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Pender has a track record of investing in over 60 companies which were acquired in M&A transactions. This record is a by-product of our private equity approach to public markets with a focus on understanding stakeholder incentives and identifying catalysts. While we rarely buy a business expecting it to be acquired, our experience in these situations has led us to develop a formula of factors that correlate to determining potential take-out candidates.

In this session guest moderator, Cam Belsher, Partner & Co-Head of M&A, McCarthy Tetrault, will break out Pender’s M&A events driven process with Pender’s special situations experts, David Barr and Amar Pandya. They discuss the characteristics that Pender believes can lead to a sale, valuation determinants, stakeholder motivations, corporate governance signals and risk factors. These lead into how these events play out in real world situations, and how our approach aims to contribute alpha to our portfolios while decreasing risk.