66 Wellington St W, Suite 5300, TD Bank Twr, Toronto, ON
Year called to bar: 2000 (ON); 2001 (New York)
Partner. Co-head of the firm’s National Private Equity Group. Focuses on M&A, private equity and investment funds. Advises on domestic and cross-border public/private M&A and other securities matters. Represents institutional investors in their investment activities, including acquisitions and divestitures of portfolio companies and investments in private equity, other alternative investment funds and fund formation. Acted for Vista Equity Partners in its $4.8 billion acquisition of DH Corporation and the combination of D+H with Vista portfolio company Misys, creating “Finastra”, a new global fintech leader. Presents at various conferences on corporate/securities law.
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.
