SUBSCRIBE FOR UPDATES

Gain access to free articles and periodic BTF news. We'll never share your info and you may unsubscribe at any time.

Logo
REGISTER
SUBSCRIBE
  • ATLANTIC
    • Vancouver Home
    • Alberta Home
    • Winnipeg Home
    • Toronto Home
    • Atlantic Home
    • BTF HOME
  • Conference Program
    • Conference Overview
    • Conference Program
    • Entrepreneur Workshop
    • Program Archives
  • Event Info
    • Event Info
    • Register Now
  • Speakers & Advisors
    • Speakers
    • Advisors
    • Speakers Archives
    • Advisors Archives
  • Sponsors
    • Sponsors
    • Become a Sponsor
  • Contact
  • Resources
  • Blog
Logo
REGISTER
Subscribe
  • ATLANTIC
    • Vancouver Home
    • Alberta Home
    • Winnipeg Home
    • Toronto Home
    • Atlantic Home
    • BTF HOME
  • Conference Program
    • Conference Overview
    • Conference Program
    • Entrepreneur Workshop
    • Program Archives
  • Event Info
    • Event Info
    • Register Now
  • Speakers & Advisors
    • Speakers
    • Advisors
    • Speakers Archives
    • Advisors Archives
  • Sponsors
    • Sponsors
    • Become a Sponsor
  • Contact
  • Resources
  • Blog

Advisors Archives

Mark Brodkin

Mark Brodkin
Private Equity National Head, Roynat Capital

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

Alan Chettiar leads FirePower’s M&A  Advisory team and sets its strategic  direction. As a former principal at a  boutique investment... Read More

Jamie Angus

Jamie Angus
Partner, Touchstone Legal Inc.

Jamie is a Lawyer and Co-Founder of Touchstone Legal Inc., a boutique law firm based in downtown Dartmouth providing a... Read More

Axel Christiansen

Axel Christiansen
Partner, Relay Transition Partners

Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More

Tim Blais

Tim Blais
Founder & Broker, Gateway Business Brokers

Tim Blais is the founder and owner of Gateway Business Brokers. His services have brought value to a wide variety... Read More

Chris Boudreau

Chris Boudreau
P.Eng. Vice President of Engineering Services, Strum Consulting

Chris Boudreau is a Civil Engineer with over 20 years of experience in the consulting industry in Atlantic Canada.  Chris... Read More

Yves Boudreau

Yves Boudreau
CEO, CareerBeacon

Matthew Cassidy, CPA, CA

Matthew Cassidy, CPA, CA
President, Coach Atlantic Maritime Bus

Coach Atlantic Maritime Bus, part of the Cassidy Group of Companies, is one of Canada’s most diversified bus transportation companies,... Read More

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More

Kirk Cornell

Kirk Cornell
Director, Growth and Transition Capital, BDC

Kirk Cornell joined BDC in 2004 and over that time has held several roles within the organization, most recently as... Read More

Michael Crouse

Michael Crouse
Managing Partner, Founders East Capital

Michael is the Managing Partner of Founders East. For the past six years, he’s been the CEO of HanMac Capital,... Read More

Danielle Daigle

Danielle Daigle
Partner, Securities Group Lead, McInnes Cooper

Danielle’s practice is focused on corporate and business law, particularly in the areas of corporate finance, securities and corporate governance.... Read More

Rhiannon Davies

Rhiannon Davies
Founding and Managing Partner, Sandpiper Ventures

Rhiannon’s has created, acquired and led companies in Europe, Asia, South and North America, including the GVSC B.V, which became... Read More

Wade K. Dawe

Wade K. Dawe
Chairman and CEO, Numus Financial Inc.

Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia.  During his career, he has completed... Read More

Jennifer Deleskie

Jennifer Deleskie
VP of Business Development & Public Affairs, Membertou

Jennifer Deleskie is the VP, Business Development & Public Affairs for Membertou Development Corporation. A proven leader in business, Jennifer... Read More

Michael Denham

Michael Denham
Vice-Chairman, Commercial Banking and Financial Markets, National Bank of Canada

A seasoned business leader with more than 35 years of management experience, Michael Denham has dedicated his career to advising... Read More

Julia Rivard Dexter

Julia Rivard Dexter
CEO, Shoelace Learning

Julia Rivard Dexter is an impact tech entrepreneur, one of Canada’s top 50 Women in STEM she has been recognized... Read More

Dave Doucette

Dave Doucette
Regional Vice President, Atlantic, Roynat Capital

David’s career in financial services spans more than 20 years, with 14 of those spent with Roynat Capital.  During his... Read More

Kevin Fraser

Kevin Fraser
Partner, Transactions, Grant Thornton LLP

I am an Advisory Partner and have spent the majority of my career working in the areas of Corporate Finance... Read More

Robert Gale

Robert Gale
General Partner, Rothesay Capital Partners

Robert Gale has owned and operated more than a dozen companies throughout Atlantic Canada, at ties, with as many as... Read More

Blair Hyslop

Blair Hyslop
Co-Owner, Co-CEO, Mrs. Dunster’s

Blair has spent more than 30 years in the food business, Blair and his wife Rosalyn are the Co-Owners and... Read More

Ryan Kennedy

Ryan Kennedy
President, East Coast Private Lending - Corp. & Director of Operations, Compass Patient Solutions

Ryan Kennedy is a pharmacist and the former owner of Jean Coutu Pharmacy in Saint John, NB, a 14,000sf location... Read More

Kleo Landucci

Kleo Landucci
CEO & President, CrescentView Investments Ltd. & Former Managing Director, Ashcroft Terminal

Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More

Gerry Lanigan

Gerry Lanigan
Director, BDO M&A Capital Markets

EXECUTIVE SUMMARYGerry Lanigan is a Director in the M&A Capital Markets practice, based in BDO’s Charlottetown office, with over 19 years... Read More

Levi Lawrence

Levi Lawrence
Partner, Iron House Pro

Levi is a enthusiastic problem solver. His ongoing drive is to tackle complex problems with an eye to improving the... Read More

Paul LeBlanc

Paul LeBlanc
Founder + CEO, 7th Wave Capital

Welcome to the 2nd annual Business Transitions Forum in Atlantic. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Suzanne Loomer

Suzanne Loomer
Partner, Advisory Services, KPMG LLP

Background Suzanne is a Partner in KPMG’s Advisory Services practice in Atlantic Canada.  She has over 25 years of professional... Read More

Debby Carreau

Debby Carreau
CEO & Founder, Inspired HR Ltd

Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More

Prentice Durbin

Prentice Durbin
Partner, Harper Grey LLP

Prentice’s practice involves advising entrepreneurs at any stage, from start-up and early growth to large-scale established businesses, in a wide variety... Read More

Grant Foster

Grant Foster
Partner, Fasken

Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More

Calle Johnson

Calle Johnson
Managing Director & Partner, Corporate Finance, PwC

Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... Read More

Andrew Kemper

Andrew Kemper
Partner, Capital West Partners

Welcome to the 7th annual Business Transitions Forum in Vancouver. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have achieved strategic growth and faced acquisition. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Steve Chen

Steve Chen
VP & Head, First West Capital

Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More

Tom Kramer

Tom Kramer
President & CEO, Smith Cameron Group

Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners.  Tom subsequently completed 6 strategic... Read More

Brian MacIsaac

Brian MacIsaac
Vice President Atlantic Canada, TD Commercial Banking

Brian was born and raised in Nova Scotia and has more than 16 years of banking experience; 15 of those... Read More

Tara Landes

Tara Landes
Founder & President, Bellrock Benchmarking Inc.

Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More

David Allardice

David Allardice
Managing Principal, Miller Titerle + Company

David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More

Chris MacIntyre

Chris MacIntyre
Partner, McInnes Cooper

Chris is a Partner in the firm’s Halifax office whose practice is focused in the areas of mergers and acquisitions,... Read More

Samuel Li

Samuel Li
Partner, Fasken

Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More

Tim Houston

Tim Houston
Premier of Nova Scotia

Tim Houston is Nova Scotia’s 30th Premier. Born in Halifax, Nova Scotia, Tim was raised in a military family and... Read More

Jeff Mackenzie

Jeff Mackenzie
Partner, Confederation M&A

Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More

Christine Bell

Christine Bell
CEO, Full Throttle Powersports

Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... Read More

Kristi Miller

Kristi Miller
Managing Partner, Krystal Growth Partners

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.

Steve Bragg

Steve Bragg
Atlantic Business Growth & Legacy Leader, MC Advisory

Steve is a senior executive who has 25 years of experience in professional services serving clients and developing market presence.... Read More

Mike McIsaac

Mike McIsaac
CEO & Managing Director, Baker Tilly Canada Corporate Finance

Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More

Dan Jennings

Dan Jennings
Partner, BDO Canada LLP

Dan Jennings is a Partner in BDO’s Dartmouth office, where he advises small to medium-size enterprises on various accounting, financial... Read More

Sarah Campbell

Sarah Campbell
Partner, McInnes Cooper

Sarah is a partner with McInnes Cooper in Halifax.  She has practiced business law since 2001, including advising on business... Read More

Wayne Chamberlain

Wayne Chamberlain
President, Intelisys Aviation Systems

Don Montgomery

Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions

Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More

James Dent

James Dent
Vice President, McCain Capital Partners

James joined McCain Capital Partners in 2018, prior to which he was an Analyst in the Mergers & Acquisitions Group... Read More

Corey Miller

Corey Miller
Chief Executive Officer, Parts for Trucks

Jillian Murray

Jillian Murray
Partner, Grant Thornton LLP

Jillian Murray is a Partner in the Transactions practice of Grant Thornton in Halifax, N.S. Jillian has spent the majority... Read More

Sean Murray

Sean Murray
President & CEO, Advocate Printing & Publishing

Welcome to the 4th annual Business Transitions Forum in Atlantic. We are bringing together entrepreneurs and experts sharing their insights and stories about the process of selling, growing, and transitioning businesses. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Nick Boyd

Nick Boyd
Principal & Founder, Fusion Projects Management Ltd.

As Founder of Vancouver-based Fusion Projects, Nicholas Boyd has built the Fusion team into Vancouver’s premier interior contractors and project... Read More

Kathy Bright

Kathy Bright
Family Enterprise Consultant, Telos Group

Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More

Darren Nantes

Darren Nantes
President & CEO, Nantes Capital Inc. 

Darren serves as Chairman and CEO of Guildlfords. He is also Chair and CEO of Nantes Capital Inc. and the... Read More

Rob Normandeau

Rob Normandeau
President, SeaFort Capital

Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More

Sally Ng

Sally Ng
Chief Executive Officer, Wallace McCain Institute

Sally is the CEO of the Wallace McCain Institute(WMI) it was founded to build & nurture the most inter-connected community... Read More

Malcolm Fraser

Malcolm Fraser
President & CEO, Innovacorp

As a career entrepreneur, Malcolm Fraser is the perfect fit as president and CEO of Innovacorp. In this role, Malcolm... Read More

Cameron Burke

Cameron Burke
Partner, Technology, Fort Capital Partners

Cam is an experienced venture capitalist, operator and advisor. He combines knowledge of operations, to go market strategies, M&A, and... Read More

Kathy Butler

Kathy Butler
Managing Director and Head, BC, Technology & Innovation Global Investment Banking, CIBC Capital Markets Inc,

