Event category: Plenary

Discover how artificial intelligence is set to transform the sales and marketing landscape, enabling smarter strategies, personalized customer experiences, and accelerated revenue growth. We’ll delve into upcoming trends, innovative technologies, and actionable insights that will position your business at the forefront of this revolution.

Explore the remarkable journey of Copperleaf, a leader in decision analytics, through the perspective of Judi Hess, the company’s former CEO, along with key players instrumental in its acquisition. Learn how Hess drove the company’s growth by assembling a world-class team, fostering a culture of innovation, and aligning Copperleaf’s strategy to meet critical industry needs. Discover how her visionary leadership and strategic focus, combined with support and collaboration within the company and its advisors culminated in Copperleaf’s CAD 1 billion acquisition by IFS, leveraging its robust valuation, unmatched customer retention, and globally adopted asset management solutions.

Join Greg Malpass, founder of Traction on Demand, in a fireside chat with Brent Holliday of Garibaldi Capital Partners, as they explore the journey to Traction’s 2022 acquisition by Salesforce. Greg shares how he scaled the company from a one-person startup to over 1,200 employees, spun off ventures like Traction Guest, Traction Complete, Traction Rec and Hubbl and built for acquisition. Gain insights into his strategies, the deal process, and lessons learned post-sale.

Unlock the secrets of tech M&A from the buyer’s perspective in this power-packed session. Dive into how leading acquirers scout, evaluate, and close deals, and discover the strategies to position your company as their next must-have target. With actionable insights from top corporate buyers, private equity firms, and venture capitalists, plus audience-driven Q&A, this session will arm you with the knowledge to confidently approach buyers and maximize your sale potential.

Join Jack Newton, CEO and Founder of Clio, for a fireside chat as he shares the inside story of how Clio secured Canada’s largest-ever private software capital raise, which also set a record as the largest vertical SaaS raise of all time and the largest in legal technology globally. This conversation will provide unprecedented insights into the bold strategies, high-stakes decisions, and challenges that led to the CAD $1.25 billion deal. Jack will walk you through the journey, revealing the risks taken, lessons learned, and the visionary leadership that made this historic achievement possible.

This session offers a unique perspective for tech founders navigating their own paths to scale. Discover how strategic acquisitions, market positioning, and resilience all play critical roles in expansion, and in securing financing. Learn how this landmark deal is not only propelling Clio’s growth but also reshaping the future of legaltech—and gain actionable insights that can inspire and inform your own journey. Don’t miss this opportunity to hear from one of Canada’s most innovative tech leaders about breaking barriers, building a global category leader, and unlocking the next level of growth.

In today’s rapidly evolving mid-market tech M&A landscape, understanding the trends shaping valuations and acquisitions has never been more critical. This session will equip you with the tools to identify opportunities, tackle challenges, and learn how AI is redefining valuations, driving demand and boosting competitive value. Whether you’re a founder, investor, or corporate acquirer, you’ll walk away with actionable insights to elevate your acquisition strategy and capitalize on the tech industry’s biggest trends.