58 publicly disclosed transactions where Citi played an advisory, financing or investing role, most recent first.
Oct 7, 2026
The Boots Group
Financial advisor to The Boots Group · Retail & Pharmacy
Buyer Wittington Investments, Limited (with Fairfax Financial Holdings Ltd.) · Seller Sycamore Partners, in partnership with Stefano Pessina and family
Wittington Investments agreed to acquire the 1,800-store British pharmacy chain Boots from Sycamore Partners and the Pessina family for about US$8.9 billion including assumed debt, with Fairfax Financial partnering on the purchase and Wittington holding operational control. Expected to close in the first quarter of 2027.
Sep 23, 2026
Open Text Corporation US$1 billion senior secured notes and tender offer for 3.875% senior notes due 2028
Dealer manager for the tender offer · Technology
OpenText refinanced by selling US$1 billion of Rule 144A senior secured notes (6.700% due 2031 and 7.150% due 2033) to redeem its 2027 notes and fund a cash tender offer, later capped at US$300 million, for its 2028 notes. Only the tender offer dealer managers were named.
Sep 22, 2026
Sagicor Financial senior notes
Agent · Financial Services / Insurance
Seller Sagicor Financial Company Ltd.
C$350 million private placement of notes for debt repayment, co-led by National Bank Financial and RBC Dominion Securities.
Sep 21, 2026
Energía Occidente de México, S. de R.L. de C.V. (Guadalajara-Manzanillo natural gas pipeline)
Financial advisor to ESENTIA · Pipelines & Midstream
Buyer ESENTIA Energy Development, S.A.B. de C.V. · Seller TC Energía Mexicana and TCPL CentrOriente Ltd. (TC Energy subsidiaries)
ESENTIA agreed to buy the 313-km Guadalajara-Manzanillo natural gas pipeline system from TC Energy subsidiaries for a gross price of US$400 million, linking its existing network to the Port of Manzanillo.
Sep 9, 2026
Rogers Communications Inc. US$1 billion and C$600 million fixed-to-fixed rate subordinated notes due 2057
Co-manager (US notes and Canadian private placement) · 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
Tallgrass Energy crude oil transportation business (incl. 75% of Pony Express)
Exclusive financial advisor to Enbridge · Midstream / Pipelines
Buyer Enbridge Inc. · Seller Tallgrass Energy, LP
Enbridge agreed to acquire Tallgrass's crude oil business, including Pony Express and Powder River Gateway interests, for US$2.55 billion in cash.
Sep 8, 2026
Bank of Montreal AT1 Limited Recourse Capital Notes, Series 7
Joint Bookrunner · Financial Services / Banks
Seller Bank of Montreal
BMO priced US$1 billion of 7.375% NVCC AT1 Limited Recourse Capital Notes. Citigroup Global Markets Inc. was one of six joint book-running managers.
Jun 4, 2026
Bell Canada MTN Debentures
Co-Dealer Manager · Telecommunications
Buyer Bell Canada
Bell priced cash tender offers for several series of its MTN debentures. Citigroup Global Markets Canada Inc. was one of the co-dealer managers.
Mar 10, 2026
Frontera Energy Colombian E&P assets
Financial advisor to Frontera · Oil & Gas
Buyer Parex Resources Inc. · Seller Frontera Energy Corporation
Frontera agreed to sell its upstream Colombian exploration and production business to Parex for up to US$525 million of equity consideration plus assumed obligations, a firm value of about US$750 million.
Jan 27, 2026
Royal Bank of Canada AT1 Limited Recourse Capital Notes, Series 8
Joint Bookrunner · Financial Services / Banks
Seller Royal Bank of Canada
RBC offered US$1.0 billion of 6.50% NVCC AT1 Limited Recourse Capital Notes. Citigroup Global Markets Inc. was a joint book-running manager.
Aug 11, 2025
Fairfax Financial Holdings Limited
Dealer (syndicate member) · Insurance
Fairfax launched a C$700 million offering of senior notes.
Jun 5, 2025
Vermilion Energy's United States assets
Strategic advisor to Vermilion · Energy - Oil & Gas E&P
Seller Vermilion Energy Inc.
