• Breakout

Cash Out Or Partner Up? Finding The Right Liquidity Strategy

October 16, 2025 · 10:45 AM – 11:45 AM

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Moderator

Leilani Kagan, K.C.

Leilani Kagan, K.C.

Lawyer

Thompson Dorfman Sweatman LLP

Panelists

Mark Evans

Mark Evans

CEO

Conquest Planning Inc.

(Sold Emerging Information Systems Inc.)

Chad Friesen

Chad Friesen

CEO, Friesens Corporation

President, Tallgrass Employee Owner Equity Fund

Constantine Hatzipanayis

Constantine Hatzipanayis

Partner, Growth Equity Partners

BDC

Karl Sigerist

Karl Sigerist

Author, Selling Your Canadian Business

President & CEO, The Shaughnessy Group

After years of dedication and hard work, you’re ready to explore ways to unlock capital - but what’s the right move? Should your senior management team step in as investors, assuming they’re interested and financially positioned to do so? Should you seek strategic buyers outside your company? Or could private equity, search funds, or other financial entities provide the liquidity you need?

This expert panel will help you understand the key distinctions between different types of buyers based on your business’s size and industry. You’ll gain valuable insights into the pros and cons of various liquidity strategies, allowing you to make informed decisions about securing capital while preserving your business’s future.

Key Discussion Points:

  • Strategic buyers - who they are and what they look for.
  • Private equity - how it works and what it means for your business.
  • Employee Owned Ownership
  • Buying out partners - navigating ownership transitions.
  • Management buyouts - structuring internal acquisition deals.
  • Other recapitalization options - alternative strategies to generate liquidity.

Join us for an insightful discussion on how to take chips off the table while positioning your business for long-term success.

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