This is the Program Archives for the Atlantic Business Transitions Forum.
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... Read More
Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... Read More
Bob Blunden is the firm’s Principal Consultant. He was Associate Professor of Strategic Management and Family Enterprise at the Rowe... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
As a business advisor for McInnes Cooper, Peter’s work has included development of business priorities, expansion of the firm’s client... Read More
Sarah is a lawyer and partner at McInnes Cooper and has practiced business law since 2001. She routinely advises corporate... Read More
Jim is a partner in the Halifax office of Stewart McKelvey. An Acadia University (BBA) and Dalhousie University (LLB) graduate,... Read More
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
David’s career in financial services spans more than 20 years, with 12 of those spent with Roynat Capital. During his... Read More
I am an Advisory Partner and have spent the majority of my career working in the areas of Corporate Finance... Read More
Bruce Hogan sits on the board at Leading Edge Geomatics. Bruce worked as a Geomatics Technician with the Department of... Read More
Chace Hynes, CPA, CA, CBV, is a Director with MNP’s Corporate Finance team in Halifax. Chace helps owner-managers in various... Read More
John Flewelling, P.Eng. is President & CEO of CBCL Limited, a multi-discipline engineering consulting firm offering professional services across Atlantic... Read More
As a career entrepreneur, Malcolm Fraser is the perfect fit as president and CEO of Innovacorp. In this role, Malcolm... Read More
As Principal of the Grant Thornton Atlantic Transactions practice, I provide valuation, merger and acquisition, and debt advisory services to... Read More
Dan Jennings is a Partner in BDO’s Dartmouth office, where he advises small to medium-size enterprises on various accounting, financial... Read More
Paul grew up in Dartmouth, Nova Scotia. He’s a serial entrepreneur having started up multiple successful companies over a 25-year span. In 1990 at 19 years old, he co-founded Coastal Communications with his father which he sold to Mickey MacDonald in 1996. He then founded marketing firm, Arrivals+Departures (formally “Extreme Group”), one of Canada’s largest independent marketing agencies with offices in Toronto and Halifax.
Suzanne is a Partner in KPMG’s Advisory Services practice in Atlantic Canada. She has over 24 years of professional experience... Read More
Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More
Chris is a lawyer and Partner in the firm’s Halifax office whose practice is focused in the areas of mergers... Read More
I’m a partner in tax services in Nova Scotia and have specialized in domestic corporate tax consulting and planning for... Read More
Craig Maloney, MBA, CPA, CA, CBV, is a Managing Director with MNP’s Corporate Finance, Valuations and Litigation Support groups. Working... Read More
Michael has been the CEO of HanMac Capital since 2015. HanMac is a family-owned, Halifax-based investment firm that partners with... Read More
Gina McFetridge is President of Archway Insurance. As co-owner of Archway, with her business partner and brother Michael Stack, they... Read More
In 2002, Dallas founded Dallas Mercer Consulting (DMC) offering Disability Management services. As an employer advocate, she added efficiency to... Read More
Don Mills is currently the President of Crane Cove Holdings Limited, his family investment firm, a partner in Cabco, an... Read More
Marie is the President and CEO of CUA, one of Atlantic Canada’s largest community banking institutions, a position she has... Read More
Jillian Murray is a Partner in the Transactions practice of Grant Thornton in Halifax, N.S. Jillian has spent the majority... Read More
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More
Darren serves as Chairman and CEO of the Guildfords Group of Companies. He is also Chair and CEO of Nantes... Read More
Founder of Cresco in 1989, Hossein Mousavi came to Nova Scotia in 1980 from his birthplace Iran to study at... Read More
Daren is a Partner in McInnes Cooper’s Halifax, NS office whose law practice is focused on tax, estate planning, trusts... Read More
As President, CEO and co-owner of Lindsay Construction, Cory leads his team with a unique combination of analytical business acumen,... Read More
Bob brings an extensive background with varied experience developed from a diverse and successful background in the oil and gas,... Read More
Rob is President of SeaFort Capital, an investment company based in Halifax. Prior to co-founding SeaFort Capital in May 2012,... Read More
Christine is a partner in the Halifax office of Stewart McKelvey. She works with her business clients to assist them... Read More
John Risley is Chairman and CEO of CFFI Ventures Inc., a diversified holding company operating internationally. The company has majority... Read More
Peter Fahey is President & CEO of PFI International Limited, an investment and consulting company with a focus in heavy... Read More
Kevin Fraser is a Partner in the Transactions practice of Grant Thornton based in Halifax, N.S and plays a significant... Read More
George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the... Read More
Tom Hickey is a native of Glace Bay, Cape Breton, Nova Scotia. He earned his degree in civil engineering from... Read More
Dedicated to the success of her clients, Margie’s career focus is on change and transition in organizations, teams and individuals... Read More
A valuations and advisory leader with BDO in Prince Edward Island and Atlantic Canada. I have worked with a diverse... Read More
Paul Ryan is Director, Growth & Transition Capital in BDC’s Halifax office, where he supports clients across Nova Scotia. Paul has... Read More
Zac has more than 12 years of experience in private equity investing, M&A, and corporate finance and strategy. Prior to... Read More
Amanée has been a Realtor since 2010 and obtained her FRI designation from REIC in 2016. She specializes in residential real estate... Read More
Dr. Lesley Steele is a serial entrepreneur in the Veterinary Industry, a disrupter, visionary, quick start, multiplier and still practices... Read More
Matt joined SeaFort Capital as Vice President 2012. SeaFort is a private investment firm based in Halifax that partners with... Read More
Larry’s 25+ years of professional experience covers the full gamut of heavy civil expertise, from hydro-electric and wind energy developments... Read More
David is a partner in the Halifax office of Stewart McKelvey. David has a broad corporate and securities practice with... Read More
Louie Velocci is the Office Managing Partner for KPMG in Halifax, Nova Scotia, Lead Advisory Services Partner for Atlantic Canada and National... Read More
Nikki is the Partner leading the Deals practice for PwC in Atlantic Canada. She leads the Valuations, Modelling and Disputes... Read More
Victoria does not fit the traditional mold of a commercial insurance broker, let alone one who specializes in the construction... Read More
Claude Miron is Vice President, Growth Equity with BDC Capital. In this role, he leads a pan-Canadian team of investment... Read More
Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.
