This is the Program Archive for the Calgary Business Transitions Forum.
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
Welcome to the 6th annual Business Transitions Forum in Alberta. 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.
Alan Chettiar leads FirePower’s M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
Shane leads EY’s Strategy and Transactions practice for Western Canada and is a Partner in the M&A advisory practice at... Read More
Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More
Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More
Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More
Ms. Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a family investment company. In 2004, Ms.... 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.
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Cheryl Grant, CFA is Director of Transactions at Grant Thornton, one of Canada’s largest mid-market focused M&A advisors. Cheryl provides... Read More
Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance and financial... Read More
Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Welcome to the 5th annual Business Transitions Forum in Calgary. 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.
Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More
EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More
David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More
Tyler is the President & CEO of Lithion Power Group. In the late 1990’s, Tyler started his involvement in the... Read More
Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More
Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More
Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... 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
Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More
Previously led MuniSight as it’s company President, transforming it into one of Alberta’s fastest growing companies, and a leader in its category.... Read More
Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More
As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More
Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More
Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... 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
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.
Ryan Vestby is the CEO of CompuVision, one of Canada’s largest IT managed service providers. Ryan started with CompuVision as... Read More
Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More
Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More
Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More
Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc. In... Read More
David’s aviation career started with commercial flight training in 1983 during which time he joined Viking. David holds various Pilot... Read More
Bill Darling, a native Calgarian, has worked in the oil patch for 41 years. He has started, grown and sold... Read More
Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More
Ted Kouri is the Founder and President of Incite, an Edmonton-based boutique M&A advisory firm that supports clients with market... Read More
Grant J. Kook is Founder, President, Chief Executive Officer and Chair of Westcap. Mr. Kook is the co-founder and President... Read More
Justin Ferrara’s main practice is in securities law, with a focus on mergers and acquisitions and corporate finance. Mr. Ferrara has... Read More
Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More
I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... 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.
Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... 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
Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Craig’s practice covers a wide spectrum of indirect tax, income tax, resource tax, personal tax planning, and dispute resolution. In... 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
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... 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
Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More
Christoffer Mylde is Senior Vice President, Corporate Development at Sproule, a leading global independent energy consulting firm. Chris has over... Read More
Andrew Ramsay is a Senior Vice President and Co-Head of Transaction Risk Solutions at Gallagher, a global insurance and risk management consulting firm. Andrew has 12 years insurance experience with a focus on Private Equity, Asset Managers, Upstream/Midstream Oil and Gas, and Infrastructure. Andrew has worked extensively with both buyers and sellers to utilize Transaction Liability, including Representations and Warranties, Tax, and Environmental to help facilitate deals. Andrew also sits on the Board for Make-A-Wish.
When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More
Katherine Prusinkiewicz is the knowledge lawyer for the Calgary office, working to leverage the practice’s collective wisdom to ensure efficiency... Read More
With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... 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
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
Greg Abtosway is Vice President of Corporate Development at Tundra Process Solutions Ltd. Prior to joining Tundra, Greg was COO at... Read More
Harold Kunik is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More
James Robertson is Director, Growth & Transition Capital in our Edmonton office. James joined BDC in 2014, bringing with him 17 years... Read More
Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More
Charles co-founded Kluane Partners in 2014. Prior to starting Kluane Partners, Mr. Bougie served as Senior Principal at Alberta Teachers... Read More
Gordon Cameron is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More
Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More
Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More
Mike Reynolds, CFA, is a Managing Director of MNP Corporate Finance Inc., in MNP’s Calgary office where he advises on... Read More
Douglas Gray is the Founder and President of Graycon I.T. He is a recognized leader in the IT industry and... Read More
Brian Gronberg is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More
Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More
Jamie is a Partner in Deloitte’s M&A Advisory group who leads the M&A transaction services practice in Alberta. Jamie has... Read More
With more than 30 years of hands-on experience in the glazing industry, Cathie Saroka has extensive experience in products, operations... Read More
Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... 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
Being part of a family business that spans four generations, Kathy offers a wealth of personal insights on the importance of transitional roles for each generation. Her first-hand experience with evolving responsibilities... Read More
Devin leads the Transactions practice for Grant Thornton in Alberta and is also the Western Region Transactions Leader for the... Read More
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Toews graduated from Beaverlodge Regional in 1985 before completing his Business Degree at Red Deer College (RDC) in 1990. Beyond... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More
Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More
Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More
Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More
Janie splits her practice between Calgary and Vancouver, and leads McMillan LLP’s Financial Services Group in Calgary. Janie acts for... Read More
Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More
Alex Webb is the CEO of F12.net, a Canadian business technology provider he founded in Edmonton in 1996. Through product innovation and numerous acquisitions, Alex pushed F12 to become the predominant provider of unique offerings such as managed hardware-as-a-service, geo-redundant Canadian private cloud, and subscription-based IT.
