he worked in the firm's syndicated/leveraged finance group in Charlotte, NC. Mr. Lively graduated from Vanderbilt University with a B.S. in economics and mathematics. He also holds Series 7 and 63 certifications.



Paul Pai
Director

(312) 461-5444
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As a director of BMO Harris Bank's sponsor finance group, Mr. Pai originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining BMO Harris Bank, he was a director at Deutsche Bank's leveraged finance group with a focus on business services and media and telecom. Mr. Pai began his career in the investment banking division of Morgan Stanley. Mr. Pai earned a Bachelor of Business Administration from the University of Texas at Austin and an MBA in finance from The Wharton School of the University of Pennsylvania.



Andrew Pluta
Director

(312) 461-7949
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Mr. Pluta is a director of BMO Harris Bank's sponsor finance healthcare lending group. In this role he originates, structures, underwrites and manages senior credit facilities for the bank. Prior to joining BMO Harris Bank in March 2008, Mr. Pluta held similar positions at Merrill Lynch Capital, GE Capital, Heller Financial, and FINOVA Capital, focused on providing cash flow senior credit facilities to sponsored backed companies in several industries, including healthcare, energy, media and communications. Mr. Pluta began his career at BankAmerica Business Credit providing asset-based credit facilities. Mr. Pluta earned a B.S. in finance from the University of Illinois at Urbana-Champaign and an MBA from DePaul University.



Brett M. Sanchez
Director, Sponsor Fund Lending

(312) 461-7414
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Mr. Sanchez is a Director within BMO Harris Bank's Sponsor Fund Lending team. Mr. Sanchez focuses on originating, executing and managing a portfolio of loans to private equity funds and portfolio companies owned by private equity sponsors. Mr. Sanchez has been with BMO Financial Group since 1999 in various lending positions and has experience in Sponsor Finance, consumer industries, and general corporate banking. Mr. Sanchez holds a Bachelor of Science from the University of Illinois at Urbana-Champaign, and an M.B.A. from the Kellogg School of Management at Northwestern University.



Dan Johnson
Vice President

312-461-3003
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Mr. Johnson is a vice president of BMO Harris Bank's sponsor finance group where he originates, structures, underwrites and manages senior debt investments for the bank. Mr. Johnson has spent his entire career with the bank. Prior to joining the sponsor finance group, he focused on structuring, underwriting and arranging syndicated loan and bond financings for a variety of middle-market and large corporate clients. Mr. Johnson graduated cum laude with a B.S. in mathematics with a concentration in business from the University of Notre Dame. Mr. Johnson earned an MBA from the University of Chicago Booth School of Business with concentrations in finance, economics, entrepreneurship and managerial and organizational behavior.



Kimberly Merchant
Vice President

(312) 461-6238
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As a vice president of BMO Harris Bank's sponsor finance group, Ms. Appapillai originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining BMO Harris Bank, Ms. Appapillai worked in the corporate investment bank at Citigroup Global Markets, where she underwrote transactions for multibillion-dollar public consumer companies. Ms. Appapillai graduated from UCLA with a B.A. in economics, and received her MBA from the University of Chicago Booth School of Business, with concentrations in managerial and organizational behavior, finance and entrepreneurship. Ms. Appapillai is also a CFA charterholder.



Todd Meggos
Vice President

(312) 461-5445
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Mr. Meggos is a vice president of BMO Harris Bank's sponsor finance group, where he originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining BMO Harris Bank, Mr. Meggos held similar positions at GE Antares Capital (via the acquisition of Merrill Lynch Capital). During his three-year tenure at Merrill Lynch Capital, he structured, underwrote and managed cash flow-driven middle-market leveraged finance transactions. Before joining Merrill Lynch Capital, Mr. Meggos spent six years at J.P. Morgan Chase in both the middle-market cash flow lending and managed assets divisions. Mr. Meggos received a B.S. in finance from the University of Illinois at Urbana-Champaign and an MBA from Northwestern University's Kellogg School of Management with concentrations in finance, marketing and entrepreneurship. Mr. Meggos also holds a Chartered Financial Analyst designation.



Jessica Nels
Vice President

(312) 461-2105
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Ms. Nels is a vice president of BMO Harris Bank's sponsor finance healthcare lending group. Ms. Nels originates, structures, underwrites and manages senior debt investments for the bank. Prior to joining BMO Harris Bank, Ms. Nels was a financial consultant for Kaufman, Hall & Associates, where she developed and implemented financial and capital plans for hospitals and health systems, including providing financial advisory services to debt transactions, designing capital allocation processes, and assisting with merger, acquisition and divestiture transactions. Ms. Nels was also a vice president at GE Capital, where she was responsible for the asset-backed securitization platform within commercial distribution finance, and at GE Antares Capital, where she led the structuring, underwriting, documentation and syndication of leveraged finance transactions for middle-market private equity sponsors. Ms. Nels earned a B.S. in finance and accounting from the University of Wisconsin-Madison and received an MBA in finance and economics from the University of Chicago Booth School of Business.



Ketan Parikh
Vice President

312-461-3027
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Mr. Parikh is a Vice President in BMO Harris Bank's Sponsor Finance group, where he originates, structures, underwrites and manages senior debt investments.

Prior to joining BMO Harris Bank, Mr. Parikh was a Vice President at GE Capital in their middle market leverage finance practice. During his ten year tenure, he structured and underwrote sponsor backed transactions primarily focused within the healthcare sector. Mr. Parikh also spent time in 2011 based in Abu Dhabi at GE Capital's joint venture with a sovereign wealth fund, Mubadala, where he executed on both emerging market investments and global leverage finance transactions.

Mr. Parikh received a B.S. in Finance with Highest Honors from the University of Illinois at Urbana-Champaign and an MBA from Northwestern University's Kellogg School of Management with concentrations in Finance, Management & Strategy, and International Business.



Dan Weeks
Vice President

(312) 461-1533
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Mr. Weeks is Vice President in BMO Harris Bank's Sponsor Finance group where he is responsible for originating, structuring, underwriting and managing senior debt investments. Prior to joining the Sponsor Finance group he worked at BMO Capital Markets, Bank of Montreal's corporate and investment bank, where he advised clients on raising various forms of capital. Mr. Weeks started his career at JPMorgan Chase.

Mr. Weeks graduated from Michigan State University with a B.A. in Finance and received his MBA from the University of Chicago Booth School of Business with concentrations in Accounting, Entrepreneurship, and Finance.




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