113 publicly disclosed transactions where Bank of America played an advisory, financing or investing role, most recent first.
Sep 23, 2026
Canadian Imperial Bank of Commerce US$1.3 billion senior notes due 2030
Joint book-running manager · Financial Services
CIBC priced an SEC-registered offering of US$300 million floating rate and US$1 billion 5.627% fixed-to-floating rate senior notes due 2030 for general corporate purposes.
Sep 21, 2026
Brookfield Finance Inc. US$600 million 5.650% senior notes due 2031 (guaranteed by Brookfield Corporation)
Joint book-running manager · Asset Management
Brookfield priced US$600 million of 5-year senior notes through its finance subsidiary for general corporate purposes.
Sep 9, 2026
Rogers Communications Inc. US$1 billion and C$600 million fixed-to-fixed rate subordinated notes due 2057
Joint book-running manager (US notes); co-manager (Canadian private placement) (as BofA Securities, Inc. (US); Merrill Lynch Canada Inc. (Canada)) · Telecommunications
Rogers priced US$1 billion of hybrid subordinated notes in two series (7.150% and 7.400%, due 2057) in the US and a concurrent C$600 million 6.000% Canadian private placement, using proceeds to redeem or repurchase its 2081 and 2082 subordinated notes.
Sep 9, 2026
Fortis Inc. US$1 billion fixed-to-fixed rate junior subordinated notes due 2057
Joint bookrunner · Utilities
Fortis priced two US$500 million tranches of hybrid junior subordinated notes (6.625% and 6.875%, both due 2057) to repay maturing debt and for general corporate purposes.
Aug 28, 2026
CSA Group Testing, Inspection and Certification business
Exclusive financial advisor to Buyer · Testing, Inspection and Certification
Buyer Kiwa Group · Seller CSA Group
Toronto-based CSA Group agreed to sell its commercial testing, inspection and certification business to Kiwa for about C$2.1 billion in cash, leaving the not-for-profit Canadian Standards Association focused on standards.
Jul 14, 2026
MDA Space Ltd. common shares
Joint Active Bookrunner · Aerospace / Space
Seller MDA Space Ltd.
Upsized bought deal of 23 million shares at US$35.60 to help fund MDA Space's acquisition of about 70% of CLS. The date is the closing announcement.
Jun 4, 2026
Bell Canada MTN Debentures
Co-Dealer Manager (Merrill Lynch Canada Inc.) · Telecommunications
Buyer Bell Canada
Bell priced cash tender offers for several series of its MTN debentures. Merrill Lynch Canada Inc. was one of the co-dealer managers.
May 11, 2026
BMO Transportation Finance and Vendor Finance businesses
Financial advisor to Seller (with BMO Capital Markets) · Financial Services / Specialty Finance
Buyer Stonepeak · Seller BMO Financial Group
BMO agreed to sell its U.S. and Canadian transportation and vendor finance businesses and loan portfolios to Stonepeak, keeping an equity interest in their future income. The headline price was not disclosed in the excerpt reviewed.
Dec 2025
Premium Brands Holdings Corporation
Underwriter (subscription receipts syndicate) · Food Products
Premium Brands completed $600 million of public subscription receipt and convertible debenture offerings plus a concurrent private placement; the original launch date is not given in the cited release.
Nov 13, 2025
Restaurant Brands International Inc. common shares
Sole Bookrunner; forward counterparty · Consumer / Restaurants
Seller HL1 17 LP (affiliate of 3G Capital)
Priced secondary offering of up to 17,626,570 RBI common shares by a 3G Capital affiliate, with a related forward sale agreement with BofA Securities.
Nov 6, 2025
Canadian National Railway Company
Joint bookrunner · Transportation (Rail)
CN announced a US$700 million public debt offering in two tranches.
Oct 29, 2025
Joe Hudson's Collision Center
Financial advisor to Joe Hudson's · Automotive Services
Buyer Boyd Group Services Inc. · Seller TSG Consumer Partners
Boyd agreed to buy 258-location collision repair chain Joe Hudson's from TSG Consumer Partners for $1.3 billion, funded with equity, notes and credit facilities.
Sep 8, 2025
Profertil S.A. (50% equity stake)
Financial advisor to Nutrien · Agriculture / Fertilizers
Buyer Adecoagro S.A. and Asociacion de Cooperativas Argentinas Coop Ltda · Seller Nutrien Ltd.
Nutrien agreed to sell its 50% stake in Argentine nitrogen producer Profertil for about US$600 million pre-tax.
Sep 2, 2025
TELUS Digital Experience (TELUS International (Cda) Inc.)
