Page 28 - NABOC Osoyoos 2025

Osoyoos 2025 2 -4 ' , 28

Conference Day 1
Business Pitches 1 to 9

11:45 - 12:05PM Business Pitch 8

First Nations - Building Long Term Value With
Strategic Acquisitions

From early partnerships and resource development agreements to the establishment of
significant off-reserve investments, First Nations have dramatically transformed the outlook
for their communities in the past forty years. Today more Nations are pursuing private
investments in wholly-owned companies, both on and off Reserves.
Transition Advisory Partners are experts on private company transaction and have acted for
both buyers and sellers. Ian Smith and Trevor Lutes will share their thoughts on a more
focused approach for First Nation acquirers that can improve the likelihood for long-term
success for their members.

Ultimately, these successful acquisitions will lead to further economic self-sufficiency,
cultural revitalization and new funds to enhance social, economic and cultural
development for First Nation communities.

Presenters

Ian is the founder and Managing Partner of Transition Advisory Partners or
“TAP”, a nine-year-old advisory firm based in Langley, BC. Prior to
establishing TAP, Ian led the British Columbia mergers and acquisition
team of a global advisory firm. He held a similar role with another firm in
Hong Kong for a period of six years before returning home to Vancouver in
2006. Ian has led, or co-led transactions in North America, Europe and
Asia, while also acquiring and managing private businesses on his own, or
in partnership with others.

IAN SMITH
Founder and Managing
Partner
TAP

Trevor brings 30+ years of commercial lending experience, establishing
himself as a trusted leader in commercial finance. As Director for Greater
B.C. and Yukon at Scotiabank Commercial Banking and Roynat Capital, he
played a pivotal role in developing innovative financing solutions for mid-
market businesses and First Nations, helping thousands of businesses
enhance their operations and achieve their goals. Recognized for his
extensive network and deep understanding of market dynamics, he is
well-positioned to provide strategic insights and foster meaningful
collaborations that drive success.

TREVOR LUTES
Senior Consultant
TAP