Mergers and Acquisitions

At PDAC 2025’s Investment Leaders Forum, panelists discussed key strategies for investing in small-cap mining companies. Moderator Kai Hoffmann led a conversation with Robert Cohen of Scotia Global Asset Management and Willem Middelkoop of the Commodity Discovery Fund. They emphasized the importance of technical expertise, geopolitical awareness, and strategic risk management. Topics included emerging discoveries in gold, copper, and uranium, as well as the role of critical metals like antimony. With M&A activity increasing and geopolitical shifts impacting the sector, investors must remain adaptable. Their bottom-up approach focuses on exceptional discoveries and long-term value creation in the resource industry. [more]

In this short video, Chris Thompson of eResearch explores the Canadian ICT sector’s M&A dynamics, focusing on the strategic use of roll-up strategies by leading companies. The report provides an in-depth analysis of companies like Constellation Software and Ciscom Corp., showcasing how they leverage acquisitions to fuel growth and expand their market presence. Learn about the factors driving M&A activity in Canada and why ICT companies are prime targets for consolidation. Download our detailed 22-page report for an insider’s look at the Canadian ICT M&A industry. [more]