Representative Work
- Laurentian Bank
Laurentian Bank in its sale of its retail and SME banking portfolios to National Bank of Canada and acquisition by Fairstone Bank
- GE Healthcare Technologies Inc.
GE HealthCare in its agreement to acquire Intelerad for US$2.3 billion
- Xanadu Quantum Technologies Inc.
Xanadu in its cross-border de-SPAC transaction
- Wellington-Altus
Wellington-Altus in its nearly $400-million minority investment from Kelso & Company
- Telus Digital
TELUS Digital in its agreement to be acquired by TELUS Corporation
- TELUS
TELUS in its $1.26-billion wireless tower infrastructure partnership with La Caisse
- InfoSec Global
InfoSec Global in its acquisition by Keyfactor
- Agnostiq Inc.
Agnostiq Inc. in its acquisition by DataRobot
- Mevotech LP
Penfund in connection with TorQuest’s acquisition of Mevotech
- Battery Ventures
Battery Ventures in its $150 million acquisition of TrueContext Corporation
- Monex Group Inc
Monex Group in its acquisition of 3iQ Digital Holdings Inc.
- Trilogy
Trilogy in its take-private of Indigo Books & Music
- Fusion Pharmaceuticals Inc.
Fusion Pharmaceuticals in its acquisition by AstraZeneca
- iCON Infrastructure
iCON Infrastructure in its investment in QSL
- Vendasta Technologies Inc.
Vendasta in its acquisition of Broadly
- Vendasta Technologies
Vendasta in its acquisition of Yesware
- VAALCO Energy
VAALCO in its US$307 million business combination with TransGlobe
- LifeWorks
LifeWorks in its $2.9 billion acquisition by TELUS
- DREAM Asset Management Corporation
Dream Residential REIT’s US$125.1 million initial public offering
- Circle Cardiovascular Imaging
Circle Cardiovascular Imaging in its strategic investment from Thoma Bravo
- Q4 Inc.
Q4 Inc. in its IPO on the TSX
- The Levy Family
The Levy Family in theScore’s US$2 billion acquisition by Penn National Gaming
- Clio
Clio in its acquisition of Lawyaw
- Clio
Clio in its acquisition of CalendarRules
- TRC Companies Inc.
TRC in its acquisition of Quatric
- Hi-Pro Feeds, a portfolio company of Birch Hill Equity Partners, in its sale to Nutreco N.V.
- Aurigen Re in its acquisition by PartnerRe Ltd.
- Citi in its sale of CitiFinancial Canada, Inc. to a group of investors led by J.C. Flowers & Co. LLC and Varde Partners
- Brookfield Asset Management in the spinoff of its business services and industrial operations to create Brookfield Business Partners L.P.
- Enercare Solutions, a subsidiary of Enercare Inc., in its US$340.75 million acquisition of SEHAC Holdings Corporation (Service Experts)
- New Flyer in its US$455 million acquisition of Motor Coach Industries International, Inc. from KPS Capital Partners, L.P., and related US$825 million financing to fund the acquisition and refinance New Flyer’s existing US$257 million credit facilities
- Alamos Gold in its US $1.5 billion merger with AuRico Gold. Inc.
- Cara Operations in its C$230 million initial public offering of subordinate voting shares
- Loblaw in its $12.4 billion acquisition of Shoppers Drug Mart Corporation, one of Canada’s most recognized retail brands
Laurentian Bank in its sale of its retail and SME banking portfolios to National Bank of Canada and acquisition by Fairstone Bank
GE HealthCare in its agreement to acquire Intelerad for US$2.3 billion
Xanadu in its cross-border de-SPAC transaction
Wellington-Altus in its nearly $400-million minority investment from Kelso & Company
TELUS Digital in its agreement to be acquired by TELUS Corporation
- TELUS
TELUS in its $1.26-billion wireless tower infrastructure partnership with La Caisse
- InfoSec Global
InfoSec Global in its acquisition by Keyfactor
- Agnostiq Inc.
Agnostiq Inc. in its acquisition by DataRobot
- Mevotech LP
Penfund in connection with TorQuest’s acquisition of Mevotech
- Battery Ventures
Battery Ventures in its $150 million acquisition of TrueContext Corporation
- Monex Group Inc
Monex Group in its acquisition of 3iQ Digital Holdings Inc.
