M&A experience
- Roper Technologies, Inc., a large NYSE-listed multinational producer of electronic products on its acquisition of Phase Technology
- Premier Marine Insurance on its sale to Cooperators Insurance, a large Canadian insurance company
- Management team of Nuheat Industries, a manufacturer of electrical in-floor heating systems, on its sale to Pentair, a large multinational manufacturing company
- Trimlite Group, a manufacturer of high quality doors and door products, on a private equity transaction with TriWest Capital Partners
- Tycrop Manufacturing on the sale to CIG Logistics of its sand-handling logistics systems
- Country Prime Meats, a family-owned food company, on its sale to Premium Brands
- Fine Choice Foods, a family-owned food company, on a private equity transaction with US private equity firm Swander Pace Capital
- Kicking Horse Coffee, Canada’s largest fair trade organic coffee company, in respect of a transaction with a private equity/strategic consortium led by US private equity firm Swander Pace Capital
- VEGA, a founder-owned nutrition company, in respect of a private equity transaction with VMG Partners, a US private equity firm
- Manufacturer of enclosures for electrical systems, on a management buy-out
- Industrial services company on management buy-out
- Visual effects company on a sale to a UK competitor
- 4Refuel on a private equity investment by TorQuest Partners
- Specialty construction products company on a sale to a US private equity fund
- Industrial maintenance and construction company on a transaction with a private equity fund and then acting for the company on three subsequent strategic acquisitions
- Railway maintenance and construction company on a transaction with a private equity fund and then acting for the company on three subsequent strategic acquisitions
- Electrical services contractor focused on power transmission, distribution and generation projects, on a strategic acquisition
- Medic and safety services company on a strategic acquisition
- Building restoration company on the acquisition of two facilities restoration companies in BC
- Automobile equipment manufacturer on its sale to a US competitor
Private Equity Experience
- Fund sponsors on the formation of several private equity funds
- Nicola Wealth Management on creation of a private equity funds of funds
- A private equity fund on its investment in an automotive components supplier in Ontario
- A private equity fund on its investment in a leading manufacturer of electronic and audio systems
- A private equity fund on its investment in an online media and software application development company
- A private equity fund on its investment in an e-commerce retailer
- A private equity fund on its investment in food manufacturing company
- A private equity fund on its investment in a concrete manufacturing company
- A private equity fund on its investment in a manufacturer of industrial heating products in Manitoba
- A private equity fund on its investment in a crane manufacturing company in Alberta
- A private equity fund on its purchase of a plastics manufacturing company
- A private equity fund on its investment in an oilfield supply company in Alberta
- A private equity fund on its investment in a fencing manufacturing company in Alberta
- A private equity fund on its investment in an oilfield medical services company in Alberta
- A private equity fund on its investment in a plumbing and mechanical contractor in Alberta
- A private equity fund on its investment in an industrial services company
- Advising a co-investor on the private equity purchase of Spence Diamonds
- Advising a private equity fund on four private equity investments in private companies in British Columbia (two), Ontario and New York
