Morgan Stanley

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


Morgan Stanley


$1.1 billion


Mergers and Acquisitions

Date Closed

May 2019

Lead Office



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).