Financial advisor to the special committee; fairness opinion · Technology Services
Buyer TELUS Corporation
TELUS agreed to acquire the shares of TELUS Digital it did not already own for US$4.50 per share, aggregate consideration of US$539 million (total transaction value about US$2.9 billion).
Aug 21, 2025
Canada Goose Holdings Inc.
Lead arranger and joint bookrunner · Apparel
Refinancing amendment to Canada Goose's term loan credit agreement dated August 21, 2025.
Aug 11, 2025
Fairfax Financial Holdings Limited
Dealer (syndicate member) · Insurance
Fairfax launched a C$700 million offering of senior notes.
Jul 24, 2025
GO Residential Real Estate Investment Trust
Passive bookrunner · Real Estate (Multifamily REIT)
GO Residential REIT filed its final prospectus and completed a US$410 million IPO of trust units at US$15.00 (date is the final prospectus announcement).
May 30, 2025
Wells Fargo rail operating lease portfolio and rail finance lease portfolio
Sole financial advisor to GATX and Brookfield Infrastructure · Transportation - Railcar Leasing
Buyer GATX Corporation and Brookfield Infrastructure (joint venture) · Seller Wells Fargo
GATX and Brookfield Infrastructure formed a joint venture to buy Wells Fargo's roughly 105,000-railcar operating lease portfolio for $4.4 billion; Brookfield Infrastructure separately agreed to buy the rail finance lease portfolio.
May 5, 2025
Parkland Corporation
Financial advisor to Parkland · Energy - Fuel Distribution & Refining
Buyer Sunoco LP
Sunoco agreed to acquire all outstanding Parkland shares in a cash-and-equity deal valued at about US$9.1 billion including assumed debt, following Parkland's strategic review.
Apr 24, 2025
Andlauer Healthcare Group Inc.
Financial advisor to UPS · Healthcare Logistics
Buyer United Parcel Service (UPS)
UPS agreed to acquire Andlauer Healthcare Group for C$55.00 per share in cash, a 31% premium, adding its cold-chain healthcare logistics network to UPS Healthcare.
Feb 10, 2025
40% operated working interest in the Sinú-9 Block (Colombia)
Lead financial advisor to NGE · Energy - Natural Gas
Buyer Etablissements Maurel & Prom S.A. · Seller NG Energy International Corp.
NG Energy agreed to sell a 40% operated working interest in the Sinú-9 gas block to Maurel & Prom for US$150 million, retaining 32%.
Oct 25, 2024
Whitecap Resources Inc.
Agent · Oil & Gas (E&P)
Whitecap priced an inaugural C$400 million offering of 4.382% investment-grade senior unsecured notes due 2029.
Sep 5, 2024
Gatos Silver, Inc.
Exclusive financial advisor to Gatos · Mining (silver)
Buyer First Majestic Silver Corp.
First Majestic agreed to acquire Gatos Silver, owner of a 70% interest in the Cerro Los Gatos mine in Mexico, in an all-share deal with an equity value of about US$970 million.
Aug 12, 2024
KeyCorp (14.9% equity interest)
Financial advisor to Scotiabank · Banking
Buyer The Bank of Nova Scotia
Scotiabank agreed to acquire an approximately 14.9% pro forma stake in U.S. lender KeyCorp through a two-stage issuance of common shares at US$17.17 per share, for about US$2.8 billion in cash.
May 30, 2024
Neoen S.A.
Exclusive financial advisor to Neoen · Renewable Energy
Buyer Brookfield (with Brookfield Renewable and Temasek)
Brookfield entered exclusive negotiations to buy a 53.32% block of French renewables developer Neoen at EUR 39.85 per share and launch a mandatory tender offer, implying a EUR 6.1 billion equity value.
Jan 19, 2024
Tricon Residential Inc.
Financial advisor to Blackstone · Real Estate
Buyer Blackstone Real Estate Partners X and Blackstone Real Estate Income Trust (BREIT)
Blackstone agreed to acquire all Tricon common shares it did not already own for US$11.25 per share in cash by plan of arrangement, a roughly US$3.5 billion equity transaction value; BREIT kept its ~11% stake.
Sep 21, 2023
Alimentation Couche-Tard Inc. (C$800 million 5.592% Series 7 senior unsecured notes due 2030)
Agency syndicate member · Retail / Convenience
Couche-Tard priced a C$800 million private placement of 5.592% senior unsecured notes due 2030 to repay debt and for general purposes.
