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The key pillars of a merger & acquisition transaction

Standalone workshops or a complete 4-session program
Fall 2026 session

Preparing for an M&A transaction doesn’t mean planning too early… it means avoiding being caught off guard

In an M&A transaction, value is not determined by price alone, but above all by the company’s level of preparedness.

In 2026, rising competition and the integration of AI are accelerating the pace of mergers and acquisitions in the technology sector. Quebec business leaders are seeing it too: according to the 2024 AQT Barometer.

48%
Tech CEOs are planning to grow through acquisitions
47%
 are considering a merger 
45%
say they would be open to selling if a competitive offer materializes 

✓ A proven format — successfully launched during the spring session.  

But intention does not equal readiness. Whether it involves selling, acquiring, or transferring the business, each option requires rigorous preparation — especially in a technology context where the key issues involve intellectual property, recurring revenue, talent, and integration capacity. 

 

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The four workshops, “The Key Pillars of an M&A Transaction,” give CEOs of Quebec technology SMEs the tools to structure, plan, and lead a growth or succession project before urgency starts dictating decisions. 

 

Who is it for?

 This cohort is designed for CEOs and key executives of technology companies — including CFOs, VPs of Product, and General Managers — who: 

  • are considering a merger or acquisition in the coming years 
  • want to be ready if an offer comes their way 
  •  wish to structure their company to maximize value, even without an active transaction process underway 

A complete program, session by session

1.  The key stages of an M&A transaction — buy-side and sell-side 
2. Valuation and the main negotiation mechanisms  
3.  Due diligence, including technology and intellectual property considerations 
4.  Post-transaction integration: culture, talent, and systems 

Choose your option.

You can participate in one or more targeted workshops based on your current challenges, or follow the full program to develop a comprehensive understanding of M&A transactions.
CEOs who hold the AQT Passport receive priority registration. 

Individual session
Full Program
View the rate

Workshop 1: The Key Steps

$495/session
$1495/full program

 BUSINESS SUSTAINABILITY: HOW TO PREPARE THE COMPANY FOR WHAT COMES NEXT? 

How can you define and align your merger or acquisition strategy while taking into account the CEO’s internal strengths, objectives, and vision?

This session explores the strategic foundations of a merger or acquisition transaction to better prepare the company for growth, succession, or value-creation challenges. 

Guest Experts
  • Olivier Guénin,  M&A Business Development Manager, and Frédéric Bonan,  Founder of I-Deal Développement
  • François-Pierre Dionne,  Senior Manager – Technology Banking Group, Pierre Tessier,  Senior Manager – Business Transfer, and  Sonia Katiya,  Senior Manager – Business Transfer, Canada National Bank 
  •  The training will be followed by a testimonial from a tech CEO. 

Tuesday, September 15, 2026
9 a.m. to 12 p.m.
Downtown Montréal
(location to be confirmed) 
Join the waiting list

Workshop 2 : Valuation & Negotiation

$495/session
$1495/full program

HOW CAN YOU AVOID COSTLY STRUCTURAL MISTAKES?

How can you avoid costly structural mistakes and reconcile financial rationale, long-term strategy, and the human dimension in a merger or acquisition transaction?

On the agenda: valuation mechanisms, critical clauses, financial adjustments, and the human aspects of negotiation.

 

 Guest experts 
  • Paul-André Jouzel,  Co-founder of Alvora Partners 
  • Alexandre Laturaze,  Partner at Demers Beaulne 
  •  The training will be followed by a testimonial from a tech CEO

Tuesday, September 29, 2026
 9 a.m. to 12 p.m.
Demers Beaulne Offices
Place Montréal Trust
1800 McGill College, Suite 600
Montréal, Quebec H3A 3J6 
Join the waiting list

Workshop 3 : Due Diligence

$495/session
$1495/full program

WHAT DOES DUE DILIGENCE LOOK LIKE WHEN IT TRULY PROTECTS VALUE? 

How can you anticipate and manage human, technological, and organizational risks to secure a merger or acquisition transaction and truly protect value?

