Beginning with formal credit training and several years of middle-market banking, Mr. Templeton’s financial career has been primarily focused on the High Yield and Leveraged Loan markets. His 25+ year career includes Senior Research Analyst roles at FleetBoston Robertson Stephens, RBC Capital Markets and Jefferies, where as a Managing Director, he led the firm’s Leveraged Credit Strategy Group.
In his sell-side capacity, Mr. Templeton was responsible for sourcing investment ideas and managing risk exposure for the firms’ proprietary trading efforts across the capital structure (including cross-over, high yield, leveraged loans, stressed, distressed, mezzanine and public and private equity). In addition to the above, Mr. Templeton played key roles in the diligence, structuring and marketing of over $20 billion of left-lead high yield and leveraged loan transactions.
In addition to his role at ACP, Mr. Templeton is currently Founder and Principal of WestOak Advisors LLC, which provides capital markets and financial advisory services, and a Managing Director at Odinbrook Global Advisors LLC, which provides strategic advisory services for companies in transition and distress. He also serves on the Board of Directors of Kolibri Global Energy Inc. (TSX: KEI).
Mr. Templeton holds a BA from Franklin and Marshall College. He holds Series 7, 63, 86 and 87 licenses.