• Breakout

Selling Safely, Buying Wisely: Insights Into Effective Risk Mitigation

October 16, 2024 · 01:25 PM – 02:15 PM
Charleswood B

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Moderator

Tom Hamilton-Piercy

Tom Hamilton-Piercy

Director

Baker Tilly (Canada) Capital

Panelists

Scott Duke

Scott Duke

Founder & Lead Advisor

Business Succession Group & OpnRoad

Tobin Hayward

Tobin Hayward

Managing Director

Roynat Equity Partners

James McClary

James McClary

Partner

Bennett Jones

Sachit Mehra

Sachit Mehra

Owner & GM

EAST INDIA COMPANY

Navigating the intricate world of M&A requires not only strategic vision but also a profound understanding of the risks and rewards that accompany these transitions. It is critical to anticipate and avert risks (such as avoiding common pitfalls of buy-side and sell-side due diligence, business valuation, tax planning, escrow & indemnity obligations, succession planning, etc.) upfront to avoid unpleasant surprises.

Whether you are considering growth through merger or acquisition, or contemplating the sale of your company mitigating, post-closing risk and helping to smooth the transaction process will ultimately create a win-win situation for all deal partners. Transactional risk management provides certainty on all fronts and ensues you’re well-prepared to seize the opportunities and mitigate the challenges that come with business growth and transitions.

Key Takeaways:

  • Comprehensive Due Diligence: Learn how to evaluate the risk and return considerations of a deal, conduct target research, and navigate deal structuring and negotiation effectively.
  • Optimizing Value: Identify key value drivers and address deal issues, ensuring you quickly realize optimal value from your transaction.
  • Risk Mitigation: Gain insights into mitigating risks associated with transactions, including operational risk assessments, Representations and Warranties insurance (R&W) and seller tax minimization.

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