In this episode, Nick Olsen, Managing Director at Cornerstone International Alliance (CIA), joins Jim to discuss how global buyer networks and data intelligence are transforming the M&A landscape. He shares insights on CIA’s role in the market, the scope of its international buyer network, and how data-driven strategies empower more efficient deal-making. We also explore how CIA’s reach enhances Portage’s sell-side process, hear examples of successful cross-border engagements, and get advice for business owners preparing for a sale. Packed with practical insights and forward-looking perspectives, this conversation offers a clear view of the strategic value behind buyer intelligence.

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A powerful conversation featuring Liz MacRae, President of Village Wellth. Liz shares her unique journey into M&A, the friction points she’s solving for buyers, and her insights on where the industry is headed in the next 3–5 years. From actionable advice for today’s buyers and sellers to bold predictions about AI and tech disruption in deal-making, this episode is packed with strategic gold.

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In this episode, we're exploring the rise of Fractional CFOs, their role in guiding businesses through economic challenges and succession planning as well as their impact on successful deals. Learn why Fractional CFOs are becoming indispensable in today's M&A landscape and how to leverage Fractional CFO expertise for your next big move.

Guest: Bhavna Duggal | Former Principal & Chief Financial Officer at The CFO Centre of Canada and current Interim Chief Financial Officer at Securian Canada.

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