ACG 2026 Corporate Growth Summit Event Guide by ACGEdmonton

BronzeSponsor

Kalos

Team at a Glance

2,250

2026 Corporate Growth Summit

AGENDA

DAY 1: APRIL 15 : ATRIUM BY SABOR

DAY 2: APRIL 16 : WAYNE GRETZKY BALLROOM

7:30 - 8:30 AM REGISTRATION & NETWORKING BREAKFAST

AGENDA

2026 Corporate Growth Summit

DAY 2: APRIL 23 : WAYNE GRETZKY BALLROOM

1:00 - 1:45 PM Perspectives on Capital Allocation in the U.S. –Considerations for Alberta and Canadian Businesses

Hear from Jordan Hokanson, President and Chief Executive Officer of Hokanson Capital

1:45 - 2:30 PM NETWORKING BREAK

2:30 - 3:30 PM KEYNOTE PRESENTATION

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MESSAGE FROM THE ACG EDMONTON CHAPTER PRESIDENT

Andrew O’Dell

Welcome to the 14th edition of the ACG Edmonton Corporate Growth Summit!

On behalf of ACG Edmonton, I’d like to thank our conference planning committee for the time and effort that went into bringing this event together. A special thank you to our 2026 Summit Co-Chairs, Alvin Pyke and Clayton Liebe, for their leadership and commitment throughout the process And to all of you attending today, thank you for being here. Your participation is what makes this Summit worthwhile.

We’re operating in a period of continued uncertainty. Tariffs, market volatility, and geopolitical tension are affecting businesses across industries In that environment, access to perspectives from people actively deploying capital, running companies, and executing transactions becomes even more valuable. This Summit is designed to provide that. You’ll hear from leaders navigating these challenges in real time, sharing how they’re adjusting, where they see opportunities, and how they’re thinking about growth

Risk exists at every stage of business, whether you’re building, scaling, or repositioning. The nature of that risk changes, but the need to make informed decisions doesn’t Our goal is that you leave today with practical insights, a few new ideas, and connections that continue beyond the conference

I also want to thank our sponsors, both long-time supporters and new partners. Your support makes this event possible, and we appreciate your continued investment in the business community

As we begin, I encourage you to engage in the conversations, meet someone new, and share your own experiences. The value of this Summit comes from the people in the room.

Thank you again for being here We’re glad you joined us for the 2026 Corporate Growth Summit

With appreciation, Andrew O’Dell

Curtis Neumann Vice President

TD Commercial Banking

T: 587-335-9308

qamar.ahmed@td.com 2601 TD Tower, 10088 102 Avenue NW, Edmonton, AB Our

curtis.neumann@td.com 2601 TD Tower, 10088 102 Avenue NW, Edmonton, AB Chris Rattray District Vice President TD Commercial Banking T: 780-863-2046

chris.rattray@td.com 3803 Calgary Trail NW, Suite 630, Edmonton, AB Qamar Ahmed Director, National Accounts TD Commercial Banking T: 780408-6273

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ORGANIZING COMMITTEE

Alvin Pyke ACG Edmonton Conference Co-Chair Pivot Electric Machines

Meet Alvin Pyke, Vice-President of Engineering for Pivot Electric Machines. Mr. Pyke retired from Titan Logix Corp in 2021, where he held the role of CEO. In his role, Mr. Pyke spearheaded a new vision, strategy and operational plan for Titan, leading to strong grow and an increase in enterprise value. Most recently Mr. Pyke has been advising companies on growth strategies and digital innovation In this role he has honed his skills as a mentor and coach for aspiring middle managers and senior executives Alvin has been a professional engineer for 33 years and is a life member of the Association of Professional Engineers of Alberta (APEGA). He is a serial entrepreneur, experienced C-suite executive, board director and chair, team leader, certified management consultant and a graduate of the Institute of Corporate Directors DEP program

Andrew O’Dell President, Conference Programming Nelson Lumber

Andrew is a Vice President, Finance with Nelson Lumber. He was previously a director at KV Capital’s Private Equity team, where he played a key role in identifying new opportunities and evaluating potential acquisitions With over six years of professional services experience, Andrew has extensive experience in mid-market deals across various industries, including technology and energy. Prior to joining KV Capital, he worked at EY, where he provided expert counsel to clients on mergers, acquisitions, divestitures, and fundraising activities

