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Kurt Schurer, CGA, FEA

Kurt Schurer is an M&A advisor based in Calgary and a managing director of Duff & Phelps. He works with owners of middle market businesses across North America to provide them with a fair market price from a qualified buyer and a transaction carried out on a confidential basis.

Kurt has managed the Western Canadian office of Duff & Phelps (previously Veracap M&A International) since 2010 when it officially opened. He has closed a number of mid-market deals in various industries, including oil and gas, manufacturing, and pipeline construction.

Prior to joining Duff & Phelps, Kurt was V.P. of Mid-Market Divestitures for a brokerage firm in Calgary. There he helped the operation transition its client base from main street businesses to mid-market businesses.

His interest in mergers and acquisitions developed during his 20-year career at a major Canadian financial institution, which began in British Columbia where he held several positions, including commercial account manager, full service branch manager, and assistant manager credit, for commercial loans. In 1997 he relocated to Calgary to take a role as a real estate account manager dealing with private and public real estate operators in Western Canada. In 2000, Kurt accepted a position as the succession financing consultant for Western Canada and was subsequently involved with over one hundred family enterprises dealing with transition issues. In this role, he dealt exclusively with privately held companies, developing an in-depth understanding of the issues owners contend with during succession planning and later in the M&A process.

Professional and knowledgeable in his field, Kurt is a down-to-earth person who relates easily to clients on a personal level. A skilled communicator, he makes complex topics easy to understand and guides sellers through the deal process, always with the intent of doing what’s right for the client. His values of doing unto others, patience, and doing the right thing rather than the easy thing are evident in the relationships he builds and his ability to bring about a successful deal.

Kurt is past president and an active member of CAFE (Canadian Association of Family Enterprise) Calgary and a member of the Entrepreneurial Chartered Accountants of Calgary Society.

Kurt, who has a bachelor of commerce degree from the University of Calgary and obtained the certified general accountant (CGA) designation in 1989, frequently speaks on topics related to selling businesses to various audiences in Alberta. Focused on continuous improvement, he has completed the Canadian Securities Course and Personal Financial Planning courses through the Institute of Canadian Bankers and continues to take courses that he believes will help him better serve his clients. He completed the Family Enterprise Advisor program offered by the Institute of Family Enterprise Advisors in 2015.

When not busy with work and family, Kurt enjoys travel, racquet sports, and fishing—both on the west coast for salmon and at lakes for trout. His future plans include visiting Canada’s national parks from coast to coast, learning how to play guitar, and visiting parts of the world not yet explored together with his wife of 30 years.