CCPAA-ON 15th Annual Conference
Deal Flow: Navigating Merger and Acquisition Transactions
Summary
Mergers and acquisitions (M&A) refer to consolidating companies or their major businesses through financial transactions between companies. In 2020 and 2021, the M&A landscape witnessed a considerable uptick due to cheaper financing and lower interest rates. In the latter half of 2022 and the beginning of 2023, M&A activities decreased due to market volatility and uncertainties such as the war in Ukraine, supply chain disruption, and other geopolitical tensions. Despite the initial downturn, deal volumes are expected to rebound quickly in 2023 as a result of the global economic recovery and disruptions in the financial service industries, such as the collapse of Silicon Valley Bank (SVB), US Operations acquired by First Citizen, Sale of Credit Suisse to UBS, etc.
CCPAA-ON’s 15th Annual Conference, “Deal Flow: Navigating Merger and Acquisition Transactions,” aims to delve into the intricate landscape of mergers and acquisitions, exploring the underlying dynamics, challenges, and opportunities that arise within this realm of corporate strategy.
With the current global business environment witnessing an unprecedented wave of M&A activities, this conference intends to foster an engaging platform for practitioners and thought leaders to share valuable insights, exchange knowledge, and shape the future direction of the M&A landscape.
Event Information
Date & Time: Date: October 29, 2023, 9:00 am to 4:00 pm EDT
Location: Sheraton Parkway Toronto North Hotel & Suites
- Address: 600 Highway 7, Richmond Hill, ON L4B 1B2
- Room: Richmond Ballroom
Early Bird Price (Ends Oct 22nd, 2023): Member: $110 Non-member: $125
Regular Price: Member: $135 Non-member: $150
Online registration closes 9:00 p.m., October 27th, 2023.
Dress code: Business casual
CPD: 5 Hours**
*Once registered, you will receive an email confirmation.
**Active participation is mandatory for receiving the CPD certificate.
Agenda
| Time | Description |
| 9:00 – 10:00 | Breakfast, Registration & Networking |
| 10:00 – 10:05 | Conference Introduction |
| 10:05 – 10:15 | Opening Remark from CCPAA-ON |
| 10:15 – 10:25 | Remark from CPA Ontario |
| 10:25 – 10:30 | Sponsor Appreciation |
| 10:30 – 11:15 | M&A Market Overview
Speaker: Stephen Ng, Managing Director, Crosbie & Company |
| 11:15 – 12:00 | Legal Issues
Speaker: Matthew Hunt, Partner, Bennett Jones LLP |
| 12:00 – 13:00 | Lunch & Networking |
| 13:00 – 14:10 | Accounting and Tax Issues
Speaker: Jessica Zhang, CPA, Senior Manager, Accounting Advisory Services, KPMG Shaka Raina, CPA, Senior Manager, M&A Tax, KPMG |
| 14:10 – 14:55 | M&A from investors’ view
Speaker: Elaine Liu, CFA, Manager, Valuation, Modelling & Economics, EY Bryan Lam, CPA, Manager, Valuation, Modelling & Economics, EY |
| 14:55 – 15:10 | Coffee Break & Networking |
| 15:10 – 16:00 | Panel Discussion
Panelists:
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