Achieving growth and succession in the Canadian mid-market: A deep dive on M&A challenges and Capital Market solutions
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1 Achieving growth and succession in the Canadian mid-market: A deep dive on M&A challenges and Capital Market solutions Mark Jamrozinski, Partner, Deloitte Peter Sozou, Partner, Deloitte Andrew Luetchford, Partner, Deloitte Heather Blumberg, Senior Manager Deloitte Catherine Code, Senior Advisor, Deloitte
2 Mark is the managing partner of Deloitte s Canadian M&A practice and leads Deloitte s M&A Transaction Services practice. Over the last 19 years at Deloitte, he has advised on greater than 500 investments, mergers, acquisitions, and divestitures. Mark specializes in delivering strategic advice, comprehensive due diligence, buy and sell-side advisory services and deal structuring advice. Mark works with leading Canadian and US financial institutions, private equity funds as well as strategic buyers and government. Mark regularly advises clients through the entire investment and M&A life cycle, and provides innovative transaction solutions and deal insight. Mark has worked across all industry sectors, and specializes in financial services and consumer business. Mark is a chartered accountant and holds the Corporate Finance qualification, as well as a Bachelor of Arts degree with a major in Economics; Mark also has a post-graduate diploma in Accounting. Mark Jamrozinski
3 Peter is a Partner within the Deloitte M&A Advisory practice. Peter has over 18 years of professional and financial services experience which includes business development roles, risk management roles, and more traditional merger and acquisition advisory and assurance roles. Prior to working for the firm in Canada, Peter also spent 7 years working in the financial services industry in Europe where he covered industries including fast moving consumer goods distribution, hotels and hospitality, residential and civil construction, automotive distribution, and metal imports and recycling. Peter is also the firm s National Transportation Sector Leader and is focused on serving clients who invest in the transportation and logistics sectors and recent and ongoing advisory and transaction services engagements include businesses focused on Truckload and Less-thantruckload services, specialized trucking services, 3PL, freight forwarding, warehousing and distribution, trade advisory services, customs brokerage and route-based waste disposal services. Peter s key roles and responsibilities include advising clients with respect to deal sourcing, execution and financial due diligence. Peter Sozou
4 Andrew joined Deloitte in 2009 and is a Partner and National Leader of the Capital Advisory practice. Capital Advisory is focused on providing independent advice on financing options analysis and the sourcing of senior debt, junior debt (mezzanine, high yield, 2 nd lien, etc.) and equity capital for private and public companies as well as providing issuers with independent market based assistance in negotiations with capital providers. Andrew has over 20 years experience in financial services. He has originated, led and executed transactions and also has significant experience managing teams. Prior to Joining Deloitte, Andrew was a Vice President in the Special Situations Group at Goldman Sachs where he originated transactions and assisted in guiding them through the credit underwriting process. Previously, Andrew was the Managing Director for GE Capital s Vendor Finance business in Canada, where he was responsible for all aspects of the business including origination and portfolio management. Before becoming Managing Director, Andrew had a number of roles in the UK, the US and Canada with GE Capital, where he spent a total of 12 years. Andrew Luetchford
5 Heather is a Senior Manager in the Integration Advisory Practice in Toronto. She is a Senior Business Transformation and Integration expert focusing on the Telecommunications industry, leading large scale and complex enterprise integration and separation programs for National and Global clients. As part of Heather s industry role, she participated in numerous transactions with special focus on the people change required through transitional phases. Heather brings over 20 years of change management, program and project management experience both within consulting and in industry roles. Heather Blumberg
6 Catherine is Senior Advisor, Financial Services Sector, and Deloitte s Financial Advisory sector lead for Insurance. She has over 24 years investment banking experience advising senior executives at Canada's largest financial institutions, including domestic and global property & casualty insurance companies, life insurers, banks and pension plans. Catherine has a proven track record of leveraging her international connectivity to originate and execute cross-border mergers, acquisitions, credit and capital markets transactions for Canadian-based financial institutions and financial sponsors. Catherine joined Deloitte in Prior to joining Deloitte, Catherine was Managing Director for Global Banking and led HSBC s Canadian financial institutions team for seven years. Prior to joining HSBC, Catherine was head of the Financial Institutions Group at UBS Canada. Prior to joining UBS, Catherine was a key execution member of the Financial Institutions investment banking team at CIBC for seven years, and an equity research analyst covering Canadian financial institutions for two years. She started her career at the Bank of Canada, where she was a Research Associate in the Department of Monetary and Financial Analysis. Catherine Code
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