From Valuation to Exit: How IG PCA Helps Owners Sell at a Premium

Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. Today, we explore mergers, acquisitions, and succession planning, focusing on how Canadian private companies can create meaningful wealth and secure their future.

Joining us is David Turnbull, Senior Vice President and Head of IG Private Company Advisory (PCA). With over 27 years of experience in investment banking and capital markets, David leads a team specializing in M&A and corporate finance advisory, helping business owners navigate high-impact transactions with confidence.

Key Highlights:

1. Value Creation: David shares how IG PCA helps business owners prepare for major transactions and create significant value, including real-world examples like the "Petcoke story."

2. Successful Deal Elements: Insights on deal structuring, negotiation, and critical steps for a smooth sale and transition.

3. Competitive Advantage: How IG Private Wealth leverages data and technology to provide fast, cost-effective advisory for high-net-worth business owners.

4. Public Listing Considerations: Advice on when a company should consider going public and the key deal-structuring elements involved.

5. Global Expansion & M&A: Strategic considerations for mid-market companies planning international growth through mergers and acquisitions.

Special Thanks to Our Partners:

• RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.