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Speakers Archives

Steve Chen

Steve Chen
VP & Head, First West Capital

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

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

Mark Brodkin

Mark Brodkin
Managing Director & Head, Roynat Equity Partners

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

Mike McIsaac

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

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

Matt Flynn

Matt Flynn
Managing Director, Roynat Equity Partners

Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More

Cheryl Grant

Cheryl Grant
Director, Transactions, Grant Thornton Corporate Finance Inc.

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

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

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

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

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

Ray Yue

Ray Yue
Founder/ CEO - [CARE] Group of Companies

Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More

Tabreez Lila

Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital

Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More

Josh Matthews

Josh Matthews
Managing Director, Corporate Finance, PWC Canada

Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More

David Laycraft

David Laycraft
Partner, Baker Tilly

David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More

Tyler Armstrong

Tyler Armstrong
President & CEO, Lithion Power Group

Tyler is the President & CEO of Lithion Power Group.  In the late 1990’s, Tyler started his involvement in the... Read More

Kevin Campbell

Kevin Campbell
Co-Founder & Former CEO, Policy Works Inc.

Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More

Jerry Koonar

Jerry Koonar
Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Ryan Smith

Ryan Smith
CEO, 360 Energy Liability Management

Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More

Don Montgomery

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

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

Cody Church

Cody Church
CEO & President, Clear North Capital

As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

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

Lynne Fisher

Lynne Fisher
National Team Leader, ExitSmart, MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More

True North | VAN 21 Venture

True North | VAN 21 Venture

Leith Wheeler | CAL 21 Venture

Leith Wheeler | CAL 21 Venture

Dave Connolly

Dave Connolly
Managing Director, TriWest Capital Partners

Axel Christiansen

Axel Christiansen
Managing Director, Baker Tilly Canada Corporate Finance

Welcome to the 6th 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 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.

Kristin Delwo

Kristin Delwo
Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.

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 Ding

Jason Ding
Chief Business Officer, Entos Pharmaceuticals

Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More

Shane Dunn

Shane Dunn
Partner, Mergers & Acquisitions, EY Orenda Corporate Finance

Shane is a Partner in the Mergers & Acquisitions practice at EY and has over 20 years of experience in... Read More

Rhys Evans

Rhys Evans
Owner, Advanpro Ltd.

Kleo Landucci

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

Ms. Kleo Landucci is CEO & President of CrescentView Investments Ltd. a family owned investment company. In 2004, Ms. Landucci... Read More

Kelly R. Ford

Kelly R. Ford
Partner, Bennett Jones LLP

Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More

Iggy Domagalski

Iggy Domagalski
CEO, Tundra Process Solutions

Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More

Quinten Griffiths

Quinten Griffiths
Partner, Good Capital

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 Hooper

Chris Hooper
Chief Investment Officer, Alberta Indigenous Opportunity Corporation

Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More

Shauna Feth

Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie is the Managing Partner and Co-Founder of Kalos LLP, a transactions and financial due diligence advisory firm headquartered in... Read More

Tina Di Vito

Tina Di Vito
Partner, Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Jalal Jetha

Jalal Jetha
Managing Partner, Grafton Ventures

Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More

Kalos | Journal

Kalos | Journal

Kalos | Venture

Kalos | Venture

ATB Financial | Enterprise

ATB Financial | Enterprise

BDO | ATL 20 Venture

BDO | ATL 20 Venture

BDO | ATL 22 Workshop

BDO | ATL 22 Workshop

BDC | Session

BDC | Session

McMillan | EDM 22 Workshop

McMillan | EDM 22 Workshop

BakerTilly | Enterprise

BakerTilly | Enterprise

Omni | Venture

Omni | Venture

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | GLOSSARY OF TERMS

GRANT THORNTON | GLOSSARY OF TERMS

FIREPOWER | WORKSHOP

FIREPOWER | WORKSHOP

FIREPOWER | VENTURE

FIREPOWER | VENTURE

MNP | ENDEAVOUR

MNP | ENDEAVOUR

BDC | PRESENTING

BDC | PRESENTING

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

CFIB | Partner

CFIB | Partner

BDC | Lanyard

BDC | Lanyard

Bennett Jones |Plenary

Bennett Jones |Plenary

Trishi Karan

Trishi Karan
Senior Tax Manager, Grant Thornton LLP

Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

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

FEC | Supporter

FEC | Supporter

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

Ryan Vestby

Ryan Vestby
CEO, CompuVision

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

Bryan Haynes
Partner, Bennett Jones LLP

Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More

Jeff Aplin

Jeff Aplin
President & CEO, David Aplin Group

Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Donald Cranston

Donald Cranston
President, Nutters Bulk & Natural Foods

Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc.  In... Read More

David C. Curtis

David C. Curtis
Chairman and CEO, Longview Aviation Capital

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

Bill Darling
Former President, Big Guns Energy Services

Bill Darling, a native Calgarian, has worked in the oil patch for 41 years.  He has started, grown and sold... Read More

Stefan Erasmus

Stefan Erasmus
President, Werklund Family Office

Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More

Ted Kouri

Ted Kouri
Founder & President, Incite

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 Kook

Grant Kook
President, CEO and Chair, Westcap

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

Justin Ferrara
Partner, Norton Rose Fulbright Canada LLP

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 Fimrite

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More

Sharon Gray

Sharon Gray
President, RDT Valuations Group Inc.

Sharon Gray CPA CA CBV FEA is the Founder of RDT Valuations Group Inc., a boutique consulting firm focusing on... Read More

Russell Love

Russell Love
CEO, Cask Global Canning Company

I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... Read More

Triwest | Journal

Triwest | Journal

Fasken | Venture

Fasken | Venture

GRANT THORNTON | WORKSHOP

GRANT THORNTON | WORKSHOP

CMC | Partner

CMC | Partner

Kristi Miller

Kristi Miller
Managing Partner, Serial Entrepreneur, NPC Ventures

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.

Matthew Kellow

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

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.

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

Vern Malcolm

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

Paul Anderson

Paul Anderson
Principal Consultant, Anderson & Associates

Paul Anderson is a Calgary entrepreneur.  He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More

Jeff Belford

Jeff Belford
Managing Director, TriWest Capital Partners

Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More

Allison Maher

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

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.

UBS | EDM 19 Cocktail

UBS | EDM 19 Cocktail

Triwest | EDM 19 Water

Triwest | EDM 19 Water

MNP | EDM 19 Endeavour

MNP | EDM 19 Endeavour

BDC | Edm 19 Lanyard

BDC | Edm 19 Lanyard

Cap West | Edm 19 Journal

Cap West | Edm 19 Journal

BDO | EDM 19 Journal

BDO | EDM 19  Journal

Grant Thornton | Edm 19 Glossary of Terms

Grant Thornton | Edm 19 Glossary of Terms

Jon Spencer

Jon Spencer
Managing Director, TriWest Capital Partners

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.

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

Jordan Martel

Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

BDC | 2019 Presenting

BDC | 2019 Presenting

FirePower | EDM 19 Workshop

FirePower | EDM 19 Workshop

ColumnB | EDM 19 Venture

ColumnB | EDM 19 Venture

Sequeira | Edm 19 Badge

Sequeira | Edm 19 Badge

Fasken | EDM 19 Venture

Fasken | EDM 19 Venture

FIRSTWEST CAPITAL | REGISTRATION

FIRSTWEST CAPITAL | REGISTRATION

TEC | Partner

TEC | Partner

FirePower Capital | Edm 19 Venture

FirePower Capital | Edm 19 Venture

Grant Thornton | Edm 19 Venture

Grant Thornton | Edm 19 Venture

PwC | Edm 19 Venture

PwC | Edm 19 Venture

FirstWest | EDM 19 Venture

FirstWest | EDM 19 Venture

EY | EDM 19 Pen

EY | EDM 19 Pen

CVCA | Edm Supporting 18

CVCA | Edm Supporting 18

Craig McDougall

Craig McDougall
Partner, Felesky Flynn LLP

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

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

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

Tracey McVicar
Managing Partner, CAI Capital Partners

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

Greg McIlwain

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... Read More

Alf Sailer

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More

Christopher Wolfenberg

Christopher Wolfenberg
Partner, Fasken

Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More

Kelly Long

Kelly Long
Co-Founder, Noble Premium Bison

Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More

Christoffer Mylde

Christoffer Mylde
SVP Corporate Development, Sproule

Christoffer Mylde is Senior Vice President, Corporate Development at Sproule, a leading global independent energy consulting firm. Chris has over... Read More

Jeff Nugent

Jeff Nugent
Chief Strategy & Global Business Development Officer, People 2.0

Andrew Ramsay

Andrew Ramsay
Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services

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.