Apr 12, 2023
Triton International Limited
Joint financial advisor to Brookfield Infrastructure · Transportation & Logistics
Buyer Brookfield Infrastructure Partners L.P. / Brookfield Infrastructure Corporation
Brookfield Infrastructure agreed to take container lessor Triton private in a cash-and-share deal valuing Triton at about US$13.3 billion of enterprise value (about US$4.7 billion of common equity).
Feb 28, 2023
Ranger Oil Corporation
Financial advisor to Ranger · Oil & Gas
Buyer Baytex Energy Corp.
Baytex agreed to acquire Eagle Ford producer Ranger Oil for total consideration of about US$2.5 billion (C$3.4 billion) including assumed net debt.
Feb 27, 2023
Uni-Select Inc.
Financial advisor to LKQ · Automotive Distribution
Buyer LKQ Corporation
LKQ agreed to acquire Uni-Select for C$48.00 per share in cash, a total enterprise value of about C$2.8 billion, by plan of arrangement.
May 31, 2022
Yamana Gold Inc.
Sole financial advisor and JSE transaction sponsor to Gold Fields (as Merrill Lynch South Africa (Pty) Ltd t/a BofA Securities) · Mining (Gold)
Buyer Gold Fields Limited
Gold Fields agreed to acquire Yamana in an all-share deal valuing Yamana at US$6.7 billion. Yamana later terminated the agreement in favour of the Pan American/Agnico Eagle proposal.
May 6, 2022
Watermark Lodging Trust, Inc.
Financial advisor and financing provider to Brookfield · Real Estate (Lodging)
Buyer Brookfield private real estate funds
Brookfield real estate funds agreed to acquire non-traded lodging REIT Watermark in an all-cash deal valued at US$3.8 billion including debt and preferred equity.
Nov 17, 2021
Coveo Solutions Inc.
Joint bookrunner · Technology (Software)
Coveo priced its TSX initial public offering of 14.34 million subordinate voting shares at C$15.00, raising C$215.1 million.
Nov 15, 2021
Firehouse Restaurant Group Inc. (Firehouse Subs)
Financial advisor to RBI · Restaurants
Buyer Restaurant Brands International Inc.
RBI agreed to acquire Firehouse Subs for $1.0 billion in cash.
Sep 28, 2021
Kirkland Lake Gold Ltd.
Financial advisor to Agnico Eagle · Mining (Gold)
Buyer Agnico Eagle Mines Limited
Agnico Eagle and Kirkland Lake Gold agreed to an all-share merger of equals to create a senior gold producer with a dominant position in Canada.
Aug 23, 2021
Trillium Therapeutics Inc.
Financial advisor to Pfizer · Biotechnology
Buyer Pfizer Inc.
Pfizer agreed to acquire the Trillium shares it did not already own for US$18.50 per share in cash, an implied equity value of US$2.26 billion.
May 20, 2021
dentalcorp Holdings Ltd.
Passive bookrunner · Health Care (Dental Services)
dentalcorp priced its IPO of 50 million subordinate voting shares at $14.00 (about $700 million), with concurrent private placements bringing gross proceeds to about $950 million.
Mar 21, 2021
Kansas City Southern
Financial advisor to Kansas City Southern · Transportation & Rail
Buyer Canadian Pacific Railway Limited
CP agreed to acquire KCS in a stock-and-cash deal at an enterprise value of about US$29 billion (including US$3.8 billion of KCS debt) to create a U.S.-Mexico-Canada rail network. After a competing CN bid, KCS declared CP's revised offer superior in September 2021.
Mar 15, 2021
Shaw Communications Inc.
Financial advisor to Rogers · Telecommunications
Buyer Rogers Communications Inc.
Rogers agreed to acquire all Shaw Class A and Class B shares in a transaction valued at about $26 billion including Shaw debt, combining Canada's two large cable and wireless networks.
Feb 2, 2021
TELUS International (Cda) Inc.
Underwriter (syndicate member) · Technology (Digital Customer Experience)
TELUS International priced its NYSE/TSX initial public offering of 37 million subordinate voting shares (treasury and secondary) at US$25.00, totalling US$925 million.
Sep 17, 2020
Nuvei Corporation
Bookrunner · Fintech / Payments
Nuvei priced its TSX initial public offering of 26.9 million subordinate voting shares at US$26 (about US$700 million); with a concurrent private placement, total proceeds at closing were US$833 million.
Sep 9, 2020
Lightspeed POS Inc.
Joint bookrunner · Technology
Lightspeed priced its US initial public offering and NYSE listing at US$30.50 per share, raising US$305 million for the company plus a secondary sale by CDPQ.
Jul 29, 2020
IPL Plastics Inc.
