In this episode, Nick Olsen, Managing Director at Cornerstone International Alliance (CIA), joins us to discuss how global buyer networks and data intelligence are transforming the M&A landscape. He shares insights on CIA’s role in the market, the scope of its international buyer network, and how data-driven strategies empower more efficient deal-making. We also explore how CIA’s reach enhances Portage’s sell-side process, hear examples of successful cross-border engagements, and get advice for business owners preparing for a sale. Packed with practical insights and forward-looking perspectives, this conversation offers a clear view of the strategic value behind buyer intelligence.

A powerful conversation featuring Liz MacRae, President of Village Wellth. Liz shares her unique journey into M&A, the friction points she’s solving for buyers, and her insights on where the industry is headed in the next 3–5 years. From actionable advice for today’s buyers and sellers to bold predictions about AI and tech disruption in deal-making, this episode is packed with strategic gold.

Learn why Fractional CFOs are becoming indispensable in today’s M&A and business landscape. Guest: Bhavna Duggal | Former CFO at The CFO Centre of Canada, Current Interim CFO at Securian Canada

Buying a business can come with twists and turns and we’re here to help navigate. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations. ryan.buist@portagemaadvisory.com

Selling or buying a business requires careful consideration and trust in your partners, making this episode particularly significant. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations. ryan.buist@portagemaadvisory.com

Selling a business is a much more complex undertaking than most entrepreneurs realize. Join us for a peek into our proprietary, in-depth process which helps us ensure the successful sale of your business. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations.

When it comes to retirement, there is much more to consider than just the numbers. This episode reminds sellers of an introspective process they must undertake to assess their level of retirement readiness. Guest: Ryan Buist | Portage M&A Partner & Head of Valuations. ryan.buist@portagemaadvisory.com

Amidst the daily hustle, it’s crucial that business owners do not overlook the long-term financial health of their business and personal wealth. Learn how. Guest: Edward Lee | Investment Advisor at RBC edward.e.lee@rbc.com

Get the inside scoop and buyer perspective from recent client Sean Brown, Partner at Summit Ridge Capital and now CEO of Burloak Tool & Die. Guest: Sean Brown | Partner at Summit Ridge Capital | CEO of Burloak Tool & Die | sean@summitridgecapital.com

M&A lawyers play a critical role in rounding out a seller’s comprehensive and competitive deal team. Learn what to look for when adding this expert to your team. Guest: Kevin Fernandes | Partner at KMB Law | kfernandes@kmblaw.com

This episode provides all you need to know about buyers – who they are, what drives them and how a proper profiling process can help sellers find their perfect match. Guest: Thomas Bevilacqua | Portage M&A Advisory | VP thomas.bevilacqua@portagemaadvisory.com

For many, selling their business is uncharted territory. The right M&A advisor will confidently and calmly guide you on your path to a successful sale. Guest: Len Hume | Former Portage Client | Former Owner of Professional Cleaning Specialists (PCS) of Niagara

A comprehensive financial plan that merges business and personal documents is critical for selling your business and enabling your future. Guest: Wesley Haynes | Senior Investment Advisor RBC Wealth Management | Parekh-Haynes Group wesley.haynes@rbc.com

Canadian business owners continue to leave money on the table when it comes to selling. Learn how early planning and a proper business valuation make all the difference. Guest: Ryan Buist | Portage M&A Advisory Partner & Head of Valuations | ryan.buist@portagemaadvisory.com