This is the Speaker Archives for the Atlantic Business Transitions Forum.
Jump to: Advisors Archives
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
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 M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... 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
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Tim Blais is the founder and owner of Gateway Business Brokers. His services have brought value to a wide variety... Read More
Chris Boudreau is a Civil Engineer with over 20 years of experience in the consulting industry in Atlantic Canada. Chris... Read More
Coach Atlantic Maritime Bus, part of the Cassidy Group of Companies, is one of Canada’s most diversified bus transportation companies,... Read More
Kirk Cornell joined BDC in 2004 and over that time has held several roles within the organization, most recently as... 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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... 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
Danielle’s practice is focused on corporate and business law, particularly in the areas of corporate finance, securities and corporate governance.... 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
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
Jennifer Deleskie is the VP, Business Development & Public Affairs for Membertou Development Corporation. A proven leader in business, Jennifer... Read More
Michael Denham is Executive Vice-President of Commercial and Private Banking. He isresponsible for developing strategic orientations, advancing the client experience... Read More
Julia Rivard Dexter is an impact tech entrepreneur, one of Canada’s top 50 Women in STEM she has been recognized... Read More
David’s career in financial services spans more than 20 years, with 14 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
Robert Gale has owned and operated more than a dozen companies throughout Atlantic Canada, at ties, with as many as... Read More
An award winning CEO, Blair has spent more than 30 years in the food business, Blair and his wife Rosalyn... 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
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
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Levi is a enthusiastic problem solver. His ongoing drive is to tackle complex problems with an eye to improving the... 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.
Lauren Ledwell is CEO of discoverygarden, a market leading technology company that provides digital asset management and preservation solutions to... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... 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
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... 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
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
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
Brian was born and raised in Nova Scotia and has more than 16 years of banking experience; 15 of those... 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.
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... 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
Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... 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
Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More
Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... Read More
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
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
James joined McCain Capital Partners in 2018, prior to which he was an Analyst in the Mergers & Acquisitions Group... 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
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... 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.
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
Darren serves as Chairman and CEO of Guildlfords. He is also Chair and CEO of Nantes Capital Inc. and the... Read More
Loren Rafeson is Partner, Growth Equity Partners, at BDC Capital where he helps leading Canadian companies scale nationally and internationally,... Read More
Sally is the CEO of the Wallace McCain Institute(WMI) it was founded to build & nurture the most inter-connected community... 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
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
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Terry Paul is the Chief of Membertou, a position he has held for the past 38 years. During that time,... Read More
Christine works with her clients on transactions of all sizes, domestic and international, and their day-to-day corporate and commercial needs.... 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
Ken Reynolds is a , Co-Founder, Co-Owner and CEO of Franco Plumbing & Heating Inc. An Engineering Mechanical Designer by... 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
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 is a Partner in our Halifax office, with a practice focused on Canadian and cross-border corporate finance and securities... Read More
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
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
Paul Ryan is Director, Growth & Transition Capital, with BDC Capital. Paul provides high growth businesses with flexible financing for... Read More
Dr. Courtney Sherlock grew up in Fall River, Nova Scotia. She attended Dalhousie University for her undergraduate degree and then... Read More
Ian D. Smith is the Chief Executive Officer of Clearwater Seafoods. Mr. Smith joined Clearwater in May of 2010, with... 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
Adrian is a Partner with Founders East Capital Partners. Prior to joining Founders East in 2022, Adrian spent eight years... 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
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
Marie is the President and CEO of CUA, one of Atlantic Canada’s largest community banking institutions, a position she has... Read More
Dawn loves to build, grow and scale high performance companies and teams. She has extensive executive level experience leading and... 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.
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 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.
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
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
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
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 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
Brian Wood is the Regional Vice President of the Halifax office of IG Wealth Management. In this role Brian has... 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
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
As a senior partner of Toronto law firm Aird & Berlis LLP and leader of its AB Strategy practise, with... 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 Speaker Archives for the Atlantic Business Transitions Forum.
Jump to: Advisors Archives
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... 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
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More
As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More
As a Transactions Partner, I provide expert advice and guidance to privately held companies and business owners on mergers, acquisitions,... 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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Jon leads the operation of KV Capital’s private equity team to form new business partnerships and the leadership of our... Read More
Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More
Matthew Kellow is the Vice President, Growth and Transition Capital at BDC Capital, and is based in the Calgary office. With more than 10 years’ experience as a senior debt, mezzanine and equity provider, Matthew has structured mezzanine investments, equity infusions and helped manage major transactions in fields such as construction, energy, manufacturing and technology.
