Stacy McLean
Partner | Toronto
Toronto: 416-863-4325

Stacy's practice focuses on investment funds, corporate finance, securities regulatory matters and public company transactions.

She advises Canadian and international asset management companies on the structuring, regulation and registration of closed-end investment funds, mutual funds, structured notes and flow-through limited partnerships and she is the Practice Group Leader of the Firm's Investment Products & Asset Management Practice. She also works closely with investment dealers, financial institutions and companies on debt and equity financings, registration and regulatory compliance, private placements and fund formation.

She has expertise in contested proxy battles and in advising public issuers and their boards on various matters, including governance and shareholder engagement.

SELECT EXPERIENCE

Recent representative experience includes acting for:

Investment Funds:

  • Canoe EIT Income Fund on its C$140-million series 1 preferred unit offering.

  • CI Financial Corp. on its acquisition of Sentry Investments Inc. for C$780-million in cash and common shares of CI Financial Corp.

  • First Asset Capital Corp. in connection with CI Financial Corp.'s acquisition of First Asset Capital Corp. and the related change of control of the investment manager and regulatory approvals.
  • TDB Split Corp. on a C$28,117,500 public offering of Class A and Priority Equity Shares.
  • Dividend 15 Split Corp. II on C$44,062,500 public offering of Class A and Preferred Shares.
  • Financial 15 Split Corp. on a C$38,295,250 public offering of Class A and Preferred Shares.
  • LogiQ Capital's corporate class mutual fund LOGIQ Mutual Funds Ltd.
  • A syndicate of agents on a C$25-million offering of limited partnership units by NCE Diversified Flow-Through (16) Limited Partnership.
  • A syndicate of agents on a C$14-million offering of limited partnership units by Canoe 2016 Flow-Through LP.

Corporate Finance:

  • A Canadian financial institution in connection with its C$5-billion medium term notes (principal at risk structured notes) program and US$6-billion structured note program.
  • A Canadian financial institution on its C$800-million offering of preferred shares (NVCC).

  • Ceres Global Ag Corp. in its C$75-million rights offering of common shares in Canada and the United States
PUBLICATIONS
Show Past:
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Blakes Bulletin on Corporate Governance, October 31, 2017.
Blakes Bulletin on Corporate Governance, October 5, 2016
Blakes Bulletin on Capital Markets, February 9, 2016.
Blakes Bulletin on Corporate Governance and Women, June 14, 2016.
Blakes Bulletin on Capital Markets, December 4, 2015.
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PROFESSIONAL APPEARANCES
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Panellist: Corporate Governance and Shareholder Activism
Business Class Seminar, February 2018.
Speaker: Navigating the Alternative Funds Landscape: The View From Canada, Europe and the United States
AIMA Client Seminar, February 2018.
Panellist: Women in Finance: Is Your Organization leaving Untapped Talent at the Door?
Women in ETFs, Toronto Ontario, June 21, 2017.
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