Committed acquisition financing · Industrials / Packaging
Buyer Madison Dearborn Partners (MDP Funds)
Madison Dearborn Partners agreed to acquire IPL Plastics for C$10.00 per share in cash, valuing IPL at C$555 million on an equity basis and C$981 million on an enterprise basis.
Feb 25, 2020
GFL Environmental Inc.
Co-manager · Environmental Services
GFL Environmental priced its initial public offering of subordinate voting shares at US$19.00 together with a concurrent tangible equity unit offering, about US$2.2 billion in total.
Jul 1, 2019
Genesee & Wyoming Inc.
Financial advisor to the target · Transportation (Rail)
Buyer Brookfield Infrastructure and GIC (consortium)
A consortium of Brookfield Infrastructure, its institutional partners and GIC agreed to acquire short-line railroad operator Genesee & Wyoming for US$112 per share in an US$8.4 billion transaction.
May 13, 2019
WestJet Airlines Ltd.
Financial advisory services to the board of directors · Airlines
Buyer Onex Corporation
Onex and its affiliated funds agreed to acquire WestJet for $31.00 per share in cash, a transaction value of about $5 billion including assumed debt.
Jan 31, 2019
Healthscope Limited
Sole financial advisor to the acquirer (as Bank of America Merrill Lynch) · Healthcare (Hospitals)
Buyer Brookfield Business Partners L.P. and institutional partners
Brookfield Business Partners and institutional partners agreed to acquire up to 100% of Australian hospital operator Healthscope for about A$5.7 billion.
Jan 14, 2019
Goldcorp Inc.
Financial advisor to Goldcorp; fairness opinion to the board · Mining (Gold)
Buyer Newmont Mining Corporation
Newmont agreed to acquire Goldcorp in a stock-for-stock transaction valued at about US$10 billion (equity), creating Newmont Goldcorp.
Nov 13, 2018
Johnson Controls Power Solutions business
Financial advisor to Brookfield; financing syndicate · Industrials
Buyer Brookfield Business Partners and institutional partners, with CDPQ · Seller Johnson Controls International plc
Brookfield Business Partners with institutional partners and CDPQ agreed to buy Johnson Controls' Power Solutions automotive battery business, funded with about $3 billion of equity and $10.2 billion of debt.
Sep 18, 2018
Enbridge Energy Partners, L.P. and Enbridge Energy Management, L.L.C.
Financial advisor to Enbridge · Energy Infrastructure
Buyer Enbridge Inc.
Enbridge agreed to acquire all public Class A units of EEP and listed shares of EEQ in stock-for-stock deals valued at US$3.5 billion.
Sep 18, 2018
Enbridge Income Fund Holdings Inc.
Financial advisor to Enbridge · Energy Infrastructure
Buyer Enbridge Inc.
Enbridge agreed to acquire all public shares of Enbridge Income Fund Holdings for 0.7350 Enbridge shares plus $0.45 cash per share, valued at $4.7 billion.
Aug 24, 2018
Spectra Energy Partners, LP
Financial advisor to Enbridge · Energy Infrastructure
Buyer Enbridge Inc.
Enbridge agreed to acquire all public common units of its sponsored vehicle Spectra Energy Partners at 1.111 Enbridge shares per unit, valued at US$3.3 billion (C$4.3 billion).
Jul 31, 2018
Forest City Realty Trust, Inc.
Financial advisor to Brookfield; financing syndicate · Real Estate
Buyer Brookfield Asset Management (real estate fund)
A Brookfield real estate fund agreed to acquire Forest City for $25.35 per share in cash in an $11.4 billion transaction.
Feb 14, 2018
Two hydroelectric power plants in Brazil
Financial advisor to Kinross · Mining / Power
Buyer Kinross Gold Corporation · Seller Gerdau SA (subsidiary)
Kinross agreed to acquire two Brazilian hydroelectric plants from a Gerdau subsidiary for US$257 million to secure low-cost power for its Paracatu mine.
Aug 23, 2017
First Capital Insurance Limited (Fairfax's interest)
Exclusive financial advisor to Fairfax · Insurance
Buyer Mitsui Sumitomo Insurance · Seller Fairfax Financial Holdings Limited
Fairfax agreed to sell its interest in First Capital Insurance to Mitsui Sumitomo Insurance for US$1.6 billion in cash as part of a strategic alliance.
Jul 19, 2017
Avista Corporation
Exclusive financial advisor to Avista · Utilities
Buyer Hydro One Limited
Hydro One agreed to acquire Spokane-based utility Avista for about US$5.3 billion including assumed debt.