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Clayton Liebe Conference Co-Chair

Head of Operations and Co-Owner at More & More

Clayton brings nearly five years of experience in private equity and M&A advisory He previously worked at Franvest Capital Partners, a lower middle market private equity family office focused on the fitness, wellness, and franchise sectors, before joining Deloitte as a Senior Associate in M&A Corporate Finance. His background spans financial due diligence, deal origination, financial modelling, and portfolio reporting. Based in Edmonton, he combines operational leadership in the technology space with deep transactional finance expertise and has been an active member of the Association for Corporate Growth (ACG) for four years, including one year serving on the board

Nataliya Kovalenko Conference Planning Vice President, ATB Private Equity

Nataliya is a Vice President with ATB Private Equity, a private equity fund focused on minority investments in Alberta-based companies. Since joining ATB in 2017, Nataliya carried out investments and successful divestitures of a number of companies across a variety of industry sectors Nataliya works closely with the portfolio, providing strategic direction and financial advice to management teams Nataliya holds several board member and board observer positions within ATB’s portfolio of companies and has strong for-profit private company governance experience.

Prior to joining ATB, Nataliya spent 5 years with Roynat Capital in Edmonton and was involved in all aspects of sourcing, underwriting and managing deals for term debt, subordinated debt and mezzanine debt transactions

Nataliya received her Bachelor of Commerce degree (with distinction), majoring in finance, from the University of Alberta. Nataliya obtained her Chartered Professional Accountants designation in 2022 and is a member of the Chartered Professional Accountants of Alberta.

Karina Chin Chapter Executive and Logistics

ACG Edmonton

Karina Chin is the Chapter Executive of ACG Edmonton which includes coordinating meetings, events and the annual Corporate Growth Summit. Karina has a BCom from the University of Saskatchewan focused on Marketing and Human Resource Management. Past experience includes working at TD Canada Trust for 9 years as a personal banker working with high end clients to meet their lending and investment needs

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Toni Vanthuyne Conference Planning Senior Manager Commercial Services, TD Bank

Toni is a Senior Manager of Commercial Services with TD Commercial Banking in the Edmonton market Toni has over 20 years of experience in commercial lending with TD, and together with her team, are dedicated to providing expert advice to a broad range of industries with practical, relationship-driven solutions.

Raymond Kam Conference Planning Director & Team Lead, Scotia Wealth

Ray is a Director & Team Lead in Scotia Wealth Management - Private Banking, where he leads a team of banking professionals to serve the complex needs of business owners and active investors using Scotia’s proprietary lending platform to pool wealth assets to support their total borrowing needs Prior to Scotia, Ray had spent over 15 years of experience in commercial banking, risk management, and business development Ray holds both the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations and earned his Bachelor of Science in Actuarial Science from the University of Alberta.

Ken Glover Conference Planning President & Managing Partner, HumanEdge Recruitment & Consulting Services

Ken is President and Managing Partner with HumanEdge, which provides executive and leadership talent search along with human resource related consulting services HumanEdge is headquartered in Edmonton, AB and has offices in Vancouver, Calgary, and Toronto HumanEdge partners with public and private sector clients supporting their C-Suite and Senior Leadership talent needs. HumanEdge has the capacity to undertake compensation reviews, workforce training and investigations, and executive performance reviews. With respect to corporate transactions such as mergers and acquisitions, HumanEdge is often called up to provide human capital assessments and recruit transitional or leadership talent

YOUNGACG

Nolan Ryan Chair, Young ACG ACG Edmonton, Education Station

Nolan Ryan is Director and CFO of Education Station, a Canadian education supply company, where he helps lead financial strategy and operational growth Nolan also works as a fractional CFO for high-growth startups, including construction procurement platform QuoteToMe Inc. and prop-tech company Rhome, supporting fundraising, financial strategy, and scaling operations. He is also Co-Founder of Blue Flag Capital; a search fund focused on acquiring and partnering with strong operator-led businesses across Canada