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More
Tony Smith, CA, is a Partner in MNP’s Calgary office. A member of the firm’s Assurance Services team, Tony also... Read More
Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... 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
The business decisions you make now during the COVID transition period will ultimately impact your business tomorrow and into the future. This opening session will provide real insights into a macro view of the economy while better understanding economic impact from this pandemic, how organizations can prepare for the future and how to mitigate risk. This session will also address the expected timeline for different sectors to recover.
Which critical steps should you take to achieve maximum value? With the global economy devastated by COVID-19 and related lockdowns, valuations are generally on a downward trajectory. However, not all businesses and industries are created equal. Widespread panic in markets can, more than ever, yield “gems” to the GP that “does their homework”. Modelling of the probable recovery of specific industries, lining up flexible lenders, detailed analysis of synergies, and forecasting possible “retooling” opportunities, amongst other things, can lead to returns that far outstrip what was possible in the previous bull market.
How has the role of an investment banker, lawyer and accountant changed post COVID? Will your advisory team help you streamline your business prior to selling and ultimately gain a bigger selling price at the finish line? This session will help you better understand the role each advisor plays and where they can make the difference as you look to transition.
A management buy-out can be an excellent succession strategy and likely a more common approach to succession post COVID. When considering a Management Buyout (MBO), how do you equip your management team to become a credible bidder for the business? How is your leadership positioned to perform going forward and engage in a potential MBO? When should you start looking at senior management team for potential transition?
How will the new normal post COVID work environment permanently affect how you run your business? This discussion will look at key considerations for optimizing your leadership, team, and business environment both today and in the future.
Private Equity, institutional and private money, is currently sitting on $1.2 trillion and looking to invest over the next 6 to 24 months. What is investment looking for today when looking for businesses to acquire and how does this compare to private or institutional investment?
COVID-19 has not just changed the world but also the DNA of our workplace ecosystem in many ways. What are the key steps you need to take to effectively adjust, re-build, and grow your team and business? How open and transparent have you been with your team during the pandemic? This session will address numerous questions that entrepreneurs are asking themselves today and provide practical and proven approaches for how they can be effective leading their teams to renewed success.
In this Fireside Chat, you will hear the stories from a business owner that has gone through a transition of their business and now has the opportunity to reflect on the deal. Nancy MacKay will join Darcy Kernaghan in discussion on how the sale affected their personal and professional life? What would Darcy change if he were to do it all again? Would he negotiate differently, work with different strategic advisors or have they second guessed the decision to sell?
While COVID-19 caused a dramatic slowdown to the deal making boom of the last several years as many businesses were forced to put transactions on hold and instead focus on shoring up operations, we expect to see a resurgence in M&A activity as dry-powder from financial sponsors searches for returns and strategic buyers look for opportunities to adapt, take market-share and take advantage of a new perspective on future prospects. How do buyers get comfortable completing deals in a non- face-to-face environment? How is due diligence being conducted? How are deals being financed? What technologies and solutions are being used to overcome logistical obstacles? This panel discussion will consider these questions and more on how to get a deal done during COVID-19.
How has the pandemic affected family business and what strategies has your family initiated to manage the heightened emotional rollercoaster? Family businesses can be challenging to manage at the best of times. Some see these difficult times to make the necessary structural changes to allow the business to prosper for many years to come. This session will discuss many strategies that should be considered to effectively position your business post COVID.
Negotiating the sale of your business can vary significantly, not only between bidders but also with any particular potential buyer. The process selected and terms dictated by the seller in a transaction will impact the “price” paid. It is fundamental to understand how the selling process will impact what you receive for your company. The panel will discuss and elaborate on best practices, industry myths and misconceptions, and alternatives for consideration in designing a process to structure your transaction for a fair price.
Hear from a panel of business owners who have experienced COVID -19 but also previous business downturns including GFC and 9/11. The group will share real life experiences from the trenches and how they navigated through different market downturns. The panel will also share the personal side of how they managed themselves through COVID-19.