Kelly O’Ferrall Kelly O’Ferrall

smartTrade in its acquisition of TickTrade

On November 22, 2021, smartTrade completed its acquisition of TickTrade. The company will operate under the smartTrade name and will create a global leader in SaaS FX trading platforms, offering the most comprehensive eFX solutions to financial institutions worldwide. Hg, a leading software and...

Lead Office: Toronto Date Closed: November 22, 2021 Value: -

Frontenac in its acquisition of EFC International

On November 3, 2021, Frontenac announced its acquisition of EFC International, a value-added distributor of highly engineered fasteners. The financial terms of the transaction were not disclosed. The transaction will leverage EFC’s industrial distribution expertise and will...

Lead Office: Toronto Date Closed: November 11, 2021 Value: -

The Levy Family in theScore’s US$2 billion acquisition by Penn National Gaming

On August 5, 2021, Penn National Gaming announced it will acquire theScore for US$2 billion in cash and stock. The acquisition creates a first-of-its-kind, vertically integrated media and omni-channel gaming business, combining sports, gaming and media in North America, and will allow the company...

Lead Office: Toronto Date Closed: October 19, 2021 Value: US$2 billion

The Estée Lauder Companies Inc. in its agreement to increase its ownership in DECIEM Beauty Group Inc.

On February 23, 2021, The Estée Lauder Companies Inc. (ELC) announced that it has entered into an agreement to increase its investment in the Canadian-based, vertically integrated, multi-brand company, DECIEM Beauty Group Inc. from approximately 29% to approximately 76%. ELC has agreed to purchase...

Lead Office: Toronto Date Closed: May 18, 2021 Value: US$2.2 billion

Tantalus Systems Holding Inc. in its $90 million Qualifying Transaction with RiseTech Capital Corp., concurrent financing and graduation to the Toronto Stock Exchange

On May 10, 2021, Tantalus Systems Holding Inc., a Burnaby based smart-grid technology company, completed its listing on the Toronto Stock Exchange under the symbol “GRID”. Tantalus’ listing on the Toronto Stock Exchange follows the completion of the company’s $90...

Lead Office: Vancouver Date Closed: May 10, 2021 Value: $90 million

The Board of Trustees of the WSIB Pension Plan Fund in the conversion of WSIB’s defined benefit, single employer pension plan to a jointly sponsored pension plan

On July 1, 2020, Ontario’s Workplace Safety and Insurance Board (WSIB) and the Ontario Compensation Employees Union converted WSIB’s $3.5 billion defined benefit, single employer pension plan (SEPP) to a jointly sponsored pension plan (JSPP) that is now administered by an...

Lead Office: Toronto Date Closed: July 1, 2020 Value: $3.5 billion

Fusion Pharmaceuticals in its $212.5 million IPO

On June 25, 2020, Fusion Pharmaceuticals announced the pricing of its initial public offering of 12,500,000 common shares at a public offering price of $17.00 per share. All of the shares are being offered by Fusion. The gross proceeds of the offering, before deducting underwriting discounts and...

Lead Office: Toronto Date Closed: June 1, 2020 Value: $212.5 million

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

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...

Lead Office: Toronto Date Closed: May 1, 2019 Value: $1.1 billion

Quad-C Management on its investment in S.i. Systems

On December 20, 2018,  Quad-C Management completed an investment in S.i. Systems for an undisclosed amount. S.i. Systems is the largest IT staffing company headquartered in Canada. Headquartered in Virginia, Quad-C is a middle market private equity firm focused on investing in...

Lead Office: Toronto Date Closed: December 20, 2018 Value: -