Committee Members

Jenna Brackman, Bennett Jones

Niha Ather, Bennett Jones

Gobind Prihar, BMO

Rachel Day, Miller Thomson

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SESSION LEADERS

1.Economic Update

James Marple Associate Vice President and Senior Economist at TD Bank Group

2. Market Update

Bob Dunn

Managing Director of GF Data

3. Deal Makers Panel

Terry Freeman

Karim Mashnuk

Head of Investments, ATB Private Equity

Managing Director, ATB Capital for ATB Cormark Capital Markets, Kuba Soltysiak Director, Canadian Business Growth Fund

Michael Ciaramello

Jason Moser Chief Compliance Officer & Partner, PFM Capital

4. Perspectives on Capital Allocation in the U.S. –Considerations for Alberta and Canadian Businesses

Jordan Hokanson President and Chief Executive Officer, Hokanson Capital

5. Keynote Presentation

Jake Karls

Moderator: Mackenzie Regent Director, Longbow Capital

Co-founder of Mid-Day Squares

Managing Director, Kalos

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SESSION LEADERS

James Marple Economic Update

Associate Vice President and Senior Economist at TD Bank Group

James Marple is an Associate Vice President and Senior Economist with TD Bank Group. James and the economics team provide analysis and forecasts to TD clients and stakeholders covering the U S , Canadian, and global economies

In his current role, James oversees the economic scenario generation process for internal and regulatory stress testing exercises for the bank's operations in Canada and the U.S.

James received his graduate degree in Economics from the University of Toronto in 2005. In October of 2025 he celebrated his eighteen-year anniversary with TD Bank Group

Bob Dunn Market Update Managing Director, GF Data

Bob Dunn brings a rare perspective to the private markets

As Managing Director of GF Data, Bob leads the business for its new owner, the Association for Corporate Growth (ACG), following a career spent in senior leadership roles at Dow Jones, Euromoney Institutional Investor, and With Intelligence.

He began his career as a journalist covering private equity, an experience that shaped how he approaches markets today: cutting through complexity and focusing on what truly matters for investors, advisors, and business owners

Bob’s work spans private equity, venture capital, asset management, and corporate finance, making his insights especially relevant for anyone navigating today’s mid-market environment.

2026 Corporate Growth Summit

Terry Freeman Deal Maker’s Panel Head of Investments, ATB Private Equity Capital

Terry Freeman is Head of Investments for ATB Private EQuity, the private equity arm of ATB Financial, making minority equity investments in Alberta based companies. In the past he served as Managing Director of Northern Plains Capital, a niche private equity firm specializing in growth oriented oil field services and energy industrial investments Mr Freeman also spent fifteen years as Chief Financial Officer of Flint Energy Services Ltd. and its predecessors, where he managed the financial and administrative operations of the company including investor and banking relations, risk management, mergers and acquisitions and various other executive responsibilities and its growth from $20M to over $2B in revenues He spent five years on the Board of Flint following his tenure as Chief Financial Officer until its eventual sale He currently sits on the boards of a number of public and private construction, energy services, private equity and real estate ventures. Mr. Freeman has held multiple volunteer positions with the Chartered Professional Accountants of Alberta, Chief Financial Officer Leadership Program, the University of Alberta, and various other community and charitable organizations Mr Freeman graduated from the University of Alberta in 1982 with a Bachelor of Commerce degree, is a Fellow of the Chartered Professional Accountants of Alberta and holds the ICD.D designation from the Institute of Corporate Directors.

Karim Mashnuk Deal Maker’s Panel Managing Director, ATB Capital for ATB

Cormark

Capital Markets

Karim leads the junior capital solutions platform, providing customized unitranche, subordinated and mezzanine debt financing to help midmarket businesses grow, recapitalize, and pursue acquisitions. Over the past 12+ years, he has built his career around debt origination, structuring, and portfolio management across sponsorbacked and high-growth companies in Canada and the U S Before joining ATB, he held senior roles with a private equity firm, a technology-focused bank, and a major Canadian financial institution, where he built and led capital markets and junior debt platforms and executed financings across a wide range of industries.

