Course content
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Jim Estill's Presentation
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Post Acquisition Issues Presentation
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Integration Issues Presentation
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Jim Estill's Recording
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Private Equity Panel
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Post Acquisition Issues Panel
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Igor Klibanov's Recording
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Integration Issues Panel
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Family Offices Panel
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About this course
- $200.00
- 6 CPD hours
- December 8, 2021
Course Description
1. M&A from the Entrepreneur's Perspective
Presenter: Jim Estill, CEO of Danby Appliances
2. Panel on Private EquityPresenters:
Douglas Nix, CPA, CA of Stillwater Capital Corporation
Ron Chicoyne, CFA, CF, ICD.D of Links Capital
Loren Rafeson, MBA, CFA of BDC Capital
Hai Tran-Viet, MBA, CFA of Canadian Business Growth Fund
Presenters:
Stephen Brown-Okruhlik, J.D. of McMillan LLP
Chris Polson, CPA, CMA, CFA, CBV, CFF of PwC
Presenters:
Stephen Wise, President of Integration Professionals
David Poirier, Founder and CEO of The Poirier Group
Presenters:
Randy Williamson of Aird and Berlis LLP
Ed Giacomelli of Family Office Exchange
Tim Leonard of BMO Financial Group
Instructor(s)
Stephen Brown-Okruhlik
[email protected]
Stephen is a partner in McMillan LLP’s litigation group in Toronto. His practice focusses on complex commercial disputes, including insolvency litigation and disputes between corporate stakeholders. He also helps guide clients through contract disputes related to corporate mergers and acquisitions. Stephen appears regularly before the Commercial List Court in Toronto and works closely with accounting firms in various capacities.
Ron Chicoyne
[email protected]
Prior to founding Links Capital, Ron was a partner at Mercantile Bancorp Ltd, a middle market private equity fund with offices in Calgary and Vancouver. The fund’s focus was on investing equity capital and subordinated/mezzanine debt in growth projects, working capital expansions, management buyouts, acquisitions, and recapitalizations of mid-market companies, including the divestiture of these investments.
Ron’s experience also includes being responsible for a national bank’s private equity management buyout fund in Western Canada. He is a past member of an investment committee for a private equity fund, worked in investment banking in the US and has sat on more than ten corporate boards as a director of both private and public companies (TSX and NYSE listed) in the distribution, financial services, forest by-products, manufacturing, oilfield service industries, retail and wholesale industries. Ron is also the past Chairman of the Board of Hockey Calgary, he held the position of Chairman for six years.
Ron has earned the Chartered Financial Analyst (CFA) designation with the CFA Institute, the Corporate Finance Qualification (CF) from the Canadian Institute of Chartered Accountants, the Institute of Corporate Directors Certification (ICD.D) from the Institute of Corporate Directors and the Bachelor of Commerce (Honours), with a major in finance from the University of Manitoba. Ron has passed the U.S. National Association of Securities Dealers Series 7 & 63 examinations and was designated as a Licensed Portfolio Manager by the Alberta Securities Commission.
Jim Estill
[email protected]
Jim is a Canadian technology entrepreneur, executive, and philanthropist. He started a computer distribution business, EMJ Data Systems, from the trunk of his car while in university. He turned that modest business into a company doing $350M in sales before selling to Synnex in 2004. He then became CEO of Synnex Canada and grew sales from $800M to $2B over five years. Today, he is CEO of Danby Appliances, a Guelph-headquartered designer, manufacturer and distributor of small appliances through national and independent retailers in Canada, the US, UK and Mexico. Jim is also active on various boards and was a founding board member of Research in Motion/Blackberry, before the company went public.
Ed Giacomelli
[email protected]
Ed Giacomelli is based in Toronto and is the Market Leader for Canada at Family Office Exchange (FOX). In his role, Ed works with various Councils, where members can share experiences, ideas and best practices with peers in a confidential environment. Ed also serves as a relationship manager for Canadian members, helping to understand their unique needs and provide them with access to objective guidance and FOX resources.
Ed has also held the positions of senior partner and Managing Director of Crosbie & Company; Head of the Toronto office of Rothschild & Co, the family-controlled Global Advisory firm; and Managing Director of CIBC World Markets. Ed has also participated in many conferences and appeared in the media discussing such topics as succession, capital markets and other financial matters. Ed is active in the Toronto community as a member of the President’s Council of St. Michael’s Hospital Foundation since its inception in 2008, and as a past director of Prostate Cancer Canada until its merger with Canadian Cancer Society. Ed earned an HBA and MBA from the Ivey Business School, Western University.
Tim Leonard
[email protected]
Tim is a Senior Private Banker who’s been with BMO for more than 20 years and most recently was its National Market Leader covering the lending needs for Canadian Family Offices.
Douglas Nix
[email protected]
As one of Canada’s leading mid-market M&A advisors, Douglas has been involved in hundreds of M&A transactions in the past 15 years. He has a strong background in strategy formulation, M&A and corporate finance. He leads GCG’s Transportation and Logistics Practice Group. He is passionate about building outstanding companies through high-quality acquisition programs and equally passionate about obtaining great results for clients who decide to divest some or all of their business.
