Partner, Advisory Services, Transaction Services
Montréal
Service: Advisory, Transactions & Restructuring, Transaction Services, Valuations
Industry: Financial Services, Investment Dealers, Alternative Investments, Asset Management, Industrial Markets, Biotechnology & Pharmaceuticals, Aerospace and Defence, Consumer Markets, Retail, Food & Beverage, Public Sector (PS), Public Utilities, Private Equity (PE), Pension Plans and Investment Boards, Venture Capital, Real Estate, Pension Plans, Technology, Media and Telecommunications, Telecommunications, Technology, Media
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Education & Qualifications:
- FCPA, FCA
- Member, Canadian Institute of Chartered Accountants
- FCBV, Canadian Institute of Chartered Business Valuators
- CA•IFA, Certified as a Specialist in Investigative and Forensic Accounting by the Canadian Institute of Chartered Accountants
- ASA, Accredited Senior Appraiser, American Society of Appraisers
- B.Comm., McGill University
Skills:
- Acquisitions
- Valuations
- Business Valuation
- Pricing Analysis
- Goodwill Impairment
- Fairness Opinions
- Transaction Services
- Dispute Advisory
- Expert Witness
- Intellectual Property
Community Involvement:
- Past member of the Board of directors of the CICBV, ASA business valuation committee and Alliance for IFAs
- Author:
- “L’évaluation de propriétés intellectuelles en 2008”, Barreau du Québec, conference on “Développements récents en droit de la propriété intellectuelle”, Montréal, November 14, 2008
- “Deal or no deal : Pricing in a Mergers and Acquisitions Environment”, MBA Speaker Series, Concordia University, March 30, 2007
- “Quelle est la valeur d’un investissement privé? ” (co-authored), Insight Conference, Montreal, March 21, 2007
- “Les impacts financiers découlant des diverses structures d’association” (co-authored), Insight Joint Venture Conference, December 6 and 7, 2006
- “L’art de négocier les termes financiers”, Mergers & Acquisitions conference, Federated Press, Montreal, Septembre 27-29, 2006
- Valuation Study Group meeting, Jackson, Wyoming, August 19-20, 2006
- “Business valuation in today’s transactional context”, Insight Conference, Montreal, February 21-22, 2006
- “Mise en place du Conseil National de Diversité à KPMG”, Diversity in the Workplace, Federated Press Conference, Montréal, January 24-26, 2006
- “The Pricing in an M&A context”, Insight Conference, Montreal, March 21-22, 2005
- “Private Equity Valuation Methodologies”, CICBV, Montreal, November 18, 2004
- “IFA Practice Issues”, The 6th Annual Alliance for Excellence in Investigative and Forensic Accounting Conference, Toronto, October 18-19, 2004
- “Financial Concepts in Business deals”, Canadian Healthcare Licensing Association winter meeting, Tremblant, February 13, 2004
- “Les principaux éléments de litige avec l’ADRC et le MRQ quant aux évaluations d’entreprises”, 2003 Annual Conference of the Association de planification fiscale et financière, Montreal, October 8, 2003
- “Le pricing" dans un contexte d’acquisition”, Annual conference of Réseau Capital, Québec, May 1, 2002
- “How to Create Value for an Enterprise”, OCAQ, Congrès 2001, Mont-Tremblant, September 22 and 23, 2001
- “Allocation of Value between a Portal and Content Provider”, Valuation Study Group, Cancun, Mexico, February 2, 3 and 4, 2001
- “L’évaluation des entreprises technologiques”, Board of Trade of Metropolitan Montreal, November 30, 2000
- “Valuation Issues in High-Tech Businesses”, Report of Proceedings of the Forty-Seventh Tax Conference, Canadian Tax Foundation, Toronto, September 24 to 27, 2000
- “Valuation Based on Earnings”, M&A Finance for CFOs, Federated Press Conference, Toronto, April 26, 27 and 28, 2000
- “Real Options - Really”, Valuation Study Group, Sea Island, Georgia, March 30 to April 2, 2000 – confidential
- “Real Options Valuation: valuing flexibility in the real world”, Business Valuation for CFOs, Federated Press Conference, Toronto, October 27, 28 and 29, 1999
