Josh Jones
Partner | Toronto
Toronto: 416-863-4278

Josh provides advice on all areas of Canadian domestic and international income tax law, particularly focusing on advice relating to cross-border mergers and acquisitions, corporate reorganizations, investment funds, including exchange-traded funds (ETFs), public financings and structured products.

SELECT EXPERIENCE

Recent representative matters include advising:

Mergers, Acquisitions and Reorganizations

  • GMS Inc. on its C$800-million acquisition of WSB Titan from TorQuest Partners

  • Washington Companies in connection with its C$1.5-billion acquisition of Dominion Diamond Corporation and related debt financing

  • Sagard Holdings Inc. and Fairfax Financial on their US$575-million acquisition of the business of Performance Sports Group Ltd.

  • IGM Financial Inc.'s subsidiary Mackenzie Investments on its acquisition of a 13.9 per cent interest in China Asset Management Co., Ltd. for C$647-million

  • Cerberus Capital Management on its acquisition of ABC Group, and subsequent sale-leaseback of ABC's real estate portfolio to W.P. Carey

Retail Investment Products

  • Several ETF sponsors and asset managers, including First Asset Investment Management Inc., Evolve Funds Group Inc. and Harvest Portfolios Group Inc.

  • The underwriters on the initial public offering of shares of Dundee Acquisition Ltd., Canada's first publicly listed "special purpose acquisition corporation"

Equity and Debt Finance

  • Aecon Group Inc. in connection with its public offering of C$172.5-million of convertible unsecured subordinated debentures

  • The underwriters in connection with numerous offerings of Canadian-dollar high-yield notes (including offerings by GFL Environmental, Alliance Grain Traders, DHX Media and Cogeco)

  • The underwriters in connection with public offerings by Exchange Income Corporation, Tricon Capital Group Inc., Mainstreet Health Investment Inc., True North Apartment REIT and Slate Office REIT

PUBLICATIONS
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Co-author: Canada: Guidance relating to Canadian tax treaties and foreign limited partners
International Tax Review, pp. 67-68, July 11, 2017.
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PROFESSIONAL APPEARANCES
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Speaker: Recent Cross-Border Tax Developments
Blakes Business Class Seminar, New York City, New York, May 3, 2018.
Co-presenter: Workshop on the Taxation of Derivatives and Tax Features of the ISDA Master Agreement
Canadian Tax Foundation's 69th Annual Tax Conference, Metro Toronto Convention Centre, Toronto, November 19, 2017.
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MEDIA APPEARANCES
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Quoted: With Less Tax Penalty Relief In Canada, Fewer May Come Clean
Article by Natalie Olivo, Law360, August 10, 2018.
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