Event category: Breakout

Events

October 21, 2025 , 2025

10:40 AM - 11:20 AM

Cringe Worthy-Top 10 Ways to Not Blow a Deal

You’ve got a buyer at the table, everything feels great… until it doesn’t. From messy cap tables to sketchy data practices, certain issues can tank a tech M&A deal faster than you can say “due diligence.” In this no-BS session, M&A pros break down the 10 biggest deal killers in tech exits-what they are, why they happen, and how to set yourself up now for success down the road and avoid the cringe.

What You Will Learn:

  • The top 10 mistakes that kill M&A deals
  • Why these issues arise and how to prevent them
  • How to prepare now for due diligence success
  • How to make your company more “buyable”
40 Minutes Breakout Room 1 (215-216)
Moderator

Sarah Miller Wright

Board Director

REALTOR.ca

Mike Hollinger

Partner

Dentons

Simon Leroux

Founder & CEO

Optionality

Samara Starkman

Co-Founder and Managing Principal

INQ Consulting

After the Handshake- What No One Tells You About Selling Your Company

The pitch is done. The term sheet’s signed. The announcement’s drafted. Now what? What no one tells you is that getting to “yes” is just the start. This candid session pulls back the curtain on what happens after the handshake- the legal landmines, the buyer demands, the deal fatigue, and the moments founders wish they’d seen coming. Hear practical advice from those who’ve been in the room- founders, legal experts, and deal advisors- so you can keep your exit on track all the way to the finish line.

What You Will Learn:

  • The realities of post-term-sheet negotiations
  • Legal and emotional hurdles in deal closing
  • How to manage buyer requests and red flags
  • Founder-tested strategies to get to the finish line
40 Minutes Breakout Room 1 (215-216)
Moderator

Stephanie Fan

Principal

Pender Software Holdings

Deborah Bongard

Senior Portfolio Manager & Senior Wealth Advisor

BMO Nesbitt Burns

Sarah Daniele

CEO & Co-Founder

Mydoma Studio (Acquired by Studio Designer)

Will Shaw

National Co-Leader Emerging Technology & Venture Capital

Fasken

Karl Sigerist

Managing Director

The Shaughnessy Group

February 25, 2025 , 2025

02:00 PM - 02:45 PM

Cash Out, Stay In: Mastering Partial Exits, Management Buyouts & Smart Tax Strategies

This session offers seasoned entrepreneurs a deep dive into the mechanics of partial exits. Through our panel of experts, learn how to unlock liquidity, retain a stake in your company’s future, optimize tax strategies and create deal or tax structures to ensure long-term success for your business and legacy.

45 Minutes Room 217-218
Moderator

Adrian Salamunovic

Co-Founder

The EXIT Group

Krista Morgan

Founding Partner & CEO

Edited Capital

Maggie Puhacz

Partner

Smythe LLP

Bruce Townson

Director, Growth & Transition Capital

BDC

LOVE It Or HATE It: Tales From The Trenches

In this behind-the-scenes session we’ll explore the highs and lows, pinch points and power plays, and loves and loathes of the M&A process as experienced by lawyers, accountants and bankers. A lively Q&A will allow attendees to ask their burning questions and gain first hand knowledge on how to optimize their own M&A journey making it more enjoyable for everyone.

45 Minutes Room 215-216
Moderator

Petar Zelic

Managing Director & Head of Tech Investment Banking

Stifel Canada

Julie Bogle

Partner, Corporate Capital Market

BLG

Max Kaplan

Director

PwC

11:00 AM - 11:45 AM

Mastering The Maze: Navigating Roadblocks In M&A Transactions

For seasoned dealmakers, the initial rush of an M&A transaction is nothing new—but neither are the inevitable roadblocks that arise along the way. Delays in due diligence, shifting financial expectations, deal fatigue, internal politics, and competing priorities can all threaten to derail even the most promising transactions. In this session, experienced buyers, sellers, bankers, and advisors share candid war stories and hard-earned insights from navigating complex, high-stakes deals. Learn how to manage stakeholder dynamics, maintain momentum during drawn-out negotiations, and stay focused on closing without compromising the ultimate value of the deal. This isn’t about theory—it’s about what it really takes to cross the finish line in today’s M&A landscape.

45 Minutes Room 217-218
Moderator

Jon Conlin

Partner and National Co-Leader, Emerging Technology & Venture Capital

Fasken

Daniel Gardiner

Senior Vice President

KPMG Corporate Finance

Kirsten Koppang Telford

CEO

The Forum

24 Months Out: Your Detailed Roadmap Towards M&A

Preparing for an acquisition is a high-stakes process, and the 24 months leading up to the deal are critical. This session provides a roadmap, detailing the key milestones and roles of lawyers, advisors, bankers, and accountants in ensuring compliance, positioning for valuation, and streamlining due diligence activities. Whether you’re preparing for your first acquisition or fine-tuning your exit strategy, this session will provide actionable insights and a physical timeline to help you navigate every step with confidence.

45 Minutes Room 215-216
Moderator

Brendan Smith

Vice President of Growth

GetFresh Ventures

Chelsea Bohonis-Schiemann

Director

PwC

Karl Sigerist

Author, Selling Your Canadian Business | President & CEO

The Shaughnessy Group

Maryam Zargar

Partner & Leader Corporate Group Vancouver

Miller Thomson