Feb 2017
DigitalGlobe, Inc.
Financial advisor to MDA; fairness opinion · Aerospace & Satellite
Buyer MacDonald, Dettwiler and Associates Ltd.
MDA agreed to acquire U.S. satellite imagery company DigitalGlobe for cash and MDA shares; the circular puts total funds required at about US$3.2 billion.
Dec 18, 2016
Allied World Assurance Company Holdings, AG
Exclusive financial advisor to Allied World · Insurance
Buyer Fairfax Financial Holdings Limited
Fairfax agreed to acquire Swiss-domiciled insurer Allied World for about US$4.9 billion in cash and Fairfax shares.
Sep 12, 2016
Potash Corporation of Saskatchewan Inc.
Financial advisor to PotashCorp · Agriculture & Fertilizers
Buyer Agrium Inc.
Agrium and PotashCorp agreed to a merger of equals by plan of arrangement, creating the largest crop nutrient company in the world (later named Nutrien).
Aug 31, 2016
Cynapsus Therapeutics Inc.
Financial advisor and fairness opinion to the Cynapsus board · Biotechnology
Buyer Sunovion Pharmaceuticals Inc.
Sunovion agreed to acquire Parkinson's drug developer Cynapsus for US$40.50 per share in cash, about US$624 million (C$820 million).
Aug 22, 2016
CST Brands, Inc.
Lead financial advisor to CST · Retail
Buyer Alimentation Couche-Tard Inc.
Couche-Tard agreed to acquire San Antonio-based convenience and fuel retailer CST Brands in an all-cash merger described as a US$4.4 billion transaction.
Jun 30, 2016
Starz
Financing provider (as Bank of America Merrill Lynch) · Media & Entertainment
Buyer Lions Gate Entertainment Corp.
Lionsgate agreed to acquire premium cable network Starz in a cash-and-stock transaction valued at about US$4.4 billion.
Apr 15, 2016
Polycom, Inc.
Financial advisor to Mitel and financing commitment · Technology
Buyer Mitel Networks Corporation
Mitel agreed to acquire Polycom in a cash-and-stock deal valued at about US$1.96 billion (the agreement was later terminated when Polycom accepted a competing offer).
Mar 30, 2016
MWH Global, Inc.
Financial advisor and fairness opinion to MWH · Engineering & Professional Services
Buyer Stantec Inc.
Stantec agreed to acquire water-infrastructure engineering firm MWH Global, funded partly by a $525 million bought-deal subscription receipt offering and new CIBC-led credit facilities.
Jan 19, 2016
Waste Connections, Inc.
Financial advisor to Waste Connections (as Bank of America Merrill Lynch) · Environmental Services
Buyer Progressive Waste Solutions Ltd.
Waste Connections and Toronto-based Progressive Waste Solutions agreed to an all-stock combination, structured as Progressive Waste acquiring Waste Connections, creating a North American solid-waste company with about $4.1 billion of pro forma revenue.
Mar 2, 2015
Mavenir Systems, Inc.
Financial advisor to Mitel · Technology
Buyer Mitel Networks Corporation
Mitel agreed to acquire mobile software provider Mavenir in a cash-and-stock deal valued at about US$560 million.
Jan 22, 2015
City National Corporation
Financial advisor to City National (per merger agreement) (as Merrill Lynch, Pierce, Fenner & Smith Incorporated (BofA Merrill Lynch)) · Financial Services
Buyer Royal Bank of Canada
RBC agreed to acquire Los Angeles-based City National, a U.S. private and commercial bank, for about US$5.4 billion in cash and RBC shares.
Jun 2, 2014
Transport America, Inc.
Exclusive advisor to Transport America · Transportation & Logistics
Buyer TransForce Inc.
TransForce agreed to acquire U.S. truckload carrier Transport America at a total enterprise value of about US$310 million including about US$150 million of debt.
Apr 16, 2014
Osisko Mining Corporation
Financial advisor to Agnico Eagle (as Bank of America Merrill Lynch) · Mining (Gold)
Buyer Agnico Eagle Mines Limited and Yamana Gold Inc.
Agnico Eagle and Yamana agreed to jointly acquire Osisko Mining for about C$3.9 billion (C$8.15 per share in cash, shares and a spinco), defeating Goldcorp's hostile bid; Yamana's earlier April 2 agreement with Osisko was terminated.
Sep 29, 2013
Petrominerales Ltd.
Exclusive financial advisor to Pacific Rubiales (as Bank of America Merrill Lynch) · Oil & Gas
Buyer Pacific Rubiales Energy Corp.