Kathy Butler joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More

Loren Rafeson

Loren Rafeson
Partner, Growth Equity Partners, BDC Capital

Loren Rafeson is Partner, Growth Equity Partners, at BDC Capital where he helps leading Canadian companies scale nationally and internationally,... Read More

Steve Duyvewaardt

Steve Duyvewaardt
President & CEO, Westminster Management Corporation

As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More

Catherine Dahl

Catherine Dahl
CEO, Beanworks by Quadient

Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More

Jay Dargatz

Jay Dargatz
Former President, Canstar Restoration

David Diebolt

David Diebolt
Partner, Manning Elliott LLP

David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... Read More

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More

Shane King

Shane King
National Leader, Succession Services, MNP LLP

Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More

Chad Garrod

Chad Garrod
CEO, Bluewater

Amir Ghahreman

Amir Ghahreman
Associate Counsel, Richards Buell Sutton LLP

Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... Read More

Chris Hardwick

Chris Hardwick
President & CEO, Chris Hardwick Inc. & TEC Canada Chair

Chris Hardwick is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More

Robyn Hooper

Robyn Hooper
Family Enterprise Consultant, Telos Group

A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More

Ryan Norton

Ryan Norton
Managing Director, Grant Thorton LLP

As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More

Chief Terrance Paul

Chief Terrance Paul
Chief & CEO Membertou, Membertou Band & Council

Terry Paul is the Chief of Membertou, a position he has held for the past 38 years. During that time,... Read More

Mark Marshall

Mark Marshall
Director - Atlantic, RBC Royal Bank Mid-Market M&A

Christine Pound

Christine Pound
Partner, Stewart McKelvey

Christine works with her clients on transactions of all sizes, domestic and international, and their day-to-day corporate and commercial needs.... Read More

Graham Langill

Graham Langill
Senior Consultant, Venor

Born and raised in Halifax, Graham’s business and community involvement has allowed him to build a vast network throughout Atlantic... Read More

Ken Reynolds

Ken Reynolds
Co-Founder, Co-Owner and CEO, Franco Plumbing & Heating

Ken Reynolds is a , Co-Founder, Co-Owner and CEO of Franco Plumbing & Heating Inc. An Engineering Mechanical Designer by... Read More

Robert Blunden

Robert Blunden
Principal Consultant, Blunden and Associates

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

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More

Peter Conrod

Peter Conrod
Business Advisor, McInnes Cooper

As a business advisor for McInnes Cooper, Peter’s work has included development of business priorities, expansion of the firm’s client... Read More

Julie Robinson

Julie Robinson
Partner, McInnes Cooper

Julie is a Partner in our Halifax office, with a practice focused on Canadian and cross-border corporate finance and securities... Read More

Jim Cruickshank

Jim Cruickshank
Partner, Stewart McKelvey

Jim is a partner in the Halifax office of Stewart McKelvey. An Acadia University (BBA) and Dalhousie University (LLB) graduate,... Read More

Mickey MacDonald

Mickey MacDonald
CEO, Micco

‘Mickey’

Deanne MacLeod

Deanne MacLeod
Partner, Stewart McKelvey

Working with a diverse group of clients including entrepreneurs, public companies and real estate investment trusts, Deanne has: Lead transaction... Read More

Nancy Mathis

Nancy Mathis
Executive Director, Wallace McCain Institute

Nancy Mathis is a designer and convener.  Her passion  centers on creating spaces where entrepreneurial leaders build their business judgement.... Read More

Bruce Hogan

Bruce Hogan
Board Member (Former CEO), Leading Edge Geomatics

Bruce Hogan sits on the board at Leading Edge Geomatics. Bruce worked as a Geomatics Technician with the Department of... Read More

Chace Hynes

Chace Hynes
Director, Corporate Finance Atlantic Region, MNP

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

John Flewelling
President & CEO, CBCL Ltd

John Flewelling, P.Eng. is President & CEO of CBCL Limited, a multi-discipline engineering consulting firm offering professional services across Atlantic... Read More

