Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads... Read More
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
Dave Mason has been in the investment industry for 30 years. His career began in 1988 as an investment advisor,... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around... Read More
Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More
Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More
Tabreez Lila is Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and financing... Read More
Vince’s focus is on creating value and providing guidance to business owners looking to sell, raise capital, acquire or merge. His... Read More
Logan Day is a Partner in EY’s Transaction Advisory Services practice in Edmonton. He has over 17 years of experience... Read More
Jesse Douglas founded the Wolverine Group of Companies in 2011. As CEO he is responsible for the day to day... Read More
Matthew Kellow is the Vice President, Growth and Transition Capital at BDC Capital, and is based in our Calgary office.... Read More
Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... Read More
Perry Feldman practices corporate/commercial law in Calgary with a focus on M&A, corporate finance and securities regulation. Bringing a wide... Read More
Shauna is the Executive Director of the Alberta Business Family Institute and former Project Manager for the Creating Pathways for... Read More
Sarah Gingrich practices corporate/commercial law with a focus on corporate finance, mergers and acquisitions, cross-border and private equity transactions. Acting for... Read More
Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More
Erick Hamdan is an Operating Partner for Fulcrum Capital Partners Inc. (“Fulcrum”), a private equity firm that manages over $650... Read More
At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More
Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More
Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More
In the last 20 years of Harry’s 37 year working career as well as running operations, he has been involved... Read More
Doug Kinsella, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More
Tim practices in all areas of taxation law with an emphasis on estate/succession planning, corporate and personal tax planning and... Read More
Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More
Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More
Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More
Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More
I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More
Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More
Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More
“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More
Ian Reynolds specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More
David joined Forbes Bros Capital as Managing Director in December 2016 to create a family office and build a portfolio... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
Terry Stephenson founded and became President of Vertex in 2005. As President, Mr. Stephenson is responsible for Vertex’s day-to-day operations.... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
The decisions you make today will ultimately impact your business in the future. What are the current economic conditions and market trends that business owners need to consider when thinking about transition? How will interest rates and/or the Canadian dollar impact deal terms and multiples? This macro view of the economy and the M&A environment will put things into perspective so that you can plan for the biggest transaction of your life.
Performance, leadership and culture are the building blocks of all successful businesses. Understanding how strength in these areas drive the value and potential salability of your business value is critical. As a business owner you need to focus on “growth” in all three areas to ensure you have the right team in place, even if you have no plans to sell.
There are different types of buyers: strategic, private equity, management and family among them. Understanding your potential buyer universe will help clarify your objectives for selling and what you want success to look like. In learning about the different classes of buyers and capitalization options, you will quickly see that it isn’t a one size fits all game. It’s about the best fit for your type and size of business. In this session you will hear from different buyers and what influences their purchasing decisions. This session will help attendees prioritize which of the following breakouts to attend (A1, A2, A3)
There are many reasons involved in looking outside the ranks of your firm or family to find a potential suitor for your business. Depending on the size and type of business that you operate and your own personal circumstances, positioning your company to strategic, financial or other types of buyers including private equity, might be your most lucrative exit strategy. This session will dive into the mechanisms of selling your business to a third party for the best price and terms.
Through an interactive discussion you’ll learn:
When considering a Management Buyout (MBO), how do you equip your management team to become a credible bidder for the business? How is your leadership team positioned to perform? Have you effectively replaced yourself with the right skill sets and integrated your best people into the company’s operations, so they are prepared to become owners? Is the team aware of the risks and opportunities involved?
This session will cover:
If intergenerational transition is right for your business how are you professionalizing a family owned and operated firm? How are you supporting this shift in leadership? How do you put the right governance in place? Professionalizing your family business is perhaps one of the most complicated change-over options emotionally. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.
In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.
Bring your burning transition questions to our group of experts. This is your opportunity to meet and obtain advice from Canada’s leading and most reputable experts on the subject of exit-strategy.
In this fireside chat, you will hear from a CEO about the key moments that were critical in their succession hand off. This session will also provide insights from significant supporters of this transition and what differentiated this handoff compared to the many organizations who often fail at CEO succession.
From the moment you begin thinking about transition, you need a roadmap to help you navigate the complicated and uncertain terrain of selling. When in the thick of transition, it’s not uncommon to feel overwhelmed with the day-to-day running of your business. Learn how, where and when to start building a roadmap that fits with your long-term objectives, so you can have the capacity to manage risks and evolve with purpose.
This session will look at real-world examples:
The successful sale of a business involves many moving parts, making it the largest and possibly most complicated transaction of your life. You can’t do this alone, you will need a team of professionals to help you successfully sell your company. The right team will get you the best price, terms and most importantly, ensure that the transaction closes.
After attending this session, you will understand what the ideal exit team looks like and how to select the best advisors for your business. You’ll also learn what your exit team will cost and how they’ll be paid.
Long-term thinking about your business is an enormous endeavor, the process of a sale can throw that thinking into chaos. One of the most important elements that gets lost is what happens after the deal is signed. Having a post-transition plan to help manage the impact this monumental change will have on your family, your emotions and your lifestyle.
This session will feature a case study of a transition and what internal and external steps were taken to handle the change from wealth creator to wealth manager.
Hear from a panel of business owners and experts who have gone through transition with their businesses and now have the opportunity to reflect on the process in the rear view mirror. The panel will share insights on what they wish they had known at the beginning of their transition journey and key learnings they have taken into their next endeavours. What would they change if they were to do it all again, if anything? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.
Limited Seating Available!