• Go Easy Financial in financial services arrangements
• Sun Life on various corporate governance and transactional matters
• Power Corporation in connection with corporate governance matters
• Cynosure Private Equity in connection with its potential acquisition of an HVAC business in Canada

Prior to joining Osler:

Notable Financial Services & Strategic Deals

• Scotiabank, as Canadian counsel in the US$2.8 billion purchase of a 14.9% stake in KeyCorp, a major U.S. financial services entity
• Scotiabank in over 25 other acquisitions, sales and joint ventures in Canada and around the globe
• BNP Paribas in the sale of Bank of the West to BMO Financial Group
• BNP Paribas in connection to BMO’s offering of common shares
• Sun Life in the sale of the sponsored markets business of its subsidiary to Canadian Premier
• CIBC in its purchase of Wellington Financial and launch of CIBC Innovation Banking
• CIBC in multiple other acquisitions, sales and joint ventures in Canada and around the globe
• Brookfield Asset Management on various M&A and restructuring transactions
• Home Capital in the $1.2-million sale of its commercial mortgage assets to KingSett Capital
• Walmart in the sale of its Bank and loyalty program arrangements
• Big 5 Banks as a consortium in connection with the formation and arrangements of Interac Corporation
• Big 5 Banks as a consortium in connection with the sale of SecureKey to Interac Corporation
• Mattamy Homes in its acquisition of Monarch
• Inmet Mining in its acquisition by First Quantum Minerals
• Ernst & Young in its acquisition of RSM Richter LLP
• BCE in its potential sale to various Private Equity firms and Ontario Teachers

Notable Private Equity Deals

• WEG in its acquisition of the industrial electric motors and generators businesses of Regal Rexnord
• Morgan Stanley Private Equity and Infrastructure in a potential data center acquisition
• The Cynosure Group in its $40-million investment in Wellington-Altus
• The Cynosure Group in its $85-million investment in Wellington-Altus
• The Cynosure Group in connection with its shareholder arrangements in Wellington Altus in connection with the rights negotiated with Ares Management Co. as a new lender to Wellington Altus
• Roynat Capital Partners in connection with its investments in Lifespeak and Barrett Corporation
• Barnhart Asset Management in connection with its private equity arrangements with AIMCO and sale of international business
• Black Dragon Capital in its acquisition of Grass Valley
• Ontario Teachers’ Pension Plan in its acquisition of BluEarth Renewables Inc.
• Ontario Teachers’ Pension Plan in its formation of and acquisitions involving Aspenleaf Energy
• Ontario Teachers’ Pension Plan in its formation of and acquisitions involving Konata Energy
• Magris Resources, CEF Holding and Temasek in the US$500-million acquisition of the Niobec mine from IAMGOLD and its related private equity formation and structuring.
• Torquest Private Equity in its potential acquisition of a wealth and asset manger
• Riverside Partners in a tech acquisition
• Acted for Arcelor Mital in connection with its private equity Baffinland investments and JV
• Centre Partners in its take private and subsequent sale of Bumble Bee Tuna to Lion Capital
• Centre Partners in its acquisition and recapitalization of Gray Wireline
• Elliott Associates in its acquisition and restructuring of Delphi Corporation
• Cyprium Partners in its sale of ASIMCO to Bain Capital
• Thomvest Seed Capital in connection to Telus’ acquisition of Public Mobile
• A joint venture transaction for CPPIB
• Harbinger Capital Partners in its acquisition of Calpine Power Income Fund
• Acted for Apax Private Equity in connection with various sales and purchases