Pacific Rubiales agreed to acquire Colombia-focused Petrominerales by plan of arrangement for cash plus shares of a new exploration spin-out, with the assumption of Petrominerales' debt including convertible bonds.
Jul 29, 2013
Saks Incorporated
Lead financial advisor to HBC · Retail
Buyer Hudson's Bay Company
Hudson's Bay Company agreed to acquire Saks for US$16 per share in cash, about US$2.9 billion including debt.
Jul 15, 2013
Shoppers Drug Mart Corporation
Financial advisor to Loblaw; fairness opinion to Loblaw board · Retail / Consumer
Buyer Loblaw Companies Limited
Loblaw agreed to acquire Shoppers Drug Mart for $12.4 billion in cash and Loblaw shares by plan of arrangement, combining Canada's largest grocer and largest pharmacy chain.
Jun 3, 2013
American Safety Insurance Holdings, Ltd.
Exclusive financial advisor to American Safety · Insurance
Buyer Fairfax Financial Holdings Limited
Fairfax agreed to acquire specialty insurer American Safety for US$29.25 per share in cash, an aggregate transaction value of about US$306 million.
Mar 4, 2013
Aurizon Mines Ltd.
Financial advisor to Hecla; fairness opinion to Hecla board · Mining (Gold)
Buyer Hecla Mining Company
Hecla agreed to acquire Aurizon Mines for about C$796 million in cash and shares by plan of arrangement, competing with Alamos Gold's unsolicited offer.
Jun 28, 2012
Progress Energy Resources Corp.
Exclusive financial advisor to PETRONAS (as Bank of America Merrill Lynch) · Oil & Gas
Buyer PETRONAS (PETRONAS Carigali Canada Ltd.)
PETRONAS agreed to buy Progress Energy for C$20.45 per share in cash in a $5.5 billion transaction.
Mar 20, 2012
Viterra Inc.
Financial advisor to Glencore (as Bank of America Merrill Lynch) · Agriculture
Buyer Glencore International plc
Glencore agreed to acquire Viterra for C$16.25 per share in cash (about C$6.1 billion), with parts of Viterra resold to Agrium and Richardson International.
Feb 23, 2012
YM BioSciences Inc.
Sole book-running manager · Healthcare & Life Sciences
YM BioSciences completed an underwritten public offering of 40.25 million shares at US$2.00, including the over-allotment, for gross proceeds of US$80.5 million.
Dec 18, 2011
European Goldfields Limited
Fairness opinion to Eldorado's board (as BoA Merrill Lynch) · Mining
Buyer Eldorado Gold Corporation
Eldorado agreed to acquire European Goldfields in a share-based deal valued at about C$2.5 billion.
Nov 29, 2011
Nexen Inc. (40% interest in Northeast British Columbia shale gas assets)
Financial advisor to Nexen (as Bank of America Merrill Lynch) · Oil & Gas
Buyer INPEX Corporation · Seller Nexen Inc.
Nexen agreed to sell a 40% interest in its northeast B.C. shale gas assets for $700 million, half upfront and half as a capital carry, forming a joint venture.
Mar 11, 2011
Dopaco Inc.
Financial advisor to Cascades (as Bank of America Merrill Lynch) · Packaging & Forest Products
Buyer Reynolds Group Holdings Limited · Seller Cascades Inc.
Cascades agreed to sell its quick-service restaurant packaging converter Dopaco to Reynolds Group for US$400 million in cash.
Dec 17, 2010
Marshall & Ilsley Corporation
Financial advisor to M&I · Banking
Buyer BMO Financial Group (Bank of Montreal)
BMO agreed to acquire Milwaukee-based Marshall & Ilsley in an all-stock deal valued at about US$4.1 billion.
Oct 28, 2010
First Mercury Financial Corporation
Exclusive financial advisor to First Mercury · Insurance
Buyer Fairfax Financial Holdings Limited
Fairfax agreed to acquire First Mercury Financial for US$16.50 per share in cash, about US$294 million in aggregate.
Aug 17, 2010
Potash Corporation of Saskatchewan Inc.
Financial advisor to the PotashCorp board · Agriculture / Fertilizers
Buyer BHP Billiton
BHP Billiton launched an unsolicited US$130 per share cash offer for PotashCorp, which the PotashCorp board unanimously recommended shareholders reject.
May 17, 2010
The South Financial Group, Inc.
Joint financial advisor to TD · Banking
Buyer The Toronto-Dominion Bank
TD agreed to acquire South Carolina-based South Financial Group for about US$61 million in cash or TD stock, adding 176 U.S. stores.
Feb 18, 2010
Zenith National Insurance Corp.
