Don Montgomery
July 20, 2018 11:36 am Leave your thoughtsDon’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
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.
Jacoline Loewen is an investment banker, advisor, author, and speaker based in Toronto, Canada. She is the founder and CEO... Read More
Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund... Read More
As a Transactions Partner, I provide expert advice and guidance to privately held companies and business owners on mergers, acquisitions,... Read More
Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.
Jon leads the operation of KV Capital’s private equity team to form new business partnerships and the leadership of our... Read More
Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More
Matthew Kellow is the Vice President, Growth and Transition Capital at BDC Capital, and is based in the Calgary office. With more than 10 years’ experience as a senior debt, mezzanine and equity provider, Matthew has structured mezzanine investments, equity infusions and helped manage major transactions in fields such as construction, energy, manufacturing and technology.
Having grown up in a family that ran a business, I understand the importance of helping business owners achieve success,... Read More