Service

Private Equity and Pension Fund Investments

Osler’s top-tier Private Equity and Pension Fund Investments Group comprises leading legal professionals who have the extensive expertise, experience, industry relationships and knowledge to advise private equity and pension fund clients on a wide range of matters.

Clients rely on our diverse set of experts, who use a cutting-edge and collaborative approach to provide specialized legal advice in such areas as fund formation, fund investment, M&A, tax, pensions, corporate finance, governance, real estate, franchise, employment, competition/anti-trust and foreign investment. Our highly acclaimed group uses a team-based, hands-on approach to provide private equity sponsors, pension plans and other tax-exempt entities with seamless expertise to advise on investment transactions across a number of asset classes, industry verticals and geographies.

Osler’s fully integrated team assists many international and domestic private equity firms, as well as Canadian pension funds, in structuring investments in a manner that achieves the fund’s legal and financial objectives. For our pension funds this includes expertise to maintain its tax-exempt status and ensure regulatory compliance.

Our significant position in private equity and pension fund investment is attributable to several factors

  • significant experience in fund formation and fund investment matters to guide clients through the investment cycle
  • deep understanding of how to create structures that comply with Canada’s tax and other regulatory requirements, including pension legislation
  • leading M&A practice, having acted for principal parties on the largest and most innovative domestic and international transactions
  • extensive experience with cross-border transactions, including planning and structuring investments to and from Canada
  • established relationships with the most prominent players in Canada and the United States including leading private equity sponsors, pension funds, venture capital funds, major corporations, institutions and growing private companies
  • trusted relationships with U.S. and other international law firms to support the Canadian components of global transactions

Market-leading transactional expertise

We have the necessary resources to structure and seamlessly execute the most complex domestic and cross-border M&A transactions. Osler’s leading transactional deal flow is highlighted by its top standing in the M&A league tables. Osler is ranked as the #1 Canadian law firm in the M&A league tables by value for Canada published by Mergermarket for full-year 2023.

Comprehensive expertise

We understand the nuances of the most sophisticated deals and support our clients through each stage of the investment cycle. We also have the legal expertise to advise on all elements of investment from fund formation, co-investment, structuring and M&A to distressed investing and acquisitions through restructuring, carve-out transactions, cross-border support for global transactions, IPO exits, secondary transactions, PIPEs (private investments in public companies) and leveraged buyouts.

Legal components of a private equity or pension fund investment strategy

Osler leverages our collaborative one-firm approach to provide extensive service across all aspects of managing investments. Clients can access our experience in tax structuringcorporate lending and acquisition and sponsor financeexecutive compensation and employee benefitsmerger review and Investment Canada Act/foreign investment implications and other regulatory mattersmergers and acquisitions, corporate governance cross-border, pension investing and Pension Benefits Act advice, capital markets activities  and fund formation. Our position as a trusted advisor in private equity and pension fund investing has been earned through our ability to support the most complex transactions and key legal components of an investment strategy.

Supporting your fund strategy

Osler works closely with our private equity clients to provide advice on fund strategy. Our transactional experience includes the following:

  • Fund of funds
  • Leveraged buyout
  • Growth equity
  • Secondary transactions
  • Venture capital
  • Mezzanine financing
  • Special situations/distressed

Key Contacts

Chair

Brian Gray

Partner, Corporate, Toronto

John Groenewegen

Partner, Corporate, Toronto

Shahir Guindi, Ad. E.

Former National Co-Chair, Partner, Corporate, Montréal,

Brett Anderson

Partner, Corporate, Toronto


Representative Work


Latest Insights

  • Osler Update Mar 11, 2024

    Ontario Capital Markets Tribunal clarifies considerations for a private placement in the face of an unsolicited takeover bid in Aimia

    The OSC has provided helpful guidance in assessing whether a private placement undertaken in the face of a take-over bid is an improper defensive tact...

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    Ontario Capital Markets Tribunal clarifies considerations for a private placement in the face of an unsolicited takeover bid in Aimia
  • Osler Update Feb 29, 2024

    Recent developments impacting unanimous shareholder agreements in Ontario

    Two recent Ontario cases illustrate how common provisions in unanimous shareholder agreements could be interpreted when majority and minority interest...

    Read more
    Recent developments impacting unanimous shareholder agreements in Ontario
  • Osler Update Sep 22, 2023

    Corporate transparency registers: what private companies need to know as requirements get stricter across Canada

    Requirements for private companies to disclose corporate ownership information on “transparency registers” have swept across Canada. We explain the cu...

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    Corporate transparency registers: what private companies need to know as requirements get stricter across Canada
  • Osler Update Feb 8, 2023

    Corporate opportunity waivers make their way to Canada: Implications for private equity and venture capital investments

    Alberta is the first jurisdiction in Canada to permit a corporate opportunity waiver in its articles or unanimous shareholder agreements - we discuss ...

    Read more
    Corporate opportunity waivers make their way to Canada: Implications for private equity and venture capital investments
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Awards and Recognition

  • Chambers Canada: Canada’s Leading Lawyers for Business: Recognized in Investment Funds (Band 1); Investment Funds: Fund Formation (Band 1); Private Equity: Buyouts; Tax (Band 1); Corporate/Commercial: The Elite (Ontario – Band 1; Alberta; Quebec)
    • They are an excellent firm and very strong across all areas. They’re very responsive, quick, concise and have deep subject matter expertise.”
  • IFLR 1000: The Guide to the World’s Leading Financial Law Firms: Recognized in Private Equity
  • International Tax Review: Recognized in Transactional Tax (Tier 1)

In the Media

  • Media Mentions Jul 11, 2024

    A conversation with Stephen Poloz on Canada’s economy, inflation, interest rates and productivity — ARC Energy Ideas podcast

    In discussion during an ARC Energy Ideas podcast, Osler Special Advisor Stephen Poloz says Canada has a good opportunity to develop a critical mineral...

    Read more
  • Media Mentions Jun 23, 2024

    Canadian lawyers eyeing ‘robust’ deal scene for rest of 2024 — ALM Law.com

    There are deals yet to come in 2024, despite a slow first half of the year. At least, that’s the consensus opinion gathered by Gail J. Cohen after int...

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    Canadian lawyers eyeing ‘robust’ deal scene for rest of 2024 — ALM Law.com
  • Media Mentions Jun 13, 2024

    Stephen Poloz says no to pension mandate reviews in push to boost investment in Canada — The Logic

    Stephen Poloz, the former governor of the Bank of Canada and a special advisor at Osler, is taking a soft approach to his latest assignment: chairing ...

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    Stephen Poloz says no to pension mandate reviews in push to boost investment in Canada — The Logic
  • Osler News Apr 16, 2024

    Stephen Poloz appointed to head working group on pension investments

    Osler Special Advisor to lead working group on domestic investment for Canadian pension funds.

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    Stephen Poloz appointed to head working group on pension investments
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