• Breakout

Taking (Some) Chips Off The Table: Exploring Alternative Options

April 12, 2023 · 10:45 AM – 11:45 AM

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Moderator

Mike McIsaac

Mike McIsaac

CEO & Managing Director

Baker Tilly (Canada) Capital

Panelists

Scarlett Crockatt

Scarlett Crockatt

MBA | Vice President & Head

Roynat Capital

Jeff Litster

Jeff Litster

President

Fidelity Manufacturing Group

Jamie B. Schwitzer

Jamie B. Schwitzer

CIO

Westcap Mgt. Ltd.

The pandemic has prompted a surge in non-traditional M&A deal structures, accelerated deals and rapid changes in business needs and opportunities. After this rollercoaster ride – perhaps you want to re-risk your business, while still maintaining control?

There are a number of transition options that aren’t reliant on a large amount of cash, and can take a variety of different forms, such as a management buyout or buy-in (MBO/MBI), acquiring minority stakes or entering cooperative arrangements through joint ventures, alliances, or partnerships as a success strategy.

This session will cover topics such as:

  • Strategies for MBO/MBI or investors
  • Different types of financing options to increase cash flow and growth opportunities
  • Factors to consider in an alternate financing structure can help you grow
  • Trends in alternative deal structures that don’t require a total sale of your business

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