Team Career Transaction Experience

Collectively, over our careers, our team has completed over 190 M&A transactions and financings worth more than $180 billion. In our roles at leading global investment banks, we have also advised on many complex public market M&A transactions, including unsolicited takeover bids and takeover defenses. However, most of our experience is in mid-sized private market transactions.

Corporate Sales

68 closed Transactions,
20 of which were
$1 billion and larger

Target (Client)

Acquirer

$ Millions*

Western Coal

Walter Energy
$3,300

Royal Utilities

Sherritt
$1,400

Clarion Medical Technologies

Richards Packaging Income Fund
$64

Petro-Canada

Suncor Energy
$22,471

Alcan

Rio Tinto
$46,064

Caber Sure Fit Inc.

Centre Lane Partners
Not Disclosed

TransCanada Pipelines (US Midstream Assets)

Duke Energy and other U.S. buyers
$215

Storm Gas Resources

Storm Resources
$55

UTS Energy (10% Interest in Fort Hills)

Petro-Canada and Teck Cominco
$750

Telesat

Loral and Public Sector Pension Plan
$3,400

Harvard (35-MW Facility)

Commonwealth Energy
$180

Colt Companies

WorleyParsons
$1,130

Duke Energy

Enbridge, DTE Energy
$145

Liquidation World

Big Lots
$6

Class 1 Inc.

Atlas Copco
Not Disclosed

Sobeys

Empire Company
$1,000

Kenetech (507-MW Facility)

Edison Mission Energy
$247

Trimac

Penske Truck Lending
$105

Dspfactory Limited

AMI Semiconductor
$51

Command Drilling Corporation

Nabors Industries
$97

Manta Test Systems Inc.

ESCO Technologies
$12

Neilson

Pomerleau
Not Disclosed

Canada Cartage Diversified Income Trust

Nautic Partners LLC
$260

Fairquest Energy Limited

Fairborne Energy Trust
$197

Falconbridge

Noranda
$3,000

GSI Holdings

AGCO Corporation
$940

ATX Networks

Trivest Partners
Not Disclosed

Tim Hortons

(Corporate Repatriation to Canada)
$5,500

Gulf Canada Resources

Torch Energy Advisors
$215

Ranger Oil Limited

Canadian Natural Resources
$1,495

NRI Industries (Materials Division)

Polytech Rubber & Recycling
$8

Carma

Brookfield Properties
$40

Cinch Energy

Tourmaline Oil
$228

Island Hearing Services

Phonak AG
Not Disclosed

Tri-Ocean Engineering

Toyo Engineering
Not Disclosed

Bronco Energy

Legacy Oil & Gas
$35

Dynex Semiconductor

E2V Technologies
$6

Canwest

Postmedia
$1,100

Astral Media

BCE
$3,400

Sonde Resources

Niko Resources
$88

Clarica Life Insurance

Sun Life Financial
$7,100

Resolve Business Outsourcing Income Fund

David + Henderson Income Fund
$189

RealFund REIT

RioCan REIT
$440

AD OPT Technologies

Kronos
$69

CTV

BCE
$2,900

Alliance Atlantis

Canwest and Goldman Sachs
$2,600

British American Tobacco

Toronto-Dominion
$7,900

Versacold (Eimskip)

The Yucaipa Companies
Not Disclosed

Canadian 88 Energy (Assets)

Hunt Oil
$176

Green Mountain Coffee Roasters

ARAMARK Refreshment Services
$145

Teranet Income Fund

Borealis Infrastructure Fund
$2,000

HCL Logistics & HCL Transport

Metro Supply Chain Group
Not Disclosed

Maple Leaf Foods (Animal Nutrition Business)

Undisclosed
$500

Cricket Media (Fairness Opinion)

