Dave Bustos

Energizer
DISC Type : I

Partner at Fort Capital Partners

Vancouver, British Columbia, Canada

Overview

Dave Bustos is the founder and a Partner at Fort Capital Partners, a boutique investment bank focused on middle-market companies. With over 23 years of experience in the industry, he is a seasoned generalist in M&A advisory and capital raising. He holds a Bachelor of Commerce from The University of British Columbia.

Outside of his finance career, Dave is deeply committed to his community. He serves as a Board Member for both the VGH & UBC Hospital Foundation, supporting adult healthcare, and the UBC Portfolio Management Foundation, which mentors students pursuing careers in capital markets.

He has dedicated significant time to leadership roles in education and healthcare philanthropy, serving on multiple prominent foundation boards.

Personality Overview

Imaginative

Informal

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Middle-Market M&A
His firm, Fort Capital Partners, specializes in providing M&A advisory and capital raising services to middle-market companies and entrepreneurs across Canada.
Healthcare Philanthropy
Demonstrates a strong commitment to community health through his active role as a Board Member for the VGH & UBC Hospital Foundation.
Financial Mentorship
Supports the next generation of finance professionals as a Board Member of the UBC Portfolio Management Foundation, which gives students real-world portfolio experience.

Media Appearances

Fort Capital Partners and Acquatio Combine to Form Fort Capital Financial Services – a Dedicated Wealth and Asset‑Management M&A Practice. Featured in Fort Capital Partners (News)

See Now

Work History

2014
Partner at Fort Capital Partners
2013 - 2020
Board Member at VGH & UBC Hospital Foundation
2011 - 2018
Board Member at UBC Portfolio Management Foundation
3-2009 - 3-2014
Managing Director at RBC Capital Markets
2007 - 11-2016
Past Chair at Collingwood School

Education

1985 - 1991
B Comm from The University of British Columbia

More Information

Social Presence :

Prographics :

Exp : 37 Location : Vancouver, British Columbia, Canada Job Level : N/A Designation : Partner at Fort Capital Partners
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Dave

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Dave take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Dave

Personality Compatibility


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