Business Transitions Forum 2023 - Alberta | Business Transitions Forum | 12 April 2023 | Westin Calgary, 320 4 Ave SW, Calgary, Canada

This Forum is evolving to reveal comprehensive strategies to grow businesses of all kinds, while still educating entrepreneurs on the role M&A can play to increase shareholder value on both the sell side and buy side.

You’re invited to join serial entrepreneurs and Canada’s leading mergers and acquisitions practitioners to learn how to

• increase market share and shareholder value
• identify ways to grow and/or scale your business
• learn about being acquired or acquiring businesses
• learn how M&A can offer your business a path to growth
• learn how M&A can create opportunity for personal wealth creation through an eventual transition

WHY ATTEND?
• Learn where to begin and how to build your transition roadmap
• Learn strategies to increase the value of your business, even if you have no plan to sell
• Understand what buyers are looking for
• Develop an actionable strategy for growth that meets your specific business needs
• Learn how to avoid transition disasters from other entrepreneurs just like you
• Learn about being acquired or acquiring businesses

2023 Speakers

CHAIRS:

Cody Church
CEO & President, Clear North Capital

Kristina Williams
President & Chief Executive Officer, Alberta Enterprise Corporation

SPEAKERS:

Andrew Burt
Partner, FASKEN

Jamie B. Schwitzer
CFA, Chief Investment Officer, Westcap

Julie Afanasiff
Managing Partner, Sequeira Partners Inc.

Mark Brodkin
Private Equity National Head, Roynat Capital

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Pam Draper
President & CEO, Bitvo Inc.

Anne Evamy
Owner & Advisor, Junction Point Inc.

John Evans
Founder & CEO, EverLine Coatings

Shauna Feth
President & CEO, Alberta Chambers of Commerce (ACC)

Kelly R. Ford
Partner, Bennett Jones LLP

Ryan Gilles
Senior Managing Director, Triwest Capital

Cheryl Grant
Managing Director, Grant Thornton Corporate Finance Inc.

Georgia Grundmanis
M&A Advisor, BFL Canada

Jalal Jetha
Managing Partner, J.B. & Co. Ltd.

Matt Knight
Executive Director, Alberta Business Family Institute

Dean Koeller
President, Calvert Home Mortgage Investment Corporation

Randy Koroluk
Deal Maker & Founder, Alberta Business Exchange

Chris LaBossiere
CEO, Altitude Investments

Jeff Litster
President, Fidelity Manufacturing Group

Cheryl Lockhart
Partner, Omni Management Consulting Alliance

Mike McIsaac
CEO & Managing Director, Baker Tilly Canada Corporate Finance

Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions

Todd Millar
President & CEO, TEC Canada

Diana Noble
Business Coach & Consultant, Noble Choice Coaching

Rob Normandeau
President, SeaFort Capital

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Dalyce Seitz
CIM | Portfolio Manager, Private Clients and Foundations, Leith Wheeler Investment Counsel Ltd.

Evan Siddall
Chief Executive Officer, AIMCO

Ryan Smith
CEO, 360 Energy Liability Management

Grant Wallace
Partner, Relay Transition Partners

2023 Sponsors

PRESENTING SPONSOR:
• Bdc

ENTERPRISE SPONSORS:
• National Bank
• Bakertilly

VENTURE SPONSORS:
• GrantThornton
• TrueNorth
• Leith Wheeler
• Kalos
• Roynat Capital
• Relay

INDIVIDUAL SPONSORS:
• SeaFort Capital
• Alberta Business Exchange
• TrueNorth
• BFL Canada
• KV Capital
• Bennett Jones
• Kalos
• TriWest
• Fasken
• TrueNorth

OFFICIAL AIRLINE OF BTF:
• Air Canada

SUPPORTING PARTNERS:
• University of Alberta
• StartUp Canada
• Family Enterprise
• CFIB
• CMC
• CVCA
• NAVCO
• TEC Canada