This is the Program Archive for the Calgary Business Transitions Forum.
Greg Abtosway is Vice President of Corporate Development at Tundra Process Solutions Ltd. Prior to joining Tundra, Greg was COO at Apex Distribution and was involved in many acquisitions of business and the eventual sale of Apex to Russell Metals.
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman Calgary, Sunexo Solutions Inc. (a software company focused on stakeholder engagement and regulatory compliance) and Carpe Diem Sports (an Endurance Sport media company). In 2008, Paul purchased HMA Land Services Ltd. from the original founders... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with strategic succession planning solutions. He provides specialized knowledge to support his colleagues at BMO Private Banking and BMO Nesbitt Burns and their clients across Western Canada, complementing BMO’s holistic wealth management offering. With a foundation... 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 over 15 years of professional services experience with the past 10 years focused on providing M&A advisory to corporate and private equity clients across the transaction lifecycle including deal sourcing, due diligence, transaction agreement advisory... Read More
Bryan Haynes has over 24 years of experience in commercial transactions and business law, with a focus on private mergers and acquisitions including cross border transactions. Bryan represented RTL-Westcan Limited Partnership, a leading hauler of bulk commodities in Western and Northern Canada, in connection with the sale of its operating business to Kenan Advantage Group... Read More
Matthew Kellow is Managing Director, Growth & Transition Capital for the Prairies region, and is based in our 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.... Read More
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses. She specializes in working with multigenerational family offices, family businesses and high net worth individuals, with a focus on estate,... Read More
Cody Church is Senior Managing Director and co-founded TriWest Capital Partners in 1998. TriWest is a Calgary based private equity firm with 18 years of experience investing in 32 companies. Since inception, TriWest has successfully raised over $1.3 billion dollars with a focus on providing private equity capital to mid-market companies predominately in Western Canada.... Read More
Dave Mason has been in the investment industry for over 27 years. His career began in 1988 as an investment advisor, focusing on private client’s money management needs before transitioning to the institutional side of the business (pension plans, foundations and corporate clients throughout Western Canada) in 1994. Dave worked with UBS Global Asset Management... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt and equity financing. His expertise is primarily related to delivering M&A and financing advice to private and public companies with enterprise values between $25 million and $250 million. He has advised clients on a number of transactions... Read More
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on the Global Executive team for Corporate Finance. The National Corporate Finance business has over 75 professionals split between M&A and Debt & Capital Advisory. M&A is focused on sell side and buy side advisory services... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the Canadian Equity and Global ETF teams for RBC Wealth Management’s Portfolio Advisory Group. He joined RBC in 2001 after receiving an MBA from the University of Toronto. He first covered U.S. stocks for the Portfolio... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long history of successfully executing its disciplined absolute value investment philosophy. Today, IBV Capital provides its investment management services to select Canadian investors through managed accounts and its flagship IBV Capital Global Value Fund. Prior to... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most recently the VP of Business Development at Moore Pipe. Prior to his position with Moore Pipe, Mr. Buckman held senior management roles as Executive VP Business Development of Ignite Energy Services (a private equity portfolio... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner clients explore succession, tax, retirement and estate planning issues. His guidance supports clients in their relationship with their external professional advisors, with whom Coady frequently interacts. His expertise includes tax and estate planning for business... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar, start-up, and mid-market companies in diverse industries including oil & gas, technology, and food manufacturing. One of Lori’s successes was as President and part owner of a food processing company, a company she was brought... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in the range of $1M to $500M. Founded in 1999, GRB grew for over 12 years, following which it merged with WSP Canada. At WSP Rick served as National VP Oil and Gas as well as... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law with a particular emphasis on income tax, and corporate and estate planning for privately owned businesses. Bob represents clients in a number of industries, including development, holding, wealth management, drilling, engineering and food distribution companies.... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting Purchasers on acquisitions and also helping Sellers prepare for sale. Prior to Canada, Alex was previously based in China and other parts of Asia performing Deal related work, and also work in London, England performing... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an international accounting firm, served as board president of the Calgary chapter of the CFA Society , and also served as VP Corporate Development for a private energy services company. In addition to managing all aspects... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has been working in the investment industry and advising wealthy families on how to achieve their life and investment goals for over a decade. He has extensive experience working with business owners who are transitioning from... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and is a member of the firm’s Executive Committee. Prior, he was a partner in the law firm of Burnet, Duckworth & Palmer LLP, with a focus on merger and acquisition activities and corporate finance. Jeff... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the firm. From 1998 to 2010, Mr. MacBean served as the CEO and Director of Diamond Energy Services, an energy services company that he founded. Prior to that role, Mr. MacBean was employed by ARC Financial... Read More
Alfred Sailer is Managing Director, M&A Advisory Services at ATB Corporate Financial Services. ATB is striving to be the bank for entrepreneurs. The ATB M&A Advisory Services group advises Alberta entrepreneurs as they grow, transition or transact through any stage of the business life cycle. The group’s focus is to assist business owners in three... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision was inspired by his early years in large Canadian investment firms, knowing a better way existed. In 1999 he and his three partners – two of which remain active in the company – created McLean &... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax specialist practicing in Calgary with Moodys Gartner Tax Law LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals.... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil & gas industry for the past 19 years specializing in the smart tool pipeline inspection sector. As one of the owners of Onstream, Chad has helped develop and grow Onstream from its infancy to a... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals, sales and leasing companies, as well as Canada’s number one Hino Diesel truck group, Hino Central, and Klondike Motors GM and Coach Auto Sales. Originally operating as Grove Rentals and Leasing beginning in 1978, Jeff... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as to oversee day-to-day operations. Establishing his career path through a Bachelor of Science in chemical engineering followed by a MBA in international management, Warren has paired his technical training with the management and marketing of... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations in Hong Kong, Jakarta, London and five Canadian cities. Basil was Chairman and CEO from the founding through to the sale. In the mid 1990’s, Dr. Peters went on to work in Silicon Valley as... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. Cindy draws on over 25 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices in her practice. She uses her skills to... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around the globe for the past 30 years. He has been involved in hundreds of transactions in energy, industrial and diversified sectors. Aroon’s expertise includes sourcing, negotiating, and structuring sale and purchase transactions; raising capital; and... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner & General Manager, successfully built and sold another small business, negotiated buying, and selling other businesses, and spent years studying as a transition planning consultant. Dave started Business Transitions Plus to fulfill his passion for helping... Read More
Tony Smith, CA, is a Partner in MNP’s Calgary office. A member of the firm’s Assurance Services team, Tony also serves as managing partner ofCalgary’s Private Enterprise group. With more than 30 years of experience, Tony understands the wide variety of challenges business owners face. An astute advisor, he provides input and practical solutions for... Read More
Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr. Story practices corporate and securities law, including public and private capital markets offerings, private equity and venture capital funds, mergers and acquisitions and corporate governance. Mr. Story’s corporate finance practice includes advising issuers, major investors... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving advisors and their high net worth (“HNW”) clients across Canada. Kevin is responsible for providing integrated tax-based planning advice to Scotia Wealth Advisors, Relationship Managers, Financial Consultants, and their HNW clients, as well as Financial... Read More
John Warrillow is the founder and C.E.O. of The Value Builder System, a statistically proven methodology for improving a company’s value by up to 71%. John is the author of the bestselling book Built to Sell: Creating a Business That Can Thrive Without You, which was recognized by both Fortune and Inc Magazine as one... Read More
Devin a Partner and Managing Director in our Calgary office, has over 19 years of experience in corporate finance, transaction advisory services, business valuation, business advisory, litigation support and audit. Devin is the lead partner for corporate finance and transaction advisory services for Alberta. Devin has worked with organizations in a diverse range of industries... Read More
How does the current economic trend in Alberta impact the biggest transaction of your life? How will financial markets, interest rates and/or the Canadian dollar impact deal terms and multiples? This macro view of the economy and the M&A environment in Alberta will put things into perspective so that you can plan for a successful transition.
