Recent representative matters include advising:

Mergers, Acquisitions and Reorganizations

• Mackenzie Financial Corporation in connection with its joint venture with Great-West Lifeco Inc. and their acquisition of a 49.9% non-controlling interest and 70% economic interest in Northleaf Capital Partners

• Power Financial Corporation on its C$1.65-billion repurchase and cancellation of common shares pursuant to a substantial issuer bid and its tendering into Great-West Lifeco Inc.'s C$2-billion substantial issuer bid, and Power Corporation of Canada on its C$1.35-billion repurchase and cancellation of subordinate voting shares pursuant to a substantial issuer bid and its tendering of common shares into Power Financial Corporation's substantial issuer bid

• The Descartes Systems Group Inc. on its C$330-million acquisition of Visual Compliance

• Kognitiv Corporation on its C$525-million acquisition of Aimia Inc.'s Loyalty Solutions business

• Hidden Harbor Capital Partners in connection with its acquisition of Anchor Danly and AWC Manufacturing from Cornell Limited Partnership

• 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

• Canoe Financial LP on its acquisition of the investment fund management contracts for nine Fiera Capital mutual funds from Fiera Capital Corporation

Retail Investment Products

• Advising several ETF sponsors and asset managers, including First Asset Investment Management Inc., Evolve Funds Group Inc., Harvest Portfolios Group Inc., AGF Investments Inc. and CIBC Asset Management 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

• Magnet Forensics Inc. in connection with its C$115-million initial public offering of subordinate voting shares

• Aecon Group Inc. in connection with its public offering of C$184-million principal amount of convertible unsecured subordinated debentures due December 2023

• 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, Slate Office REIT and Shopify

Josh is a member of the Canadian Bar Association, the Canadian Tax Foundation and the International Fiscal Association. He is a participant in the Tax Working Group at The Investment Funds Institute of Canada. He is also a former member of the Steering Committee of the Canadian Tax Foundation Young Practitioner's Group.

Admitted to the Ontario Bar – 2009
LLB, University of Western Ontario – 2008
BComm (Finance), University of Toronto – 2003