What Are Your Transition Options?

Understanding the Role of Financial Buyers in Selling, Growing, or Transitioning Your Business As a business owner, you may be considering growth, succession, retirement, or transitioning ownership. Whether that decision is years away or already on the horizon, understanding the options available can help you make informed decisions and maximize future opportunities. One option many business owners explore is partnering with a financial buyer. Financial buyers can provide a range of outcomes, from a complete exit and succession plan to growth capital, strategic support, and the opportunity to retain an ownership stake while participating in the future success of the business. Join Innovate Niagara for a practical discussion featuring investors representing family offices, private equity, and long-term investment groups who will share how they evaluate businesses, approach acquisitions, and work with business owners through transitions. This session is designed for established business owners who want to better understand the marketplace, prepare for future opportunities, and learn what buyers are looking for before entering a transaction process. Featured Panelists Anthony Creo - Head of Investments Alcorn Partners: Dan Campagna - Presisdent Rowntree Enterprises: Scott Morrison - Banyan Capital Partners: Facilitated by: Karen Fisman - Managing Director PWC Canada Why Attend? Most business owners will only experience a business transition once. Understanding the options, buyer landscape, and preparation process in advance can help you make better decisions, preserve value, and create more opportunities for yourself, your employees, and your business. Whether you are considering a future exit, growth capital, succession planning or partial liquidity, this discussion will provide practical insights from experienced financial buyers active in the lower mid-market. Who Should Attend? This session is intended for owners and operators of businesses in the following sectors: • Manufacturing • Engineering, electrical, and mechanical services • Food and beverage (manufacturing or distribution) • Industrials • Owner-operated businesses More broadly, it will be relevant for: · Business owners considering succession planning • Owners exploring future growth or liquidity options • Professional advisors supporting business transitions 📅 Wednesday, November 18, 2026 🕛 12:00 PM - 2:00 PM 📍 Coppola's Ristorante & Banquet Facility 🍽️ Lunch Included Registration required. Space is limited.