Confederation M&A

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Confederation M&A

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Confederation M&A specializes in the lower middle market M&A space which encompasses businesses with revenues between $2M to +$100M and EBITDA of $500K to +$10M

10/23/2025

What an incredible few days at the 4th Annual Association for Corporate Growth (ACG) Atlantic Network Conference in Halifax!

From the engaging conversations at DealSource North’s Atlantic debut to the insightful panel discussions at the Conference on major infrastructure initiatives, AI and digital transformation, cross-border M&A and more, this year’s event truly highlighted the strength and momentum within Atlantic Canada’s business community.

Our team, Jeff MacKenzie, Bob Brown, and Patrik Landry, had a fantastic time connecting with investors, capital providers, advisors, and entrepreneurs from across the region and beyond. Kudos to this year's Conference Co-Chairs Jack Dallaire and Jillian Murray for leading a great event, and a thank you to the panelists and moderators who made the sessions so valuable.

A special congratulations to Jeff on serving as Co-Chair of the first DealSource North Atlantic alongside Jack Dallaire of Seafort Capital. We look forward to welcoming attendees back to the conference next year, where Jeff will be taking on the role of Conference Co-Chair alongside Sally Ng.

A big thank you as well to Mike Fenton for organizing such a well-run and impactful event!

10/15/2025

The Confederation M&A team had an incredible time in Moncton at our 2025 Fall Retreat Conference!

Over the course of the retreat, our discussions centred on how we can continue to create greater value for our clients, from helping business owners navigate the current M&A landscape and prepare for successful exits to exploring new strategies that drive stronger outcomes and long-term growth.

A special thank you to Jennifer DeWare for joining us as a guest speaker and sharing valuable insights on teamwork and building resilience.

It was fantastic having the whole team together, and getting to change up the scenery made it even more enjoyable!

A big thank you to everyone who joined us, and of course, we mixed things up with well-deserved breaks for food and drinks.

09/25/2025

A weekend well spent! ⛳

Nothing beats a round of golf with the RBC crew! Perfect weather, great company and plenty of laughs.

It’s always great to step off the course with stronger connections and even better friendships.

09/18/2025

Confederation M&A is proud to once again sponsor the 4th Annual Atlantic Association for Corporate Growth (ACG) Network Conference, happening September 24-25 in Halifax!

This growing event brings together investors, capital providers, advisors, entrepreneurs, and business leaders to highlight the strength and opportunity within Atlantic Canada.

For the first time, DealSource North is coming to Atlantic Canada - “My experience with DealSource North has been excellent – it’s rare to find an event where you can have so many productive, focused conversations in such a short amount of time. I’ve built strong connections through it and always leave with tangible opportunities for my clients. I’m especially excited to see DealSource launch in Atlantic Canada this year and bring that same value to our region,” - Jeff MacKenzie, Partner, Confederation M&A.

Another highlight will be the panel “Navigating Cross-Border M&A Transactions,” moderated by Matthew Galgay of BDO Canada. Featuring industry leaders Loren Rafeson (BDC Capital), Corey MacKinnon (Cooke Inc.), Zac McIsaac, CFA (McCain Capital Partners), and Damian Burke (Main Street Capital Corporation), the session will explore the strategies, opportunities, and challenges driving today’s cross-border deal-making landscape.

Jeff MacKenzie, Bob Brown, and Patrik Landry, CFA from the Confederation M&A, are looking forward to connecting with Atlantic Canada’s dynamic M&A community!

Learn more about ACG Atlantic Network Conference 2025 and register today: https://www.acg.org/toronto/events/acg-atlantic-network-conference-2025

09/12/2025

Why are business owners selling today?

For a long time, retirement was the leading reason by a large margin, but we see that trend shifting.

In the past 3 years, only 55% of the businesses we’ve worked with sold because of retirement.

Compare that with the 7 years before, when nearly 80% of our transactions were retirement-driven.

So, what’s behind the change? More and more business owners, many between the ages of 30-55, are coming to us with different goals:

✅ Selling a majority or minority stake to bring on an investor for growth.
✅ Stepping back to pursue a new venture.
✅ Exploring opportunities beyond their current business.
✅ Lifestyle change.

The takeaway?

Owners are becoming more strategic with timing, capital, and personal goals. Selling isn’t just an exit, it can also be a way to unlock growth, diversify wealth, or create space for the next chapter.

Thinking about your next chapter? Whether it’s retirement, growth, or something new, we’re here to help you make the right move at the right time.

09/09/2025

Thinking about your succession plan? A Management Buy-Out (MBO) could be the solution.

At Confederation M&A, we help business owners transition their companies to the people who know them best, their management teams.

MBOs not only provide continuity for staff, customers and suppliers, but they also offer business owners peace of mind knowing the company’s future is in trusted hands.

Here’s how our team supports the process:
1️⃣ Conduct a pricing analysis
2️⃣ Assess financing structure and feasibility
3️⃣ Define and approach the core management group
4️⃣ Facilitate negotiations and structure the offer
5️⃣ Manage due diligence and information flow
6️⃣ Close the deal!

A common concern in MBOs is financing. With our deep relationships across the lending community, we help purchasers secure capital with repayment structures tailored to the business’s cash flow.

