Logan Allen

Examiner
DISC Type : cs

Director, Private Equity and M&A at BMS Group

Canada

Overview

Logan Allen is the Director of Private Equity and M&A at BMS Group, specializing in M&A insurance solutions. His background includes underwriting complex transactions at Scotiabank and earning an MBA from Dalhousie University. He holds a Financial Modelling & Valuation certification and a Broker License.

Logans academic and professional pursuits highlight an interest in global commerce, demonstrated by his time studying abroad at TBS Education in France. This experience was supported by the Dr. Mona Campbell Fund, an award recognizing students with high potential in international business.

He was the recipient of the Douglas C. Mackay MBA Entrance Scholarship, which recognized his strong academic record and expressed interest in a finance career.

Personality Overview

Status Quo Seeker

Unexpressive

Tough To Convince

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

M&A Insurance
His role as Director at BMS Group centers on designing and executing insurance solutions for M&A, private equity, and tax-related transaction risks.
Private Equity
He has deep experience in the private equity space, advising on transactions valued at over $42 billion and co-authoring annual industry reports.
International Business
He received a university fund for his success potential in international business following an exchange program in Toulouse, France during his MBA.

Media Appearances

Logan has no verified media appearances

Work History

2-2024
Director, Private Equity and M&A at BMS Group
9-2022 - 2-2024
Senior Associate, Private Equity and M&A at BMS Group
9-2021 - 9-2022
Associate, Private Equity and M&A at BMS Group
3-2021 - 9-2021
Associate, Roynat Capital at Scotiabank
4-2020 - 3-2021
Associate, Commercial Accelerate Program at Scotiabank

Education

2018 - 2020
Master of Business Administration - MBA from Dalhousie University
2019 - 2019
Master of Business Administration and Management from TBS Education

More Information

Social Presence :

Prographics :

Exp : 13 Location : Canada Job Level : Mid-senior Designation : Director, Private Equity and M&A at BMS Group
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Insights For Selling To Logan

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Logan is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Logan

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Logan move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Logan take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Logan

Personality Compatibility


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