66 Wellington St W, Suite 5300, TD Bank Twr, Toronto, ON
Year called to bar: 2000 (ON); 2001 (New York)
Focuses on mergers & acquisitions, private equity, and investment funds. Advises on domestic and cross-border public and private mergers & acquisitions and other related securities matters. Represents institutional investors in their investment activities, including acquisitions and divestitures of portfolio companies and investments in private equity and other alternative investment funds. Also advises clients on fund formation activities. Recognized in The Canadian Legal Lexpert® Directory for Private Equity; Chambers Canada in Band 1 for Private Equity: Fund Formation; The Best Lawyers in Canada for Private Funds Law; as one of the Lexpert Rising Stars: Leading Lawyers Under 40; in the Lexpert® 2012 Guide to the Leading US/Canada Cross-Border Corporate Lawyers in Canada as a Corporate Lawyer to Watch; and, awardedBTI M&A Client Service All-Stars 2021 by BTI Consulting Group. Presents at various conferences on topics relating to corporate and securities law. Called to the Ontario Bar in 2000, and admitted to the New York Bar in 2001.
Vista Equity Partners (“Vista”) acquired all of the outstanding shares of Toronto-based DH Corp. (TSX: DH) (“D+H”), a leading provider of technology solutions to financial institutions globally, by way of a plan of arrangement for $25.50 per share in cash, for a total enterprise value of approximately $4.8 billion, including the assumption of D+H’s debt.
On January 3, 2017, Acasta Enterprises Inc. (“Acasta”) completed its $1.2-billion qualifying acquisition of Apollo Health & Beauty Care Partnership (“Apollo”) and JemPak Corporation (“JemPak”), two of North America’s leading private-label consumer staples businesses, and Stellwagen Group (“Stellwagen”), a best-in-class commercial aviation finance advisory and asset management business, based in Ireland and the United States. Concurrent with closing, Acasta completed ...
Nelson Education Ltd. (Nelson), Canada’s leading education publishing company, completed a sale of substantially all of its assets to 682534 N.B. Inc., now operating as Nelson Education Ltd., in exchange for the compromise and release of approximately US$270 million of first lien secured debt obligations.