Lorna Johnston

Lorna Johnston
Chair, CEO Group, TEC Canada

When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More

Katherine Prusinkiewicz

Katherine Prusinkiewicz
Partner, Senior Knowledge Lawyer, Norton Rose Fulbright Canada LLP

Katherine Prusinkiewicz is the knowledge lawyer for the Calgary office, working to leverage the practice’s collective wisdom to ensure efficiency... Read More

George Coon

George Coon
Regional Director, Prairies, First West Capital

With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More

Kim Moody

Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law

Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More

Jeff Polovick

Jeff Polovick
Founder and Board Member, The Driving Force Inc.

Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More

BDC | Edm Presenting 18

BDC | Edm Presenting 18

Greg Abtosway

Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.

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

Harold Kunik
President, Mosaic Capital Corporation

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

James Robertson
Director, Growth & Transition Capital, BDC Capital

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

Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada

Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More

Stuart Parnell

Stuart Parnell
Managing Director, Stormont Energy Advisors

Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More

ATB | Edm Endeavour 18

ATB | Edm Endeavour 18

MNP | Edm Endeavour 18

MNP | Edm Endeavour 18

Deloitte | Edm Venture 18

Deloitte | Edm Venture 18

Capital West | Edm Venture 18

Capital West | Edm Venture 18

Fasken | Edm Venture 18

Fasken | Edm Venture 18

Cindy Radu

Cindy Radu
Partner, Business Transition Services, BDO Canada LLP

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More

EY | Edm Enterprise

EY | Edm Enterprise

Charles Bougie

Charles Bougie
Managing Partner, Kluane Partners

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

Gordon Cameron
Partner, McCarthy Tetrault LLP

Gordon Cameron is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kristi Cawthorn

Kristi Cawthorn
President, Startec Compression & Process

Don Chapman

Don Chapman
President & CEO, Kent Imaging, Inc.

Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More

Claude Cloutier

Claude Cloutier
President, Ambassador Mechanical

Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More

Jean-Philippe Couture

Jean-Philippe Couture
Partner, PwC Law LLP

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

Mike Reynolds
Managing Director, MNP Corporate Finance

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

Douglas Gray
President & Founder, Graycon I.T.

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

Brian Gronberg
President, CanaDream

Brian Gronberg is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More

Chad Robinson

Chad Robinson
Managing Director, SCF Partners

Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More

Wayne Henuset

Wayne Henuset
President, Willow Park Wines & Spirits Ltd.

David Hood

David Hood
President & CEO, geoLOGIC systems ltd

Jamie Avey

Jamie Avey
Partner, Financial Advisory Services, Deloitte

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

Cathie Saroka

Cathie Saroka
President & CEO, Goldray Glass

With more than 30 years of hands-on experience in the glazing industry, Cathie Saroka has extensive experience in products, operations... Read More

Andrea Lanyi

Andrea Lanyi
Director, Wealth & Tax Planning, BMO Wealth Management

Andrew Major

Andrew Major
Director & District Manager, Roynat

Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More

Renaissance | Edm Enterprise 18

Renaissance | Edm Enterprise 18

Sequiera | Edm Enterprise 17

Sequiera | Edm Enterprise 17

Aroon Sequeira

Aroon Sequeira
Chairman, Sequeira Partners

Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More

Kathy Melton

Kathy Melton
Real Estate Developer & Corporate Director, Cavell Holdings Inc.

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

Scotia | Edm Venture 18

Scotia | Edm Venture 18

UBS | Edm 2018 Cocktails

UBS | Edm 2018 Cocktails

BDC | Edm Ind (Lanyard) 18

BDC | Edm Ind (Lanyard) 18

Felesky | Edm Ind Journal 18

Felesky | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Sequeira | Edm Ind 18

Sequeira | Edm Ind 18

BDC | Edm Session 18

BDC | Edm Session 18

Bennett Jones | Edm Session 18

Bennett Jones | Edm Session 18

First West | Edm Session 18

First West | Edm Session 18

Grant Thornton | Edm Session 18

Grant Thornton | Edm Session 18

Renaissance | Edm Session 18

Renaissance | Edm Session 18

TriWest | Edm Breakout 18

TriWest | Edm Breakout 18

BIE | Supporting Edm 18

BIE | Supporting Edm 18

NACO | Edm Supporting 18

NACO | Edm Supporting 18

EO | Supporting Edm 17

EO | Supporting Edm 17

FEA | Edm Supporting 18

FEA | Edm Supporting 18

FEX | Edm Supporting 17

FEX | Edm Supporting 17

TEC | Edm Supporting 18

TEC | Edm Supporting 18

Mark Stephenson

Mark Stephenson
President & Co-Founder, Cube Business Media

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

Rob Olsen

Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte

Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More

Teresa Melton

Teresa Melton
Corporate Director and Business Manager, Cavell Holdings Inc.

Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More

Matt Barasch

Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets

Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More

Murray Toews

Murray Toews
CEO, Bonnetts Energy

Toews graduated from Beaverlodge Regional in 1985 before completing his Business Degree at Red Deer College (RDC) in 1990. Beyond... Read More

Talbot Babineau

Talbot Babineau
President & CEO, IBV Capital

Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More

Chris Buckman

Chris Buckman
Vice President, EnerTech Capital

Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More

Justin Morin

Justin Morin
Co-Founder & CEO, Dynacorp Fabricators Inc.

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

Terry Stephenson
President & CEO, Vertex Resources Group

Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More

David Nielsen

David Nielsen
Tax Partner, Grant Thornton LLP

Coady Cormier

Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More

Troy Pearce

Troy Pearce
COO, Mosaic Capital Corporation

Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More

Lori Ell

Lori Ell
TEC Chair, TEC Canada

Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More

Rick Giammarino

Rick Giammarino
Founder, GRB Engineering Ltd.

As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More

Robert Hagerman

Robert Hagerman
Partner, Gowling WLG

Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More

Alexander Henderson

Alexander Henderson
Partner, Transaction Services, KPMG LLP

Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More

Warren Rabey

Warren Rabey
President & CEO, Rayquest

Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More

Jeff Lawson

Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited

Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More

Jeff House

Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies

Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More

Janie Tremblay

Janie Tremblay
Counsel, McMillan LLP

Janie splits her practice between Calgary and Vancouver, and leads McMillan LLP’s Financial Services Group in Calgary. Janie acts for... Read More

Michael (Mick) MacBean

Michael (Mick) MacBean
Senior Managing Director, TriWest Capital Partners

Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More

Greg Tooth

Greg Tooth
Director, Equicapita

Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More

Brent McLean

Brent McLean
Founder, McLean & Partners

Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More

Devin Wagner

Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP

Devin leads the Transactions practice for Grant Thornton in Alberta and is also the Western Region Transactions Leader for the... Read More

Chad Niehaus

Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection

Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More

University of Alberta | Edm Supporting 18

University of Alberta | Edm Supporting 18

Karma & Cents | EDM 19 Supporting

Karma & Cents | EDM 19 Supporting

William Smith

William Smith
Principal, Torve Ventures and SmithLawCorp

Alex Webb

Alex Webb
CEO, F12.net Inc.

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. 