And just as important, having an experienced advisor in the middle helps preserve the critical relationship between owners and management. An MBO can create sensitive dynamics, and without the right guidance, it risks straining the very leadership team that the business depends on. Our role is to ensure the process remains constructive, collaborative and focused on long-term success.

Whether you’re an owner planning your exit or a management team exploring the path to ownership, our experienced advisors are here to guide you every step of the way.

Learn more about our Management Buy-Out services: https://www.confederationgroup.ca/services/

09/08/2025

👋 Meet Peter MacSwain, CPA, Senior M&A Advisor at Confederation M&A!

Peter brings a thoughtful, hands-on approach to every deal he works on, guiding clients through the complexities of buying or selling a business with confidence and clarity.

After earning his BBA with a focus in economics from the University of Prince Edward Island, Peter went on to complete his CPA designation in 2018. Prior to joining Confederation M&A, he sharpened his financial expertise at MRSB Group in their accounting and audit practice.

With experience spanning a wide range of industries, Peter thrives on helping entrepreneurs navigate transitions that shape their future.

He also gives back as Treasurer of Tremploy Inc. in Charlottetown, and when he’s off the clock, you’ll find him making the most of PEI’s stunning beaches, spending time with his family, or squeezing in a round of golf.

Learn more about Peter and the Confederation M&A team: https://www.confederationgroup.ca/team/

08/14/2025

For many business owners, selling is a once-in-a-lifetime event, and the single most important financial transaction of their career.

But even a strong business can lose value if you stumble in the process.

At Confederation M&A, we’ve helped countless businesses plan and execute successful exits.

Here are 5 mistakes we see most often:

❌ Waiting too long to start planning
❌ Misunderstanding the business value
❌ Lack of confidentiality
❌ Neglecting the business during the sale process
❌ Trying to sell your business on your own

Avoiding these missteps isn’t just about getting a higher sale price, it’s about protecting your legacy and ensuring a smooth, successful transition.

Learn more about these common mistakes and how to avoid them: https://www.confederationgroup.ca/5-common-mistakes-to-avoid-when-selling-your-business/

08/08/2025

Are you thinking of selling your business? Start with a strategy.

At Confederation M&A, our Sell-Side Advisory services are designed to help business owners sell all or part of their company with confidence.

Here’s how we help:
1️⃣ Conduct a detailed pricing analysis and market readiness assessment
2️⃣ Prepare a Confidential Information Memorandum
3️⃣ Define and approach qualified buyers
4️⃣ Lead negotiations and manage offers
5️⃣ Manage due diligence and information flow
6️⃣ Close the deal!

Whether you’re looking to sell now or a few years from now, it's never too early to plan. Our team works closely with business owners to guide the process, protect your time, and help maximize your return.

Learn more about our sell-side advisory services and how we can help you: https://www.confederationgroup.ca/services/selling/

08/01/2025

👋 Meet Bob Brown, Partner at Confederation M&A!

Bob’s journey into M&A wasn’t exactly traditional, but it’s one that shaped the values, grit, and perspective he brings to every client engagement.

After graduating from St. Thomas University (CA) in Fredericton, with degrees in Arts and Education (and five extra years of university hockey), Bob took an unexpected leap into the business world. What followed was a dynamic career path: ten years with Irving Oil, five in commercial leasing, a short-lived (but memorable) stint in IT, years in commercial real estate and the lottery sector, and a venture into startup life.

Every stop along the way taught Bob something new and prepared him for the work he does now: helping business owners navigate the most significant transaction of their lives. For the past nine years at Confederation M&A, he’s been doing just that with insight, empathy, and the kind of loyalty that turns clients into lifelong friends.

When he’s not closing deals, you’ll find him golfing, skating, or spending time with his family and friends.

Learn more about Bob and the rest of our team: https://www.confederationgroup.ca/team/

07/24/2025

We’re excited to announce the successful sale of City Glass, a trusted commercial glass installation company based in Summerside, PEI, with a strong reputation built over 25 years of dependable, high-quality service.

City Glass has been a go-to provider across the province for everything from commercial installations to emergency residential repairs, earning the trust of clients through its commitment to reliability and craftsmanship.

Congratulations to Patrick Keefe and Ryan Pineau, the new owners of City Glass. We’re confident you’ll continue the legacy of excellence the business is known for.

And to Dennis Pineau, congratulations on the sale, and thank you for your decades of leadership in building such a respected brand.

Learn more about this success story: https://www.confederationgroup.ca/success-story/city-glass/

07/18/2025

We’re excited to share that we successfully closed a sale with Quality Sound Alarm (QSA) in Fredericton, New Brunswick - for the second time!

In 2021, we helped QSA bring on a strategic investment partner, Covehead Bay Capital, to help fuel their growth in Atlantic Canada. This year, the ownership group returned to us to facilitate the full sale of the business; a testament to the trust and long-term relationships we strive to build.

QSA has spent over 50 years establishing itself as a trusted leader in integrated fire, security and communication systems across Atlantic Canada. It’s been a pleasure supporting the company through two important transitions.

Congratulations to Galineer Capital Partners, the new owners of QSA. We wish you continued success as you carry the legacy forward.

To our returning client, thank you once again for placing your confidence in Confederation M&A.

Learn more about our other success stories: https://www.confederationgroup.ca/successes/

Address

139 Queen Street
Charlottetown, PE
C1A4B3

Website

http://www.confederationgroup.ca/

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