Cricket Acquisition Group
$33

Emco Limited

Blackfriars
$440

Telemedia

Astral Media
$255

Trilon

Brascan
$775

Bolnisi Gold NL

Coeur d'Alene Mines
$1,100

Lakeport Brewing Income Fund

Labatt Brewing Company
$210

Gold Reserve

Rusoro Mining (Successful Defense)
Not Disclosed

Arawak Energy

Vitol Holdings
$246

Telemedia

Standard Broadcasting
$365

Bow Valley Energy

Talisman Energy
$1,800

Centric Energy

Africa Oil
$65

Loyalty Group

Alliance Data Systems
Not Disclosed

BFC Construction

Armbro Enterprises
$115

Canwest

Shaw
$2,000

Ashton Mining of Canada

Stornoway Diamond
$110

Acquisitions

80% of Acquisitions
were as Principal

Acquirer (Client)

Target

$ Millions*

OTPP, Providence, MDP and BCE

Q9 Networks
$1,100

Resource Capital Fund

NYCO
Not Disclosed

Ag Growth International

REM Grain Vacs
Not Disclosed

Management with financial sponsors

Launch Pad Marketing (formerly Samplex)
Not Disclosed

ArcelorMittal

Baffinland Iron Mines
$553

Precision Drilling

Grey Wolf
$1,778

Enbridge

Midcoast Energy
$967

AREVA S.A.

East Asia Minerals (Uranium Assets)
$83

Western Canadian Coal

Cambrian Mining
$120

Boralex

Black Hills Corporation
$186

Ag Growth Income Fund

Franklin Enterprises
$7

Ag Growth International

Tramco
$20

Ag Growth International

Airlanco
$11

Signature Security

63 Security Companies in Australia and New Zealand
$100

China CAMCE

Procon Mining
$119

Vensure Employer Services †

Ouipay Payroll Services
Not Disclosed

Ag Growth International

G.J. Vis Enterprises
$15

Groupe Aeroplan

Carlson Marketing
$188

Thomson

West Publishing
$3,400

Quebecor Media

Le Groupe Videotron
$6,100

HudBay Minerals

Norsemont Mining
$435

Knightsbridge

GSW
Not Disclosed

Gildan Activewear

Gold Toe Moretz Holdings
$350

Ag Growth International

Nuvision Industries
$20

Parkland Income Fund

Neufeld Propane and Petroleum
$135

Ag Growth International

Mepu
$12

Rockwater Capital Corporation

KBSH Capital Management
$101

Ag Growth Income Fund

Union Iron
$23

Ag Growth Income Fund

Hi Roller Conveyors
$19

Ag Growth Income Fund

Applegate Livestock
$3

Green Mountain Coffee Roasters

Van Houtte
$915

Solvera Solutions

Apptius Computer Solutions
Not Disclosed

Open Text Corporation

Hummingbird Limited
$489

Pengrowth Energy Trust

Espirit Energy Trust
$1,300

Churchill

Seacliff Construction
$390

Ag Growth Income Fund

Twister
$6

Voxcom

16 Alarm Monitoring Companies
$15

Parkland Income Fund

Bluewave Energy
$214

Xstrata

Falconbridge
$18,800

Ag Growth International

Westeel
$195

Trimac Majority Shareholder

Trimac
$260

British American Tobacco

Imasco
$10,400

BC Hydro

Teck (33% interest in Waneta Dam)
$825

Financing

54 Financing Transactions
Raising over $8 billion

Client

Description

$ Millions*

Loewen Group

High Yield Bond Issue
$400

Patheon

Convertible Note
$150

Aimia

Advised on investment in Premiere Loyalty Marketing
$88

Climate Pros †

Revolving Credit Facility
$15

bcIMC

Advised on Investment in Timber West
$100

Solvera Solutions †

Junior Project Financing
Not Disclosed

Patient Care Automation

Equity Private Placement
$32

Climate Pros

Unitranche Loan with Growth Facility
$41

Solvera Solutions †

Committed Acquisition Facility
Not Disclosed

Alberta Energy Company

Yankee Bond Issue
$500

Solvera Solutions †

Senior Project Financing
Not Disclosed

Signature Security

Senior and Subordinated Debt + 3 Private equity rounds
$200

Cole Engineering †

Revolving Credit Facility, Term Loan and Leasing Facility
Not Disclosed

Voxcom

Credit Facility, Subordinated Loan (+Warrants), Strategic Equity Investment, Convertible Bond
$100

* Transaction values are in Canadian Dollars unless otherwise stated.
† Valitas transactions.