M&A Club Calgary Meeting: October 30, 2024

Shark Tank: From the Buyer's Den - will feature a dynamic session showcasing three distinct buyer perspectives on the same business. Each buyer brings a unique viewpoint, reflecting diverse motivations influencing their offer structures and approach to the deal. Discover how these varying perspectives shape their strategies and impact their negotiations in this enlightening exploration of the buyer's journey.

Speakers: Don Montgomergy & Abhishek Makkar with True North M&A

Don Montgomery

Don’s deep and passionate belief that he has the opportunity to positively impact

and change people’s lives by providing a great client experience is what makes

True North stand out in the mergers and acquisitions industry.

Prior to founding True North M&A, Don built his 25-year career around enriching

the customer experience in sales and management, eventually leading to his role

as President of Pentax Medical. Over the years, Don has led and participated in

extensive long-term strategic planning, including numerous M&A opportunities

and ventures while sitting on “the other side of the desk.”

Through his many accomplishments and years of experience, he has developed

an incredible grasp on how to lead and serve his clients (business sellers and

buyers). After seeking to buy a business and personally finding the M&A service

marketing lacking in Canada, Don’s passion for caring for the customer merged

with his entrepreneurial personality and True North Mergers & Acquisitions

(TNMA) was born.

Don and True North take pride in impacting businesses through the ability to

connect, listen to, gain insight from, and deliver results for clients’ individual

needs. This strength for listening and understanding clients allows True North to

develop creative ideas about how to increase a business’ value, even in the final

months prior to a sale.

Don is an active member with the IBBA (Int’l Business Brokers Assn) and IBBA

Canada, and is a Certified Business Intermediary (CBI) through the IBBA. He is

also a Certified Value Builder with the Value Builder SystemTM, building his

knowledge of the M&A world for the betterment of his clients.

Abhishek Makkar

Abhi brings a wealth of expertise as a seasoned M&A advisor, with a diverse

background encompassing Accounting, Finance, Risk & Compliance, and M&A.

His career has predominantly revolved around transactions, where he has been

a pivotal member of the transaction teams for notable entities such as Parkland

Fuel, RBC, and a boutique M&A firm, all within the mid-market space.

Specializing in mergers and acquisitions, Abhi has successfully advised

companies through both sell-side and buy-side mandates. He is skilled at guiding

organizations through the complexities of divestitures and acquisitions,

demonstrating a keen understanding of the strategic details involved.

Abhi’s professional journey started at PwC, where he earned the Chartered

Professional Accountant (CPA) designation. During this phase, he cultivated his

skills, while collaborating with a diverse portfolio of clients, ranging from large

public oil & gas entities to not-for-profit organizations. With a solid foundation in

Accounting and Finance, complemented by strategic insights into M&A

intricacies, Abhi holds a key role as an M&A advisor at True North, contributing to

the success and growth of our clients through his seasoned expertise and

comprehensive understanding of the business landscape.

Abhi received his Bachelor's Degree in accounting from the University of Calgary,

and is a Chartered Professional Accountant.

Host or Publisher M&A Calgary