REGIONAL ELECTION UPDATE

Two regional elections will be held in 2024:

1. Province of Quebec. The term of the Director elected in 2021 for the Province of Quebec will be complete in 2024.
2. Province of Ontario, not including the City of Toronto. Nominations for this region were called for in 2023. Since no nominations were received in 2023, the position remained vacant last year.

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INSTITUTE MEDIA COVERAGE OF M&A SURVEY

On Wednesday, January 31, 2024, CBV Institute announced the results of our first annual M&A Outlook Survey.

A French and English news release was distributed to tier-one journalists across North America, and, to date, it has been covered by 241 news organizations in Canada, the U.S., and the U.K.

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IVS SURVEY – OPEN NOW

Attention CBVs and Registered Students! CBV Institute has deployed a survey to understand your experience with International Valuation Standards (IVS). This brief, 3–4-minute survey aims to assess your familiarity with IVS and its practical application. Your input will shape future educational resources and support. Your feedback is invaluable!

The survey will close on Friday, February 16.

Take the Survey…

CBV INSTITUTE & AIMA CANADA JOINT WEBINAR

AIMA Canada and CBV Institute present: Trends in Canadian business valuations – February 15 (free webinar)

Business valuation requires technical knowledge with real-life practical experience to put forward globally respected valuations of a business, a business interest, and/or intangible assets. Often, there are challenging dynamics including litigation support, corporate finance, and private investments impacting business valuations, whether it be for succession or exit sale.

Join us for a robust discussion on the latest trends impacting business valuations in alternative investments, including key insights on:

• Data Analytics and Technology
• ESG factors on financial performance and long-term sustainability of businesses
• Regulatory scrutiny regarding valuation methodologies and reporting requirements.
• Secondary markets and potential liquidity
• and more!

Register here…

Practical Issues in Family Law CBV Institute and FDRIO are hosting a half-day family law event featuring sessions on the perceptions of CBVs in judicial decisions and current issues in determining income for support purposes, with insights from judges, lawyers, and business valuators. February 12, 2024   REGISTER

Cross-Border M&A: Perspectives on Cross-Border Transactions and Valuation Trends Global M&A activity slowed in 2023 including cross-border deals between the U.S. and Canada. This presentation will analyze M&A volume and valuation multiples in recent years and look forward to 2024. Jon C. Doehr, Managing Director of Cascade Partners LLC (a U.S. Middle-Market Investment Banking Firm) will present data on investment into the U.S. from Canada and from the U.S. into Canada, paying particular attention to trends around types of buyers (financial, strategic, other) and investment by sectors. February 15, 2024   REGISTER

LBO Valuation Modelling & Value Creation Join Rob Hong and Ethan Black from Sapling Financial Consultants in a webinar on LBO modelling and value creation. They will provide an introduction to LBO valuation methods, walk through a sample LBO model highlighting best practices, and discuss financial engineering vs. value creation in business. This informative session is crucial for understanding the current private equity and valuation landscape. February 21, 2024   REGISTER

SAVE THE DATE! CONNECT 2024 – Montreal, QC – June 20 & 21

OTHER EVENTS

The Path to Leadership: Lessons on career growth and inspiring stores from Black leaders in Canada
Tuesday, February 13, 1 PM ET
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S&P Global Marketplace Workbench Workshop: Private Markets Deep Dive
February 13, 2024
Register Here...

Bloomberg for Credit: Navigating Private Credit Markets
February 14, 2024
Register Here...