Tailored Services for Your Success
We specialize in structuring transactions, managing management equity incentive plans, and structuring private equity investments for non-Canadian funds. Our expertise extends to various areas, including banking, tax, antitrust, pensions and benefits, labour and employment, and insolvency, among others.
Client-Focused Expertise
Representing a broad spectrum of Canada’s private equity marketplace, our clients range from large pension funds to private investor funds, primarily focusing on mid-market private companies. We excel in facilitating investments, including foreign investments, in regulated industries such as Financial Institutions, Telecommunications and Broadcasting, and Health Care, helping develop structures that ensure compliance with foreign ownership regulations.
Our Expertise Includes:
- Assisting large pension funds: Structuring transactions within specific investment restrictions, whether for regulated entities or their co-investors, both domestic and international.
- Supporting private equity private investor funds: Helping with management equity incentive plans and creating structures that allow pre-transaction shareholders to maintain participation.
- Facilitating subsequent add-on or “tuck-in” investments: Creating tax-efficient investment groups.
- Structuring private equity investments for non-Canadian funds: Minimizing taxes on profits and capital returns to investors.
- Representing vendor shareholders: Providing sound guidance in private equity transactions, ensuring the best outcomes for shareholder groups, including tax advice for the company and its shareholders.