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Dave Sinclair

Dave Sinclair
President, Business Transitions Plus

Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More

Tony Smith

Tony Smith
Partner, MNP LLP

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

Craig Story
Partner, Stikeman Elliott LLP

Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More

Kevin Tran

Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management

As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Anthony Strawson

Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP

Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Mark Vodden

Mark Vodden
Vice President, KPMG Corporate Finance Inc.

Mark is a Vice President with KPMG Corporate Finance Inc. in Calgary, specializing in mergers, acquisitions, divestitures and financing transactions.... Read More

This is the Speakers Archive for the Calgary Business Transitions Forum.

Jump to: Advisors Archive

2016 2017 2018 2019 2020
2016 Calgary Speakers

Steve Chen

Steve Chen
VP & Head, First West Capital

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

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

Mark Brodkin

Mark Brodkin
Managing Director & Head, Roynat Equity Partners

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

Mike McIsaac

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

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

Matt Flynn

Matt Flynn
Managing Director, Roynat Equity Partners

Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More

Cheryl Grant

Cheryl Grant
Director, Transactions, Grant Thornton Corporate Finance Inc.

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

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

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

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

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

Ray Yue

Ray Yue
Founder/ CEO - [CARE] Group of Companies

Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More

Tabreez Lila

Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital

Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More

Josh Matthews

Josh Matthews
Managing Director, Corporate Finance, PWC Canada

Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More

David Laycraft

David Laycraft
Partner, Baker Tilly

David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More

Tyler Armstrong

Tyler Armstrong
President & CEO, Lithion Power Group

Tyler is the President & CEO of Lithion Power Group.  In the late 1990’s, Tyler started his involvement in the... Read More

Kevin Campbell

Kevin Campbell
Co-Founder & Former CEO, Policy Works Inc.

Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More

Jerry Koonar

Jerry Koonar
Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Ryan Smith

Ryan Smith
CEO, 360 Energy Liability Management

Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More

Don Montgomery

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

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

Cody Church

Cody Church
CEO & President, Clear North Capital

As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

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

Lynne Fisher

Lynne Fisher
National Team Leader, ExitSmart, MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More

True North | VAN 21 Venture

True North | VAN 21 Venture

Leith Wheeler | CAL 21 Venture

Leith Wheeler | CAL 21 Venture

Dave Connolly

Dave Connolly
Managing Director, TriWest Capital Partners

Axel Christiansen

Axel Christiansen
Managing Director, Baker Tilly Canada Corporate Finance

Welcome to the 6th 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 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.

Kristin Delwo

Kristin Delwo
Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.

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 Ding

Jason Ding
Chief Business Officer, Entos Pharmaceuticals

Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More

Shane Dunn

Shane Dunn
Partner, Mergers & Acquisitions, EY Orenda Corporate Finance

Shane is a Partner in the Mergers & Acquisitions practice at EY and has over 20 years of experience in... Read More

Rhys Evans

Rhys Evans
Owner, Advanpro Ltd.

Kleo Landucci

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

Ms. Kleo Landucci is CEO & President of CrescentView Investments Ltd. a family owned investment company. In 2004, Ms. Landucci... Read More

Kelly R. Ford

Kelly R. Ford
Partner, Bennett Jones LLP

Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More

Iggy Domagalski

Iggy Domagalski
CEO, Tundra Process Solutions

Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More

Quinten Griffiths

Quinten Griffiths
Partner, Good Capital

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 Hooper

Chris Hooper
Chief Investment Officer, Alberta Indigenous Opportunity Corporation

Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More

Shauna Feth

Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie is the Managing Partner and Co-Founder of Kalos LLP, a transactions and financial due diligence advisory firm headquartered in... Read More

Tina Di Vito

Tina Di Vito
Partner, Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Jalal Jetha

Jalal Jetha
Managing Partner, Grafton Ventures

Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More

Kalos | Journal

Kalos | Journal

Kalos | Venture

Kalos | Venture

ATB Financial | Enterprise

ATB Financial | Enterprise

BDO | ATL 20 Venture

BDO | ATL 20 Venture

BDO | ATL 22 Workshop

BDO | ATL 22 Workshop

BDC | Session

BDC | Session

McMillan | EDM 22 Workshop

McMillan | EDM 22 Workshop

BakerTilly | Enterprise

BakerTilly | Enterprise

Omni | Venture

Omni | Venture

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | GLOSSARY OF TERMS

GRANT THORNTON | GLOSSARY OF TERMS

FIREPOWER | WORKSHOP

FIREPOWER | WORKSHOP

FIREPOWER | VENTURE

FIREPOWER | VENTURE

MNP | ENDEAVOUR

MNP | ENDEAVOUR

BDC | PRESENTING

BDC | PRESENTING

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

CFIB | Partner

CFIB | Partner

BDC | Lanyard

BDC | Lanyard

Bennett Jones |Plenary

Bennett Jones |Plenary

Trishi Karan

Trishi Karan
Senior Tax Manager, Grant Thornton LLP

Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

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

FEC | Supporter

FEC | Supporter

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

Ryan Vestby

Ryan Vestby
CEO, CompuVision

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

Bryan Haynes
Partner, Bennett Jones LLP

Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More

Jeff Aplin

Jeff Aplin
President & CEO, David Aplin Group

Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Donald Cranston

Donald Cranston
President, Nutters Bulk & Natural Foods

Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc.  In... Read More

David C. Curtis

David C. Curtis
Chairman and CEO, Longview Aviation Capital

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

Bill Darling
Former President, Big Guns Energy Services

Bill Darling, a native Calgarian, has worked in the oil patch for 41 years.  He has started, grown and sold... Read More

Stefan Erasmus

Stefan Erasmus
President, Werklund Family Office

Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More

Ted Kouri

Ted Kouri
Founder & President, Incite

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 Kook

Grant Kook
President, CEO and Chair, Westcap

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

Justin Ferrara
Partner, Norton Rose Fulbright Canada LLP

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 Fimrite

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More

Sharon Gray

Sharon Gray
President, RDT Valuations Group Inc.

Sharon Gray CPA CA CBV FEA is the Founder of RDT Valuations Group Inc., a boutique consulting firm focusing on... Read More

Russell Love

Russell Love
CEO, Cask Global Canning Company

I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... Read More

Triwest | Journal

Triwest | Journal

Fasken | Venture

Fasken | Venture

GRANT THORNTON | WORKSHOP

GRANT THORNTON | WORKSHOP

CMC | Partner

CMC | Partner

Kristi Miller

Kristi Miller
Managing Partner, Serial Entrepreneur, NPC Ventures

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.

Matthew Kellow

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

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.

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

Vern Malcolm

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

Paul Anderson

Paul Anderson
Principal Consultant, Anderson & Associates

Paul Anderson is a Calgary entrepreneur.  He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More

Jeff Belford

Jeff Belford
Managing Director, TriWest Capital Partners

Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More

Allison Maher

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

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.

UBS | EDM 19 Cocktail

UBS | EDM 19 Cocktail

Triwest | EDM 19 Water

Triwest | EDM 19 Water

MNP | EDM 19 Endeavour

MNP | EDM 19 Endeavour

BDC | Edm 19 Lanyard

BDC | Edm 19 Lanyard

Cap West | Edm 19 Journal

Cap West | Edm 19 Journal

BDO | EDM 19 Journal

BDO | EDM 19  Journal

Grant Thornton | Edm 19 Glossary of Terms

Grant Thornton | Edm 19 Glossary of Terms

Jon Spencer

Jon Spencer
Managing Director, TriWest Capital Partners

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.

