In a challenging economic environment, dealmakers are forced to adapt in order to successfully close transactions. In this recorded session, our expert panel explores a range of alternative deal constructs from legal, taxation and financial perspectives. The discussion covers earnouts, asset deals, 2-step adjustments, locked box structures, representation and warranty insurance, and reverse break fees.
Barbara Morelli, Partner | Financial Advisory Services | National Lead Partner – M&A – SPA Advisory – Deloitte
Sean Sprackett, Partner | M&A Transaction Tax National Leader | Regional Tax Leader – MNP
Angelo Noce, Partner, M&A and Private Equity – Blakes
As R&W Insurance becomes commonplace and a widely adopted deal tool, M&A and valuation practitioners should understand what it is, how it works, and what’s market. Learn from an all-star panel of deal experts from private equity, accounting and law – seasoned professionals who have utilized R&W insurance on their deals and navigated real-world claims. This session examines the benefits and considerations of using R&W insurance on your next deal, and digs into carve outs, valuation implications, and claims examples.
Nadine Perry, Partner – PwC
Hélia Taheri, M&A Partner – Stikeman Elliott LLP
Daivik Doshi, Vice President – Ironbridge Equity Partners
Moderator – Sean Flinn, Vice President, M&A – BFL Canada
Join Howard Johnson as he examines common reasons why value conclusions derived pursuant to a notional market exercise are sometimes implausible when compared to the reality of what a business could reasonably sell for in the open market. Specific topics include:
Dr. Howard Johnson, Managing Director and Canada Market Leader – Kroll Corporate Finance Canada Limited
Join us for an empowering webinar delving into the dynamic journey of women ascending to partnership or C-suite levels in professional realms.
Moderator: Géraldine Rancourt-Ouimet, CPA, CBV, Director, Financial Services Deals – PwC
Tatiana Zlotea, CPA, CBV, Partner, Strategy and Transactions – Ernst & Young
Reena Carter, CPA, CBV, CDIR, Senior Managing Director, Portfolio Management and Operations – OMERS
Patti Daum, CPA, CA, CBV – Daum Valuation and Financial Services Ltd.
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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.