Douglas is also Chairman of the Global Logistics & Transportation Group of Geneva Capital Group, Zurich. Stillwater Capital is an independent member of the world’s premier professional advisory group, Geneva Capital Group, which has over 26,000 of the world’s best legal, accounting and M&A professionals in the group, located in over 750 offices in 140 countries, bringing unequalled perspective and insights to every client served.
David Poirier
[email protected]
As the founder and CEO of TPG, David is a dynamic and visionary leader who brings considerable experience developed from senior executive roles in the retail, general merchandise, food distribution, health and life sciences and manufacturing industry sectors. He is a Senior Executive and Accomplished Leader who creates and executes operational strategies, business transformation and process improvements that positively impact the organization. He brings a unique set of tools, methodologies and techniques aimed at improving operations in US, Canada, and international businesses. He has an ability to create and translate strategic roadmaps into actionable goals that influence organizations. David thrives at running multiple global divisions in complex and ever-changing business environments, and effecting positive cultural shifts that impact bottom line performance.
The Poirier Group was a natural progression for David, who has become adept at understanding complexity in an ever changing landscape. David claims the secret to his success comes from ensuring balance between improving business processes and building human alignment. His talent for managing multiple client engagements, while overseeing significant transformation projects, ensures that every client will receive his personal attention to ensure that The Poirier Group brand and reputation remains exceptional.
Chris Polson
[email protected]
Chris Polson is a Partner in the Toronto office of PriceWaterhouse Coopers LLP, practicing in the areas of Disputes and Valuation Advisory. He provides advice in connection with many types of civil litigation including shareholder oppression and dissent, M&A disputes, securities fraud and commercial damages. Chris has provided expert testimony in both Canadian and US courts, as well as before International Arbitration tribunals.
Loren Rafeson
[email protected]
Loren Rafeson is Partner, Growth Equity Partners, at BDC Capital where he helps leading Canadian companies scale globally. Since joining BDC in 2018, Loren has been involved in the execution of BDC’s investments in Firmex and Preciseley Microtechnology, and currently serves on the boards of Firmex and InvestorCOM. He previously served on the board of Neighbourly Pharmacy.
Loren has 15 years’ experience in private equity and corporate finance having worked for several investment management firms in Canada and the United Kingdom, as well as the merchant bank and the investment bank of two large Canadian financial institutions. Loren holds a BBA from the Schulich School of Business at York University and an MBA from INSEAD. In addition, he is a CFA charterholder.
Hai Tran-Viet
[email protected]
Hai joined CBGF with over 17 years of experience in private equity and investment banking. He is passionate about working with entrepreneurs and has a track-record as an active partner with portfolio companies.
Prior to CBGF, Hai worked at Regimen Equity Partners, Signal Hill Equity Partners, and TD Capital (TD Bank’s merchant banking group). Hai graduated with an MBA from Columbia Business School and received a Bachelor of Science degree from McGill University. He also holds the Chartered Financial Analyst designation.
Randy Williamson
[email protected]
Randy draws upon 35 years of experience as a legal adviser, Chartered Professional Accountant, public company senior executive and three-time business owner to help his clients’ achieve their organizational objectives. Following a distinguished career in business, Randy has built a successful law practice by providing value to clients through strategic advice, so they may fulfill the mission of, add value to, or realize the value of their enterprise. Randy has a particular focus on Canada’s sustainability industries – renewable energy, energy efficiency and clean technology.
A member of the firm's Corporate/Commercial Group, Randy advises private companies and their owner-managers, private equity and venture capital investors, as well as public issuers, on acquisitions and divestitures, senior and subordinated debt and equity financings and business structuring matters. He also helps clients settle shareholder, partnership, joint venture, outsourcing, distribution and licensing arrangements.
Randy previously owned and operated three business services companies, outsourcing critical operating, marketing/communication and HR functions for businesses large and small. He has also served as a senior executive with a large, publicly-listed industrial products company, responsible for all corporate development and treasury/finance activities. Randy was originally trained as a Chartered Accountant, and holds CPA Canada’s Corporate Finance qualification. He has been a director and officer of several private and public companies and frequently speaks in business and legal settings on M&A and finance matters.
Stephen Wise
[email protected]
Stephen helps clients transform their mandates into business results.
With over 25 years of experience, Stephen has helped executives of global, national, and local businesses to deliver value. He has led remote teams in Toronto, New York, Boston, London, Sydney and Chicago, including:
- Partnership with local Private Equity firm setting up Virtual Data Rooms, Due Diligence governance and 100-day business growth plans for a series of lower-mid market acquisitions.
- Leading due diligence for Energy and Consumer Services $1B acquisition.
Working with Stephen helps avoid last minute scrambles, decisions made and unmade, and insufficient collaboration.
In the words of one Managing Director, “Stephen was very effective getting results from our internal and external partners. I have worked with others that can waste a lot of time on unimportant things. Stephen really gets it”.