Exclusive financial advisor to Zenith · Insurance
Buyer Fairfax Financial Holdings Limited
Fairfax agreed to acquire Zenith National Insurance for US$38.00 per share in cash, valuing Zenith at about US$1.4 billion.
Oct 21, 2009
Harvest Energy Trust
Sole financial advisor to KNOC (as Bank of America Merrill Lynch) · Energy
Buyer Korea National Oil Corporation (KNOC)
KNOC agreed to acquire Harvest Energy Trust by plan of arrangement in a C$4.1 billion transaction.
Oct 16, 2009
Enerflex Systems Income Fund
Independent financial advisor to the special committee · Industrial Equipment
Buyer Toromont Industries Ltd.
Toromont's unsolicited proposal for Enerflex ended in a supported, increased offer valued at $14.25 per Enerflex unit.
Sep 10, 2009
EnCana Corporation (Cenovus Energy spin-off)
Financial advisor to EnCana · Energy
EnCana proceeded with its plan to split into two independent companies, spinning off its integrated oil business as Cenovus Energy.
Sep 4, 2009
Odyssey Re Holdings Corp. (minority stake)
Financial advisor to Fairfax · Insurance
Buyer Fairfax Financial Holdings Limited
Fairfax proposed to acquire the shares of Odyssey Re it did not already own for US$60 per share in cash.
Aug 19, 2009
Marcellus shale interests of Chief Oil & Gas and Tug Hill
Exclusive financial advisor to Chief and Tug Hill (as Bank of America Merrill Lynch) · Energy
Buyer Enerplus Resources Fund · Seller Chief Oil & Gas LLC; Tug Hill
Enerplus agreed to acquire Marcellus shale interests from Chief and Tug Hill for US$406 million.
Dec 2, 2008
Wavecom S.A.
Sole financial advisor to Wavecom (as Merrill Lynch) · Technology
Buyer Sierra Wireless, Inc.
Sierra Wireless agreed (MOU) to acquire French M2M module maker Wavecom through friendly cash tender offers in France and the United States.
May 11, 2008
EnCana Corporation
Financial advisor to EnCana (as Merrill Lynch) · Oil & Gas
EnCana announced a plan to split into two Calgary-based companies, an integrated oil company and a natural gas company.
Apr 4, 2008
DRAXIS Health Inc.
Financial advisor to DRAXIS (as Banc of America Securities Canada Co.) · Pharmaceuticals
Buyer Jubilant Organosys Ltd.
Jubilant agreed to acquire DRAXIS for US$6.00 per share in cash by plan of arrangement, about US$255 million.
Feb 22, 2008
CHC Helicopter Corporation
Co-financial advisor to the board; fairness opinion · Energy Services / Aviation
Buyer First Reserve Corporation
First Reserve agreed to acquire CHC Helicopter by plan of arrangement after a targeted sale process; Scotiabank cited a C$3.7 billion value.
Nov 29, 2007
Axcan Pharma Inc.
Financial advisor to Axcan; fairness opinion (as Merrill Lynch) · Pharmaceuticals
Buyer TPG Partners V (4445660 Canada Inc.)
TPG agreed to take Axcan private by plan of arrangement; about US$1.32 billion was needed to fund the deal.
Oct 11, 2007
TradeWeb (strategic partnership stake)
Financial advisor to Thomson (as Merrill Lynch) · Financial Technology
Buyer Consortium of nine global dealers · Seller The Thomson Corporation
Thomson Financial agreed to form a strategic partnership with nine dealers around its TradeWeb electronic trading platform.
Jul 3, 2007
Aur Resources Inc.
Financial advisor to Teck Cominco · Metals & Mining
Buyer Teck Cominco Limited
Teck Cominco agreed to make a C$4.1 billion cash-and-share offer for Aur Resources.
Feb 26, 2007
Hub International Limited
Financial advisor to Hub; fairness opinion (as Merrill Lynch & Co.) · Insurance Brokerage
Buyer Funds advised by Apax Partners together with Morgan Stanley Principal Investments
Apax and Morgan Stanley Principal Investments agreed to acquire Hub for US$40.00 per share, valuing it at about US$1.8 billion.
Feb 14, 2007
Cumberland Resources Ltd.
Financial advisor to Agnico-Eagle · Metals & Mining
Buyer Agnico-Eagle Mines Limited
Agnico-Eagle agreed to make a share-exchange take-over bid for Cumberland at 0.185 Agnico shares per share, valuing Cumberland at about C$710 million.
Feb 12, 2007
Four Seasons Hotels Inc.
