Mergers and Acquisitions 2024

Course Date: February 13, 2024

Full Course Materials
Total: 5h 49min
Total Ethics: 2h 23min
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Genevieve ChangProgram Lawyer, CLEBC, Vancouver
Sven O. MilelliMcCarthy 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, CBVPartner, Sequeira Partners, Vancouver
Transactional Activism: A Case Study of the Rio Tinto/Turquoise Hill Transaction (9:40 – 10:30)
David L. RedfordCassels Brock & Blackwell LLP, Vancouver
Peter M. RothFarris, Vaughan, Wills & Murphy LLP, Vancouver
David SalmonPresident, Laurel Hill Advisory Group LLP, Vancouver
BREAK (10:30 – 10:45)
Working Capital Adjustments (10:45 – 11:45)
Oksana HorsmanPrice Waterhouse Cooper LLP, Vancouver
Troy J.A. LehmanBlake, Cassels & Graydon LLP, Vancouver
Patrick WhitehillBlake, 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 LevySenior Vice President, Transactional Risk Practice, Marsh Specialty, Toronto
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. GauthierBennett Jones LLP, Vancouver
Michael S. Shakra
Bennett Jones LLP, Toronto
H. Lance Williams
McCarthy Tétrault LLP, Vancouver
Carveouts (2:15 – 2:45)
Glynnis MorganMcCarthy 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 McFarlaneRoper 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. DanielsMorgan Daniels Slager LLP, Vancouver
Keelyn Hislop, CPA, CA, CBVVice 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. MilelliMcCarthy Tétrault LLP, Vancouver