Vermilion agreed to sell its United States assets for $120 million in cash, directing proceeds to debt repayment.
Apr 22, 2025
Barrick's 50% interest in the Donlin Gold project
Financial advisor to NOVAGOLD · Mining - Gold
Buyer NOVAGOLD Resources Inc. and Paulson Advisers · Seller Barrick
NOVAGOLD and Paulson Advisers agreed to acquire Barrick's 50% of Donlin Gold for US$1 billion, with Paulson taking 40% and NOVAGOLD increasing to 60%.
Apr 1, 2025
SatixFy Communications Ltd.
Exclusive financial advisor to MDA Space · Aerospace & Space Technology
Buyer MDA Space Ltd.
MDA Space agreed to acquire Israeli satellite-communications chipmaker SatixFy for US$2.10 per share, a 75% premium, with a 45-day go-shop.
Mar 27, 2025
Mitsubishi Materials' 25% interest in Copper Mountain Mine (BC) Ltd.
Financial advisor to Hudbay · Mining - Copper
Buyer Hudbay Minerals Inc. · Seller Mitsubishi Materials Corporation
Hudbay agreed to acquire Mitsubishi Materials' 25% stake in the Copper Mountain mine for US$4.5 million upfront plus up to US$39.75 million in deferred and contingent payments.
Sep 24, 2024
Saeta Yield
Transaction advisor to Masdar · Power & Utilities (renewables)
Buyer Masdar · Seller Brookfield Renewable Partners and institutional partners
Brookfield Renewable and its institutional partners agreed to sell Iberian wind and solar platform Saeta Yield to Masdar for about US$1.4 billion (EUR1.2 billion).
Jun 13, 2024
Sagicor Financial Company Ltd.
Agent (syndicate member) · Insurance
Sagicor priced a C$250 million Canadian private placement of 6.359% senior unsecured notes due 2029.
May 28, 2024
Bitfarms Ltd.
Financial advisor to Riot · Digital Assets / Bitcoin Mining
Buyer Riot Platforms, Inc. (proposed)
Riot publicly disclosed an unsolicited proposal to acquire Bitfarms for US$2.30 per share; Bitfarms' special committee said the proposal significantly undervalued the company and ran a strategic alternatives process.
Feb 21, 2024
Enerplus Corporation
Lead financial advisor to Chord · Oil & Gas
Buyer Chord Energy Corporation
Chord and Enerplus agreed to combine through a plan of arrangement in a stock-and-cash transaction described as approximately US$11 billion (combined enterprise value), with Enerplus shareholders owning about 33% of the Williston-focused combined company.
Feb 12, 2024
TMX Group Limited
Agent (syndicate member) · Exchanges / Financial Services
TMX priced a $1.1 billion Canadian private placement of senior unsecured debentures in three series (2029, 2032 and a longer series).
May 16, 2023
IAMGOLD Corporation (US$400 million term loan)
Financial advisor to IAMGOLD on the term loan · Mining
IAMGOLD entered into a five-year US$400 million second lien secured term loan from three institutional lenders.
Nov 1, 2022
Atlas Corp.
Financial advisor to ONE · Shipping & Infrastructure
Buyer Poseidon Acquisition Corp. (Fairfax Financial, ONE, Washington family, David Sokol)
A consortium including Fairfax affiliates agreed to take Atlas Corp. private for US$15.50 per share in cash, at an enterprise value of about US$10.9 billion.
Aug 25, 2022
Micro Focus International plc
Lead arranger on acquisition financing · Technology
Buyer Open Text Corporation
OpenText agreed to acquire UK software company Micro Focus for 532 pence per share in cash, an enterprise value of about US$6.0 billion, backed by committed financing.
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 8, 2021
Pretium Resources Inc.
Financial advisor to the Pretivm special committee · Mining (Gold)
Buyer Newcrest Mining Limited
Newcrest agreed to acquire Pretivm for C$18.50 per share in cash and shares, a total equity value of about C$3.5 billion, adding the Brucejack mine in British Columbia.
Nov 8, 2021
Zix Corporation
Exclusive financial advisor to Zix · Technology (Software / Security)
Buyer Open Text Corporation
OpenText agreed to acquire email security provider Zix for US$8.50 per share in cash, an enterprise value of US$860 million.