Louis-Pierre Francoeur

Louis-Pierre Francoeur
Principal, Transactions, Grant Thornton LLP

As Principal of the Grant Thornton Atlantic Transactions practice, I provide valuation, merger and acquisition, and debt advisory services to... Read More

Paul Ryan

Paul Ryan
Director, Growth and Transition Capital, BDC

Paul Ryan is Director, Growth & Transition Capital, with BDC Capital. Paul provides high growth businesses with flexible financing for... Read More

Courtney Sherlock

Courtney Sherlock
Partner, Village Veterinary Group

Dr. Courtney Sherlock grew up in Fall River, Nova Scotia.  She attended Dalhousie University for her undergraduate degree and then... Read More

Ian Smith

Ian Smith
CEO, Clearwater Seafoods

Ian D. Smith is the Chief Executive Officer of Clearwater Seafoods. Mr. Smith joined Clearwater in May of 2010, with... Read More

Don Mills

Don Mills
Chair & Senior Counsel, Corporate Research Associates Inc.

Don Mills is currently the President of Crane Cove Holdings Limited, his family investment firm, a partner in Cabco, an... Read More

Keith MacIntyre

Keith MacIntyre
Partner, Grant Thornton LLP

As a tax partner, Keith works with companies to navigate complex business issues, including mergers and acquisitions and corporate restructuring.... Read More

Danny Morgan

Danny Morgan
VP of Investments, Founders East Capital

Adrian Snow

Adrian Snow
Partner, Founders East Capital Partners

Adrian is a Partner with Founders East Capital Partners. Prior to joining Founders East in 2022, Adrian spent eight years... Read More

Craig Maloney

Craig Maloney
Partner, Corporate Finance, MNP

Craig Maloney, MBA, CPA, CA, CBV, is a Managing Director with MNP’s Corporate Finance, Valuations and Litigation Support groups. Working... Read More

Derek Strong

Derek Strong
Regional Director, Roynat Capital

Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More

Ben Parsons

Ben Parsons
President, DALMAC Print – Signs – Cresting

Welcome to the 2nd annual Business Transitions Forum in Atlantic. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Danielle Pelletier

Danielle Pelletier
CEO, Autism Intervention Services

A career as a Speech-Language Pathologist flourished into opening Autism Intervention Services in Fredericton in 2006. Since then Danielle has... Read More

Gina McFetridge

Gina McFetridge
President, Archway Insurance

Gina McFetridge is President of Archway Insurance. As co-owner of Archway, with her business partner and brother Michael Stack, they... Read More

Dallas Mercer

Dallas Mercer
CEO, Dallas Mercer Consulting

In 2002, Dallas founded Dallas Mercer Consulting (DMC) offering Disability Management services.  As an employer advocate, she added efficiency to... Read More

Marie Mullally

Marie Mullally
President & CEO, CUA

Marie is the President and CEO of CUA, one of Atlantic Canada’s largest community banking institutions, a position she has... Read More

Dawn Umlah

Dawn Umlah
Strategic Advisor, various startups and scaleups

Dawn loves to build, grow and scale high performance companies and teams. She has extensive executive level experience leading and... Read More

Claude Miron

Claude Miron
Managing Partner, Growth Equity Partners, BDC

Welcome to the 6th annual Business Transitions Forum in Toronto. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Luigi Valletta

Luigi Valletta
Director, M&A Transaction Services | Deal Advisory, KPMG Canada

Background Luigi is a Director in KPMG‘s Ontario/Atlantic region Transaction Services practice which primarily advises private and public corporations on... Read More

Brendan Le Nobel

Brendan Le Nobel
Director, M&A, BDO Canada

Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More

Ryan Power

Ryan Power
Partner and Tax Leader Grant Thornton LLP

I’m the leader for tax services in Nova Scotia and a partner with Grant Thornton. As a family enterprise advisor,... Read More

David Hastie

David Hastie
Managing Director, First West Capital

David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More

John Risley

John Risley
Chairman & CEO, CFFI Ventures Inc.