2026 Corporate Growth Summit

Kuba Soltysiak Deal Maker’s Panel Director, Canadia Business Growth Fund

As a member of the investment team, Kuba is primarily responsible for managing key components of CBGF’s investment process. In addition, he is responsible for assisting in the identification of new investment opportunities, managing and mentoring Analysts and Associates, and monitoring portfolio investments

Prior to joining CBGF in 2026, Kuba was with CPS Capital, a lower midmarket private equity investor. He has also served as CFO of a private equity backed portfolio company, ran a search fund, and served on the investment team of Imperial Capital, another Canadian private equity firm He started his career in strategy and operations consulting and has been active in several family businesses

Michael Ciaramella Deal Maker’s Panel Director, Longbow Capital

Michael is a Director of Longbow Capital, a Calgary based private equity investment manager with approximately $3 billion of assets under management. Longbow’s investment strategy is focused on all aspects of the energy and power sectors including energy transition, resource extraction, power generation, technology development and service & products based companies Longbow is currently investing out of Longbow Energy Transition Fund II, a $365 million capital pool

Prior to joining Longbow in 2019, Michael worked for an Ontario Teachers Portfolio Company for 3 years in the energy and infrastructure space, and spent the better part of the decade before that with Deloitte in their M&A Advisory practice supporting on over $7 Billion of midmarket transactions. Michael is a CA and CFA Charterholder.

Jason Moser Deal Maker’s Panel Chief Compliance Offer & Partner, PFM Capital

Jason Moser is the Chief Compliance Officer and partner of PFM Capital Mr Moser joined PFM in 2008 and is responsible for managing the firm’s diversified energy portfolio Prior to joining PFM, Mr Moser worked in equity research, providing over 16 years of institutional investment experience within the energy sector.

Mr. Moser provides PFM with key access to diversified energy deal flow and analysis. In addition to his role overseeing the firm’s due diligence, underwriting and monitoring of investments in the energy sector, Mr. Moser provides investment insight, deal origination and analytical skills across the sectors in which PFM invests

Mr Moser currently serves on the board of several portfolio companies including Aureus Energy, Prairie Lithium, Switch Power, and WindRiver Power. He also serves on the board of the Saskatchewan Chamber of Commerce and several non-profits including the Queen City Kinsmen.

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Jordan Hokanson Perspectives on Capital Allocation in

the U.S. President and Chief Executive Officer, Hokanson Capital

Jordan is the President and Chief Executive Officer of Hokanson Capital – an Edmonton-based, multi-faceted capital investment company with a keen eye for recognizing opportunity, both locally and abroad His integrity and relationship-focused strategy comes from understanding the importance of sharing information, and the ability to identify win-win opportunities. That understanding and ability has helped Hokanson Capital, along with its stakeholders and partners, succeed.

Jordan is an active Edmonton community member through his board service and other involvements, and has also served as a director on a number of community boards throughout Alberta. Jordan is also an active member of YPO, the premier leadership organization of chief executives. He received a Bachelor of Arts in Political Science (1998) from the University of Western Ontario, a Petroleum Engineering Technology Diploma (2000) from NAIT, and an MBA (2006) from the University of Alberta

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Jake Karls Keynote Speaker

Co-founder and Rainmaker Mid-Day Squares

Meet the key note speaker for the ACG Summit, Jake Karls. He is a different kind of business leader: Unapologetically authentic, refreshingly relatable, and free of BS

He’s the Co-Founder and Rainmaker of Mid-Day Squares, a company on a mission to build the next big afternoon snacking brand in the better-for-you space. What started with three family members handmaking bars in their small Montreal condo has grown into a fully automated chocolate factory producing 150,000 bars a day, selling in over 10,000 stores across North America, and having sold more than 65 million bars to date

Mid-Day Squares is trying to shake up the $150 billion snacking industry through innovation, transparency, storytelling, and emotion.