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

Jordan Martel

Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

BDC | 2019 Presenting

BDC | 2019 Presenting

FirePower | EDM 19 Workshop

FirePower | EDM 19 Workshop

ColumnB | EDM 19 Venture

ColumnB | EDM 19 Venture

Sequeira | Edm 19 Badge

Sequeira | Edm 19 Badge

Fasken | EDM 19 Venture

Fasken | EDM 19 Venture

FIRSTWEST CAPITAL | REGISTRATION

FIRSTWEST CAPITAL | REGISTRATION

TEC | Partner

TEC | Partner

FirePower Capital | Edm 19 Venture

FirePower Capital | Edm 19 Venture

Grant Thornton | Edm 19 Venture

Grant Thornton | Edm 19 Venture

PwC | Edm 19 Venture

PwC | Edm 19 Venture

FirstWest | EDM 19 Venture

FirstWest | EDM 19 Venture

EY | EDM 19 Pen

EY | EDM 19 Pen

CVCA | Edm Supporting 18

CVCA | Edm Supporting 18

Craig McDougall

Craig McDougall
Partner, Felesky Flynn LLP

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

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

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

Tracey McVicar
Managing Partner, CAI Capital Partners

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

Greg McIlwain

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... Read More

Alf Sailer

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More

Christopher Wolfenberg

Christopher Wolfenberg
Partner, Fasken

Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More

Kelly Long

Kelly Long
Co-Founder, Noble Premium Bison

Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More

Christoffer Mylde

Christoffer Mylde
SVP Corporate Development, Sproule

Christoffer Mylde is Senior Vice President, Corporate Development at Sproule, a leading global independent energy consulting firm. Chris has over... Read More

Jeff Nugent

Jeff Nugent
Chief Strategy & Global Business Development Officer, People 2.0

Andrew Ramsay

Andrew Ramsay
Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services

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.

Lorna Johnston

Lorna Johnston
Chair, CEO Group, TEC Canada

When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More

Katherine Prusinkiewicz

Katherine Prusinkiewicz
Partner, Senior Knowledge Lawyer, Norton Rose Fulbright Canada LLP

Katherine Prusinkiewicz is the knowledge lawyer for the Calgary office, working to leverage the practice’s collective wisdom to ensure efficiency... Read More

George Coon

George Coon
Regional Director, Prairies, First West Capital

With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More

Kim Moody

Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law

Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More

Jeff Polovick

Jeff Polovick
Founder and Board Member, The Driving Force Inc.

Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More

BDC | Edm Presenting 18

BDC | Edm Presenting 18

Greg Abtosway

Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.

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

Harold Kunik
President, Mosaic Capital Corporation

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

James Robertson
Director, Growth & Transition Capital, BDC Capital

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

Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada

Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More

Stuart Parnell

Stuart Parnell
Managing Director, Stormont Energy Advisors

Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More

ATB | Edm Endeavour 18

ATB | Edm Endeavour 18

MNP | Edm Endeavour 18

MNP | Edm Endeavour 18

Deloitte | Edm Venture 18

Deloitte | Edm Venture 18

Capital West | Edm Venture 18

Capital West | Edm Venture 18

Fasken | Edm Venture 18

Fasken | Edm Venture 18

Cindy Radu

Cindy Radu
Partner, Business Transition Services, BDO Canada LLP

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More

EY | Edm Enterprise

EY | Edm Enterprise

Charles Bougie

Charles Bougie
Managing Partner, Kluane Partners

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

Gordon Cameron
Partner, McCarthy Tetrault LLP

Gordon Cameron is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kristi Cawthorn

Kristi Cawthorn
President, Startec Compression & Process

Don Chapman

Don Chapman
President & CEO, Kent Imaging, Inc.

Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More

Claude Cloutier

Claude Cloutier
President, Ambassador Mechanical

Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More

Jean-Philippe Couture

Jean-Philippe Couture
Partner, PwC Law LLP

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

Mike Reynolds
Managing Director, MNP Corporate Finance

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

Douglas Gray
President & Founder, Graycon I.T.

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

Brian Gronberg
President, CanaDream

Brian Gronberg is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More

Chad Robinson

Chad Robinson
Managing Director, SCF Partners

Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More

Wayne Henuset

Wayne Henuset
President, Willow Park Wines & Spirits Ltd.

David Hood

David Hood
President & CEO, geoLOGIC systems ltd

Jamie Avey

Jamie Avey
Partner, Financial Advisory Services, Deloitte

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

Cathie Saroka

Cathie Saroka
President & CEO, Goldray Glass

With more than 30 years of hands-on experience in the glazing industry, Cathie Saroka has extensive experience in products, operations... Read More

Andrea Lanyi

Andrea Lanyi
Director, Wealth & Tax Planning, BMO Wealth Management

Andrew Major

Andrew Major
Director & District Manager, Roynat

Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More

Renaissance | Edm Enterprise 18

Renaissance | Edm Enterprise 18

Sequiera | Edm Enterprise 17

Sequiera | Edm Enterprise 17

Aroon Sequeira

Aroon Sequeira
Chairman, Sequeira Partners

Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More

Kathy Melton

Kathy Melton
Real Estate Developer & Corporate Director, Cavell Holdings Inc.

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

Scotia | Edm Venture 18

Scotia | Edm Venture 18

UBS | Edm 2018 Cocktails

UBS | Edm 2018 Cocktails

BDC | Edm Ind (Lanyard) 18

BDC | Edm Ind (Lanyard) 18

Felesky | Edm Ind Journal 18

Felesky | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Sequeira | Edm Ind 18

Sequeira | Edm Ind 18

BDC | Edm Session 18

BDC | Edm Session 18

Bennett Jones | Edm Session 18

Bennett Jones | Edm Session 18

First West | Edm Session 18

First West | Edm Session 18

Grant Thornton | Edm Session 18

Grant Thornton | Edm Session 18

Renaissance | Edm Session 18

Renaissance | Edm Session 18

TriWest | Edm Breakout 18

TriWest | Edm Breakout 18

BIE | Supporting Edm 18

BIE | Supporting Edm 18

NACO | Edm Supporting 18

NACO | Edm Supporting 18

EO | Supporting Edm 17

EO | Supporting Edm 17

FEA | Edm Supporting 18

FEA | Edm Supporting 18

FEX | Edm Supporting 17

FEX | Edm Supporting 17

TEC | Edm Supporting 18

TEC | Edm Supporting 18

Mark Stephenson

Mark Stephenson
President & Co-Founder, Cube Business Media

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

Rob Olsen

Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte

Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More

Teresa Melton

Teresa Melton
Corporate Director and Business Manager, Cavell Holdings Inc.

Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More

Matt Barasch

Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets

Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More

Murray Toews

Murray Toews
CEO, Bonnetts Energy

Toews graduated from Beaverlodge Regional in 1985 before completing his Business Degree at Red Deer College (RDC) in 1990. Beyond... Read More

Talbot Babineau

Talbot Babineau
President & CEO, IBV Capital

Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More

Chris Buckman

Chris Buckman
Vice President, EnerTech Capital

Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More

Justin Morin

Justin Morin
Co-Founder & CEO, Dynacorp Fabricators Inc.

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

Terry Stephenson
President & CEO, Vertex Resources Group

Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More

David Nielsen

David Nielsen
Tax Partner, Grant Thornton LLP

Coady Cormier

Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More

Troy Pearce

Troy Pearce
COO, Mosaic Capital Corporation

Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More

Lori Ell

Lori Ell
TEC Chair, TEC Canada

Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More

Rick Giammarino

Rick Giammarino
Founder, GRB Engineering Ltd.

As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More

Robert Hagerman

Robert Hagerman
Partner, Gowling WLG

Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More

Alexander Henderson

Alexander Henderson
Partner, Transaction Services, KPMG LLP

Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More

Warren Rabey

Warren Rabey
President & CEO, Rayquest

Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More

Jeff Lawson

Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited

Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More

Jeff House

Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies

Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More

Janie Tremblay

Janie Tremblay
Counsel, McMillan LLP

Janie splits her practice between Calgary and Vancouver, and leads McMillan LLP’s Financial Services Group in Calgary. Janie acts for... Read More

Michael (Mick) MacBean

Michael (Mick) MacBean
Senior Managing Director, TriWest Capital Partners

Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More

Greg Tooth

Greg Tooth
Director, Equicapita

Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More

Brent McLean

Brent McLean
Founder, McLean & Partners

Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More

Devin Wagner

Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP

Devin leads the Transactions practice for Grant Thornton in Alberta and is also the Western Region Transactions Leader for the... Read More

Chad Niehaus

Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection

Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More

University of Alberta | Edm Supporting 18

University of Alberta | Edm Supporting 18

Karma & Cents | EDM 19 Supporting

Karma & Cents | EDM 19 Supporting

William Smith

William Smith
Principal, Torve Ventures and SmithLawCorp

Alex Webb

Alex Webb
CEO, F12.net Inc.