Welcome to the 2nd annual Business Transitions Forum in Atlantic. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

John Risley

John Risley
to Chairman & CEO, CFFI Ventures Inc.

John Risley is Chairman and CEO of CFFI Ventures Inc., a diversified holding company operating internationally. The company has majority... Read More

Houssein Mousavi

Houssein Mousavi
Principal, Crecso

Founder of Cresco in 1989, Hossein Mousavi came to Nova Scotia in 1980 from his birthplace Iran to study at... Read More

Daren Baxter

Daren Baxter
Partner, McInnes Cooper

Daren is a Partner in McInnes Cooper’s Halifax, NS office whose law practice is focused on tax, estate planning, trusts... Read More

Cory Bell

Cory Bell
President & CEO, Lindsay Construction

As President, CEO and co-owner of Lindsay Construction, Cory leads his team with a unique combination of analytical business acumen,... Read More

Melissa Brenton

Melissa Brenton
President, Don Brenton's Fire Protection

Bob Brown

Bob Brown
Senior Advisor, Confederation M&A

Bob brings an extensive background with varied experience developed from a diverse and successful background in the oil and gas,... Read More

Dr. Lesley Steele

Dr. Lesley Steele
CEO & Founder, Virtual Veterinary Solutions

Dr. Lesley Steele is a serial entrepreneur in the Veterinary Industry, a disrupter, visionary, quick start, multiplier and still practices... Read More

Lynn Sullivan

Lynn Sullivan
Director & Co-owner, C-Gas Management Inc.

Lynn is Co-Owner and Director of C-Gas Management, a business she and her partner have built over the past ten... Read More

Peter Fahey

Peter Fahey
President & CEO, PFI International Limited.

Peter Fahey is President & CEO of PFI International Limited, an investment and consulting company with a focus in heavy... Read More

Tom Hickey

Tom Hickey
CEO, T. Hickey Enterprises Inc.

Tom Hickey is a native of Glace Bay, Cape Breton, Nova Scotia. He earned his degree in civil engineering from... Read More

Margaret Humphreys

Margaret Humphreys
PhD, President, Watermark Partners

Dedicated to the success of her clients, Margie’s career focus is on change and transition in organizations, teams and individuals... Read More

Dave Randell

Dave Randell
Partner, Stewart McKelvey

David is a partner in the Halifax office of Stewart McKelvey. David has a broad corporate and securities practice with... Read More

Zac McIsaac

Zac McIsaac
Managing Partner, McCain Capital Partners

Zac has more than 12 years of experience in private equity investing, M&A, and corporate finance and strategy. Prior to... Read More

Lou Velocci

Lou Velocci
National Lead Partner CIO Advisory Services, KPMG Canada

Louie Velocci is the Office Managing Partner for KPMG in Halifax, Nova Scotia, Lead Advisory Services Partner for Atlantic Canada and National... Read More

Amanée Mousavi

Amanée Mousavi
Realtor, Cresco / Royal LePage Atlantic

Amanée has been a Realtor since 2010 and obtained her FRI designation from REIC in 2016. She specializes in residential real estate... Read More

Patrick Sullivan

Patrick Sullivan
President & CEO, Halifax Chamber of Commerce

Patrick Sullivan is the CEO of the Halifax Chamber of Commerce and has over 30 years of marketing and general management... Read More

Matthew Towns

Matthew Towns
Partner, SeaFort Capital

Matt joined SeaFort Capital as Vice President 2012. SeaFort is a private investment firm based in Halifax that partners with... Read More

Ian Wilson

Ian Wilson
President, Wilson’s

Larry Puddister

Larry Puddister
Executive Chairman, Pennecon

Larry’s 25+ years of professional experience covers the full gamut of heavy civil expertise, from hydro-electric and wind energy developments... Read More

