Join our panel of experts from Coldwater Corporate Finance as they discuss:

• The unique challenges and tailored approaches required for lower middle-market M&A which often requires a more tailored approach to doing deals, including deal structuring, due diligence, tax planning, legal documentation considerations and working with other service providers
• Key value enhancers and detractors for smaller companies in exit planning and in running an efficient and focused deal process and how sellers can maximize valuation.
• How financial, strategic, and hybrid buyers differ in their approach and how we tailor our engagement with them and deal process accordingly to engage with each group most effectively.
• Update on recent buyer activity and emerging trends among different buyer profiles, with increasing U.S. interest in Canadian deals and reasons for that (FX advantages, valuation gaps, less competition for deals etc).
• How identifying and targeting probable buyer synergies early in the deal process (EOI/LOI stage) can enhance deal value beyond conventional valuation metrics.
• Navigating the unique complexities of lower midmarket transactions, including more limited financial data, resource constraints and first-time sellers sometimes experiencing deal fatigue and employing the softer skills required to navigate the emotional factors often at play for business owners when they are ‘selling their baby’. 

Ray Gingras, JD
Founder & President

Chris Lewthwaite, CFA
Managing Director

Ryan Sprague, CPA, CA
Managing Director

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