All Events

8:05 – 8:45 AT: What next for the Atlantic Canadian economy?

Ian Munro, Chief Economist – Halifax Partnership

Join Ian Munro as he reviews the state of Atlantic Canadian economies before COVID-19, assesses the impacts of the pandemic, and discusses the key factors that will determine how quickly and how well we will rebound.

8:45 – 9:45 AT: M&A deal issues and trends

Christine Pound, Partner – Stewart McKelvey
David Doucette, Regional Director – Roynat
Moderator: Craig Maloney, Managing Partner – MNP LLP

Hear from an experienced transaction lawyer and lender about how transactions are getting completed in the COVID-19 era. This moderated session will include intimate conversations about transactions that have been completed or were not able to be completed for various reasons. Topics will include:

  • updated jurisprudence on material adverse change (MAC) clauses and impact on deals;
  • discussion on new/revised focus on reps & warranties;
  • examples of creative structures of transactions;
  • examples of creative financing of deals, including a discussion of the risk, credit and terms from the financiers perspective.

9:45 – 10:30 AT: Judicial Scrutiny: How to Stay on the Right Side of Credibility

Bruce MacIntosh, Partner – Mac, Mac & Mac
Charlene Rodenhiser, President – ChartingValue Advisory Services Inc.
Paul Bradley, Partner – Deloitte LLP

Bruce MacIntosh of Mac Mac & Mac as lead counsel for Mr. Steve Smith and S. & D. Smith Central Supplies Limited (“Central”) will be joined by Paul Bradley, Partner at Deloitte and Charlene Rodenhiser, President of ChartingValue Advisory Services Inc., to discuss the Expropriation matter involving Central. Central had its property severed through official expropriation in 2012 but the shadow of expropriation began with initial discussions by the Province with residents and business owners regarding the twinning of Highway 104 through Antigonish in the late 1990’s. Experts Paul and Charlene will highlight the issues and challenges surrounding the preparation of an independent and credible loss quantification and the responses of opposing experts while Bruce MacIntosh will provide insight on dealing with multiple subject matter experts, on both sides. Further, there will be discussion of the potential impacts on experts as a result of changes in the Expropriation Act by the provincial government since the Central decision.

10:30 – 11:15 AT: Projected Financial Statements – Providing Comfort in Increasingly Uncertain Times

Paul Ryan, Director, Growth & Transition Capital – BDC
Aaron Wright, Partner, Valuations – Baker Tilly

In the wake of the COVID-19 pandemic, the importance of sound, well-considered and supported projections have never been more relevant. Both business owners and the business partners that support them will undoubtedly place more and more emphasize on developing forward looking plans that consider an ever-changing economic environment.

With a heightened level of dependence placed by owners and lenders on projections that demonstrate a business’ ability to succeed in this current climate, we as professional business advisors need to be more vigilant than ever in our consideration of future-oriented financial information. Aaron Wright, CPA, CA, CBV, CFDS, partner at Baker Tilly will recap the standards required with respect to projections with which we are associated but more importantly will explore the more nuanced aspects of projections that provide real meaning to users of that financial information.

Paul Ryan, Director Growth & Transition Capital at BDC, will provide a lender’s perspective on the application of assumptions for projections for the both the acquiring company, the target company, and the consolidated forecast giving consideration to factors such as pipeline, seasonality, client concentration etc. He will discuss expectations in terms of the time frame required to be covered by these forecasts and how much detail is required to understand where the numbers are coming from and to be able to assess their supportability.

11:15 – 12:00 AT: Valuation of Start-Ups

Don Mills, Owner – Narrative Research
Wade Dawe, Managing Director – Brigus Capital
Paul LeBlanc, Founder & CEO – 7th Wave Capital
Moderator: Corinne Larkin, Senior Manager – Grant Thornton

In this session, our panelists will share their perspectives on valuing and investing in early-stage companies. Discussions will be driven from an investor’s perspective on early-stage ventures in the Atlantic Canadian market. Panelists will explain what they look for when assessing new venture opportunities, and valuation methodologies used. Panelists will also share their experiences investing in and governing various companies from their early stages before scaling them for growth and completing successful exits.

The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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Details
Location Webinar
Date Oct 26, 2020
Time 7:00 AM ET - 11:00 PM ET
Fees Summary
Cost $130.00
Taxes $0.00
Total $130.00
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