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. 

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Dave Sinclair

Dave Sinclair
President, Business Transitions Plus

Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More

Tony Smith

Tony Smith
Partner, MNP LLP

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

Craig Story
Partner, Stikeman Elliott LLP

Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More

Kevin Tran

Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management

As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Anthony Strawson

Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP

Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Mark Vodden

Mark Vodden
Vice President, KPMG Corporate Finance Inc.

Mark is a Vice President with KPMG Corporate Finance Inc. in Calgary, specializing in mergers, acquisitions, divestitures and financing transactions.... Read More

Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
View Bio »
Cody Church
Cody Church
CEO & President, Clear North Capital
View Bio »
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
View Bio »
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
View Bio »
Paul Anderson
Paul Anderson
Principal Consultant, Anderson & Associates
View Bio »
Allison Maher
Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
View Bio »
Christopher Wolfenberg
Christopher Wolfenberg
Partner, Fasken
View Bio »
Kim Moody
Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law
View Bio »
Jeff Polovick
Jeff Polovick
Founder and Board Member, The Driving Force Inc.
View Bio »
Greg Abtosway
Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.
View Bio »
Stuart Parnell
Stuart Parnell
Managing Director, Stormont Energy Advisors
View Bio »
Cindy Radu
Cindy Radu
Partner, Business Transition Services, BDO Canada LLP
View Bio »
Todd Coleman
Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management
View Bio »
Jamie Avey
Jamie Avey
Partner, Financial Advisory Services, Deloitte
View Bio »
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
View Bio »
Rob Olsen
Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte
View Bio »
Matt Barasch
Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets
View Bio »
Talbot Babineau
Talbot Babineau
President & CEO, IBV Capital
View Bio »
Chris Buckman
Chris Buckman
Vice President, EnerTech Capital
View Bio »
Coady Cormier
Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services
View Bio »
Lori Ell
Lori Ell
TEC Chair, TEC Canada
View Bio »
Rick Giammarino
Rick Giammarino
Founder, GRB Engineering Ltd.
View Bio »
Robert Hagerman
Robert Hagerman
Partner, Gowling WLG
View Bio »
Alexander Henderson
Alexander Henderson
Partner, Transaction Services, KPMG LLP
View Bio »
Warren Rabey
Warren Rabey
President & CEO, Rayquest
View Bio »
Jeff Lawson
Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited
View Bio »
Jeff House
Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies
View Bio »
Michael (Mick) MacBean
Michael (Mick) MacBean
Senior Managing Director, TriWest Capital Partners
View Bio »
Brent McLean
Brent McLean
Founder, McLean & Partners
View Bio »
Devin Wagner
Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP
View Bio »
Chad Niehaus
Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection
View Bio »
Dr. Basil Peters
Dr. Basil Peters
CEO, Strategic Exits Corp
View Bio »
Dave Sinclair
Dave Sinclair
President, Business Transitions Plus
View Bio »
Tony Smith
Tony Smith
Partner, MNP LLP
View Bio »
Craig Story
Craig Story
Partner, Stikeman Elliott LLP
View Bio »
Kevin Tran
Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management
View Bio »
John Warrillow
John Warrillow
Founder, The Value Builder System™
View Bio »
2017 Calgary Speakers

Steve Chen

Steve Chen
VP & Head, First West Capital

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

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

Mark Brodkin

Mark Brodkin
Managing Director & Head, Roynat Equity Partners

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

Mike McIsaac

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

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

Matt Flynn

Matt Flynn
Managing Director, Roynat Equity Partners

Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More

Cheryl Grant

Cheryl Grant
Director, Transactions, Grant Thornton Corporate Finance Inc.

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

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

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

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

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

Ray Yue

Ray Yue
Founder/ CEO - [CARE] Group of Companies

Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More

Tabreez Lila

Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital

Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More

Josh Matthews

Josh Matthews
Managing Director, Corporate Finance, PWC Canada

Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More

David Laycraft

David Laycraft
Partner, Baker Tilly

David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More

Tyler Armstrong

Tyler Armstrong
President & CEO, Lithion Power Group

Tyler is the President & CEO of Lithion Power Group.  In the late 1990’s, Tyler started his involvement in the... Read More

Kevin Campbell

Kevin Campbell
Co-Founder & Former CEO, Policy Works Inc.

Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More

Jerry Koonar

Jerry Koonar
Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Ryan Smith

Ryan Smith
CEO, 360 Energy Liability Management

Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More

Don Montgomery

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

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

Cody Church

Cody Church
CEO & President, Clear North Capital

As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

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

Lynne Fisher

Lynne Fisher
National Team Leader, ExitSmart, MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More

True North | VAN 21 Venture

True North | VAN 21 Venture

Leith Wheeler | CAL 21 Venture

Leith Wheeler | CAL 21 Venture

Dave Connolly

Dave Connolly
Managing Director, TriWest Capital Partners

Axel Christiansen

Axel Christiansen
Managing Director, Baker Tilly Canada Corporate Finance

Welcome to the 6th 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 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.

Kristin Delwo

Kristin Delwo
Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.

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 Ding

Jason Ding
Chief Business Officer, Entos Pharmaceuticals

Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More

Shane Dunn

Shane Dunn
Partner, Mergers & Acquisitions, EY Orenda Corporate Finance

Shane is a Partner in the Mergers & Acquisitions practice at EY and has over 20 years of experience in... Read More

Rhys Evans

Rhys Evans
Owner, Advanpro Ltd.

Kleo Landucci

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

Ms. Kleo Landucci is CEO & President of CrescentView Investments Ltd. a family owned investment company. In 2004, Ms. Landucci... Read More

Kelly R. Ford

Kelly R. Ford
Partner, Bennett Jones LLP

Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More

Iggy Domagalski

Iggy Domagalski
CEO, Tundra Process Solutions

Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More

Quinten Griffiths

Quinten Griffiths
Partner, Good Capital

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 Hooper

Chris Hooper
Chief Investment Officer, Alberta Indigenous Opportunity Corporation

Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More

Shauna Feth

Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie is the Managing Partner and Co-Founder of Kalos LLP, a transactions and financial due diligence advisory firm headquartered in... Read More

Tina Di Vito

Tina Di Vito
Partner, Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Jalal Jetha

Jalal Jetha
Managing Partner, Grafton Ventures

Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More

Kalos | Journal

Kalos | Journal

Kalos | Venture

Kalos | Venture

ATB Financial | Enterprise

ATB Financial | Enterprise

BDO | ATL 20 Venture

BDO | ATL 20 Venture

BDO | ATL 22 Workshop

BDO | ATL 22 Workshop

BDC | Session

BDC | Session

McMillan | EDM 22 Workshop

McMillan | EDM 22 Workshop

BakerTilly | Enterprise

BakerTilly | Enterprise

Omni | Venture

Omni | Venture

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | GLOSSARY OF TERMS

GRANT THORNTON | GLOSSARY OF TERMS

FIREPOWER | WORKSHOP

FIREPOWER | WORKSHOP

FIREPOWER | VENTURE

FIREPOWER | VENTURE

MNP | ENDEAVOUR

MNP | ENDEAVOUR

BDC | PRESENTING

BDC | PRESENTING

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

CFIB | Partner

CFIB | Partner

BDC | Lanyard

BDC | Lanyard

Bennett Jones |Plenary

Bennett Jones |Plenary

Trishi Karan

Trishi Karan
Senior Tax Manager, Grant Thornton LLP

Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

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

FEC | Supporter

FEC | Supporter

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

Ryan Vestby

Ryan Vestby
CEO, CompuVision

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

Bryan Haynes
Partner, Bennett Jones LLP

Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More

Jeff Aplin

Jeff Aplin
President & CEO, David Aplin Group

Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Donald Cranston

Donald Cranston
President, Nutters Bulk & Natural Foods

Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc.  In... Read More

David C. Curtis

David C. Curtis
Chairman and CEO, Longview Aviation Capital

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

Bill Darling
Former President, Big Guns Energy Services

Bill Darling, a native Calgarian, has worked in the oil patch for 41 years.  He has started, grown and sold... Read More

Stefan Erasmus

Stefan Erasmus
President, Werklund Family Office

Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More

Ted Kouri

Ted Kouri
Founder & President, Incite

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 Kook

Grant Kook
President, CEO and Chair, Westcap

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

Justin Ferrara
Partner, Norton Rose Fulbright Canada LLP

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 Fimrite

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More

Sharon Gray

Sharon Gray
President, RDT Valuations Group Inc.

