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*

Liquidation World

Big Lots
$6

Loyalty Group

Alliance Data Systems
Not Disclosed

Gulf Canada Resources

Torch Energy Advisors
$215

Cinch Energy

Tourmaline Oil
$228

Versacold (Eimskip)

The Yucaipa Companies
Not Disclosed

Carma

Brookfield Properties
$40

Island Hearing Services

Phonak AG
Not Disclosed

Duke Energy

Enbridge, DTE Energy
$145

Astral Media

BCE
$3,400

Telemedia

Astral Media
$255

Royal Utilities

Sherritt
$1,400

ATX Networks

Trivest Partners
Not Disclosed

Caber Sure Fit Inc.

Centre Lane Partners
Not Disclosed

Command Drilling Corporation

Nabors Industries
$97

Green Mountain Coffee Roasters

ARAMARK Refreshment Services
$145

UTS Energy (10% Interest in Fort Hills)

Petro-Canada and Teck Cominco
$750

Manta Test Systems Inc.

ESCO Technologies
$12

Bronco Energy

Legacy Oil & Gas
$35

BFC Construction

Armbro Enterprises
$115

Tim Hortons

(Corporate Repatriation to Canada)
$5,500

Clarica Life Insurance

Sun Life Financial
$7,100

Colt Companies

WorleyParsons
$1,130

Canada Cartage Diversified Income Trust

Nautic Partners LLC
$260

British American Tobacco

Toronto-Dominion
$7,900

Kenetech (507-MW Facility)

Edison Mission Energy
$247

Storm Gas Resources

Storm Resources
$55

Sonde Resources

Niko Resources
$88

CTV

BCE
$2,900

NRI Industries (Materials Division)

Polytech Rubber & Recycling
$8

Canwest

Shaw
$2,000

Fairquest Energy Limited

Fairborne Energy Trust
$197

Western Coal

Walter Energy
$3,300

Bolnisi Gold NL

Coeur d'Alene Mines
$1,100

Falconbridge

Noranda
$3,000

Teranet Income Fund

Borealis Infrastructure Fund
$2,000

GSI Holdings

AGCO Corporation
$940

Lakeport Brewing Income Fund

Labatt Brewing Company
$210

TransCanada Pipelines (US Midstream Assets)

Duke Energy and other U.S. buyers
$215

Class 1 Inc.

Atlas Copco
Not Disclosed

Dspfactory Limited

AMI Semiconductor
$51

Sobeys

Empire Company
$1,000

Gold Reserve

Rusoro Mining (Successful Defense)
Not Disclosed

Alcan

Rio Tinto
$46,064

Neilson

Pomerleau
Not Disclosed

Bow Valley Energy

Talisman Energy
$1,800

Canadian 88 Energy (Assets)

Hunt Oil
$176

Telemedia

Standard Broadcasting
$365

Canwest

Postmedia
$1,100

Arawak Energy

Vitol Holdings
$246

Harvard (35-MW Facility)

Commonwealth Energy
$180

Petro-Canada

Suncor Energy
$22,471

Telesat

Loral and Public Sector Pension Plan
$3,400

Alliance Atlantis

Canwest and Goldman Sachs
$2,600

Resolve Business Outsourcing Income Fund

David + Henderson Income Fund
$189

Trilon

Brascan
$775

Clarion Medical Technologies

Richards Packaging Income Fund
$64

Cricket Media (Fairness Opinion)

Cricket Acquisition Group
$33

Dynex Semiconductor

E2V Technologies
$6

Trimac

Penske Truck Lending
$105

Ashton Mining of Canada

Stornoway Diamond
$110

Centric Energy

Africa Oil
$65

Tri-Ocean Engineering

Toyo Engineering
Not Disclosed

AD OPT Technologies

Kronos
$69

Maple Leaf Foods (Animal Nutrition Business)

Undisclosed
$500

RealFund REIT

RioCan REIT
$440

Emco Limited

Blackfriars
$440

Ranger Oil Limited

Canadian Natural Resources
$1,495

HCL Logistics & HCL Transport

Metro Supply Chain Group
Not Disclosed

Acquisitions

80% of Acquisitions
were as Principal

Acquirer (Client)

Target

$ Millions*

Pengrowth Energy Trust

Espirit Energy Trust
$1,300

Trimac Majority Shareholder

Trimac
$260

Churchill

Seacliff Construction
$390

Ag Growth Income Fund

Union Iron
$23

Ag Growth Income Fund

Twister
$6

Green Mountain Coffee Roasters

Van Houtte
$915

Enbridge

Midcoast Energy
$967

Gildan Activewear

Gold Toe Moretz Holdings
$350

Solvera Solutions

Apptius Computer Solutions
Not Disclosed

Parkland Income Fund

Bluewave Energy
$214

Xstrata

Falconbridge
$18,800

Ag Growth Income Fund

Hi Roller Conveyors
$19

Signature Security

63 Security Companies in Australia and New Zealand
$100

Ag Growth Income Fund

Franklin Enterprises
$7

AREVA S.A.

East Asia Minerals (Uranium Assets)
$83

Vensure Employer Services †

Ouipay Payroll Services
Not Disclosed

OTPP, Providence, MDP and BCE

Q9 Networks
$1,100

China CAMCE

Procon Mining
$119

Boralex

Black Hills Corporation
$186

Rockwater Capital Corporation

KBSH Capital Management
$101

Knightsbridge

GSW
Not Disclosed

Ag Growth International

G.J. Vis Enterprises
$15

Open Text Corporation

Hummingbird Limited
$489

BC Hydro

Teck (33% interest in Waneta Dam)
$825

Ag Growth International

Airlanco
$11

Precision Drilling

Grey Wolf
$1,778

Quebecor Media

Le Groupe Videotron
$6,100

Thomson

West Publishing
$3,400

Groupe Aeroplan

Carlson Marketing
$188

Ag Growth International

Tramco
$20

Resource Capital Fund

NYCO
Not Disclosed

Western Canadian Coal

Cambrian Mining
$120

Ag Growth International

Westeel
$195

Management with financial sponsors

Launch Pad Marketing (formerly Samplex)
Not Disclosed

Voxcom

16 Alarm Monitoring Companies
$15

British American Tobacco

Imasco
$10,400

HudBay Minerals

Norsemont Mining
$435

Ag Growth Income Fund

Applegate Livestock
$3

Ag Growth International

REM Grain Vacs
Not Disclosed

Ag Growth International

Mepu
$12

Ag Growth International

Nuvision Industries
$20

ArcelorMittal

Baffinland Iron Mines
$553

Parkland Income Fund

Neufeld Propane and Petroleum
$135

Financing

54 Financing Transactions
Raising over $8 billion

Client

Description

$ Millions*

Solvera Solutions †

Senior Project Financing
Not Disclosed

Cole Engineering †

Revolving Credit Facility, Term Loan and Leasing Facility
Not Disclosed

Climate Pros

Unitranche Loan with Growth Facility
$41

Solvera Solutions †

Committed Acquisition Facility
Not Disclosed

Patheon

Convertible Note
$150

bcIMC

Advised on Investment in Timber West
$100

Solvera Solutions †

Junior Project Financing
Not Disclosed

Signature Security

Senior and Subordinated Debt + 3 Private equity rounds
$200

Patient Care Automation

Equity Private Placement
$32

Climate Pros †

Revolving Credit Facility
$15

Voxcom

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

Loewen Group

High Yield Bond Issue
$400

Alberta Energy Company

Yankee Bond Issue
$500

Aimia

Advised on investment in Premiere Loyalty Marketing
$88

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