This is the Advisors Archives for the Atlantic Business Transitions Forum.
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As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
Michael is the Managing Partner of Founders East. For the past six years, he’s been the CEO of HanMac Capital,... 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
Alan Chettiar leads FirePower’s M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
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 is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... Read More
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 is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners. Tom subsequently completed 6 strategic... Read More
Robert Gale has owned and operated more than a dozen companies throughout Atlantic Canada, at ties, with as many as... Read More
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More
David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More
Ms. Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a family investment company. In 2004, Ms.... Read More
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 is Nova Scotia’s 30th Premier. Born in Halifax, Nova Scotia, Tim was raised in a military family and... Read More
Jamie is a Lawyer and Co-Founder of Touchstone Legal Inc., a boutique law firm based in downtown Dartmouth providing a... Read More
Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... 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.
Steve is a senior executive who has 25 years of experience in professional services serving clients and developing market presence.... 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
Sarah is a partner with McInnes Cooper in Halifax. She has practiced business law since 2001, including advising on business... Read More
Levi is a enthusiastic problem solver. His ongoing drive is to tackle complex problems with an eye to improving the... Read More
Rhiannon’s has created, acquired and led companies in Europe, Asia, South and North America, including the GVSC B.V, which became... Read More
James joined McCain Capital Partners in 2018, prior to which he was an Analyst in the Mergers & Acquisitions Group... Read More
Background Suzanne is a Partner in KPMG’s Advisory Services practice in Atlantic Canada. She has over 25 years of professional... Read More
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
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 has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More
I am an Advisory Partner and have spent the majority of my career working in the areas of Corporate Finance... Read More
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
As a career entrepreneur, Malcolm Fraser is the perfect fit as president and CEO of Innovacorp. In this role, Malcolm... Read More
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 joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More
As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More
Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More
David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... Read More
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More
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 is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More
A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More
Ryan Kennedy is a pharmacist and the former owner of Jean Coutu Pharmacy in Saint John, NB, a 14,000sf location... Read More
Born and raised in Halifax, Graham’s business and community involvement has allowed him to build a vast network throughout Atlantic... Read More
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
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.
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
As a business advisor for McInnes Cooper, Peter’s work has included development of business priorities, expansion of the firm’s client... Read More
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.
Jim is a partner in the Halifax office of Stewart McKelvey. An Acadia University (BBA) and Dalhousie University (LLB) graduate,... Read More
‘Mickey’
Working with a diverse group of clients including entrepreneurs, public companies and real estate investment trusts, Deanne has: Lead transaction... Read More
Nancy Mathis is a designer and convener. Her passion centers on creating spaces where entrepreneurial leaders build their business judgement.... 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 Principal of the Grant Thornton Atlantic Transactions practice, I provide valuation, merger and acquisition, and debt advisory services to... Read More
Chris is a Partner in the firm’s Halifax office whose practice is focused in the areas of mergers and acquisitions,... 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
Don Mills is currently the President of Crane Cove Holdings Limited, his family investment firm, a partner in Cabco, an... Read More
As a tax partner, Keith works with companies to navigate complex business issues, including mergers and acquisitions and corporate restructuring.... Read More
Darren serves as Chairman and CEO of Guildlfords. He is also Chair and CEO of Nantes Capital Inc. and the... 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
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
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.
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 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
Christine is a partner in the Halifax office of Stewart McKelvey. She works with her clients on transactions of all... 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
Over the past decade, I have been entrenched in the world of technology startups. My circle of colleagues and friends... Read More
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.
Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More
I’m the leader for tax services in Nova Scotia and a partner with Grant Thornton. As a family enterprise advisor,... Read More
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More
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 is Chairman and CEO of CFFI Ventures Inc., a diversified holding company operating internationally. The company has majority... 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
Dr. Lesley Steele is a serial entrepreneur in the Veterinary Industry, a disrupter, visionary, quick start, multiplier and still practices... Read More
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 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
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
David is a partner in the Halifax office of Stewart McKelvey. David has a broad corporate and securities practice with... 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
Paul Ryan is Director, Growth & Transition Capital in BDC’s Halifax office, where he supports clients across Nova Scotia. Paul has... 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
Patrick Sullivan is the CEO of the Halifax Chamber of Commerce and has over 30 years of marketing and general management... 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
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
Founder Bluewave Energy and former CEO. Founder SanStone Investments and current Chairman/CEO. Founder Breathing Green Solutions Inc and current Chairman/CEO.
Victoria does not fit the traditional mold of a commercial insurance broker, let alone one who specializes in the construction... Read More
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 has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the... Read More
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 is a Canadian entrepreneur, innovator, community and business leader. As the founder and CEO of the Seafair group, she... Read More
After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More
Peter is a partner with the Atlantic Canadian law firm of Cox & Palmer. He advises corporate clients, institutions and... Read More
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
As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More
16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... 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
Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More
In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More
Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... 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
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