Sharon Gray CPA CA CBV FEA is the Founder of RDT Valuations Group Inc., a boutique consulting firm focusing on... Read More

Russell Love

Russell Love
CEO, Cask Global Canning Company

I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... Read More

Triwest | Journal

Triwest | Journal

Fasken | Venture

Fasken | Venture

GRANT THORNTON | WORKSHOP

GRANT THORNTON | WORKSHOP

CMC | Partner

CMC | Partner

Kristi Miller

Kristi Miller
Managing Partner, Serial Entrepreneur, NPC Ventures

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.

Matthew Kellow

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

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.

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

Vern Malcolm

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

Paul Anderson

Paul Anderson
Principal Consultant, Anderson & Associates

Paul Anderson is a Calgary entrepreneur.  He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More

Jeff Belford

Jeff Belford
Managing Director, TriWest Capital Partners

Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More

Allison Maher

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

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.

UBS | EDM 19 Cocktail

UBS | EDM 19 Cocktail

Triwest | EDM 19 Water

Triwest | EDM 19 Water

MNP | EDM 19 Endeavour

MNP | EDM 19 Endeavour

BDC | Edm 19 Lanyard

BDC | Edm 19 Lanyard

Cap West | Edm 19 Journal

Cap West | Edm 19 Journal

BDO | EDM 19 Journal

BDO | EDM 19  Journal

Grant Thornton | Edm 19 Glossary of Terms

Grant Thornton | Edm 19 Glossary of Terms

Jon Spencer

Jon Spencer
Managing Director, TriWest Capital Partners

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.

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

Jordan Martel

Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

BDC | 2019 Presenting

BDC | 2019 Presenting

FirePower | EDM 19 Workshop

FirePower | EDM 19 Workshop

ColumnB | EDM 19 Venture

ColumnB | EDM 19 Venture

Sequeira | Edm 19 Badge

Sequeira | Edm 19 Badge

Fasken | EDM 19 Venture

Fasken | EDM 19 Venture

FIRSTWEST CAPITAL | REGISTRATION

FIRSTWEST CAPITAL | REGISTRATION

TEC | Partner

TEC | Partner

FirePower Capital | Edm 19 Venture

FirePower Capital | Edm 19 Venture

Grant Thornton | Edm 19 Venture

Grant Thornton | Edm 19 Venture

PwC | Edm 19 Venture

PwC | Edm 19 Venture

FirstWest | EDM 19 Venture

FirstWest | EDM 19 Venture

EY | EDM 19 Pen

EY | EDM 19 Pen

CVCA | Edm Supporting 18

CVCA | Edm Supporting 18

Craig McDougall

Craig McDougall
Partner, Felesky Flynn LLP

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

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

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

Tracey McVicar
Managing Partner, CAI Capital Partners

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

Greg McIlwain

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... Read More

Alf Sailer

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More

Christopher Wolfenberg

Christopher Wolfenberg
Partner, Fasken

Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More

Kelly Long

Kelly Long
Co-Founder, Noble Premium Bison

Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More

Christoffer Mylde

Christoffer Mylde
SVP Corporate Development, Sproule

Christoffer Mylde is Senior Vice President, Corporate Development at Sproule, a leading global independent energy consulting firm. Chris has over... Read More

Jeff Nugent

Jeff Nugent
Chief Strategy & Global Business Development Officer, People 2.0

Andrew Ramsay

Andrew Ramsay
Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services

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.

Lorna Johnston

Lorna Johnston
Chair, CEO Group, TEC Canada

When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More

Katherine Prusinkiewicz

Katherine Prusinkiewicz
Partner, Senior Knowledge Lawyer, Norton Rose Fulbright Canada LLP

Katherine Prusinkiewicz is the knowledge lawyer for the Calgary office, working to leverage the practice’s collective wisdom to ensure efficiency... Read More

George Coon

George Coon
Regional Director, Prairies, First West Capital

With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More

Kim Moody

Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law

Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More

Jeff Polovick

Jeff Polovick
Founder and Board Member, The Driving Force Inc.

Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More

BDC | Edm Presenting 18

BDC | Edm Presenting 18

Greg Abtosway

Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.

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

Harold Kunik
President, Mosaic Capital Corporation

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

James Robertson
Director, Growth & Transition Capital, BDC Capital

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

Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada

Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More

Stuart Parnell

Stuart Parnell
Managing Director, Stormont Energy Advisors

Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More

ATB | Edm Endeavour 18

ATB | Edm Endeavour 18

MNP | Edm Endeavour 18

MNP | Edm Endeavour 18

Deloitte | Edm Venture 18

Deloitte | Edm Venture 18

Capital West | Edm Venture 18

Capital West | Edm Venture 18

Fasken | Edm Venture 18

Fasken | Edm Venture 18

Cindy Radu

Cindy Radu
Partner, Business Transition Services, BDO Canada LLP

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More

EY | Edm Enterprise

EY | Edm Enterprise

Charles Bougie

Charles Bougie
Managing Partner, Kluane Partners

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

Gordon Cameron
Partner, McCarthy Tetrault LLP

Gordon Cameron is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kristi Cawthorn

Kristi Cawthorn
President, Startec Compression & Process

Don Chapman

Don Chapman
President & CEO, Kent Imaging, Inc.

Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More

Claude Cloutier

Claude Cloutier
President, Ambassador Mechanical

Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More

Jean-Philippe Couture

Jean-Philippe Couture
Partner, PwC Law LLP

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

Mike Reynolds
Managing Director, MNP Corporate Finance

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

Douglas Gray
President & Founder, Graycon I.T.

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

Brian Gronberg
President, CanaDream

Brian Gronberg is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More

Chad Robinson

Chad Robinson
Managing Director, SCF Partners

Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More

Wayne Henuset

Wayne Henuset
President, Willow Park Wines & Spirits Ltd.

David Hood

David Hood
President & CEO, geoLOGIC systems ltd

Jamie Avey

Jamie Avey
Partner, Financial Advisory Services, Deloitte

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

Cathie Saroka

Cathie Saroka
President & CEO, Goldray Glass

With more than 30 years of hands-on experience in the glazing industry, Cathie Saroka has extensive experience in products, operations... Read More

Andrea Lanyi

Andrea Lanyi
Director, Wealth & Tax Planning, BMO Wealth Management

Andrew Major

Andrew Major
Director & District Manager, Roynat

Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More

Renaissance | Edm Enterprise 18

Renaissance | Edm Enterprise 18

Sequiera | Edm Enterprise 17

Sequiera | Edm Enterprise 17

Aroon Sequeira

Aroon Sequeira
Chairman, Sequeira Partners

Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More

Kathy Melton

Kathy Melton
Real Estate Developer & Corporate Director, Cavell Holdings Inc.

