Banking and Financial Services Banking and Financial Services

The Syndicate of agents in HomeEquity Bank subsidiary CHIP Mortgage Trust’s (CMT) offering of $200 million in senior secured medium-term notes

On April 28, 2026, HomeEquity Bank subsidiary CHIP Mortgage Trust (CMT) closed its offering of $200 million aggregate principal amount of Series 2026-1 4.066% senior secured medium-term notes. The offering was completed on an agency basis through a syndicate of investment dealers led by TD...

Lead Office: Toronto Date Announced: April 28, 2026 Value: $200 million

Choice Properties REIT in its $9.4-billion joint acquisition of First Capital REIT in partnership with KingSett Capital

Osler advised Choice Properties REIT in connection with its acquisition, together with KingSett Capital, of First Capital REIT in a transaction valued at approximately $9.4 billion, including the assumption of debt. Under the terms of the arrangement, Choice Properties will acquire approximately...

Lead Office: Toronto Date Announced: April 16, 2026 Value: $9.4 billion

EDC in connection with Canada’s first tokenized bond issuance

On March 5, 2026, it was announced that Export Development Canada (EDC) has successfully issued the first Canadian tokenized bond, which is a historic milestone in Canadian capital markets. This achievement is the result of Project Samara, a collaboration bringing together RBC Capital Markets, TD...

Lead Office: Toronto Date Announced: March 5, 2026 Value: --

Laurentian Bank in its sale of its retail and SME banking portfolios to National Bank of Canada and acquisition by Fairstone Bank

On December 2, 2025, Laurentian Bank of Canada (Laurentian Bank) announced that it entered into a definitive agreement to sell its retail and SME banking portfolios (the Retail/SME Transaction) to National Bank of Canada (National Bank) and a separate definitive agreement pursuant to which...

Lead Office: -- Date Announced: December 2, 2025 Value: $1.9 billion

Scotiabank in its agreement to transfer banking operations in Colombia, Costa Rica and Panama

On December 1, 2025, Scotiabank and Davivienda announced the closing of the previously announced transaction to transfer Scotiabank’s banking operations in Colombia, Costa Rica, and Panama to Davivienda. The combined operations of both institutions will operate under a new holding company,...

Lead Office: Toronto Date Announced: December 1, 2025 Value: approximately $1 billion

Nelnet Inc. in its agreement to acquire the student loan servicing business of Finastra in Canada

On October 23, 2025, Nelnet Inc., along with its wholly owned subsidiary Nelnet Canada, Inc., announced its agreement to acquire Finastra Holdings Limited’s Canadian student loan servicing business. Finastra’s Canadian student loan servicing business is...

Lead Office: Toronto Date Announced: October 23, 2025 Value: --

A syndicate of agents, led by CIBC World Markets and RBC Capital Markets, in connection with Whitecap Resources Inc.’s $300-million private placement offering 3.761% senior unsecured debentures due 2028

Acting for a syndicate of agents, led by CIBC World Markets Inc. and RBC Dominion Securities Inc. as joint bookrunners, in connection with Whitecap Resources Inc.’s $300-million private placement offering of 3.761% senior unsecured debentures due 2028. Osler, Hoskin & Harcourt LLP advised...

Lead Office: Toronto Date Closed: -- Value: $300 million

Goldman Sachs in connection with Conquest Planning’s US$80-million Series B financing round

On June 23, 2025, Conquest Planning announced that it raised US$80 million in a Series B financing round led by Goldman Sachs. Conquest Planning will use the new capital for accelerating its expansion to the United States and to finance the continued evolution of its AI-based Strategic Advice...

Lead Office: Toronto Date Announced: June 23, 2025 Value: US$80 million

Second Avenue Capital Partners in its US$20-million senior secured credit facility to Bouclair

On March 18, 2025, Second Avenue Capital Partners announced it closed a US$20-million senior secured credit facility for Bouclair, a leading Canadian home brand and omnichannel retailer specializing in stylish and affordable home décor and furnishings. This new credit facility will strengthen...

Lead Office: Montreal Date Announced: March 18, 2025 Value: $20 million

Decarbonization Partners in connection with Orennia Inc.’s Series C growth financing round

On January 21, 2025, Orennia Inc. announced it closed a Series C growth financing round led by Decarbonization Partners, a partnership between BlackRock and Temasek, with participation from existing investors.  Orennia is the prominent platform for accurate data, predictive analytics and...

Lead Office: Calgary Date Announced: January 21, 2025 Value: --