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners. Tom subsequently completed 6 strategic... Read More
Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... 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.
Paul Barbeau has extensive experience in capital markets law and securities offerings, public and private mergers and acquisitions (M&A), asset... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Rob is the perfect definition of a successful entrepreneur. He has founded multiple companies since his birth in 1972; ranging... Read More
Welcome to the 3rd annual Business Transitions Forum in Edmonton. 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.
Ted began his journey 25 years ago with Xerox and IBM. He discovered his passion for entrepreneurship acquiring an unprofitable... Read More
Shannon Chmelyk has over 20 years of experience finding business opportunities and getting deals done. His career began in market... Read More
Eric Colberg is a Domestic Tax Partner in BDO’s Red Deer office. He is known for his background in oil... Read More
Chad is a Senior Managing Director at TriWest Capital Partners, a Calgary-based private equity firm that has raised over $1.25... Read More
Ms. Delwo is a local small business owner/operator turned startup entrepreneur who’s sold Alberta-made products in 37 countries and counting.... Read More
Based in Vancouver, Geoff is responsible for deal origination and execution, investment analysis, and ongoing portfolio management. Geoff is passionate... Read More
Born and raised on a grain and livestock farm in Swan River, Manitoba, instilled many of the values which provided... Read More
P.Eng., MBA, is a serial entrepreneur & business coach that has been growing organizations for over 13 years as a... Read More
In today’s highly competitive marketplace, how can an entrepreneur or small-business owner get a competitive advantage? By enlisting the proven... Read More
As a Partner at Sequeira Partners, Kira leads the Edmonton valuations practice. Kira brings more than 12 years of experience... Read More
Ceilidh Hemmati has a general corporate and commercial practice with a focus on mergers and acquisitions, financial services, and private... Read More
Ashley Hoffer is Owner and Director of Operations at Electrogas Monitors Ltd, a gas detection and safety product company servicing... Read More
HCI Filtration Inc. is a company established to acquire, improve and grow N American businesses operating in the industrial filtration... Read More
Julia Loney is a partner in McMillan’s Calgary office. As a transaction-focused lawyer, she represents clients on a variety of... Read More
Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More
EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More
Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Christopher G. Micetich is an accomplished Author and Serial Entrepreneur with over three decades of experience founding and running businesses.... Read More
Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More
Experienced banking leader with a demonstrated history of working in the financial services sector. Skilled in leadership, product management, sales,... Read More
Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
With a university degree and a few years of public sector experience, Vern bought a used computer from a classified... Read More
Josh Remai grew up immersed in the construction industry. He started sweeping floors on his father’s construction sites in the... Read More
Evelyn is a Vice President with Ernst & Young Orenda Corporate Finance Inc. with over 10 years of public practice... Read More
Jesse Douglas is the founder, director, President and Chief Executive Officer of Wolverine Energy and Infrastructure. Wolverine has grown quickly... Read More
Erick is the CFO of Leder Holdings Ltd., an Alberta based private holding company and family office with investments in real estate, steel fabrication, hospitality, energy production, and public/private equities. His primary responsibilities include investment management, strategic capital allocation, and the oversight/governance of operating companies. Since August 2019, Erick has also served as Interim President focused on leading specific operating company initiatives & developing the leadership capabilities of our family executives as part of the succession plan.
Dalyce Seitz joined Leith Wheeler in March 2020, after eight years with Scotiabank and Scotia Private Investment Counsel. She is responsible... Read More
Welcome to the 1st annual Business Transitions Forum in Winnipeg. We are excited to be back to in person events and thrilled to be expanding the conference to Winnipeg! 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.