At the heart of the discussion: intellectual property, recurring revenue, talent, technology risks, and factors that may affect the company’s value.

 Guest experts 
  • Nadia Paquet, vice-president, and Marc-André Tremblay, director, Tact
  • Christian Jacques,  Partner – Emerging and High-Growth Companies, and  François Paradis, Managing Partner of the Montréal office, Osler 
  • The training will be followed by a testimonial from a tech CEO 

Tuesday, October 20, 2026
9 a.m. to 12 p.m.
Osler Offices — Montréal
1000 de la Gauchetière West, Suite 1100, 11th floor
Montréal, Quebec H3B 4W5 
Montréal (Québec) H3B 4W5
Join the waiting list

Workshop 4 : Post-Transaction Integration

$495/session
$1495/full program

POST-TRANSACTION INTÉGRATION —  HOW CAN YOU SUCCEED INTEGRATION WHERE VALUE IS CREATED… OR LOST? 

How can you successfully manage post-acquisition integration by aligning cultures, teams, and systems to create a new shared momentum — where value is either created… or lost?

Essential conditions for successful integration: operational continuity, team buy-in, and value creation after the transaction.

 Guest expert
  • Mathieu Deschamps,  Partner – Mergers and Acquisitions, Norton Rose Fulbright
  • The training will be followed by a testimonial from a tech CEO 

Tuesday, November 3, 2026
 9 a.m. to 12 p.m.
Norton Rose Fulbright Offices
1 Place Ville Marie, Suite 2700
Montréal, Quebec H3B 1R1 
Join the waiting list
Les piliers d'une transaction de F&A

LE PARCOURS EN BREF

🔄Formation F&A : Pérennité de l’entreprise, comment préparer l’entreprise pour la suite?

Comment définir et aligner sa stratégie de fusion ou d'acquisition en tenant compte des forces internes, des objectifs et de la vision du PDG?

Cette séance explore les fondements stratégiques d'une transaction de fusion ou d'acquisition afin de mieux préparer l'entreprise aux enjeux de croissance, de relève ou de création de valeur. En compagnie d'experts invités — I-Deal Development et la Banque Nationale — les participants seront guidés à travers les étapes clés pour structurer une démarche F&A cohérente, alignée avec la réalité et les ambitions de leur organisation.

Mardi 15 septembre 2026
9 h à 12 h
Bureau de l’AQT, Longueuil 

🔄Session 2 : Valorisation & négociation (22 sept.)
Comment éviter les erreurs de structure qui coûtent cher (clauses, mécanismes d’ajustement, conditions)?
🔄Session 3  : Vérification diligente (30 sept.)
À quoi ressemble une diligence “tech” qui protège réellement la valeur (IP, revenus, clients, talents, risques)?
🔄Session 4 :  Intégration post-transaction (07 oct.)
Comment réussir l’intégration, là où la valeur se crée… ou se perd?




🧭 Format : 4 séances de 3 heures, de 9 h  à 12 h 00
🚩 Lieu :  Bureau de l'AQT à Longueuil 
💲Tarification
Tarif régulier  :  1295 $ 
👥 Public cible :
8 à 12 PDG d’entreprises technologiques
Pas encore membre? Contactez-nous pour profiter de tous les avantages 

PROFITER DE L'OFFRE DE LANCEMENT



🔄Session 1 : Réflexion et stratégie  (15 sept.)
Pérennité de l’entreprise, comment préparer l’entreprise pour la suite?
🔄Session 2 : Valorisation & négociation (22 sept.)
Comment éviter les erreurs de structure qui coûtent cher (clauses, mécanismes d’ajustement, conditions)?
🔄Session 3  : Vérification diligente (30 sept.)
À quoi ressemble une diligence “tech” qui protège réellement la valeur (IP, revenus, clients, talents, risques)?
🔄Session 4 :  Intégration post-transaction (07 oct.)
Comment réussir l’intégration, là où la valeur se crée… ou se perd?