Deal Flow: Navigating Merger and Acquisition Transactions


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.



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 

  • Current macro environment & market conditions
  • M&A activity recap and outlook
  • Implications for sellers and buyers 

Speaker: Stephen Ng, Managing Director, Crosbie & Company

11:15 – 12:00    Legal Issues

  • Legal issues, including legal due diligence, key transaction documents, public vs. private transactions, closing conditions (including regulatory considerations). 

Speaker: Matthew Hunt, Partner, Bennett Jones LLP

12:00 – 13:00  Lunch & Networking 
13:00 – 14:10 Accounting and Tax Issues

  • Financial reporting, accounting and tax considerations in the life cycle of a transaction. 

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 

  • Current M&A and sector trends and its implication on business valuation
  • Hot topics in M&A and potential future trends

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


  • Stephen Ng, Managing Director, Crosbie & Company
  • Tina Liu, Counsel, Bennett Jones LLP
  • Jessica Zhang, CPA, Senior Manager, Accounting Advisory Services, KPMG 
  • Bryan Lam, CPA, Manager, Valuation, Modelling & Economics, EY


Course Curriculum

No curriculum found !