Business Transitions Forum 2023 - Atlantic | The Business Transitions Forum | 3 April 2023 | The Westin Nova Scotian, 1181 Hollis St, Halifax, NS B3H 2P6, Canada

Since 2015, the Business Transitions Forum has been helping entrepreneurs learn about ownership transitions and opportunities for M&A (mergers and acquisitions).

Now, The Business Transitions 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

2023 Speakers

CHAIR:

Sean Murray
President & CEO, Advocate Printing & Publishing

SPEAKERS:

Mark Brodkin
Private Equity National Head, Roynat Capital

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

Jamie Angus
Partner, Touchstone Legal Inc.

Tim Blais
Founder & Broker, Gateway Business Brokers

Chris Boudreau
P.Eng. Vice President of Engineering Services, Strum Consulting

Yves Boudreau
CEO, CareerBeacon

Matthew Cassidy, CPA, CA
President, Coach Atlantic Maritime Bus

Kirk Cornell
Director, Growth and Transition Capital, BDC

Michael Crouse
Managing Partner, Founders East Capital

Danielle Daigle
Partner, Securities Group Lead, McInnes Cooper

Wade K. Dawe
Chairman and CEO, Numus Financial Inc.

Jennifer Deleskie
VP of Business Development & Public Affairs, Membertou

Michael Denham
Vice-Chairman, Commercial Banking and Financial Markets, National Bank of Canada

Julia Rivard Dexter
CEO, Shoelace Learning

Dave Doucette
Regional Vice President, Atlantic, Roynat Capital

Kevin Fraser
Partner, Transactions, Grant Thornton LLP

Robert Gale
General Partner, Rothesay Capital Partners

Blair Hyslop
Co-Owner, Co-CEO, Mrs. Dunster’s

Ryan Kennedy
President, East Coast Private Lending - Corp. & Director of Operations, Compass Patient Solutions

Kleo Landucci
CEO & President, CrescentView Investments Ltd. & Former Managing Director, Ashcroft Terminal

Gerry Lanigan
Director, BDO M&A Capital Markets

Levi Lawrence
Partner, Iron House Pro

Paul LeBlanc
Founder + CEO, 7th Wave Capital

Lauren Ledwell
Advisor, Sandpiper Ventures

Suzanne Loomer
Partner, Advisory Services, KPMG LLP

Brian MacIsaac
Vice President Atlantic Canada, TD Commercial Banking

Chris MacIntyre
Partner, McInnes Cooper

Jeff Mackenzie
Partner, Confederation M&A

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

Corey Miller
Chief Executive Officer, Parts for Trucks

Jillian Murray
Partner, Grant Thornton LLP

Darren Nantes
President & CEO, Nantes Capital Inc.

Sally Ng
Chief Executive Officer, Wallace McCain Institute

Loren Rafeson
Partner, Growth Equity Partners, BDC Capital

Chief Terrance Paul
Chief & CEO Membertou, Membertou Band & Council

Christine Pound
Partner, Stewart McKelvey

Ken Reynolds
Co-Founder, Co-Owner and CEO, Franco Plumbing & Heating

Julie Robinson
Partner, McInnes Cooper

Paul Ryan
Director, Growth and Transition Capital, BDC

Courtney Sherlock
Partner, Village Veterinary Group

Ian Smith
CEO, Clearwater Seafoods

Adrian Snow
Partner, Founders East Capital Partners

Dawn Umlah
Strategic Advisor, various startups and scaleups

Luigi Valletta
Director, M&A Transaction Services | Deal Advisory, KPMG Canada

Ian Wilson
President, Wilson’s

Brian Wood CFP, FMA, CIM
Regional Vice President, IG Wealth Management

2023 Sponsors

PRESENTING SPONSORS:
• BDC

ENTERPRISE SPONSORS:
• National Bank
• Founders East
• Bakertilly
• SeaFort Capital

VENTURE SPONSORS:
• IG Private Wealth Management
• Grant Thornton
• KPMG
• Roynat Capital | Scotiabank
• Relay Transition Partners

LANYARD SPONSORS:
• CIBC

COCKTAIL NAPKIN:
• GateWay

WORKSHOP:
• BDO
• McInnes Cooper

PLENARY:
• FirePower Capital
• Stewart McKelvey

COCKTAILS AND CONVERSATION:
• Nicola Wealth

LUNCHEON KEYNOTE:
• McInnes Cooper

JOURNAL:
• Confederation M&A

OFFICIAL AIRLINE OF BTF:
• Air Canada

SUPPORTING PARTNERS:
• Family Business Association
• Start Up Canada
• Atlantic Business
• Halifax Chamber of Commerce
• CVCA
• EO Atlantic Canada
• Family Enterprise Canada
• NACO Canada
• Wallace McCain
• Tec Canada