Best Practices - Management and Finance

 
Workshop on opportunities for M & A

Wednesday April 13, 2011
8:00 - 11:00 a.m., Saint-James Club

M&A market is currently very active and the U.S market offers many opportunities. This workshop will showcase stories of ICT leaders who recently did mergers or acquisitions in the US. They will reveal how they’ve led those cross-border transactions to be successful.

Investors and M&A experts will also give the participants the best advices to:
- How a company should position itself to be acquired
- How to determine value
- What are strategic buyers looking for in today’s market
- What is Hot and What is not
- Cross Border Acquisitions
- Financing an Acquisition
- Challenges in a M&A transaction

Agenda:

8:00 a.m. Networking breakfast
8:30 a.m. Welcoming remarks

8:35 a.m. Panel with leaders of ICT companies
Moderator: Jacques Brouillette, Globalex
Panellists :
- Stéphane Gaouette, DECIMAL
- Andy Kulakowski, Speedware
- Bernard Anzarouth, Constellation Software Inc.

9:30 a.m. Panel with investors
Moderator : Leonard Gold, Burns & Levinson
Panellists :
- Pascal Britt-Côté, EDC
- Manon Desmarais, RBC
- Michael Krueger, Kirchner Group
- Rudy Minar, Partner, American Growth Capital

10:25 a.m. Closing remarks and informal discussions with speakers and investors
 
Speakers 

 

Jacques Brouillette
President and CEO
Globalex

As President and CEO, Jacques Brouillette supervises all the activities of the company and closely manages the growth strategy of the group. He also participates in most of the large-scale high-tech files, as much at the level of biotechnology as with information technology or venture capital companies. As well, he has developed a special expertise in directors and officers insurance.

Mr. Brouillette's main goal is to insure that the company, through the quality of its client service, differentiates itself strongly from other brokerages. To this end, he works tirelessly to redefine the service standards in the industry within his company.
 

Stephane Gaouette, CA, CA•TI
President
DECIMAL

Stephane Gaouette is the president of DECIMAL which combines innovative technology-based solutions with consulting services in corporate performance management. Bringing near 20 years of successful experience in cost management, business process optimization and project management, Stephane lead a number of M&A transactions. Among other things, he lead the acquisition of the assets of Amadeus International Inc. in 2008, a public based company, and he also played a strategic role in managing the sale of operating assets from a DECIMAL's division to an American corporation in 2009. With an extensive knowledge of legal and tax aspects of these kind of transactions, Stephane has successfully managed many national and international partnerships.
 

Andy Kulakowski
CEO
Speedware

Mr. Kulakowski is the President and Chief Executive Officer of Speedware and is responsible for setting corporate goals while contributing to establish Speedware as a leading software and services provider in the IT modernization market.

Mr. Kulakowski brings over 28 years of leadership experience to Speedware. In his 23 years at Speedware, he has held a series of senior positions in customer services and call center management, including Vice President of Customer Support and Product Services and Chief Operating Officer.
 

 

 
Bernard Anzarouth
Vice President Mergers and Acquisitions
Constellation Software Inc.

Mr. Anzarouth joined CSI in 1995. He works closely with our VMS businesses to identify and pursue opportunities for platform and tuck-in acquisitions and to establish licensing or distribution arrangements. Before joining CSI, Mr. Anzarouth was AVP Business Development for Ascom Inc., a Swiss-based technology corporation from 1993 to 1994. Prior to that Mr. Anzarouth held various positions with IBM. Mr. Anzarouth holds a B.Eng. in Electrical/Computer Engineering from McGill University and an MBA from the European Institute of Business Administration (INSEAD).