Brian Wood  CFP, FMA, CIM

Brian Wood  CFP, FMA, CIM
Regional Vice President, IG Wealth Management

Brian Wood is the Regional Vice President of the Halifax office of IG Wealth Management.  In this role Brian has... Read More

Nikki Robar

Nikki Robar
Partner, Atlantic Leader - Deals, PwC Canada

Nikki is the Partner leading the Deals practice for PwC in Atlantic Canada. She leads the Valuations, Modelling and Disputes... Read More

Adam Power CPA, CA

Adam Power CPA, CA
Associate Partner | International Tax and Transaction Services Ernst & Young LLP

Bill Sanford

Bill Sanford
CEO, SanStone Investments Inc.

Founder Bluewave Energy and former CEO.  Founder SanStone Investments and current Chairman/CEO.  Founder Breathing Green Solutions Inc and current Chairman/CEO.

Victoria Stanhope

Victoria Stanhope
President & Commercial Insurance Broker, Stanhope Simpson Insurance Ltd

Victoria does not fit the traditional mold of a commercial insurance broker, let alone one who specializes in the construction... Read More

Tracey McVicar

Tracey McVicar
Managing Partner, CAI Capital Partners

Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More

George Rossolatos

George Rossolatos
CEO, Canadian Business Growth Fund (CBGF)

George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the... Read More

Bruce Partridge

Bruce Partridge
Former CEO, Shearwater Research

Bruce started working in the computer business in the 70’s representing Gandalf Technologies.  After selling a computer consulting business in... Read More

Anne Whelan

Anne Whelan
President & CEO, Seafair Capital

Anne Whelan is a Canadian entrepreneur, innovator, community and business leader. As the founder and CEO of the Seafair group, she... Read More

James Pratt

James Pratt
CEO, Rhema Health Products Limited

After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More

Peter Zed

Peter Zed
Partner, Cox & Palmer

Peter is a partner with the Atlantic Canadian law firm of Cox & Palmer. He advises corporate clients, institutions and... Read More

Mark Stephenson

Mark Stephenson
President & Co-Founder, Cube Business Media

Mark has been a leader in the conference and tradeshow business for over 25 years with a proven track record for success. As a... Read More

Jon Stanfield

Jon Stanfield
Chairman, President & CEO, Stanfield's

Randy Williamson

Randy Williamson
Partner, Aird & Berlis LLP

As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More

Leon Salvail

Leon Salvail
Managing Director, Gevity

In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More

Matt Switzer

Matt Switzer
Partner, Northwest Capital Partners

16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More

Eric Termuende

Eric Termuende
Co-Founder, NoW Innovations

Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More

Bruce Townson

Bruce Townson
Director, Growth and Transition Capital - Tech Sector, BDC Capital

Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More

Mark Woodall

Mark Woodall
Former President & CEO, Special Risk Insurance Managers Ltd.

In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More

Davis Yung

Davis Yung
President & CEO, Fresh Direct Produce

Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... Read More

Sarah Young

Sarah Young
Managing Partner, National Public Relations, an Avenir Global Company

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

Peter T. Zed

Peter T. Zed
Partner, Cox & Palmer

Peter is a partner with the Atlantic Canadian law firm of Cox & Palmer. He advises corporate clients, institutions and... Read More

This is the Advisors Archives for the Atlantic Business Transitions Forum.