- “Allocation of Value Between Voting and Non-Voting Shares in Canada”, Valuation Study Group, Napa, California, July 15 to 18, 1999 – confidential
- “Valuing Intellectual Properties and Technology Companies”, Corporate Management Tax Conference, Canadian Tax Foundation, March 30, 1999
- “Trapped-in Capital Gains, Revisited”, Business Valuation Digest, January 1999
- Allocation of Value Between Arena and Sports Team, Valuation Study Group, Puerto Rico, November 5 to 8, 1998 – confidential
- “Mergers & Acquisitions in the United States – Business Valuations”, US Symposium, in collaboration with the National Bank of Canada, Lévesque Beaubien Geoffrion Inc. and Desjardins Ducharme Stein Monast, Montreal, October 27, 1998
- “Technological Transfers”, Congress of the Association de planification fiscale et financière, Montreal, October 7, 8 and 9, 1998
- “Valuing Technologies”, Leadership, The Gazette, July 1998
- “Interpretation of financial statements” presentation to various law firms (1997 -1998)
- “Évaluation de l’entreprise familiale”, 22nd Congress of the Association de planification fiscale et financière, Montreal, October 8, 9 and 10, 1997
- “Valuing Corporate Intellectual Property Assets” Protecting & Managing Intellectual Property Assets, Federated Press Conference, Toronto, September 23 and 24, 1997
- “The accounting, financial and tax issues relating to Shareholder Agreements”, Pour Mieux Entreprendre, Volume 6, No.1, January 1997
- Presentation of a practical example of a valuation of intellectual property, Colloque sur les enjeux de la propriété intellectuelle, Montreal, October 24, 1996
- “Évaluation de l’entreprise familiale”, Canadian Tax Foundation, Montreal, June 1996
- “Évaluation de la propriété intellectuelle : comment et pourquoi”, Meredith Conference, McGill University, Montreal, June 1996
- “Valuation Issues in Owner-managed businesses”, Report of Proceedings of the Forty-Seventh Tax Conference, Canadian Tax Foundation, Toronto, November 1995
- “The Employee Side of the ESOP Coin (co-authored), ESOP Insights, April 1995
- “Traitement de l’impôt dans l’évaluation des actions, Canadian Tax Foundation, Montreal, June 1, 1994
- “Valuing a Family-owned Business in the Event of a Marital Breakdown”, CICA Interest Groups Founding Conference, November 13, 1992
- “ESOPs change the rules – Employee share ownership plans offer opportunities for business and challenges for CAs”, CA Magazine, September 1992 (co-authored)
- “Government incentives needed to boost employee ownership plans”, The Bottom Line, August 1992
- “The Canadian ESOP Opportunity”, The Bottom Line, July 1992
- “Complex issues in valuation” Le Forum Professionnel, Montreal, November 1991
- “L’Actionnariat des Salariés – La Troisième Voie”, Le Monde Juridique, September 1991 (co-authored)
- “Income Tax Implications in Valuation”, The Canadian Institute, Taxation Issues in Family Law, May 1991, Montreal
- “Effect of current economic climate on business valuations”, Montreal, June 12, 1990
- “Comment choisir la cible: Questions d’évaluation”, February 12, 1990 (co-authored)
- “Incidence de la loi 146 sur l’évaluation et les états financiers personnels”, conference by the Association de planification fiscale et financière, November 1989
- “Don’t Discount Those Discounts”, (co-authored), CA Magazine, October 1989
- “Canadian Experience and Precedents Relating to Discounts in Arriving at the Share Value of Closely-Held Corporations”, (co-authored), Valuation Study Group, June 1989, Ashville, North Carolina, U.S.A.
- “Preparation For, and Giving Expert Evidence At, Trial”, (co-authored), The Institute of Business Appraisers, February 1989 (San Diego, California)
- “The Effect of Income Taxes on Share Valuation”, Journal of Business Valuation, 1989 (Proceedings of the 9th Biennal Conference of the CICBV)
- “Valuation and the Family-owned Business” (co-authored) The Canadian Institute, October 1988, Montreal
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