Mergers and Acquisitions 2016

Course Date: November 17, 2016

Total: 5h 28min

Welcome and Introduction

Sven O. Milelli — McCarthy Tétrault LLP, Vancouver

Market Update

  • current state of the public and private M&A markets
  • key deal trends and lessons learned in recent deals 
  • M&A outlook for 2017

Kathy Butler — CIBC World Markets Inc, Vancouver
Douglas Beaton Executive Director, M & A Advisory, Deloitte Corporate Finance Inc., Vancouver

Public M&A Update — The Current State of Defensive Tactics

  • living under the new takeover bid regime
  • private placements in M&A transactions
  • recent deals and regulatory decisions

    Gordon R. Chambers — Cassels Brock & Blackwell LLP, Vancouver
    Alan J. Hutchison — Osler, Hoskin & Harcourt LLP, Vancouver

Networking Break

Two Worlds Collide: Private Deals by Plan of Arrangement 

  • key features of "hybrid" private/public transactions
  • distinctions from conventional public M&A transactions 
  • dealing with purchase price adjustments, indemnities, and escrows

J-P Bogden — Blake, Cassels & Graydon LLP, Vancouver
Troy J. A. LehmanBlake Cassels & Graydon LLP, Vancouver

Networking Lunch

Risk Management for M&A Dealmakers

  • protecting against agreement provisions most subject to litigation
  • representation and warranty insurance: is it time?

Christian P. GauthierBennett Jones LLP, Vancouver 
Ryan SakamotoSenior Vice President, Transactional Risk Practice, Marsh Canada Limited, Toronto

Preserving Post-Closing Deal Value in Private M&A 

  • post-closing claims and adjustments are more frequent than you think
  • indemnity clauses, working capital adjustments and earn-outs
  • drafting tips and best practises

Al Hudec — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Teresa M. Tomchak —Farris, Vaughan, Wills & Murphy LLP, Vancouver

Networking Break

Running the New M&A Gauntlet – Regulators and other Stakeholders

  • overview of competition and foreign investment reviews for proposed mergers
  • update on efficiencies defense and international considerations in merger reviews under the Competition Act
  • update on considerations of state-owned enterprises and national security under the Investment Canada Act
  • the growing importance of government relations and stakeholder consultation

Calvin S. Goldman, QC — Goodmans LLP, Toronto
Trevor Zeck — Longview Communications Inc, Vancouver

The View from Inside: In-House M&A Counsel

  • deal making from the general counsel's perspective
  • key lessons for outside counsel

Carl DeLuca — Head of Legal, Base Metals, Corporate Vale Canada Ltd., Toronto
Peter Rozee — Teck Resources Limited, Vancouver
Roger Taplin — McCarthy Tétrault LLP, Vancouver

Closing Questions and Comments

Sven O. MilelliMcCarthy Tétrault LLP, Vancouver