Toronto: Growth and Exit Strategies for Software and IT Companies

$395 usd
Wed Mar 4, 12:00 - 6:00 PM (EST)
McCarthy Tétrault LLP, 66 Wellington St W Suite 5300, Toronto, Ontario, Canada  

The flagship WFS Tech Conference for CEOs, founders, and investors of software and IT companies, covering Tech M&A: investment, growth, strategy, buyouts, sales, and mergers. Insights from: private equity, VC, angels, strategic buyers, M&A advisors, and CEOs who’ve had a successful exit.

11:30 – 12:00
Registration and Light Lunch

12:00 – 12:10
Chairman’s Welcome & Word from Sponsor
Platinum Sponsor: David Levine, Corum Group
Gold Sponsor: Scott Bergen, McCarthy Tétrault LLP

12:10 – 12:30
Top Ten Disruptive Technology Trends: Will they put you out of business?
David Levine, Corum Group

12:30 – 1:15
Investors Panel: Will your strategy get funded?
Estelle Chen, Director, BMO Technology & Innovation Banking
Mark Gilbert, Director – Loan Origination, Espresso Capital
Russell Samuels, Partner, WhiteCap Ventures
Prathna Ramesh, Managing Director and CCO, Maple Leaf Angels
Karl Schabas, Managing Director, Verstra Ventures
Matthew Leibowitz, General Partner, Quayside Venture Partners

Moderator: Dr.Ivan Ruzic, Corum Group

1:20 – 1:50
Tech Valuations: What are you worth?
John Kirkpatrick, Corum Group

1:55 – 2:40
Introductions & Networking Break

2:45 – 3:45
Buyers Panel (PE & Strategics): Do you have what they want?
Kevin Climans, Software Investor, Klass Capital
Shaun Maine, President & CEO, Converge Technology Solutions Corp
Jenna Sleefe, Software Investor, K1 Investment Management
Austin Scee, CEO& Founder, Arcas Group
Shezad Okhai, Vice President, VOlaris
Atulan Nvaratnam, VP of M&A, OpenText
Moderator: Scott Bergen, McCarthy Tétrault LLP

3:50 – 4:30
Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit
Ferhan Bulca, Co-Founder & CEO, Acumyn
Lisa Israelovitch, Co-Founder & CEO, Umapped
Etienne Lecompte, Co-Founder & CEO, Powerhub
Matt Stevens, CEO, FleetCarma

Moderator: Dave Levine, Corum Group

4:30 – 5:00
Succession Planning: How to get an Optimal Outcome
Dr. Ivan Ruzic, Corum Group

5:00 – 6:00
Cocktail Networking Reception (By Gold Sponsor)
Sponsored by: McCarthy Tétrault LLP

Austin Scee, Arcas Group


David Levine, Corum Group

Sr. Vice President

Estelle Chen, BMO Technology & Innovation Banking


Etienne Lecompte, Powerhub

Co-Founder & CEO

Ferhan Bulca, Acumyn

Co-Founder & CEO

Jenna Sleefe, K1 Investment Management

Software Investor

Joel Espelien, Corum Group

Executive Director

Karl Schabas, Verstra Ventures

Managing Director

Kevin Climans, Klass

Lisa Israelovitch, Umapped

Co-Founder & CEO

Mark Gilbert

Director: Loan Origination

Prathna Ramesh, Maple Leaf Angels

Managing Director and CCO

Russell Samuels, White Cap Venture Partners


Shaun Maine, Converge Technology Solutions

President & CEO

Shezad Okhai, Volaris Group

Head of M&A
McCarthy Tétrault LLP, 66 Wellington St W Suite 5300, Toronto, Ontario, Canada