Mackenzie Regent Moderator

Managing Director, Kalos LLP

Mackenzie is the Managing Partner of Kalos LLP and co-founded the firm to fulfill her vision of adding value to the mid-market She has advised on 350+ deals for $65 billion+ in transaction value She has executed deals throughout North America, Europe and Asia in the energy, healthcare, industrial, retail and technology sectors. In 2021, she was recognized as one of the Top 100 Finance Professionals in the world by The Top 100 magazine based out of New York City. Prior to founding Kalos, she was a Global Investment Banker at Scotiabank and a lead Financial Due Diligence Manager at Ernst & Young LLP (“EY”) Mackenzie is also a former competitive hockey player, having represented Canada in international competition as the starting goaltender.

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BOARD MEMBERS

Alvin Pyke Conference Co-Chair, ACG Edmonton Pivot Electric Machines

For Alvin’s Bio please see page 10

Andrew O’Dell President ACG Edmonton Nelson Lumber

For Andrew’s Bio please see page 10

Nataliya Kovalenko VP Finance ACG Edmonton, Conference Programming ATB Financial

For Nataliya’s Bio please see page 11

Clayton Liebe More & More

Conference Co-Chair, ACG Edmonton

For Clayton;s Bio please see page 11.

2026 Corporate Growth Summit

Ken Glover VP Programming, ACG Edmonton, Conference Planning President & Managing Partner, HumanEdge Recruitment & Consulting Services

For Ken’s Bio please see page 12

Dan Xu VP Nominating Committee, ACG Edmonton Regional Director, Private Banking Scotiabank

Dan Xu is the Regional Director for Private Banking, overseeing the Prairie Regions. In this role, she drives strategic execution, client acquisition, and the advancement of the Total Wealth Evolved framework, while maintaining operational excellence With extensive experience in Commercial Banking and a proven track record of transformative leadership, Dan excels in business development, strategic partnerships, and fostering high-performing teams.

During her tenure at Scotiabank, Dan has achieved remarkable success, including being named Best of the Best Top Individual Performer in 2022 and 2023 As Director & Market Lead for Alberta, she built a top-performing team, delivered exceptional results, and led key initiatives such as the Asian Strategy for Commercial Banking in the Prairie Region.

A passionate advocate for diversity, equity, and inclusion (DE&I), Dan has actively led Employee Resource Groups (ERGs), DE&I initiatives, and the Scotiabank Women’s Initiative (SWI) in her market Dan sits on the Tennis Canada Board as a Board of Director, providing governance, advisory and guidance. She holds an MBA in Finance, a Bachelor of Commerce with Distinction from University of Alberta School of Business Fluent in English and Mandarin, Dan brings a global perspective to her work

ADVISORY BOARD MEMBERS

Toni VanthuyneSenior Manager Commercial Holdings TD Bank

Conference Planning, ACG Edmonton

For Tonis’s Bio please see page 12

Ray Kam

Conference Planning, ACG Edmonton Director & Team Lead, Scotia Wealth

For Ray’s Bio please see page 12

Nolan Ryan Young ACG Chair, ACG Edmonton ACG Edmonton, Education Station

For Nolan’s Bio please see page 13.

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Bruce Geiger Advisory Board, ACG Edmonton Partner, Miller Thomsom

Bruce Geiger is a trusted advisor to businesses at all stages of development, including start-ups and scale-ups, acquisitions, succession plans and divestitures. He is particularly aligned with the needs of entrepreneurial clients, and has extensive experience with shareholder/loan capitalizations, shareholder and partnership agreements, employee/shareholder compensation and equity plans, acquisitions, family transition/restructurings (both within estate plans, and during ownership or generational transitions), debt/equity financings, and sales/divestitures. His work is recognized for its practical focus, efficient outcomes, and alignment with each client’s business objectives. That background affords experience and depth to support deal structuring and negotiation, and ensures his clients manage risk, allocate liability, and complete transactions efficiently

Louis Fradette Programming Committee, ACG Edmonton

President, Alberta Business Loans Inc.

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Power Your Deals

Did you know that GF Data, a powerful middlemarket private equity valuation database, is an ACG company? GF Data publishes quarterly reports on M&A, leverage, and key deal terms and provides an online valuation database with continuously available valuation comps organized by the NAICS industry code Visit gfdata com, email info@gfdata com, or call 610- 616- 4607 for more information

Connect

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