Aug 9, 2021
American National Group, Inc.
Financial advisor to American National · Insurance
Buyer Brookfield Asset Management Reinsurance Partners Ltd.
Brookfield Reinsurance agreed to acquire American National for US$190 per share in an all-cash deal valued at about US$5.1 billion.
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.
May 26, 2020
Air Canada
Active bookrunner (shares and convertible notes) · Airlines
Air Canada priced a C$500.5 million marketed public offering of shares and a concurrent US$650 million private placement of convertible senior notes due 2025.
Nov 25, 2019
Detour Gold Corporation
Financial advisor to the special committee · Mining (Gold)
Buyer Kirkland Lake Gold Ltd.
Kirkland Lake Gold agreed to acquire Detour Gold in an all-share deal implying C$27.50 per share and an equity value of about C$4.9 billion.
Jul 1, 2019
Genesee & Wyoming Inc.
Financial advisor to the consortium · 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.
Apr 15, 2019
Chapada mine (Brazil)
Financial advisor to the seller · Mining (Copper-Gold)
Buyer Lundin Mining Corporation · Seller Yamana Gold Inc.
Yamana agreed to sell its Chapada copper-gold mine to Lundin Mining for total consideration of over US$1.0 billion.
Jan 14, 2019
Goldcorp Inc.
Financial advisor to the acquirer · 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 5, 2018
Nevsun Resources Ltd.
Independent financial advisor to the Nevsun special committee · Mining
Buyer Zijin Mining Group Co. Ltd.
Zijin Mining agreed to make a friendly C$6.00-per-share cash take-over bid for Nevsun, valued at C$1.86 billion, topping Lundin Mining's hostile bid.
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.
Mar 26, 2018
GGP Inc.
Financial advisor to GGP · Real Estate
Buyer Brookfield Property Partners L.P.
Brookfield Property Partners agreed to acquire the GGP shares it did not already own for cash (aggregate cash of $9.25 billion) or BPY units/new BPY U.S. REIT shares.
Jan 9, 2018
Pure Industrial Real Estate Trust
Financial advisor to Blackstone · Real Estate
Buyer Blackstone Property Partners
Blackstone Property Partners agreed to acquire industrial REIT PIRET for $8.10 per unit in cash by plan of arrangement, a transaction valued at about $3.8 billion.
Jul 17, 2017
Dominion Diamond Corporation
Joint lead arranger, acquisition financing · Mining (Diamonds)
Buyer The Washington Companies
The Washington Companies agreed to acquire Dominion Diamond for US$14.25 per share in cash, an equity value of about US$1.2 billion, by plan of arrangement.
Mar 13, 2017
DH Corporation (D+H)
Financial advisor to Vista · Financial Technology
Buyer Vista Equity Partners
Vista Equity Partners agreed to acquire D+H for $25.50 per share in cash, an enterprise value of about $4.8 billion, and combine it with Misys.
Sep 6, 2016
Spectra Energy Corp
Joint lead financial advisor to the Spectra Energy board · Energy Infrastructure
Buyer Enbridge Inc.
Enbridge agreed to combine with Houston-based Spectra Energy in a stock-for-stock merger that valued Spectra common stock at about C$37 billion (US$28 billion).
Aug 26, 2014
Tim Hortons Inc.
Financial advisor to Tim Hortons; fairness opinion to its board · Restaurants / Consumer
Buyer Burger King Worldwide, Inc. (via a new Canadian-based holding company)
Burger King and Tim Hortons agreed to combine under a new Canadian-based holding company, creating the world's third-largest quick-service restaurant company with about $23 billion in system sales.
Nov 5, 2013
GXS Group, Inc.
Financial advisor to OpenText · Technology / Software
Buyer Open Text Corporation
OpenText agreed to acquire B2B integration provider GXS for a total enterprise value of US$1.165 billion.
Jul 23, 2012
Nexen Inc.
Financial advisor to CNOOC · Oil & Gas
Buyer CNOOC Limited
CNOOC agreed to acquire Nexen for US$27.50 per common share in cash, total cash consideration of about US$15.1 billion for its common and preferred shares.
Apr 18, 2012
Catalyst Health Solutions, Inc.
