ConvEx is an independent financial institution, regulated by the Financial Conduct Authority.
We provide independent advice and expert services on convertible bonds and derivatives.

Management Team

Mark Dalton CFA

Managing Director

  • Founded ConvEx in 2012
  • Former Head of Structured Equity Capital Markets at UBS Investment Bank
  • Significant transaction experience in Europe, Middle East, Africa, USA and Canada
  • 15 years of investment banking and advisory experience, primarily focused on equity capital markets, equity-linked, corporate derivatives and strategic equity solutions
  • Mark is a member of the International Alumni Council at London Business School, where he earned his Masters in Finance, and is a CFA Charterholder.

Francois Cormier

Executive Director

  • Joined ConvEx in 2013
  • Former Executive Director in the Equity Capital Markets team at UBS Investment Bank
  • 10 years of capital markets experience in Europe across the capital structure – including equity, equity derivatives and structured transactions, convertible bonds, acquisition finance and leveraged finance
  • Significant experience advising corporates and investors on raising capital (IPOs and follow-on offerings) and executing/monetising/hedging investments

Jan Stodieck

Vice President

  • Joined ConvEx in 2015
  • Former Director at UBS in London
  • 13 years of investment banking experience in Europe, serving a wide range of clients, from large internationals to family businesses and private investors
  • Significant transaction experience as part of the Equity Capital Markets team, Financial Institutions Group, and corporate finance advisory services business within Wealth Management

James Eves

Senior Adviser

  • Joined ConvEx in 2015
  • Former Head of Financial Institutions Equity Capital Markets and Head of Structured Equity Capital Markets at UBS
  • 25 years of investment banking experience in Equity Capital Markets, Debt Capital Markets and industry coverage at JPMorgan, UBS and RBC
  • Significant transaction experience in Europe, Middle East, Africa and Asia

Services

What we do for our clients

Experience

ConvEx’s Projects and Clients

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