Anne Whelan is a Canadian entrepreneur, innovator, community and business leader. As the founder and CEO of the Seafair group, she... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More
Sarah Young became a partner in NATIONAL in December 2012 when the Firm acquired a majority interest in MT&L Public Relations, a... Read More
This is the Program Archives for the Atlantic Business Transitions Forum.
For Nova Scotia lawyers, consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Nova Scotia Barristers’ Society.
FEA designates may earn 7 hours of CE for the entire conference.
CPAs may include this content as verifiable CPD credits.
Introduction by Paul Ryan, Director, Growth & Transition Capital, BDC Capital
The decisions you make today will ultimately impact your business in the future. What are the current economic conditions and market trends that business owners need to consider when thinking about transition? How will interest rates and/or the Canadian dollar impact deal terms and multiples? This macro view of the economy and the M&A environment will put things into perspective so that you can plan for the biggest transaction of your life.
Performance, leadership and culture are the building blocks of all successful businesses. Understanding how strength in these areas drive the value and potential salability of your business is critical. As a business owner you need to focus on “growth” in all three areas to ensure you have the right team in place, even if you have no plans to sell.
There are different types of buyers: strategic, private equity, management and
family among them. Understanding your potential buyer universe will help
clarify your objectives for selling and what you want success to look like. In
learning about the different classes of buyers and capitalization options, you
will quickly see that it isn’t a one size fits all game. It’s about the best fit for your type and size of business. In this session you will hear from different buyers and bankers on what influences their purchasing decisions. This session will help attendees prioritize which of the breakouts to attend (A1 & A2 ; B1 & B2).
When considering a Management Buyout (MBO), how do you equip your management team to become a credible bidder for the business? How is your leadership team positioned to perform? Have you effectively replaced yourself with the right skill sets and integrated your best people into the company’s operations, so they are prepared to become owners? Is the team aware of the risks and opportunities involved?
This session will cover:
If intergenerational transition is right for your business how are you professionalizing a family owned and operated firm? How are you supporting this shift in leadership? How are you putting governance in place? Professionalizing your family business is perhaps one of the most complicated change-over options emotionally, as it often involves tough conversations. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.
In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.
In this Fireside Chat you will hear the stories from a business owner who has gone through a transition of their business and now have the opportunity to reflect on the deal in the rear-view mirror. How has the transition affected their personal and professional life? What would they change if they were to do it all again, if anything? Would they negotiate differently, work with different strategic advisors or would they second guess their decision to exit? The discussion will help build and broaden your frame of reference by sharing war stories.
The successful sale of a business involves many moving parts, making it the largest and possibly most complicated transaction of your life. You can’t do this alone, you will need a team of professionals to help you successfully sell your company. The right team will get you the best price, terms and most importantly, ensure that the transaction closes.
After attending this session, you will understand what the ideal exit team looks like and how to select the best advisors for your business. You’ll also learn what your exit team will cost and how they’ll be paid.
There are many reasons involved in looking outside the ranks of your firm or family to find a potential suitor for your business. Depending on the size and type of business that you operate and your own personal circumstances, positioning your company to strategic, financial or other types of buyers including private equity, might be your most lucrative exit strategy. This session will dive into the mechanisms of selling your business to a third party for the best price and terms.
Through an interactive discussion you’ll learn:
Join Nikki Robar, from PwC, as she sits down with Larry Puddister, Executive Chairman with Pennecon, and Rob Normandeau, President of Seaforth Capital, to discuss how transactions impact the business owner, executive team and staff.
Hear from a panel of business owners and experts who have gone through transition with their businesses and now have the opportunity to reflect on the process in the rear view mirror. The panel will share insights on what they wish they had known at the beginning of their transition journey and key learnings they have taken into their next endeavours. What would they change if they were to do it all again, if anything? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.