 

 
Leonard Gold
Managing Director
Burns & Levinson

Leonard M. Gold is the Managing Director of Burns & Levinson Canada and a Partner in Burns & Levinson LLP. He is the Chair of the Canada practice and a member of the Bankruptcy, Corporate, International, Finance, Intellectual Property/SciTech and Life Sciences Groups. He provides cross-border assistance to Canadian companies seeking to develop operations in the United States and to U.S. companies wishing to establish a presence in Canada. He has lectured to Canadian entrepreneurs on doing business in the United States, including accessing the financial market and corporate formation. Mr. Gold also works with trade organizations in both countries to facilitate trade missions.

Prior to joining Burns & Levinson Canada he was a principal in the law firm of Lakin, Solomon & Gold, P.A and was Vice President, Financial Institutions and Government Relations for the Canadian consulting entity of Gabel International. In both of these roles, Mr. Gold was instrumental in organizing seminars, workshops and conferences that facilitated the introduction of U.S. businesses to investment opportunities in Canada.


In addition to his U.S./Canada relations practice, he has extensive experience in the practice of bankruptcy and insolvency. He has special expertise in assisting multinational companies on the impact of United States bankruptcy law, with emphasis on Canada.


Mr. Gold is licensed to practice before the Massachusetts and New York state bars, as well as the Federal Courts of those jurisdictions. He earned an LL.M. degree from Washington University School of Law, a J.D. from Hofstra University School of Law, and a B.A. from Clark University.

 

Manon P. Desmarais
Market Director - Information and Communications Technologies RBC  

Coming soon

 

Pascal Britt-Côté 
Senior Associate, Information and Communication Technologies
Export Development Canada

Pascal Britt-Cote is responsible for strategizing and executing business development initiatives that are critical to the fulfillment of the ICT market. He also plays a role in managing the relationships with the various industry associations across Canada. Before joining the ICT Team, Pascal was managing a portfolio of small business clients as a Account Manager for the Small Business Solution team within EDC. Pascal was also engaged in outreach activities in the Ottawa region. He developed and managed relationships with a variety of business associations, bank managers, and government organizations on behalf of EDC’s Small Business Solutions team.

 

Michael Krueger, Kirchner Group
Michael has 20 years of operational and transactional experience in venture backed high-growth companies where he built world-class teams and led organizations from early stage to IPO.
Most recently, he was President and CEO of Jobflash a workforce management company where he was instrumental in a restructuring the company to significantly reduce operating cost, increase recurring revenue, and raise capital (equity and debt) under challenging circumstances. Michael was also responsible for the sale of JobFlash to a public company in the same space.
Before JobFlash he was President and CEO of BuildPoint, a leading provider of on-demand software in the commercial construction market. Under his leadership he executed a successful turnaround plan, which included a debt reduction strategy, revised marketing plan, and an OEM partner strategy. Michael was responsible for negotiating the successful sale of the company.
Michael has assisted several early stage software companies in developing business and financial plans, creating go-to-market strategies, securing early customers and raising venture capital. As a growth strategy to IPO Michael has participated in several buy-side acquisitions.
Early in his career he developed extensive experience in sales management and vendor and strategic partner negotiations where he achieved exponential sales growth that moved two companies from startup to IPO.
Michael holds a Bachelor of Science degree in Computer Science from the Arizona State University. He is a volunteer at the Breast Cancer Fund where he received the Strong Voice Award from the California Lieutenant Governor. He is currently active in a variety of community, environmental and leadership programs
 

Rudy Minar
Partner
American Growth Capital

(coming soon)
 

 

 


Regular Rates / Non-members
1 seat
: $ 110 + tx ($ 125,32)
Table of 6
: $ 550 +tx ($ 626.59)
 

Special Rates / Members
1 seat
: $ 60 + tx ($ 68,36)
Start-up*
: $ 35  + tx ($ 39,87)      Table of 6:  $ 300 +tx (341.78$)

*Start-up: AQT member and technology company with less than 3 years of existence and less than 3 employees

 

 

Partners

 

 

 

Sponsors







 


Saint-James Club
1145, Union Avenue
Montreal


Target Audience
Presidents, heads of ICT firms
Professional service firms