Jump to: Speakers Archives

2019 2020 2022
Atlantic 2019 Speakers
CONFERENCE CHAIR
Rob Normandeau
Rob Normandeau
President, SeaFort Capital
View Bio »
Dave Doucette
Dave Doucette
Regional Vice President, Atlantic, Roynat Capital
View Bio »
Kristi Miller
Kristi Miller
Managing Partner, Krystal Growth Partners
View Bio »
Dan Jennings
Dan Jennings
Partner, BDO Canada LLP
View Bio »
Jillian Murray
Jillian Murray
Partner, Grant Thornton LLP
View Bio »
Christine Pound
Christine Pound
Partner, Stewart McKelvey
View Bio »
Paul Ryan
Paul Ryan
Director, Growth and Transition Capital, BDC
View Bio »
Daren Baxter
Daren Baxter
Partner, McInnes Cooper
View Bio »
Trevor Hennigar
Trevor Hennigar
President, Hawthorne Capital
View Bio »
Nikki Robar
Nikki Robar
Partner, Atlantic Leader - Deals, PwC Canada
View Bio »
Adam Power CPA, CA
Adam Power CPA, CA
Associate Partner | International Tax and Transaction Services Ernst & Young LLP
View Bio »
David Reid
David Reid
Partner, Cox & Palmer
View Bio »
2020 Atlantic Advisors
Michael Crouse
Michael Crouse
Managing Partner, Founders East Capital
View Bio »
Dave Doucette
Dave Doucette
Regional Vice President, Atlantic, Roynat Capital
View Bio »
Paul LeBlanc
Paul LeBlanc
Founder + CEO, 7th Wave Capital
View Bio »
Suzanne Loomer
Suzanne Loomer
Partner, Advisory Services, KPMG LLP
View Bio »
Jeff Mackenzie
Jeff Mackenzie
Partner, Confederation M&A
View Bio »
Dan Jennings
Dan Jennings
Partner, BDO Canada LLP
View Bio »
Rob Normandeau
Rob Normandeau
President, SeaFort Capital
View Bio »
Christine Pound
Christine Pound
Partner, Stewart McKelvey
View Bio »
Louis-Pierre Francoeur
Louis-Pierre Francoeur
Principal, Transactions, Grant Thornton LLP
View Bio »
Paul Ryan
Paul Ryan
Director, Growth and Transition Capital, BDC
View Bio »
Craig Maloney
Craig Maloney
Partner, Corporate Finance, MNP
View Bio »
Adam Power CPA, CA
Adam Power CPA, CA
Associate Partner | International Tax and Transaction Services Ernst & Young LLP
View Bio »
Peter T. Zed
Peter T. Zed
Partner, Cox & Palmer
View Bio »
2022 Atlantic Advisors
2022 CONFERENCE CHAIR
Paul LeBlanc
Paul LeBlanc
Founder + CEO, 7th Wave Capital
View Bio »
Michael Crouse
Michael Crouse
Managing Partner, Founders East Capital
View Bio »
Dave Doucette
Dave Doucette
Regional Vice President, Atlantic, Roynat Capital
View Bio »
Suzanne Loomer
Suzanne Loomer
Partner, Advisory Services, KPMG LLP
View Bio »
Jeff Mackenzie
Jeff Mackenzie
Partner, Confederation M&A
View Bio »
Dan Jennings
Dan Jennings
Partner, BDO Canada LLP
View Bio »
Rob Normandeau
Rob Normandeau
President, SeaFort Capital
View Bio »
Christine Pound
Christine Pound
Partner, Stewart McKelvey
View Bio »
Louis-Pierre Francoeur
Louis-Pierre Francoeur
Principal, Transactions, Grant Thornton LLP
View Bio »
Paul Ryan
Paul Ryan
Director, Growth and Transition Capital, BDC
View Bio »
Craig Maloney
Craig Maloney
Partner, Corporate Finance, MNP
View Bio »
Adam Power CPA, CA
Adam Power CPA, CA
Associate Partner | International Tax and Transaction Services Ernst & Young LLP
View Bio »
Peter T. Zed
Peter T. Zed
Partner, Cox & Palmer
View Bio »
Produced by
From the Producers of
  • Facebook
  • Twitter
  • LinkedIn
#BTFcanada #BTFatlantic
© 2023 Copyright Business Transitions Forum
  • Terms of Service
  • Privacy Policy