Business Transitions Forum 2024 - Alberta | Business Transitions Forum | 1 May 2024 | Hyatt Regency Calgary, 700 Centre St S, Calgary, AB T2G 5P6, Canada

Since 2015, This forum has been helping entrepreneurs learn about ownership transitions and opportunities for M&A (mergers and acquisitions).
Now, the 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.
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

2024 Speakers

CONFERENCE CHAIR:

Don Montgomery,
Founder & President, True North Mergers & Acquisitions

SPEAKERS:

Naim Ali,
CEO, SM2 Capital

Denise Castonguay,
Founder, Canada Gives

Andrew Burt,
Partner, Fasken

Cody Church,
CEO & President, Clear North Capital

Glenn Fawcett,
Winery & Business Consultant, Black Hills Estate Winery

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

Dania Filippetto,
President, Rangeland RV

Sherif Gemayel,
CEO, Trufla Technology

Brian Gibson,
Valuation & Advisory Principal, Davidson & Company

Wayne Grund,
CIO Founder, Surface Hair

Constantine Hatzipanayis,
Partner, Growth Equity Partners, BDC

Todd Hirsch,
Economist & Director, Energy Transition Centre

Mike Joseph,
Master Forum Chair, MacKay CEO Forums

Rachel Kardal,
Associate, Fasken

Jerry Koonar,
CFA | Principal, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Randy Koroluk,
Deal Maker & Founder, Alberta Business Exchange

Mohammed Koudmani,
Founder / Ex-owner, Aaron Machine Shop

Matthew Latimer,
Managing Director & General Counsel, ACT Capital Advisors

Matt Flynn,
Managing Director, Roynat Equity Partners

Daryll Lowry,
Slimline Manufacturing

Howard Ma,
Director, Baker Tilly Capital

James McClary,
Partner, Bennett Jones

Allison Maher,
Co-founder, Family Wealth Coach Planning Services Inc.

Julieta Miranda,
Co-Founder & CEO, Kid Drop

Wendy Muise,
Head of Strategy, Grand Floor Labs

Rob Nazer,
Owner, Total Restoration

Diana Noble,
Business Coach & Consultant, Noble Choice Coaching

Rob Normandeau,
President, SeaFort Capital

Ryan Norton,
Managing Director, Grant Thornton Corporate Finance Inc.

Mark Saidi,
Vice President Risk Management, Roynat Capital

Mackenzie Regent,
Managing Partner, Kalos LLP

Jeff Schellenberg,
CEO, Decisive Dividend

Alex Parker,
Managing Director, Private Company Mergers & Acquisitions, National Bank

Kevin Rome,
President of Employee Benefits, HUB International

Kayla Shepard,
Client Experience Manager, True North Mergers & Acquisitions

Jamie B. Schwitzer,
CFA, Chief Investment Officer, Westcap

Kevin Shaw,
President & Managing Director, Baker Tilly Capital

Brenda Slauko,
Director, BDC Capital

Jon Spencer,
Managing Director, TriWest Capital Partners

Terry Stephenson,
President & CEO, Vertex Resources Group

Grant Wallace,
Partner, Relay Transition Partners

Brett Weese,
Director, Growth & Transition Capital, BDC

Matthew Wilkins,
Associate, Fasken

2024 Sponsors & Partners

PRESENTING SPONSOR:
• BDC

ENTERPRISE SPONSORS:
• National Bank
• BakerTilly

VENTURE SPONSORS:
• Decisive Dividend
• TrueNorth
• Grant Thornton
• Leith Wheeler
• Kalos
• Roynat Capital
• Relay

MORNING KEYNOTE:
• ACT

MORNING COFFEE:
• Fasken

LUNCHEON KEYNOTE:
• Alberta Business Exchange

LANYARD:
• Westcap

BADGE SPONSOR:
• Seafort Capital

PLENARY:
• Bennett Jones

CO-JOURNAL:
• TriWest

WORKSHOP:
• TrueNorth

OFFICIAL AIRLINE OF BTF:
• Air Canada

SUPPORTING PARTNERS:
• CBV Institute
• MacKay
• Calgary Chamber
• University of Alberta
• CFIB
• Family Enterprise Canada
• CMC
• CVCA
• NACO