Financial advisor to Catalyst · Healthcare & Life Sciences
Buyer SXC Health Solutions Corp.
SXC agreed to combine with Catalyst Health Solutions in a cash-and-stock deal valued at about $4.4 billion.
Dec 28, 2009
Corriente Resources Inc.
Financial advisor to Corriente · Mining
Buyer CRCC-Tongguan Investment Co., Ltd. (Tongling and China Railway Construction)
A Tongling/CRCC joint venture agreed to acquire Corriente Resources for cash, valuing it at about C$679 million.
Oct 29, 2007
Arizona Star Resource Corp.
Financial advisor to the special committee · Metals & Mining
Buyer Barrick Gold Corporation
Barrick agreed to a C$18.00 per share cash offer for Arizona Star, valuing it at about C$773 million.
Oct 9, 2007
Miramar Mining Corporation
Co-advisor to Newmont · Metals & Mining
Buyer Newmont Mining Corporation
Newmont agreed to acquire Miramar for C$6.25 per share in cash by take-over bid, valuing it at about C$1.5 billion.
Sep 24, 2007
PrimeWest Energy Trust
Fairness opinion to the TAQA board · Oil & Gas
Buyer TAQA North (Abu Dhabi National Energy Company)
TAQA agreed to acquire PrimeWest by plan of arrangement in a C$5.0 billion transaction including debt.
Jun 30, 2007
BCE Inc.
Lead M&A advisor to the consortium · Telecommunications
Buyer Investor group led by Teachers' Private Capital (OTPP), Providence Equity Partners and Madison Dearborn Partners
BCE agreed to an all-cash C$42.75 per share leveraged buyout by an OTPP-led consortium valued at C$51.7 billion including debt and preferred equity.
May 7, 2007
CanWest MediaWorks (NZ) Limited (CanWest stake)
Financial advisor to the seller · Media
Seller CanWest Global Communications Corp.
CanWest agreed to sell its 158.6 million-share stake in MediaWorks NZ for gross proceeds of about NZ$386 million (about C$314 million).
Aug 24, 2006
The Jean Coutu Group (PJC) USA Inc.
Financial advisor to Rite Aid · Retail
Buyer Rite Aid Corporation · Seller The Jean Coutu Group (PJC) Inc.
Jean Coutu agreed to merge its U.S. drugstore subsidiary into Rite Aid for US$1.45 billion cash and a 32% stake in Rite Aid, a deal valued at about US$3.4 billion.
Jul 2006
NovaGold Resources Inc.
Financial advisor to NovaGold special committee; inadequacy opinion · Mining & Metals
Buyer Barrick Gold Corporation
Barrick launched a hostile all-cash bid for NovaGold at US$14.50 per share (about US$1.29 billion); NovaGold's special committee recommended rejection as inadequate.
Jun 22, 2005
TD Waterhouse U.S.A.
Financial advisor to Ameritrade · Financial Services
Buyer Ameritrade Holding Corporation · Seller TD Bank Financial Group
Ameritrade agreed to acquire TD Bank Financial Group's U.S. discount brokerage, TD Waterhouse U.S.A., with Joe Moglia remaining CEO of the combined TD Ameritrade.
May 12, 2005
Riddarhyttan Resources AB
Financial advisor to Agnico-Eagle · Mining & Metals
Buyer Agnico-Eagle Mines Limited
Agnico-Eagle agreed to make an exchange offer for the balance of Swedish-listed Riddarhyttan, valuing it at about US$150 million.
Jun 25, 2002
Donnelly Corporation
Financial advisor to Donnelly (as Salomon Smith Barney) · Automotive
Buyer Magna International Inc.
Magna agreed to acquire Michigan mirror maker Donnelly for Magna shares worth US$28 per share, total consideration of about US$320 million plus about US$95 million of assumed debt.
Oct 10, 2001
TD Waterhouse Group, Inc.
Financial advisor to the special committee (as Salomon Smith Barney) · Financial Services - Brokerage
Buyer The Toronto-Dominion Bank
TD Bank made a US$9.00-per-share cash tender offer for the publicly held minority of TD Waterhouse; the special committee of TD Waterhouse retained Salomon Smith Barney.
