Program

2024 CONFERENCE CHAIR
Michael Garrity
Michael Garrity
Executive Chair, Financeit
"Welcome to TechExit.io! I’m pleased to be hosting the annual TechExit Conference in Vancouver. This conference is the only conference of its kind in Canada–focused solely on mergers and acquisitions strategies for technology companies. Whether you’re a Founder, Investor or M&A advisor, you will hear actionable ideas to navigate M&A opportunities - directly from some of Canada’s most experienced deal-makers.

I hope you enjoy it!"


–Michael

May 7, 2024

 
VIP Reception – By Invitation Only

May 8, 2024

7:15AM – 8:00AM
 
Registration, Networking & Continental Breakfast
8:00AM – 8:15AM
 
Welcome Remarks by Conference Chair
Speaker:
Michael Garrity, Executive Chair, Financeit
8:15AM – 8:45AM
 
The Big Picture: State of Tech M&A

This session offers a detailed overview of the present economic conditions and their impact on tech M&A. From market dynamics to emerging opportunities. The discussion will cover industry sector differences and market trends that entrepreneurs need to consider to understand how they impact their businesses. The session will also uncover strategic opportunities available in the current M&A environment.

Speaker:
Brent Holliday, Founder & CEO, Garibaldi Capital Advisors
8:45AM – 9:15AM
 
An Under-the-Radar Bootstrapped Success Story

In this discussion, we will explore the incredible journey of Surrey, BC-based Safe Software. Recently, the company has been making headlines due to a strategic investment from JMI Equity, a well-known American growth-stage investor known for backing prominent Canadian tech firms. Don Murray, the company’s Co-founder and CEO, will provide insights into the intricacies of this milestone deal and what it means for Safe Software. He will also share the secrets behind the company’s incredible growth, from a project focused on sharing geospatial forestry data to becoming a global leader in data integration solutions, with over 25,000 customers across 121 countries. As the company looks to the future, you will hear first-hand how this investment marks a new chapter for Safe Software.

Panel:
Don Murray, Co-founder & CEO, Safe Software ($200-million-plus investment from JMI Equity)
Sean Silcoff, Business Writer, The Globe and Mail
9:15AM – 9:55AM
 
Deal Killers & Terms: Navigating Transactions in Today’s Market

This panel of experienced lawyers, investment bankers, and serial acquirers will discuss why M&A deals falter and how to avoid common pitfalls. They will share their knowledge on identifying deal-breakers, overcoming obstacles during due diligence, implementing strategies to mitigate risks, and mastering negotiation tactics to secure favourable terms.

Moderator: Erin Campbell, Founding Partner, Moneta
Panel:
Matt Diederichs, Head of Strategy & Corporate Development, Invoca (Formerly Corp Dev at Hootsuite)
Gordan MacNeill, Principal, Accel-KKR
Geoff Pedlow, Partner, Fasken
9:55AM – 10:30AM
 
Coffee Break
10:30AM – 11:10AM
 
BREAKOUTS — CONCURRENT SESSIONS
 
Exploring Alternative Financing Options

In today’s funding landscape, it has become increasingly challenging for tech startups to secure traditional sources of capital to fuel their growth. As a result, many entrepreneurs are exploring alternative financing options such as VC investing, revenue-based financing, and crowdfunding. This panel of VCs and alternative lenders will provide insights into the pros and cons of alternative financing options. If you’re an entrepreneur looking for funding, attend this session to learn how to navigate the funding landscape and discover the best alternative financing option for your startup.

Moderator: Meryl Almeida, Director, Corporate Development, Inovia
Panel:
Devon Thompson, Managing Director, RBCx
Bruce Townson, Director, Growth & Transition Capital – Tech Sector, BDC
Monique Morden, President, TIMIA Capital
 
Exit Options: A Roadmap to Selling Your Company

Are you considering selling your business but feeling overwhelmed by the process? Look no further! This session is designed to provide you with all the information you need to know about selling a company. You’ll discover the optimal time to sell and gain insights into the often overlooked aspects of M&A. The session will explore untapped options and reveal the key drivers of value in a sale, even for companies that aren’t yet profitable. You’ll also learn about capital strategy and the best approaches to raising capital in preparation for M&A. Finally, we’ll give you an insider’s perspective on the questions buyers and sellers commonly ask. This session will bridge the gap between sellers and buyers and help you optimize your path to a successful exit. 

Moderator: Jon Tingling, Senior Vice President, Carlsquare
Panel:
Aaron Gould, Co-Founder & CEO, OneComply Inc. (acquired by GeoComply Inc.)
Andrew Hennigar, Partner, Borden Ladner Gervais LLP
Alex Lane, Director, Investment Banking, Stifel Canada
 
BREAKOUTS — CONCURRENT SESSIONS
11:20AM – 11:50AM
 
From Near-Bankruptcy to a $30M Cash Exit: A Behind-the-Scenes Tell-All

This compelling case study delves into the inspiring journey of Nazim Ahmed, a true entrepreneur who has experienced all the highs and lows of launching a startup. From facing job loss and financial turmoil to spearheading Canvaspop, a side hustle that flourished into a lucrative business acquired by Circle Graphics for an impressive $30M, Nazim’s narrative is a shining example of the resilience and determination necessary for startup success. In this session, you will gain insights into the strategic partnerships and decisions necessary for growth and the unwavering dedication needed to navigate the unpredictable landscape of entrepreneurship. Nazim’s journey will empower you to tackle your own startup challenges and pave the way for a successful exit.

