Title Sponsor
Kalos Transaction Advisory is an independent transaction advisory firm advising financial sponsors, strategic buyers and sellers, business owners, lenders and management teams on their consequential transactions across North America and internationally. With teams across Canada and the United States, Kalos brings together expertise across Financial Due Diligence, Valuation & Financial Modelling, Transaction Tax, Transaction Accounting Advisory, Transaction Agreements & Closing Mechanisms, and Closing & Post-Closing Advisory. Our professionals support clients throughout the transaction lifecycle – from early evaluation and diligence through negotiation, closing and post-closing matters.
Our approach is built around Connected Judgment. Transactions do not happen in service-line silos, and the issues identified in one area often have implications elsewhere in the deal. By connecting insight, expertise and transaction context across disciplines, our teams help clients understand not only what we have found, but why it matters and what to do about it. This integrated approach allows us to steward issues across the transaction lifecycle and help clients achieve better transaction outcomes. For our team, this model creates opportunities to develop beyond a single workstream – building technical depth while gaining exposure to the broader commercial, financial and contractual considerations that shape a transaction.
Event Sponsors
At Davis Martindale, our accountants work to bring you the peace of mind you’re in search of with a touch of personality. After working with clients in London, Toronto, Ontario and Internationally for over 55 years, we truly believe we’ve perfected the art of delivering valuable tailored services that will directly impact you and your business.
Whether you are buying or selling, building a succession plan, or dealing with a legal dispute, business valuations provided by our Chartered Business Valuators and Accredited Appraisers are essential for assessing the true value of a business. An accurate business valuation is especially important when undertaking a merger, acquisition, or divestiture transaction, to ensure you maximize the value of your deal and obtain the best price possible. Finally, our valuators, economists, statisticians, computer forensic specialists and forensic accountants deliver the support you need throughout any legal proceeding, gathering data and providing expert testimony that withstands even the highest scrutiny of the courts.
At Richter we know from experience the value created at the intersection of business and family where complexity resides and legacies are built. We are uniquely positioned to address the needs of Canada’s most successful business owners and their families and help them chart a clear path to shape their legacy for the future.
Supporter Sponsors
Cohen Hamilton Steger (CHS) is Canada’s leading expert accounting boutique, with offices in Toronto and Ottawa. We specialize in damages quantification, business valuations, and forensic accounting, and bring an insightful, collaborative approach to every financial dispute.
Founded by three industry pioneers, CHS now has nine Principals, each with more than 15 years of experience as financial experts on some of Canada’s most complex cases.
Our clients are mainly litigators, corporate lawyers, and in-house counsel, and we also support government agencies and corporations worldwide across a broad range of industries and issues. Because our business model parallels that of our legal clients, and we have a sincere appreciation for the judicial system, we understand their needs and can apply our expertise to any issue or case.
Financial Modeling Institute (FMI) promotes awareness, excellence, and discipline in financial modeling through accreditation programs and thought leadership.
The Advanced Financial Modeler (AFM) Program is FMI’s flagship accreditation. The AFM exam requires candidates to build a 3-statement financial model of a company from scratch in 4 hours while FMI Foundations is an introductory program focused on key concepts and best practices in financial modeling. The FMI Foundations Program is now a component of the CBV Program of Studies, and is also available to BV Challenge participants.
FMI’s accreditations are relevant for students and professionals working in asset management, banking, business development, credit analysis, private equity, valuation, and other areas of finance and accounting.
PwC Canada helps Canadian businesses thrive, offering professional services, audit and tax expertise across industries that help solve important problems. We’re committed to a culture where you feel you truly belong. Our community is made up of over 7,700 diverse leaders and teams that equitably nurture, value, and uplift one another for their unique voice and experiences. We’re a community of solvers that leads with the heart and lives by our purpose, vision, and values each and every day for the last 110 years in Canada.