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Ian Reynolds specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More
Ben was born and raised on a farm in Paraguay. He is an avid linguist. He grew up speaking Low... Read More
Allan Sawiak joined Kingston Ross Pasnak LLP in 2000. Allan specializes in the area of taxation with a focus on... Read More
As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... Read More
Francesca Donati is a Director in the Corporate Finance group of PricewaterhouseCoopers, based in the Edmonton office. Francesca has extensive... Read More
Josh is Vice President at Spruceland Millworks and was a shareholder when Spruceland sold to Millar Western Forest Products in... Read More
Guiding his senior management team, Ron Brown provides leadership and strategic direction for Shippers Supply ULC. Ron founded Shippers Supply in 1975... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
As a Vice President with Sequeira Partners’ Edmonton office, Scott brings nearly 10 years of accounting and finance experience and... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
Logan Day is a Partner in EY’s Transaction Advisory Services practice in Edmonton. He has over 17 years of experience... Read More
Mario Nigro is a partner in the Toronto office of Stikeman Elliott and a member of the firm’s M&A/Private Equity... Read More
Sarah Gingrich practices corporate/commercial law with a focus on corporate finance, mergers and acquisitions, cross-border and private equity transactions. Acting for... Read More
Mike Steele is a seasoned business leader with expertise in strategy, finance and marketing-communications. Steele has developed global teams (Americas,... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More
John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Jerico was born and raised in St.Paul, Alberta, a small town of 6000 residents in north-east Alberta. He is the... Read More
Amanda is Senior Director, Business Advisory, ATB Value Accelerator with ATB Financial. Amanda is focused on providing tailored advice to... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta. She has over 17... Read More
Eric started his career as one of the first employees at the Edmonton-based social networking startup, Nexopia.com (which Facebook later... Read More
Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More
Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More
Vince’s focus is on creating value and providing guidance to business owners looking to sell, raise capital, acquire or merge. His... Read More
Bernie Moore was the President and CEO of Edmonton-based CCI Thermal Technologies Inc. when it was sold to Thermon, Inc.... Read More
Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment... Read More
Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... 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
Perry Feldman practices corporate/commercial law in Calgary with a focus on M&A, corporate finance and securities regulation. Bringing a wide... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More
Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More
At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More
Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More
Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More
In the last 20 years of Harry’s 37 year working career as well as running operations, he has been involved... Read More
Doug Kinsella, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More
Tim practices in all areas of taxation law with an emphasis on estate/succession planning, corporate and personal tax planning and... Read More
With over 20 years of experience, Leanne has played a crucial role in the development of F12 including the launch... Read More
Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More
Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More
Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More
Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... Read More
Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More
Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More
Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More
“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More
Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders;... Read More
Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More
Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More
David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for... Read More
Gordon Wusyk, B.Ed., TEP, is the Founder and CEO of Predictable Futures Inc. – The Business Family Centre and 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
Constantine Hatzipanayis is Partner, Growth Equity Partners in our Vancouver office. Constantine aims to support Canadian entrepreneurs through their growth... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... 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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Having grown up in a family that ran a business, I understand the importance of helping business owners achieve success,... 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
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Deep consideration and inquiry at the heart of success and leadership Leading with lovingkindness, and her playful spirit, you will... Read More
As CEO of The Forum, Paulina leads a national organization that educates, mentors and connects women entrepreneurs to be wildly... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Alroy has 20+ years of experience in progressively senior leadership roles. Most recently, Alroy grew and led the M&A function at... Read More
Jacoline Loewen is an investment banker, advisor, author, and speaker based in Toronto, Canada. She is the founder and CEO... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Phil is the owner-operator of Joto Paper which he recently acquired. He is an entrepreneur at heart having worked for... Read More
Overseeing the daily operations of my family’s commercial real estate holdings, my expertise is in all aspects of real estate... Read More
Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More
Derrick Emsley, named Forbes Top 30 Under 30 and Canada’s Top 40 Under 40, has been actively involved in environmental... 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
Discount Retail Entrepreneur: Developing Big Box Outlet Store into 16 stores with 13 locations in BC, 2 in Washington, and... Read More
Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More
Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for Private Clients and... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... 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
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
Vladimir Kovacevic is co-founder and Chief Executive Officer of Inovatec Systems, a global provider of loan origination and loan management... 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.
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More
Brian Lau joined Krystal Growth Partners in 2019. As Vice President, Brian’s responsibilities span the entire investment cycle to include... 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
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Cameron has been a partner with the law firm Lindsey MacCarthy LLP since 2016 and the firm’s co-managing partner since... Read More
EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More
Serial entrepreneur Diana Noble stumbled into the world of entrepreneurship by accident at the tender age of 24. Since then,... Read More
Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More
Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More
For the past 15 years I have been the owner of Total Restoration Services, Penticton. A 24/7 restoration company.