Panel:
Nazim Ahmed, Co-Founder & CEO, remx.xyz (Co-Founder of Canvaspop - Acquired by Circle Graphics for $30M)
Kevin Sandhu, CEO & Co-Founder, Otter (Founder of Grow Technologies- Acquired by ATB Financial)
11:20AM – 12:00PM
 
Current State of Valuations

Get ready for an insightful discussion on the current landscape of tech valuations. Our panel of seasoned industry experts will take a dive deep into the latest valuation trends, providing you with sector-specific insights and real-world examples of transactions. Our speakers will also address your pressing questions, revealing the secrets to achieving higher valuation multiples, navigating market fluctuations, and unlocking post-investment strategies for improved valuation. 

Moderator: Barbora Gaziova, Partner, Deals, PwC
Panel:
Diraj Goel, Founder & CEO, GetFresh Ventures
Jaime McNally, Director, Ventures, FrontFundr
Sophie Ngo, Senior Associate, TELUS Ventures
David Rozin, Vice President & Head, Technology and Innovation Banking, Scotiabank/Roynat
11:50AM – 1:00PM
 
Networking Lunch
 
MAIN STAGE
1:00PM – 1:20PM
 
Brands Investors Love

Entrepreneurs create better mousetraps – products and services that outperform. But even if they’re wildly successful, these entrepreneurs are stuck in a cycle of optimization, customization, and (gulp) price cutting. It’s relentless, exhausting, and limiting.  

Big brands know something many entrepreneurs don’t: the path to massive mainstream audiences isn’t building better products. It’s building brands.  

Investors love sustainable, scalable, de-risked growth. That’s why they love entrepreneurs with solid brands. 

You can build a brand investor love while you build your product and set yourself up for a smoother ride to greater success. Join Marc Stoiber, founder of Brands Investors Love and former creative director for brands like Mr. Clean, McDonald’s and Budweiser as he lays out the roadmap.

Speaker:
Marc Stoiber, CEO, Brands Investors Love
 
BREAKOUTS — CONCURRENT SESSIONS
1:30PM – 2:10PM
 
Insights from Seasoned Buyers

Growth isn’t just about increasing revenue or expanding market share. It’s about survival in a competitive marketplace. Companies that stagnate risk falling behind, while those that embrace growth opportunities position themselves for long-term success. 

Join seasoned buyers as they share advice on navigating growth in competitive markets. Discover how embracing growth opportunities can enhance shareholder value and lead to long-term success. 

Panel:
Ampere Chan, Managing Partner, Acorn Partners Inc.
Manny Padda, Founder, New Avenue Capital Group of Companies
Reece Tomlinson, Founder & CEO, RWT Growth
1:30PM – 2:10PM
 
The Impact of AI on Your M&A Strategy 

Dive into the future and uncover the latest playbook in M&A. This session will address the crucial questions of timing, valuation and AI integration to help you stay ahead of the curve. You will also learn whether advanced AI integration is a must-have for buyers and gain insights into the latest M&A activity in the AI sector. Join us to find out if you are ahead of the game or lagging behind!

Panel:
Edoardo De Martin, CEO & Co-Founder, Industrio AI Inc.
Austin Johnsen, Sr. Director, Corporate Development, Zapier
2:10PM – 2:40PM
 
Afternoon Networking & Coffee Break
 
MAIN STAGE
2:40PM – 3:20PM
 
Founders, is a Private Equity or Growth Equity Majority Recapitalization the Right Fit for You?

Are you at a crossroads in your business growth journey? Perhaps you are struggling to choose between raising additional capital or pursuing M&A opportunities. What if you didn’t have to pick just one option? What if you could unlock new avenues for expansion and liquidity by pursuing both options simultaneously? That’s where a majority recapitalization comes in, led by a PE or growth equity fund. PE and growth equity funds have significant dry powder, and have a tried and true playbook for scaling companies. This session will explore the advantages of this funding and two-step exit strategy. With a recapitalization, you can breathe new life and capital into your company and propel your business trajectory toward unparalleled growth, de-risk by taking chips off the table for founders, employees and early investors, and set the stage for a future liquidity event via an acquisition or IPO.

Moderator: Mark Longo, Co-Chair, Emerging and High Growth Companies, Osler
Panel:
Jeff Klemens, Partner, Sageview Capital
Maria Pacella, Managing Partner, Pender Ventures
Josh Wang, Vice President, JMI Equity
3:20PM – 3:55PM
 
Transformative Acquisitions – Lessons Learned From Guiding Companies Through Transformative Acquisitions and Growth

In this session we’ll sit down with the former CFO of Later as we uncover insights from working with advisors, the executive team and the board. Attendees will learn the crucial role of the CFO in driving strategic alignment and growth. You’ll walk away with practical guidance on M&A readiness, enhancing business appeal, and navigating negotiations and post-deal transitions.

Moderator: Michael Garrity, Executive Chair, Financeit
Panel:
Anton Schmitz, Independent M&A Consultant & Former CFO of Later.com
4:00PM – 5:00PM
 
Happy Hour

*PROGRAM AND SCHEDULE SUBJECT TO CHANGE.

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