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

Scotia | Edm Venture 18

Scotia | Edm Venture 18

UBS | Edm 2018 Cocktails

UBS | Edm 2018 Cocktails

BDC | Edm Ind (Lanyard) 18

BDC | Edm Ind (Lanyard) 18

Felesky | Edm Ind Journal 18

Felesky | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Sequeira | Edm Ind 18

Sequeira | Edm Ind 18

BDC | Edm Session 18

BDC | Edm Session 18

Bennett Jones | Edm Session 18

Bennett Jones | Edm Session 18

First West | Edm Session 18

First West | Edm Session 18

Grant Thornton | Edm Session 18

Grant Thornton | Edm Session 18

Renaissance | Edm Session 18

Renaissance | Edm Session 18

TriWest | Edm Breakout 18

TriWest | Edm Breakout 18

BIE | Supporting Edm 18

BIE | Supporting Edm 18

NACO | Edm Supporting 18

NACO | Edm Supporting 18

EO | Supporting Edm 17

EO | Supporting Edm 17

FEA | Edm Supporting 18

FEA | Edm Supporting 18

FEX | Edm Supporting 17

FEX | Edm Supporting 17

TEC | Edm Supporting 18

TEC | Edm Supporting 18

Mark Stephenson

Mark Stephenson
President & Co-Founder, Cube Business Media

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

Rob Olsen

Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte

Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More

Teresa Melton

Teresa Melton
Corporate Director and Business Manager, Cavell Holdings Inc.

Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More

Matt Barasch

Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets

Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More

Murray Toews

Murray Toews
CEO, Bonnetts Energy

Toews graduated from Beaverlodge Regional in 1985 before completing his Business Degree at Red Deer College (RDC) in 1990. Beyond... Read More

Talbot Babineau

Talbot Babineau
President & CEO, IBV Capital

Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More

Chris Buckman

Chris Buckman
Vice President, EnerTech Capital

Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More

Justin Morin

Justin Morin
Co-Founder & CEO, Dynacorp Fabricators Inc.

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

Terry Stephenson
President & CEO, Vertex Resources Group

Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More

David Nielsen

David Nielsen
Tax Partner, Grant Thornton LLP

Coady Cormier

Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More

Troy Pearce

Troy Pearce
COO, Mosaic Capital Corporation

Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More

Lori Ell

Lori Ell
TEC Chair, TEC Canada

Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More

Rick Giammarino

Rick Giammarino
Founder, GRB Engineering Ltd.

As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More

Robert Hagerman

Robert Hagerman
Partner, Gowling WLG

Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More

Alexander Henderson

Alexander Henderson
Partner, Transaction Services, KPMG LLP

Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More

Warren Rabey

Warren Rabey
President & CEO, Rayquest

Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More

Jeff Lawson

Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited

Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More

Jeff House

Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies

Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More

Janie Tremblay

Janie Tremblay
Counsel, McMillan LLP

Janie splits her practice between Calgary and Vancouver, and leads McMillan LLP’s Financial Services Group in Calgary. Janie acts for... Read More

Michael (Mick) MacBean

Michael (Mick) MacBean
Senior Managing Director, TriWest Capital Partners

Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More

Greg Tooth

Greg Tooth
Director, Equicapita

Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More

Brent McLean

Brent McLean
Founder, McLean & Partners

Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More

Devin Wagner

Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP

Devin leads the Transactions practice for Grant Thornton in Alberta and is also the Western Region Transactions Leader for the... Read More

Chad Niehaus

Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection

Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More

University of Alberta | Edm Supporting 18

University of Alberta | Edm Supporting 18

Karma & Cents | EDM 19 Supporting

Karma & Cents | EDM 19 Supporting

William Smith

William Smith
Principal, Torve Ventures and SmithLawCorp

Alex Webb

Alex Webb
CEO, F12.net Inc.

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. 

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Dave Sinclair

Dave Sinclair
President, Business Transitions Plus

Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More

Tony Smith

Tony Smith
Partner, MNP LLP

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

Craig Story
Partner, Stikeman Elliott LLP

Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More

Kevin Tran

Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management

As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Anthony Strawson

Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP

Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Mark Vodden

Mark Vodden
Vice President, KPMG Corporate Finance Inc.

Mark is a Vice President with KPMG Corporate Finance Inc. in Calgary, specializing in mergers, acquisitions, divestitures and financing transactions.... Read More

CONFERENCE CHAIR
Harold Kunik
Harold Kunik
President, Mosaic Capital Corporation
View Bio »
Pierre Cléroux
Pierre Cléroux
Vice President Research & Chief Economist, BDC
View Bio »
Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
View Bio »
Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
View Bio »
Jim Crooks
Jim Crooks
Managing Director & Partner, PwC
View Bio »
Axel Christiansen
Axel Christiansen
Managing Director, Baker Tilly Canada Corporate Finance
View Bio »
Iggy Domagalski
Iggy Domagalski
CEO, Tundra Process Solutions
View Bio »
Shauna Feth
Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta
View Bio »
Tina Di Vito
Tina Di Vito
Partner, Family Office Services, MNP
View Bio »
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
View Bio »
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
View Bio »
Paul Anderson
Paul Anderson
Principal Consultant, Anderson & Associates
View Bio »
Jeff Belford
Jeff Belford
Managing Director, TriWest Capital Partners
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Jonathan Piurko
Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.
View Bio »
Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
View Bio »
Christopher Wolfenberg
Christopher Wolfenberg
Partner, Fasken
View Bio »
Kelly Long
Kelly Long
Co-Founder, Noble Premium Bison
View Bio »
Lorna Johnston
Lorna Johnston
Chair, CEO Group, TEC Canada
View Bio »
George Coon
George Coon
Regional Director, Prairies, First West Capital
View Bio »
Larry Benke
Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada
View Bio »
Stuart Parnell
Stuart Parnell
Managing Director, Stormont Energy Advisors
View Bio »
Charles Bougie
Charles Bougie
Managing Partner, Kluane Partners
View Bio »
Gordon Cameron
Gordon Cameron
Partner, McCarthy Tetrault LLP
View Bio »
Kristi Cawthorn
Kristi Cawthorn
President, Startec Compression & Process
View Bio »
Don Chapman
Don Chapman
President & CEO, Kent Imaging, Inc.
View Bio »
Claude Cloutier
Claude Cloutier
President, Ambassador Mechanical
View Bio »
Jean-Philippe Couture
Jean-Philippe Couture
Partner, PwC Law LLP
View Bio »
Douglas Gray
Douglas Gray
President & Founder, Graycon I.T.
View Bio »
Brian Gronberg
Brian Gronberg
President, CanaDream
View Bio »
Wayne Henuset
Wayne Henuset
President, Willow Park Wines & Spirits Ltd.
View Bio »
David Hood
David Hood
President & CEO, geoLOGIC systems ltd
View Bio »
Andrea Lanyi
Andrea Lanyi
Director, Wealth & Tax Planning, BMO Wealth Management
View Bio »
Andrew Major
Andrew Major
Director & District Manager, Roynat
View Bio »
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
View Bio »
Kathy Melton
Kathy Melton
Real Estate Developer & Corporate Director, Cavell Holdings Inc.
View Bio »
Teresa Melton
Teresa Melton
Corporate Director and Business Manager, Cavell Holdings Inc.
View Bio »
Justin Morin
Justin Morin
Co-Founder & CEO, Dynacorp Fabricators Inc.
View Bio »
David Nielsen
David Nielsen
Tax Partner, Grant Thornton LLP
View Bio »
Troy Pearce
Troy Pearce
COO, Mosaic Capital Corporation
View Bio »
Devin Wagner
Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP
View Bio »
William Smith
William Smith
Principal, Torve Ventures and SmithLawCorp
View Bio »
Anthony Strawson
Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP
View Bio »
2018 Calgary Speakers

Steve Chen

Steve Chen
VP & Head, First West Capital

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

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

Mark Brodkin

Mark Brodkin
Managing Director & Head, Roynat Equity Partners

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

Mike McIsaac

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

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

Matt Flynn

Matt Flynn
Managing Director, Roynat Equity Partners

Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More

Cheryl Grant

Cheryl Grant
Director, Transactions, Grant Thornton Corporate Finance Inc.

