OVERVIEW & EXPERTISE

 

 

The Blakes Pension Fund Investment group consists of multi-disciplinary specialists who provide market knowledge and experience to Canada’s leading pension funds as well as other domestic and international investors, advisers, managers and the financial institutions that interact with Canadian pension funds.

An advantage we bring is an understanding of the challenges, dynamics and varied complexities faced by clients operating in a sector that has a complex regulatory regime, competing stakeholder interests, a changing investment environment and the potential for legal and reputational challenges surrounding investment and fund management decisions.

Our clients rely on us to advise, negotiate and assist at every phase of the financing and investment life cycle, within Canada and internationally. Our multi-jurisdictional experience has led to deep market knowledge within each of the asset classes and geographies that form the investment portfolios of pension funds and large institutional investors. Specialists on our team include leading lawyers in areas such as capital markets and derivatives, infrastructure, natural resources, private equity, real estate and renewable energy among others.

We also provide practical and strategic advice on regulatory and investment fund structuring issues, and more broadly on governance and fiduciary responsibilities that arise in respect of investments and investment relationships.

Core elements of our services:

  • Private equity investments
  • Private debt investments (including fixed income, mezzanine, mortgage and other similar funds)
  • Corporate finance (including securities lending, securities borrowing and complex derivative arrangements)
  • Capital markets regulatory compliance
  • Existing and new commercial agreements and joint venture arrangements
  • Real estate and land acquisitions and divestitures
  • Infrastructure, construction and procurement
  • Industry sector regulations
  • Domestic and cross-border tax
  • Dispute resolution

We combine our domestic and international experience in these and other areas with an ability to think creatively and strategically when working with our clients to evaluate, pursue and maximize the investment potential of each opportunity.


Representative Matters:

Our Pension Fund Investment group has experience serving Canadian pension funds and institutional investors on all manner of investments in Canada and internationally. An example of our experience includes the following:

Ontario Teachers' Pension Plan on an agreement with IFM Investors and British Columbia Investment Management Corporation to become equity partners in GCT Global Container Terminals Inc.
 
Healthcare of Ontario Pension Plan on multiple acquisitions across Europe of large-scale build-to-suit logistics development properties.
 
U.K. pension claimants, in successfully obtaining a landmark "modified pro rata" allocation of US$7.3-billion raised from the sale of the Nortel Networks global business units and patent portfolio.
 
Healthcare of Ontario Pension Plan or its subsidiaries on the joint venture investment in a C$287.5-million new 515-suite apartment building in Chicago known as “The Coast”; the C$240-million purchase of 50 per cent interests in Quinte Mall and Devonshire Mall; the acquisition of a 55 per cent interest in the Nexus 40-13 International Business Centre, Montréal, Quebec; the C$137-million purchase of Marlborough Mall, Calgary, Alberta; and the C$140-million purchase of Lansdowne Place, Peterborough, Ontario.
 
H2O Power LP, a joint venture between the Public Sector Pension Investment Board and BluEarth Renewables Inc., on its C$400-million private placement to obtain credit facilities secured by its interest in hydroelectric facilities in Ontario.
 
Ontario Pension Board and Workplace Safety Insurance Board on its C$1.9-billion purchase of an undivided 50 per cent interest in a 12-building portfolio of office buildings in downtown Vancouver, including the CF Pacific Centre regional shopping mall.
 
DP World Limited on its joint venture with Caisse de dépôt et placement du Québec to create an investment platform focused on investing in ports and terminals globally.
 
Oxford Properties Group in relation to the sale of a 50 per cent interest in a 4.2-million-square-foot portfolio of high-quality office properties in downtown Toronto and Calgary to Canada Pension Plan Investment Board for C$1.175-billion.
 
BluEarth Renewables Inc., a portfolio company of Ontario Teachers’ Pension Plan, in connection with the acquisition of the development rights to three hydroelectric dams, known collectively as Narrows Inlet.
 
Canada Pension Plan Investment Board, as Canadian counsel, on its acquisition of 40 per cent of Glencore Agricultural Products (Glencore Agri), valuing Glencore Agri at US$6.25-billion.
 
Healthcare of Ontario Pension Plan in connection with a series of logistics developments in Europe.
 
Borealis Transportation Infrastructure Trust, a subsidiary of OMERS Administration Corporation, in connection with a secured term loan facility for the Detroit River Rail Tunnel provided by a syndicate of lenders.
 
A consortium composed of Placements CMI Inc., Caisse de dépôt et placement du Québec, Fonds de solidarité des travailleurs du Québec (F.T.Q.), Fonds Manufacturier Québécois II s.e.c. and Investissement Québec in connection with the financing of its acquisition of Manac Inc., a North American leader in the design and manufacture of specialty trailers.
 
MidOcean Partners and PSP Investments in the US$560-million sale of the Noranco business to Precision Castparts Corp.
 
Ontario Pension Board on its C$960-million purchase of an undivided 30 per cent interest in the six-building 4.5-million-square-foot Toronto-Dominion Centre in downtown Toronto, together with an office development site at 16 York Street in downtown Toronto.
 
Canada Pension Plan Investment Board on their infrastructure fund called Wolf Infrastructure Inc.
 
