333 Bay St, Suite 3400, Bay Adelaide Ctr, W Twr, Toronto, ON
Year called to bar: 2005 (ON); 2000 (New York)
Partner. Practises corporate/securities law with a focus on M&A. Extensive experience acting for buyers and sellers in a range of industries for private and public companies. Has been involved in a number of contested shareholder matters, including proxy contests representing both dissident shareholders and boards of directors and is also often asked to participate in litigation matters where strategic advice is sought and knowledge of corporate/securities law is required. Formerly worked as a M&A lawyer in New York. Frequent author and lecturer on developments in the Canadian M&A market, the evolving role of shareholder rights plans, and the rise of shareholder activism in Canada. Served as an Adjunct Professor at U of T Law School where he taught the course “The Art of the Deal.” Recognized as a leading lawyer by The Best Lawyers in Canada (M&A) and The Canadian Legal Lexpert® Directory (M&A, Private Equity, Corporate Finance & Securities). Honoured in 2011 as one of Lexpert’s Rising Stars: Leading Lawyers Under 40. Called to the Bars of New York (2000) and Ontario (2005).
On December 10, 2019, affiliates of real estate funds managed by The Blackstone Group Inc. (collectively, Blackstone) acquired all of the subsidiaries and assets of Dream Global Real Estate Investment Trust (Dream Global)
Morneau Shepell Inc. (TSX: MSI) (Morneau Shepell or the Company) acquired all of the outstanding shares of LifeWorks Corporation Ltd. (LifeWorks) for a total purchase price of approximately $426 million, payable in cash and Morneau Shepell shares.
Ceridian HCM Holding Inc. (Ceridian), a global human capital management software company, completed its initial public offering of 24,150,000 shares of common stock, which included 3,150,000 shares of common stock issued pursuant to the exercise by the underwriters of their over-allotment option. The offering was priced at US$22.00 per share, resulting in gross proceeds of US$631,300,000 when combined with the concurrent US$100.0 million private placement and before deducting underwriting discounts and commissions and other offering expenses payable by Ceridian.
On December 6, 2016, Alberta Oilsands Inc. (“AOS”) acquired all of the issued and outstanding common shares of Marquee Energy Ltd. (“Old Marquee”) pursuant to a statutory plan of arrangement under the Alberta Business Corporations Act (“ABCA”) involving AOS, Old Marquee and the holders of common shares of Old Marquee (the “Arrangement”) in accordance with the terms and subject to the conditions of an arrangement agreement dated August 19, 2016, as amended October 11, 2016 (as amended, the “Arrangement Agreement”).
NorthWest Healthcare Properties Real Estate Investment Trust (NWH) and NorthWest International Healthcare Properties Real Estate Investment Trust (NWI) completed a plan of arrangement under the Business Corporations Act (Alberta) in which NWI and NWH combined to create a leading global diversified healthcare real estate investment trust with over $2 billion of assets.