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

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

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

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

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

Ray Yue

Ray Yue
Founder/ CEO - [CARE] Group of Companies

Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More

Tabreez Lila

Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital

Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More

Josh Matthews

Josh Matthews
Managing Director, Corporate Finance, PWC Canada

Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More

David Laycraft

David Laycraft
Partner, Baker Tilly

David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More

Tyler Armstrong

Tyler Armstrong
President & CEO, Lithion Power Group

Tyler is the President & CEO of Lithion Power Group.  In the late 1990’s, Tyler started his involvement in the... Read More

Kevin Campbell

Kevin Campbell
Co-Founder & Former CEO, Policy Works Inc.

Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More

Jerry Koonar

Jerry Koonar
Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Ryan Smith

Ryan Smith
CEO, 360 Energy Liability Management

Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More

Don Montgomery

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

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

Cody Church

Cody Church
CEO & President, Clear North Capital

As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

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

Lynne Fisher

Lynne Fisher
National Team Leader, ExitSmart, MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More

True North | VAN 21 Venture

True North | VAN 21 Venture

Leith Wheeler | CAL 21 Venture

Leith Wheeler | CAL 21 Venture

Dave Connolly

Dave Connolly
Managing Director, TriWest Capital Partners

Axel Christiansen

Axel Christiansen
Managing Director, Baker Tilly Canada Corporate Finance

Welcome to the 6th 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 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.

Kristin Delwo

Kristin Delwo
Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.

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 Ding

Jason Ding
Chief Business Officer, Entos Pharmaceuticals

Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More

Shane Dunn

Shane Dunn
Partner, Mergers & Acquisitions, EY Orenda Corporate Finance

Shane is a Partner in the Mergers & Acquisitions practice at EY and has over 20 years of experience in... Read More

Rhys Evans

Rhys Evans
Owner, Advanpro Ltd.

Kleo Landucci

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

Ms. Kleo Landucci is CEO & President of CrescentView Investments Ltd. a family owned investment company. In 2004, Ms. Landucci... Read More

Kelly R. Ford

Kelly R. Ford
Partner, Bennett Jones LLP

Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More

Iggy Domagalski

Iggy Domagalski
CEO, Tundra Process Solutions

Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More

Quinten Griffiths

Quinten Griffiths
Partner, Good Capital

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 Hooper

Chris Hooper
Chief Investment Officer, Alberta Indigenous Opportunity Corporation

Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More

Shauna Feth

Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie is the Managing Partner and Co-Founder of Kalos LLP, a transactions and financial due diligence advisory firm headquartered in... Read More

Tina Di Vito

Tina Di Vito
Partner, Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Jalal Jetha

Jalal Jetha
Managing Partner, Grafton Ventures

Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More

Kalos | Journal

Kalos | Journal

Kalos | Venture

Kalos | Venture

ATB Financial | Enterprise

ATB Financial | Enterprise

BDO | ATL 20 Venture

BDO | ATL 20 Venture

BDO | ATL 22 Workshop

BDO | ATL 22 Workshop

BDC | Session

BDC | Session

McMillan | EDM 22 Workshop

McMillan | EDM 22 Workshop

BakerTilly | Enterprise

BakerTilly | Enterprise

Omni | Venture

Omni | Venture

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | GLOSSARY OF TERMS

GRANT THORNTON | GLOSSARY OF TERMS

FIREPOWER | WORKSHOP

FIREPOWER | WORKSHOP

FIREPOWER | VENTURE

FIREPOWER | VENTURE

MNP | ENDEAVOUR

MNP | ENDEAVOUR

BDC | PRESENTING

BDC | PRESENTING

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

CFIB | Partner

CFIB | Partner

BDC | Lanyard

BDC | Lanyard

Bennett Jones |Plenary

Bennett Jones |Plenary

Trishi Karan

Trishi Karan
Senior Tax Manager, Grant Thornton LLP

Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

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

FEC | Supporter

FEC | Supporter

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

Ryan Vestby

Ryan Vestby
CEO, CompuVision

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

Bryan Haynes
Partner, Bennett Jones LLP

Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More

Jeff Aplin

Jeff Aplin
President & CEO, David Aplin Group

Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Donald Cranston

Donald Cranston
President, Nutters Bulk & Natural Foods

Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc.  In... Read More

David C. Curtis

David C. Curtis
Chairman and CEO, Longview Aviation Capital

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

Bill Darling
Former President, Big Guns Energy Services

Bill Darling, a native Calgarian, has worked in the oil patch for 41 years.  He has started, grown and sold... Read More

Stefan Erasmus

Stefan Erasmus
President, Werklund Family Office

Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More

Ted Kouri

Ted Kouri
Founder & President, Incite

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 Kook

Grant Kook
President, CEO and Chair, Westcap

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

Justin Ferrara
Partner, Norton Rose Fulbright Canada LLP

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 Fimrite

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More

Sharon Gray

Sharon Gray
President, RDT Valuations Group Inc.

Sharon Gray CPA CA CBV FEA is the Founder of RDT Valuations Group Inc., a boutique consulting firm focusing on... Read More

Russell Love

Russell Love
CEO, Cask Global Canning Company

I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... Read More

Triwest | Journal

Triwest | Journal

Fasken | Venture

Fasken | Venture

GRANT THORNTON | WORKSHOP

GRANT THORNTON | WORKSHOP

CMC | Partner

CMC | Partner

Kristi Miller

Kristi Miller
Managing Partner, Serial Entrepreneur, NPC Ventures

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.

Matthew Kellow

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

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.

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

Vern Malcolm

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

Paul Anderson

Paul Anderson
Principal Consultant, Anderson & Associates

Paul Anderson is a Calgary entrepreneur.  He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More

Jeff Belford

Jeff Belford
Managing Director, TriWest Capital Partners

Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More

Allison Maher

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

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.

UBS | EDM 19 Cocktail

UBS | EDM 19 Cocktail

Triwest | EDM 19 Water

Triwest | EDM 19 Water

MNP | EDM 19 Endeavour

MNP | EDM 19 Endeavour

BDC | Edm 19 Lanyard

BDC | Edm 19 Lanyard

Cap West | Edm 19 Journal

Cap West | Edm 19 Journal

BDO | EDM 19 Journal

BDO | EDM 19  Journal

Grant Thornton | Edm 19 Glossary of Terms

Grant Thornton | Edm 19 Glossary of Terms

Jon Spencer

Jon Spencer
Managing Director, TriWest Capital Partners

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.

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

Jordan Martel

Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

BDC | 2019 Presenting

BDC | 2019 Presenting

FirePower | EDM 19 Workshop

FirePower | EDM 19 Workshop

ColumnB | EDM 19 Venture

ColumnB | EDM 19 Venture

Sequeira | Edm 19 Badge

Sequeira | Edm 19 Badge

Fasken | EDM 19 Venture

Fasken | EDM 19 Venture

FIRSTWEST CAPITAL | REGISTRATION

FIRSTWEST CAPITAL | REGISTRATION

TEC | Partner

TEC | Partner

FirePower Capital | Edm 19 Venture

FirePower Capital | Edm 19 Venture

Grant Thornton | Edm 19 Venture

Grant Thornton | Edm 19 Venture

PwC | Edm 19 Venture

PwC | Edm 19 Venture

FirstWest | EDM 19 Venture

FirstWest | EDM 19 Venture

EY | EDM 19 Pen

EY | EDM 19 Pen

CVCA | Edm Supporting 18

CVCA | Edm Supporting 18

Craig McDougall

Craig McDougall
Partner, Felesky Flynn LLP

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

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

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

Tracey McVicar
Managing Partner, CAI Capital Partners

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

Greg McIlwain

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... Read More

Alf Sailer

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More

Christopher Wolfenberg

Christopher Wolfenberg
Partner, Fasken

Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More

Kelly Long

Kelly Long
Co-Founder, Noble Premium Bison

Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More

Christoffer Mylde