Disruptive trends are sweeping B.C.’s advisory space

Disruption hasn’t spared the advisory space. In fact, today’s advisors are tasked with guiding a new type of client armed with tools and technology that are putting them much more in tune with the business. On April 10, at our BC Middle Market Growth Conference, we’re re-examining the rapidly-changing advisory landscape and the major trends we see unfolding:

• Georgraphy no longer matters. Buyers and sellers are finding one another in new ways – including online data rooms – to share valuable trade information, making them a much savvier and more connected group.
• A boom for boutiques. B.C. is seeing a growth of specialized firms focusing on niche industry sectors, giving larger, full-service firms a run for their money.
• The business lifecycle, disrupted. New products are changing the way deals get done. Representation and Warranty insurance is one example of a game-changing tool that advisors are focusing on to stay competitive.
• Disruptive technology is changing the way advisors approach solutions for clients. Artificial intelligence is going as far as replacing some advisory functions.
• A personalized approach wins. Despite technology advancements, when the stakes are high and a transaction is completed, clients still feel more at ease dealing with a human face. This means a personalized approach and high level of customer service are still required to win opportunities.
  Meet our esteemed panel of advisors that will be talking about what’s changing for good, and what values remain the same.

Angus Reid, Commercial Risk Advisor with Reliance Insurance

Angus and his team help companies take control and manage their overall cost of risk. Protecting long-term value of a company’s brand, assets, profits and people is Reliance’s primary objective. They accomplish this by delivering custom insurance solution, results-based risk management planning, claims advocacy and M&A due diligence services.

David Merner, Executive Director, Innovation at The Ministry of Attorney General

David has led disruptive changes to BC’s justice system over the past decade, including BC’s Civil Resolution Tribunal, Family Justice Solution Explorer, and Tribunal Transformation Initiative. Prior to his call to the British Columbia bar in 1990 and the Ontario Bar in 1991, David completed degrees at Harvard, the University of Alberta, Oxford, and the University of Toronto.

Brian Gilbreath, Vice President of Sales, Merrill Corporation
Brian is a Vice President of Sales for DataSite’s Western region and has held a number of senior roles at Merrill Corporation since 2012. His previous experience includes positions with PostX, Intel and the National Security Agency. He holds a Masters of Science in Business from Johns Hopkins University.

The discussion will be moderated by Leo Wilson, Senior Vice President, KPMG Corporate Finance Inc. Leo provides acquisition, divestiture, capital raising and strategic advisory services to mid-market private companies.

Less than two weeks remain until BC Middle Market Growth Conference, ACG’s biggest event of the year. Get your tickets this week while they’re still available by clicking here.