Mergers and Acquisitions

Morgan Stanley in its acquisition of Solium Capital for $1.1 billion

Morgan Stanley
Key Contact
Douglas Marshall

Partner, Corporate, Toronto

Team
Alex Gorka

Partner, Corporate, Toronto

Douglass Dawson

Associate, Corporate, Toronto

Shuli Rodal

Partner, Competition/Antitrust and Foreign Investment
Chair, Diversity Committee, Toronto

Lynne Lacoursière

Partner, Corporate, Toronto

Brian Thiessen, KC

Calgary Managing Partner, Calgary

Kelly O’Ferrall

Partner, Employment and Labour, Ottawa

Jonathan Marin

Partner, Pension and Benefits, Toronto

Komil Joshi

Associate, Privacy and Data Management, Toronto

Kelly Moffatt

Partner, Franchise and Distribution, Toronto

Firoz Ahmed

Partner, Tax, Toronto

Taylor Cao

Associate, Tax, Toronto

Jennifer Horton

Associate, Tax, Toronto

Bryce Kustra

Partner, Real Estate, Calgary

On February 10, 2019, Morgan Stanley entered into a definitive agreement to acquire Solium Capital Inc. (TSX: SUM), a leading global provider of software-as-a-service (SaaS) for equity administration, financial reporting and compliance headquartered in Calgary for $1.1 billion. The acquisition will position Morgan Stanley to be an industry leader in Workplace Wealth Solutions, bringing together a major stock plan administration platform with a leading Wealth Management business.

Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services to corporations, governments, financial institutions, and individuals.

Osler, Hoskin & Harcourt LLP is representing Morgan Stanley with a team led by Doug Marshall (Corporate) that consists of Alex Gorka, Douglass Dawson, Adriano Lepore (Corporate), Shuli Rodal, Jaime Auron (Competition/Antitrust), Lynne Lacoursière, Jason Hanson, Brian Thiessen, Kelly O’Ferrall, Jon Marin (Employment & Labour), Kristin Ali, Komil Joshi (Privacy), Kelly Moffatt (Intellectual Property), Firoz Ahmed, Taylor Cao, Jennifer Horton (Tax) and Bryce Kustra (Real Estate).

Value
$1.1 billion
Date Closed
May 1, 2019
Lead Office
Toronto
Key Contact
Douglas Marshall

Partner, Corporate, Toronto

Team
Alex Gorka

Partner, Corporate, Toronto

Douglass Dawson

Associate, Corporate, Toronto

Shuli Rodal

Partner, Competition/Antitrust and Foreign Investment
Chair, Diversity Committee, Toronto

Lynne Lacoursière

Partner, Corporate, Toronto

Brian Thiessen, KC

Calgary Managing Partner, Calgary

Kelly O’Ferrall

Partner, Employment and Labour, Ottawa

Jonathan Marin

Partner, Pension and Benefits, Toronto

Komil Joshi

Associate, Privacy and Data Management, Toronto

Kelly Moffatt

Partner, Franchise and Distribution, Toronto

Firoz Ahmed

Partner, Tax, Toronto

Taylor Cao

Associate, Tax, Toronto

Jennifer Horton

Associate, Tax, Toronto

Bryce Kustra

Partner, Real Estate, Calgary