Morgan Stanley

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

Client

Morgan Stanley

Value

$1.1 billion

Service

Mergers and Acquisitions

Date Closed

Lead Office

Toronto


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).


Team
Douglas  Marshall
Key Contact

Douglas Marshall

Partner, Corporate

Alex Gorka

Alex Gorka

Partner, Corporate

Douglass Dawson

Douglass Dawson

Associate, Corporate

Adriano Lepore

Adriano Lepore

Associate, Corporate

Shuli Rodal - Competition Lawyer

Shuli Rodal

Partner, Competition/Antitrust & Foreign Investment

Jaime Auron

Jaime Auron

Associate, Competition/Antitrust & Foreign Investment

Lynne Lacoursière - Corporate Lawyer

Lynne Lacoursière

Partner, Corporate

Jason  Hanson

Jason Hanson

Partner, Employment & Labour

Brian Thiessen

Brian Thiessen

Partner, Employment & Labour and Privacy & Data Management

Kelly O’Ferrall

Kelly O’Ferrall

Counsel, Employment & Labour

Jonathan Marin

Jonathan Marin

Associate, Pension & Benefits

Kristin Ali

Kristin Ali, CIPP/C

Associate, Privacy & Data Management

Komil Joshi

Komil Joshi

Associate, Privacy & Data Management

Kelly  Moffatt

Kelly Moffatt

Partner, Commercial

Firoz Ahmed | Tax Lawyer in Toronto

Firoz Ahmed

Partner, Taxation

Taylor Cao

Taylor Cao

Associate, Tax

Jennifer Horton

Jennifer Horton

Associate, Tax