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
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
Natalie Michael is a CEO and Executive Coach and CEO Succession Advisor. She advised Boards, and CEOS on how to... Read More
David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... 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
With a background in mechanical engineering, project management and entrepreneurship, I am very suited to leading a diverse company like... Read More
Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and... 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
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Emily is a principal lawyer in Miller Titerle + Company’s business law and transactions group. Prior to joining MT +Co.,... Read More
David has created or acquired small businesses in a range of industries including golf courses, tennis clubs, oil field services,... 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
Erin has over 20 years of professional event management experience, and a passion for conferences and tradeshows. Her creativity, attention... Read More
Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More
Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More
Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More
Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More
Julie has focused on commercial design for 20 years and is a co-owner of Vancouver-based SSDG Interiors, one of BC’s... Read More
Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More
Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... Read More
Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More
Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More
Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More
Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More
Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More
Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More
Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... Read More
Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More
Known as a leading mid-market M&A legal advisor in British Columbia, Peter Mogan, founder and senior partner of Mogan Daniels... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More
I am the Chief Executive Officer of Omicron Canada Inc., a 200-person integrated development, design and construction firm with offices... Read More
Manu is a senior leader having worked in the information technology and services industry, financial services and telcom for the... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More
For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More
With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... 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
Shannon Walker is the founder and president of WhistleBlower Security Inc. (WBS) which was launched in 2005. She frequently speaks... Read More
Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More
Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More
Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of 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
Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More
Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Blair advises public and private technology,... Read More
James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More
A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More
For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More
After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More
Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the first of its kind in the country. Today,... Read More
After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More
Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More
Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More
Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More
Jesse Ahuja is a Partner at MEP Business Counsel. Jesse’s practice focuses on mergers, acquisitions and dispositions, private equity and... Read More
Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More
Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More
Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More
Prior to joining Seaside in 2004, Duncan spent 18 years in the private investment and distribution industries. As President of... Read More
Anthony Yates holds a BEng (Hons) in Civil Engineering from Coventry University, UK. Mr. Yates brings an extensive background in... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More
Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More
David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More
16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More
With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More
Gary D. Powroznik, FCPA, FCA, CIRP is the Founder and Managing Director of G-Force Group http://www.g-forcegroup.ca/, a Vancouver-based professional service... Read More
Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More
Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More
Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More
Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More
Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc. The Company provides advisory services across a... Read More
Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More
Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent... Read More
Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More
Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... 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
Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... 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
Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More
Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More
Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More
Justin is CEO of Royalty North Partners based in Vancouver. Royalty North is a public company (RNP.V) that provides non-dilutive... Read More
David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More
Barry Hubich is Vice-President, BDC Capital for the Western Canadian region. Barry has more than thirty years of experience working... Read More
Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More
Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More
Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator. He is an Incorporated Partner and a Managing Director... Read More
Ivor is the Partner in charge of the Financial Advisory Group in British Columbia and also leads the M&A Transaction... Read More
Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... 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
Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More
Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More
Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More
Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More
Mr. Spence has been involved exclusively in business valuations, mergers and acquisitions, financial litigation support and related matters since 1985. Mr. Spence has... Read More
John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More
Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More
John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Andrew is the Co-Founder and CEO of the FlyOver® group of visitor attractions. Andrew holds a law degree from UBC.... Read More
Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More
John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More
Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Rod contributes to portfolio company strategy, is a sounding board for human... Read More
Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More
Niels Veldhuis is President of the Fraser Institute, Canada’s top ranked think-tank and among the top 20 globally, according to... Read More
Olivier is a Vancouver based serial tech-entrepreneur. He created over 9 companies and startups. He was the founder and CEO... Read More
Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More
McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More
Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More
In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More
As a co-founder of Sequeira Partners in British Columbia, Ken is a respected authority on middle market corporate finance transactions.... Read More
Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More
Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More
John is a the Chairman of the Board of Canada GardenWorks Ltd. GardenWorks is a privately-owned and operated retail garden... Read More
Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More
Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More
His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More
Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More
Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More
Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... Read More
Kevin is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has more than 19 years... 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 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 M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... 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
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Tim Blais is the founder and owner of Gateway Business Brokers. His services have brought value to a wide variety... Read More
Chris Boudreau is a Civil Engineer with over 20 years of experience in the consulting industry in Atlantic Canada. Chris... Read More
Coach Atlantic Maritime Bus, part of the Cassidy Group of Companies, is one of Canada’s most diversified bus transportation companies,... Read More
Kirk Cornell joined BDC in 2004 and over that time has held several roles within the organization, most recently as... 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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... 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
Danielle’s practice is focused on corporate and business law, particularly in the areas of corporate finance, securities and corporate governance.... 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
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
Jennifer Deleskie is the VP, Business Development & Public Affairs for Membertou Development Corporation. A proven leader in business, Jennifer... Read More
Michael Denham is Executive Vice-President of Commercial and Private Banking. He isresponsible for developing strategic orientations, advancing the client experience... Read More
Julia Rivard Dexter is an impact tech entrepreneur, one of Canada’s top 50 Women in STEM she has been recognized... Read More
David’s career in financial services spans more than 20 years, with 14 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
Robert Gale has owned and operated more than a dozen companies throughout Atlantic Canada, at ties, with as many as... Read More
An award winning CEO, Blair has spent more than 30 years in the food business, Blair and his wife Rosalyn... 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
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
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Levi is a enthusiastic problem solver. His ongoing drive is to tackle complex problems with an eye to improving the... 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.