- Trilogy
Trilogy in its take-private of Indigo Books & Music
- Fusion Pharmaceuticals Inc.
Fusion Pharmaceuticals in its acquisition by AstraZeneca
- iCON Infrastructure
iCON Infrastructure in its investment in QSL
- Vendasta Technologies Inc.
Vendasta in its acquisition of Broadly
- Vendasta Technologies
Vendasta in its acquisition of Yesware
- VAALCO Energy
VAALCO in its US$307 million business combination with TransGlobe
- LifeWorks
LifeWorks in its $2.9 billion acquisition by TELUS
- DREAM Asset Management Corporation
Dream Residential REIT’s US$125.1 million initial public offering
- Circle Cardiovascular Imaging
Circle Cardiovascular Imaging in its strategic investment from Thoma Bravo
- Q4 Inc.
Q4 Inc. in its IPO on the TSX
- The Levy Family
The Levy Family in theScore’s US$2 billion acquisition by Penn National Gaming
- Clio
Clio in its acquisition of Lawyaw
- Clio
Clio in its acquisition of CalendarRules
- TRC Companies Inc.
TRC in its acquisition of Quatric
- Hi-Pro Feeds, a portfolio company of Birch Hill Equity Partners, in its sale to Nutreco N.V.
- Aurigen Re in its acquisition by PartnerRe Ltd.
- Citi in its sale of CitiFinancial Canada, Inc. to a group of investors led by J.C. Flowers & Co. LLC and Varde Partners
- Brookfield Asset Management in the spinoff of its business services and industrial operations to create Brookfield Business Partners L.P.
- Enercare Solutions, a subsidiary of Enercare Inc., in its US$340.75 million acquisition of SEHAC Holdings Corporation (Service Experts)
- New Flyer in its US$455 million acquisition of Motor Coach Industries International, Inc. from KPS Capital Partners, L.P., and related US$825 million financing to fund the acquisition and refinance New Flyer’s existing US$257 million credit facilities
- Alamos Gold in its US $1.5 billion merger with AuRico Gold. Inc.
- Cara Operations in its C$230 million initial public offering of subordinate voting shares
- Loblaw in its $12.4 billion acquisition of Shoppers Drug Mart Corporation, one of Canada’s most recognized retail brands
Latest Insights
-
Osler Update November 20, 2025
PE Points Newsletter
Osler’s National Private Equity Group has launched its quarterly PE newsletter: your source of private equity news and information.
Read more
-
Osler Update December 11, 2023
Looking forward on clawbacks
New listing standards from the New York Stock Exchange and Nasdaq Stock Market came into effect this year, requiring companies to adopt policies...
Read more -
Osler Update June 9, 2023
Give it back! Issues for Canadian companies to consider now in light of pending U.S. compensation clawback rules to become effective later this year
Canadian issuers listed on a U.S. stock exchange must adopt or revise their policies and practices...
Read more -
Osler Update January 11, 2023
2023: Time to revisit your equity plan design and disclosure
This year, new Canadian non-GAAP disclosure rules and TSX Venture Exchange (TSX-V) listing requirements have had an impact on Canadian issuers...
Read more
Media Mentions
-
Media Mentions August 8, 2018
Managing compensation in M&A — Canadian Lawyer Magazine
The compensation of company executives in M&A transactions has evolved as shareholder expectations grow, according to an article in Canadian...
Read more -
Osler News September 11, 2017
Osler welcomes new corporate partner Lynne Lacoursière to our Toronto office
Osler is pleased to welcome Lynne Lacoursière as a partner and Co-Chair of our Executive Compensation Practice Group.
Read more
Speaking and Writing
Speaking Engagements
CBA/ABA/IPEBLA Global Pension and Employee Benefits Lawyers Conference
Read moreEHG 101 series: U.S. and Canadian compensation issues for startups
Read morePublished Work
- The CRA Issues Guidance on the Deductibility of Certain Share-based Compensation, Journal of Taxation of Executive Compensation and Retirement
- CCCA National Conference, The Good Shepherd: Managing Executive Recruitment and Departures (Speaker)
- Synergy Client Conference (Speaker)
- Quoted in Canadian Lawyer Mag, High-stakes compensation, July 2017
Credentials
Education
- McGill University, LL.B./BCL
- McGill University, B.Comm.
Languages
- English
Professional Affiliations
- Editorial Board, Journal of Taxation of Executive Compensation and Retirement