Independent valuator and financial advisor to the special committee · Hospitality
Buyer FS Acquisition Corp. (Cascade Investment, Kingdom Hotels International and Isadore Sharp)
Four Seasons agreed to be taken private by a Cascade/Kingdom-backed purchaser in a plan of arrangement valuing the company at US$3.8 billion including debt.
Jan 14, 2007
Sunrise Senior Living Real Estate Investment Trust
Exclusive financial advisor to Ventas (as Merrill Lynch & Co.) · Real Estate
Buyer Ventas, Inc.
Ventas agreed to buy Sunrise REIT; after a competing bid the price was raised to C$16.50 per unit, for a total value including debt of about C$2.28 billion.
Jan 2007
Molecular Devices Corporation
Financial advisor to MDS and dealer manager (as Merrill Lynch & Co.) · Life Sciences
Buyer MDS Inc.
MDS agreed (merger agreement dated January 28, 2007) to acquire Molecular Devices via a cash tender offer at US$35.50 per share.
Sep 11, 2006
NS Group, Inc.
Financial advisor to IPSCO (as Banc of America Securities LLC) · Steel
Buyer IPSCO Inc.
IPSCO agreed to acquire Kentucky-based tubular maker NS Group for US$1.46 billion in cash.
Aug 31, 2006
Glamis Gold Ltd.
Financial advisor to Goldcorp; fairness opinion · Mining & Metals
Buyer Goldcorp Inc.
Goldcorp agreed to acquire Glamis by plan of arrangement (1.69 Goldcorp shares per Glamis share), billed as a US$21.3 billion combination creating a premier gold miner.
May 2006
Hummingbird Ltd.
Fairness opinion to the Hummingbird board (as Banc of America Securities LLC) · Technology
Buyer Symphony Technology Group
Hummingbird agreed to be acquired by an affiliate of Symphony Technology Group for US$26.75 per share in cash by plan of arrangement; Open Text later made a superior offer.
Feb 1, 2006
American Medical Instruments Holdings, Inc.
Financial advisor to Angiotech (as Merrill Lynch & Co.) · Healthcare & Life Sciences
Buyer Angiotech Pharmaceuticals, Inc.
Angiotech agreed to acquire privately held medical device maker AMI for about US$785 million in cash.
Sep 13, 2005
EnCana Ecuador oil and pipeline business
Strategic financial advisor to EnCana (as Merrill Lynch) · Oil & Gas
Buyer Andes Petroleum Company · Seller EnCana Corporation
EnCana agreed to sell all of its Ecuador oil and pipeline interests to Andes Petroleum, a Chinese consortium, for US$1.42 billion.
Dec 22, 2004
Masonite International Corporation
Independent financial adviser to the special committee; fairness opinion (as Merrill Lynch) · Industrials
Buyer Kohlberg Kravis Roberts & Co.
KKR agreed to acquire door maker Masonite in what Scotiabank called the largest leveraged buyout in Canadian history; the price was later raised to C$42.25 per share.
Dec 6, 2004
Wheaton River Minerals Ltd.
Financial advisor to the Wheaton River special committee; fairness opinion (as Merrill Lynch) · Mining & Metals
Buyer Goldcorp Inc.
Goldcorp and Wheaton River agreed to combine via a Goldcorp share-exchange offer for Wheaton, creating a low-cost million-ounce gold producer; the deal survived a rival unsolicited proposal from Glamis.
Jun 14, 2004
Atrix Laboratories, Inc.
Financial advisor to QLT (as Merrill Lynch & Co.) · Healthcare & Life Sciences
Buyer QLT Inc.
QLT agreed to acquire U.S.-listed Atrix Laboratories by merger.
Apr 15, 2004
Tom Brown, Inc.
Exclusive financial advisor to EnCana (as Merrill Lynch) · Oil & Gas
Buyer EnCana Corporation
EnCana agreed to acquire Tom Brown for about US$2.7 billion, expanding its U.S. Rockies gas position.
Mar 31, 2004
InterTAN, Inc.
Financial advisor and dealer manager to Circuit City (as Banc of America Securities LLC) · Retail
Buyer Circuit City Stores, Inc.
Circuit City agreed to acquire consumer electronics retailer InterTAN in a cash tender offer at US$14 per share, about US$284 million.
Aug 9, 2001
C-MAC Industries Inc.
Financial advisor to C-MAC (as Banc of America Securities) · Technology - Electronics Manufacturing
Buyer Solectron Corporation
Solectron agreed to acquire Montreal-based electronics manufacturer C-MAC Industries in an all-share combination by plan of arrangement.
