Mergers and Acquisitions 2024
Course Date: February 13, 2024
Total: 5h 49min
Total Ethics: 2h 23min
Mergers and Acquisitions 2024
Course Date: February 13, 2024
Total: 5h 49min
Total Ethics: 2h 23min
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Genevieve Chang — Program Lawyer, CLEBC, Vancouver
Sven O. Milelli — McCarthy Tétrault LLP, Vancouver
Market Update (9:10 – 9:40)
- recent mergers and acquisitions statistics and trends
- what sectors are most active? why?
- key lessons learned in recent deals
Erica McGuinness, CPA, CA, CBV — Partner, Sequeira Partners, Vancouver
Transactional Activism: A Case Study of the Rio Tinto/Turquoise Hill Transaction (9:40 – 10:30)
David L. Redford — Cassels Brock & Blackwell LLP, Vancouver
Peter M. Roth — Farris, Vaughan, Wills & Murphy LLP, Vancouver
David Salmon — President, Laurel Hill Advisory Group LLP, Vancouver
Peter M. Roth — Farris, Vaughan, Wills & Murphy LLP, Vancouver
David Salmon — President, Laurel Hill Advisory Group LLP, Vancouver
BREAK (10:30 – 10:45)
Working Capital Adjustments (10:45 – 11:45)
Oksana Horsman — Price Waterhouse Cooper LLP, Vancouver
Troy J.A. Lehman — Blake, Cassels & Graydon LLP, Vancouver
Patrick Whitehill — Blake, Cassels & Graydon LLP, Vancouver
Troy J.A. Lehman — Blake, Cassels & Graydon LLP, Vancouver
Patrick Whitehill — Blake, Cassels & Graydon LLP, Vancouver
Representations and Warranties Insurance (11:45 – 12:15)
- impacts of RWI on deal negotiation and escrows
- data/trends on claims and pay outs
Rael Levy — Senior Vice President, Transactional Risk Practice, Marsh Specialty, Toronto
Kwang Lim — Bennett Jones LLP, Vancouver
Kwang Lim — Bennett Jones LLP, Vancouver
LUNCH BREAK (12:15 – 1:15)
Distressed M&A (1:15 – 2:15)
- buying CCAA companies
- protecting your client when buying a distressed company
Christian P. Gauthier — Bennett Jones LLP, Vancouver
Michael S. Shakra — Bennett Jones LLP, Toronto
H. Lance Williams — McCarthy Tétrault LLP, Vancouver
Michael S. Shakra — Bennett Jones LLP, Toronto
H. Lance Williams — McCarthy Tétrault LLP, Vancouver
Carveouts (2:15 – 2:45)
Glynnis Morgan — McCarthy Tétrault LLP, Vancouver
BREAK (2:45 – 3:00)
Non-competition Agreements in M&A (3:00 – 3:30)
- when are they enforceable
- drafting tips
- common pitfalls
Graeme McFarlane — Roper Greyell LLP, Vancouver
Setting Your Deal Up for Success (3:30 – 4:25)
- pre-deal housekeeping
- negotiation strategies
- working with unsophisticated vendors
Nathan G.A. Daniels — Morgan Daniels Slager LLP, Vancouver
Keelyn Hislop, CPA, CA, CBV — Vice President, M&A Advisory, Deloitte & Touche LLP, Vancouver
David Lam, CPA, CA — National Corporate Finance Leader, Deloitte & Touche LLP, Vancouver
Keelyn Hislop, CPA, CA, CBV — Vice President, M&A Advisory, Deloitte & Touche LLP, Vancouver
David Lam, CPA, CA — National Corporate Finance Leader, Deloitte & Touche LLP, Vancouver
Closing Remarks (4:25 – 4:30)
Sven O. Milelli — McCarthy Tétrault LLP, Vancouver
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Slides: State of the Markets
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