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*

Clarion Medical Technologies

Richards Packaging Income Fund
$64

Cricket Media (Fairness Opinion)

Cricket Acquisition Group
$33

Manta Test Systems Inc.

ESCO Technologies
$12

Caber Sure Fit Inc.

Centre Lane Partners
Not Disclosed

Class 1 Inc.

Atlas Copco
Not Disclosed

Alcan

Rio Tinto
$46,064

Petro-Canada

Suncor Energy
$22,471

British American Tobacco

Toronto-Dominion
$7,900

Clarica Life Insurance

Sun Life Financial
$7,100

Tim Hortons

(Corporate Repatriation to Canada)
$5,500

Astral Media

BCE
$3,400

Telesat

Loral and Public Sector Pension Plan
$3,400

Western Coal

Walter Energy
$3,300

Falconbridge

Noranda
$3,000

CTV

BCE
$2,900

Alliance Atlantis

Canwest and Goldman Sachs
$2,600

Teranet Income Fund

Borealis Infrastructure Fund
$2,000

Canwest

Shaw
$2,000

Bow Valley Energy

Talisman Energy
$1,800

Ranger Oil Limited

Canadian Natural Resources
$1,495

Royal Utilities

Sherritt
$1,400

Colt Companies

WorleyParsons
$1,130

Bolnisi Gold NL

Coeur d'Alene Mines
$1,100

Canwest

Postmedia
$1,100

Sobeys

Empire Company
$1,000

GSI Holdings

AGCO Corporation
$940

Trilon

Brascan
$775

UTS Energy (10% Interest in Fort Hills)

Petro-Canada and Teck Cominco
$750

Maple Leaf Foods (Animal Nutrition Business)

Undisclosed
$500

Emco Limited

Blackfriars
$440

RealFund REIT

RioCan REIT
$440

Telemedia

Standard Broadcasting
$365

Canada Cartage Diversified Income Trust

Nautic Partners LLC
$260

Telemedia

Astral Media
$255

Kenetech (507-MW Facility)

Edison Mission Energy
$247

Arawak Energy

Vitol Holdings
$246

Cinch Energy

Tourmaline Oil
$228

Gulf Canada Resources

Torch Energy Advisors
$215

TransCanada Pipelines (US Midstream Assets)

Duke Energy and other U.S. buyers
$215

Lakeport Brewing Income Fund

Labatt Brewing Company
$210

Fairquest Energy Limited

Fairborne Energy Trust
$197

Resolve Business Outsourcing Income Fund

David + Henderson Income Fund
$189

Harvard (35-MW Facility)

Commonwealth Energy
$180

Canadian 88 Energy (Assets)

Hunt Oil
$176

Green Mountain Coffee Roasters

ARAMARK Refreshment Services
$145

Duke Energy

Enbridge, DTE Energy
$145

BFC Construction

Armbro Enterprises
$115

Ashton Mining of Canada

Stornoway Diamond
$110

Trimac

Penske Truck Lending
$105

Command Drilling Corporation

Nabors Industries
$97

Sonde Resources

Niko Resources
$88

AD OPT Technologies

Kronos
$69

Centric Energy

Africa Oil
$65

Storm Gas Resources

Storm Resources
$55

Dspfactory Limited

AMI Semiconductor
$51

Carma

Brookfield Properties
$40

Bronco Energy

Legacy Oil & Gas
$35

NRI Industries (Materials Division)

Polytech Rubber & Recycling
$8

Dynex Semiconductor

E2V Technologies
$6

Liquidation World

Big Lots
$6

Loyalty Group

Alliance Data Systems
Not Disclosed

ATX Networks

Trivest Partners
Not Disclosed

Gold Reserve

Rusoro Mining (Successful Defense)
Not Disclosed

Island Hearing Services

Phonak AG
Not Disclosed

Neilson

Pomerleau
Not Disclosed

Tri-Ocean Engineering

Toyo Engineering
Not Disclosed

Versacold (Eimskip)

The Yucaipa Companies
Not Disclosed

HCL Logistics & HCL Transport

Metro Supply Chain Group
Not Disclosed

Acquisitions

80% of Acquisitions
were as Principal

Acquirer (Client)

Target

$ Millions*

Solvera Solutions

Apptius Computer Solutions
Not Disclosed

Vensure Employer Services †

Ouipay Payroll Services
Not Disclosed

Xstrata

Falconbridge
$18,800

British American Tobacco

Imasco
$10,400

Quebecor Media

Le Groupe Videotron
$6,100

Thomson

West Publishing
$3,400

Precision Drilling

Grey Wolf
$1,778

Pengrowth Energy Trust

Espirit Energy Trust
$1,300

OTPP, Providence, MDP and BCE

Q9 Networks
$1,100

Enbridge

Midcoast Energy
$967

Green Mountain Coffee Roasters

Van Houtte
$915

BC Hydro

Teck (33% interest in Waneta Dam)
$825

ArcelorMittal

Baffinland Iron Mines
$553

HudBay Minerals

Norsemont Mining
$435

Open Text Corporation

Hummingbird Limited
$489

Churchill

Seacliff Construction
$390

Gildan Activewear

Gold Toe Moretz Holdings
$350

Trimac Majority Shareholder

Trimac
$260

Parkland Income Fund

Bluewave Energy
$214

Ag Growth International

Westeel
$195

Groupe Aeroplan

Carlson Marketing
$188

Boralex

Black Hills Corporation
$186

Parkland Income Fund

Neufeld Propane and Petroleum
$135

Western Canadian Coal

Cambrian Mining
$120

China CAMCE

Procon Mining
$119

Rockwater Capital Corporation

KBSH Capital Management
$101

Signature Security

63 Security Companies in Australia and New Zealand
$100

AREVA S.A.

East Asia Minerals (Uranium Assets)
$83

Ag Growth Income Fund

Union Iron
$23

Ag Growth International

Tramco
$20

Ag Growth International

Nuvision Industries
$20

Ag Growth Income Fund

Hi Roller Conveyors
$19

Ag Growth International

G.J. Vis Enterprises
$15

Voxcom

16 Alarm Monitoring Companies
$15

Ag Growth International

Mepu
$12

Ag Growth International

Airlanco
$11

Ag Growth Income Fund

Franklin Enterprises
$7

Ag Growth Income Fund

Twister
$6

Ag Growth Income Fund

Applegate Livestock
$3

Knightsbridge

GSW
Not Disclosed

Resource Capital Fund

NYCO
Not Disclosed

Management with financial sponsors

Launch Pad Marketing (formerly Samplex)
Not Disclosed

Ag Growth International

REM Grain Vacs
Not Disclosed

Financing

54 Financing Transactions
Raising over $8 billion

Client

Description

$ Millions*

Climate Pros

Unitranche Loan with Growth Facility
$41

Climate Pros †

Revolving Credit Facility
$15

Cole Engineering †

Revolving Credit Facility, Term Loan and Leasing Facility
Not Disclosed

Solvera Solutions †

Committed Acquisition Facility
Not Disclosed

Solvera Solutions †

Senior Project Financing
Not Disclosed

Solvera Solutions †

Junior Project Financing
Not Disclosed

Alberta Energy Company

Yankee Bond Issue
$500

Loewen Group

High Yield Bond Issue
$400

Signature Security

Senior and Subordinated Debt + 3 Private equity rounds
$200

Patheon

Convertible Note
$150

bcIMC

Advised on Investment in Timber West
$100

Voxcom

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

Aimia

Advised on investment in Premiere Loyalty Marketing
$88

Patient Care Automation

Equity Private Placement
$32

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