 

 PEOPLE

 
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Associate | Vancouver, Toronto
Vancouver: 604-631-4201
Toronto: 416-863-3338
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Private Equity, Food, Beverage & Agribusiness, Pension Funds Investment
Partner | Toronto
Toronto: 416-863-4295
Areas of Expertise: Mergers & Acquisitions, Capital Markets, Private Equity, Technology, Communications, Equity Capital Markets, Debt Capital Markets, Corporate Governance, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Montréal
Montréal: 514-982-4025
Areas of Expertise: Energy, Banking, Commercial Real Estate, Financial Services, Construction, Infrastructure, Oil & Gas, Pension Funds Investment, Plan Nord, Debt Capital Markets, Structured Finance & Derivatives, Transportation, Major Projects, Downstream & Marketing, Mergers, Acquisitions & Divestitures
Partner | Toronto
Toronto: 416-863-4284
Areas of Expertise: Financial Services Regulatory, Insurance, Mergers & Acquisitions, Investment Products & Asset Management, Banking, Consumer/Retail Financial Services, Payment Cards & Technologies, Residential Mortgage Business, Reinsurance, Financial Services, Pension Funds Investment, Investment Funds, Investment Vehicles, Enterprise Risk & Crisis Response, Government & Public Sector, Fintech, Credit Unions
Partner | Calgary
Calgary: 403-260-9720
Areas of Expertise: Corporate Governance, Mergers & Acquisitions, Corporate & Commercial, Energy, Equity Capital Markets, Debt Capital Markets, Structured Finance & Derivatives, Private Equity, REITs, Shareholder Activism, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Montréal
Montréal: 514-982-4061
Areas of Expertise: Infrastructure, Mergers & Acquisitions, Private Equity, Energy, Corporate & Commercial, Commercial Real Estate, Plan Nord, Construction, Mining, Pension Funds Investment, Investment Funds, Investment Vehicles, Mining Lending, Mining Streaming & Royalties
Partner | Toronto
Toronto: 416-863-4172
Areas of Expertise: Pensions & Benefits, Pension Funds Investment, Executive Compensation, Tax
Partner | Toronto
Toronto: 416-863-2633
Areas of Expertise: Pensions & Benefits, Executive Compensation, Pension Litigation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles, Government & Public Sector
Partner | Toronto
Toronto: 416-863-3860
Areas of Expertise: Commercial Real Estate, Restructuring & Insolvency, Hospitality & Leisure, Real Estate Financing, Europe, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2492
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Financial Services Regulatory, Financial Services, Life Sciences, Private Equity, Emerging Companies & Venture Capital, Technology, Mining, Insurance, Pension Funds Investment
Partner | Toronto
Toronto: 416-863-4262
Areas of Expertise: Competition & Antitrust, Foreign Investment, China, Europe, United States, Plan Nord, Competition Litigation, Abuse of Dominance & Reviewable Matters, Cartels & Criminal Investigations, Competition Law Compliance, E-Discovery/SIRs, Merger Review & Control, Misleading Advertising, Japan, Pension Funds Investment, Investment Funds, Investment Vehicles, Cybersecurity, Government & Public Sector
Partner | Toronto
Toronto: 416-863-2393
Areas of Expertise: Mergers & Acquisitions, Capital Markets, Corporate Governance, Private Equity, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Counsel | Toronto
Toronto: 416-863-4293
Areas of Expertise: Mergers & Acquisitions, Private Equity, Corporate Governance, Investment Funds, Energy, China, Central Asia, Southeast Asia, Corporate & Commercial, Power, Technology
Partner | Toronto
Toronto: 416-863-3888
Areas of Expertise: Pensions & Benefits, Executive Compensation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles, Government & Public Sector
Associate | Toronto
Toronto: 416-863-4297
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Pension Funds Investment
Partner | Toronto, New York
Toronto: 416-863-2286
New York: 212-893-8416
Areas of Expertise: Mergers & Acquisitions, Corporate Governance, Private Equity, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Chair | Calgary, Toronto
Calgary: 403-260-9610
Toronto: 416-863-2150
Areas of Expertise: Capital Markets, Mergers & Acquisitions, Oil & Gas, Energy, Restructuring & Insolvency, Australia, Africa, Europe, Middle East, Latin America, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles, Major Projects, Mergers, Acquisitions & Divestitures, Credit Unions
Firm Managing Partner | Toronto
Toronto: 416-863-2748
Areas of Expertise: Corporate & Commercial, Mergers & Acquisitions, Procurement, China, India, Africa, Korea, Middle East, Latin America, United States, Central Asia, Southeast Asia, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-3296
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Private Equity, Food, Beverage & Agribusiness, Capital Markets, Pensions & Benefits, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-4294
Areas of Expertise: Corporate & Commercial, Equipment Financing, Mergers & Acquisitions, Emerging Companies & Venture Capital, Investment Products & Asset Management, Power, Banking, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2929
Areas of Expertise: Financial Services, Corporate & Commercial, Infrastructure, Banking, Asset-Based Finance, Debt Finance & Lending, Equipment Financing, Project Finance, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2968
Areas of Expertise: Pensions & Benefits, Retirement & Savings Products, Executive Compensation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2758
Areas of Expertise: Real Estate Financing, Acquisitions, Dispositions & Joint Ventures, Pension Funds Investment, Investment Funds, Investment Vehicles
Senior Counsel | Toronto
Toronto: 416-863-2226
Areas of Expertise: Capital Markets, Mergers & Acquisitions, Investment Products & Asset Management, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2219
Areas of Expertise: Acquisitions, Dispositions & Joint Ventures, Leasing, Real Estate Financing, Corporate & Commercial, Mining, Power, Construction, Development, Mining Lending, Mining Streaming & Royalties, Commercial Real Estate, Financial Services, Food, Beverage & Agribusiness, REITs, Pension Funds Investment, Europe, United States
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