Joe's practice focuses on public and private corporate finance transactions and domestic and cross-border mergers and acquisitions. He also advises Canadian and international companies on a wide range of corporate governance and securities law compliance matters.
Representative transactions include acting as counsel to:
Algonquin Power & Utilities Corp. in connection with various securities offerings for an aggregate value of over C$6-billion, including offerings in Canada and the United States of hybrid notes, a convertible debenture represented by instalment receipts, equity units, and various private placements of debt securities by its subsidiaries
Medexus Pharmaceuticals Inc. in connection with a public offering of units for aggregate proceeds of approximately C$32.5-million
Sagen MI Canada Inc. in connection with various public securities offerings for an aggregate amount of C$650-million, including offerings of debentures, preferred shares and hybrid notes
Primaris Real Estate Investment Trust in connection with its inaugural private placement of senior unsecured debentures and a subsequent offering, for an aggregate principal amount of C$600-million
B.E.S.T. Venture Opportunities Fund in connection with the listing of its class A shares on the Canadian Securities Exchange
TAAL Distributed Information Technologies Inc. in connection with a C$40-million marketed public offering of units
The underwriters, led by Cormark Securities Inc., in connection with three public offerings of common shares by kneat.com, inc. for an aggregate amount of approximately C$40-million, including two overnight marketed offerings
The underwriters, led by BMO Capital Markets, RBC Capital Markets, and Scotia Capital, in connection with a C$50-million public offering of listed debentures by Wajax Corporation
Various internationally based private equity clients in connection with the marketing and sale of funds into Canada
The agents, Cormark Securities Inc. and Mackie Research Capital Corporation, in connection with a brokered private placement of C$28-million in subscription receipts by Medexus Pharmaceuticals Inc.
Bridging North America General Partnership, a partnership indirectly held by ACS Infrastructure Canada Inc., Fluor Canada Ltd. and Aecon Concessions, in connection with its private placement of approximately C$446-million in amortizing bonds relating to the C$3.8-billion P3 project to design, construct, finance, operate, maintain and rehabilitate the Gordie Howe International Bridge
Mergers, Acquisitions and Reorganizations
Sagen MI Canada Inc. in connection with its acquisition by its controlling shareholder, Brookfield Business Partners L.P., together with certain of Brookfield’s affiliates and institutional partners
CI Financial Corp. in connection with its acquisition of a majority interest in Aligned Capital Partners Inc.; and separately, in connection with its acquisition of WisdomTree Asset Management Canada, Inc.
Torstar Corporation in connection with its acquisition by NordStar Capital L.P.
The vendors in connection with a sale of the assets of Atlantic Minerals Limited, consisting of a construction and chemical aggregates quarry and port operations in Newfoundland
TAAL Distributed Information Technologies Inc. in connection with its acquisition by its controlling shareholder
An investment fund manager in connection with the restructuring of its investment in an electronic payment services company
Best Lawyers: Ones to Watch in Canada 2023 (Mergers and Acquisitions Law)
The Legal 500 Canada 2021 (Rising Star – Capital Markets)
Admitted to the Ontario Bar – 2013JD, Dalhousie University – 2012BA (Great Distinction), McGill University – 2009
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