David Turnbull leads IG Private Company Advisory, a middle-market investment banking platform within IG Private Wealth Management. Drawing on 30 years of investment banking and capital markets experience, David and his team help corporate and entrepreneurial clients secure financing, drive growth, and maximize the value of their businesses. “Whether you need capital for expansion or are considering a sale, our mission is to help enterprises unlock and realize shareholder value.”
David’s primary focus is on building and capturing value in mid-market companies with annual revenues between $20 million and $500 million. “We partner with business owners and executives across diverse industries, delivering tailored financing solutions, strategic advisory, and M&A strategies to create wealth.”
Perspective and Expertise
Having founded his own companies and launched investment banking functions within leading financial institutions, David brings an entrepreneurial perspective to every engagement. As a Chartered Financial Planner and Chartered Financial Analyst, he combines deep technical expertise with a practical understanding of the Canadian business landscape. In addition to advising IG’s business owner clientele, David has shared his knowledge as a former part-time lecturer in mergers & acquisitions and strategic business advisory at the Ivey School of Business, Western University.
A Holistic Approach
David sees a common purpose across all IG’s services: “Using a holistic planning process and applying specialized expertise to help clients uncover opportunities, cut through complexity, and create long-term wealth is what IG Wealth Management is known for. Through Private Company Advisory, we extend that ethos to business owners’ corporate pursuits offering tailored analysis and advice at every stage of the business lifecycle to maximize value.”