The process of selling or transitioning a business is complicated and uncertain. This session provides a bird’s-eye view of the transition process so that you can build your own roadmap when the time is right to exit your business. You will learn where to start, and what areas of the process provide the most opportunity and risk so you can successfully exit your business with confidence.
Do you really know what your business is worth? Many business owners are disappointed when they don’t receive the valuations they expect. As a business owner, it’s imperative to focus on the specific areas of your business that drive value, even if you have no immediate intention of selling. This session will outline key value drivers that require immediate attention in order to maximize the saleability and value of your business.
It took years to build your business and now you are ready to turn your hard work into cash, but what are your options? Should you look to your senior management team as potential investors? Should you look outside your firm for strategic buyers? What is the best option for you and your business? In this session, a panel of experts will discuss a variety of liquidity options and what distinguishes different classes of buyers based on your type and size of business. This session will help attendees prioritize which of the following breakouts to attend (A1, A2, A3).
There are many reasons to look outside the ranks of your firm or family to find a potential suitor for your business. Depending on the size and type of business you operate and your own personal circumstances – marketing your company to strategic, financial or other buyers, including private equity, might be your most lucrative exit strategy.
That said, the values discussed in any potential offer for your business will vary significantly depending on the type of potential third party buyers approached; and even moreso, by how potential buyers are approached.
The panel will elaborate on best practices that will help you optimize and strategize a 3rd party transition – with the goal of ultimately finding and securing a buyer at a fair price. Through an interactive discussion you’ll learn:
While a transition within the senior ranks of your business or to a business partner may be the best option, there are risks and potential missteps to avoid. The panel will identify opportunities that could impact your successful MBO, as well as diverse ways to finance the transaction. They will cover:
Transitioning a business can be a complicated process – especially when family is involved. The Melton Family’s diverse business interests span 4 generations of family history. In this session, you will hear first-hand experiences related to the growth and evolution of this family enterprise. The family members will share their unique perspectives on how to successfully plan for family business transition.
Join conference chairman Harold Kunik in a “fireside” chat with Claude Cloutier, President, Ambassador Mechanical
When you sell or transition your business you may face a significant tax bill. If you’re not careful, you could find yourself with less than half of the sale price in your pocket. Fortunately, with the right preparation and enough time to implement, there are a number of opportunities to limit or even eliminate tax. However, you need to consider more than just the tax bill when planning a restructure. We will look at how to structure your company well in advance of a potential sale or recapitalization, including real life examples. This session will also review in detail the new proposed tax regulations that will impact all private businesses.
Leaders say, ‘people are our most important asset’ but lack a cohesive understanding of human behavior. You can’t influence what you don’t understand; so to truly leverage the human side of business, it behooves you to develop some expertise. This session will offer a simple concept to address a complex topic – people, culture and the bottom line.
Business owners and advisors will have an advantage if they have knowledge of human behavior and the skills to put that knowledge to work. You’ll learn in this session something that will be useful for the rest of your life – and certainly, it will impact the successful transition of your business.
The sale process of a business involves many complicated moving parts. To successfully sell or transition your company, you need the right team of professionals to get the best price, terms and peace of mind.
After attending this session, you will understand the benefits of having an exit team, how to select the best advisors for your business, what your exit team will cost and how they’ll be paid. Post-transition plans will also be addressed.
Many deals collapse at the structuring or due diligence stage. Buyers and Sellers often have differing needs and objectives. And while the idea of providing unfettered access to your confidential business information may sound scary, it is standard operating procedure once a letter of intent is signed. This panel discussion will highlight key areas of tension and risk for sellers. You’ll learn ways to maintain control of the sale process without impeding success.
You will hear first-hand stories that outline what owners and advisors have experienced during the transition journey. Buyers and their advisors will be on the lookout for red flags and trouble spots. This is your opportunity to learn about common “deal breakers” so that you and your advisors can prepare for them to ensure you maintain deal momentum during your transaction.
Hear from a panel of business owners who have gone through a transition with their businesses and now have the opportunity to reflect on the process in the rear view mirror. What would they change if they were to do it all again, if anything? Would they negotiate differently? Would they identify different strategic consultants or would they second guess their decision to sell? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.