Lauren Ledwell is CEO of discoverygarden, a market leading technology company that provides digital asset management and preservation solutions to... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... 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
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... 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
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
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
Brian was born and raised in Nova Scotia and has more than 16 years of banking experience; 15 of those... 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.
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... 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
Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... 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
Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More
Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... Read More
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
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
James joined McCain Capital Partners in 2018, prior to which he was an Analyst in the Mergers & Acquisitions Group... 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
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... 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.
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
Darren serves as Chairman and CEO of Guildlfords. He is also Chair and CEO of Nantes Capital Inc. and the... Read More
Loren Rafeson is Partner, Growth Equity Partners, at BDC Capital where he helps leading Canadian companies scale nationally and internationally,... Read More
Sally is the CEO of the Wallace McCain Institute(WMI) it was founded to build & nurture the most inter-connected community... 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
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
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Terry Paul is the Chief of Membertou, a position he has held for the past 38 years. During that time,... Read More
Christine works with her clients on transactions of all sizes, domestic and international, and their day-to-day corporate and commercial needs.... 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
Ken Reynolds is a , Co-Founder, Co-Owner and CEO of Franco Plumbing & Heating Inc. An Engineering Mechanical Designer by... 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
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 is a Partner in our Halifax office, with a practice focused on Canadian and cross-border corporate finance and securities... Read More
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
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
Paul Ryan is Director, Growth & Transition Capital, with BDC Capital. Paul provides high growth businesses with flexible financing for... Read More
Dr. Courtney Sherlock grew up in Fall River, Nova Scotia. She attended Dalhousie University for her undergraduate degree and then... Read More
Ian D. Smith is the Chief Executive Officer of Clearwater Seafoods. Mr. Smith joined Clearwater in May of 2010, with... 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
Adrian is a Partner with Founders East Capital Partners. Prior to joining Founders East in 2022, Adrian spent eight years... 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
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
Marie is the President and CEO of CUA, one of Atlantic Canada’s largest community banking institutions, a position she has... Read More
Dawn loves to build, grow and scale high performance companies and teams. She has extensive executive level experience leading and... 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.
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 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.
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
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
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
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 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
Brian Wood is the Regional Vice President of the Halifax office of IG Wealth Management. In this role Brian has... 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
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
As a senior partner of Toronto law firm Aird & Berlis LLP and leader of its AB Strategy practise, with... 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
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
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 M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... 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
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Tim Blais is the founder and owner of Gateway Business Brokers. His services have brought value to a wide variety... Read More
Chris Boudreau is a Civil Engineer with over 20 years of experience in the consulting industry in Atlantic Canada. Chris... Read More
Coach Atlantic Maritime Bus, part of the Cassidy Group of Companies, is one of Canada’s most diversified bus transportation companies,... Read More
Kirk Cornell joined BDC in 2004 and over that time has held several roles within the organization, most recently as... 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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... 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
Danielle’s practice is focused on corporate and business law, particularly in the areas of corporate finance, securities and corporate governance.... 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
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
Jennifer Deleskie is the VP, Business Development & Public Affairs for Membertou Development Corporation. A proven leader in business, Jennifer... Read More
Michael Denham is Executive Vice-President of Commercial and Private Banking. He isresponsible for developing strategic orientations, advancing the client experience... Read More
Julia Rivard Dexter is an impact tech entrepreneur, one of Canada’s top 50 Women in STEM she has been recognized... Read More
David’s career in financial services spans more than 20 years, with 14 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
Robert Gale has owned and operated more than a dozen companies throughout Atlantic Canada, at ties, with as many as... Read More
An award winning CEO, Blair has spent more than 30 years in the food business, Blair and his wife Rosalyn... 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
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
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Levi is a enthusiastic problem solver. His ongoing drive is to tackle complex problems with an eye to improving the... 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.
Lauren Ledwell is CEO of discoverygarden, a market leading technology company that provides digital asset management and preservation solutions to... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... 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
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... 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
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
