121 publicly disclosed transactions where J.P. Morgan 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 22, 2026
Sagicor Financial senior notes
Agent (J.P. Morgan Securities Canada Inc.) · 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 22, 2026
Topaz Energy Corp. (bought deal secondary offering of common shares)
Underwriter · Oil & Gas / Royalties and Infrastructure
Seller Tourmaline Oil Corp.
Tourmaline agreed to sell 10 million Topaz common shares at C$28.75 to underwriters on a bought deal basis for about C$287.5 million, cutting its stake from about 12.9% to 6.4%, and said it would redeploy proceeds into share repurchases.
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) · 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.
Aug 11, 2026
H&R Real Estate Investment Trust
Exclusive financial advisor to GO Residential REIT · Real Estate
Buyer GO Residential REIT-led consortium (incl. Blackstone Real Estate funds, Crestpoint, PSP Investments and CRAL)
H&R REIT agreed to sell all of its assets to GO Residential REIT and a consortium of co-purchasers by plan of arrangement for $4.28 cash plus 0.5688 GO REIT units per unit, a transaction valued at about $6.7 billion.
Jul 31, 2026
Zabka Group
Exclusive financial adviser to Buyer; Lead Arranger of acquisition financing · Convenience Retail
Buyer Alimentation Couche-Tard Inc.
Couche-Tard launched a tender offer for Polish convenience chain Zabka at PLN 32.00 per share, a total equity value of about PLN 32.62 billion. J.P. Morgan is Couche-Tard's exclusive financial adviser and underwrote the committed debt facilities as lead arranger.
Jul 14, 2026
MDA Space Ltd. common shares
Joint Active Bookrunner · Aerospace / Space
Seller MDA Space Ltd.
Upsized bought deal of 23 million common shares at US$35.60 to help fund MDA Space's acquisition of about 70% of CLS. The date is the closing announcement.
Apr 17, 2026
Metro Supply Chain
Exclusive financial advisor to Metro Supply Chain · Logistics
Buyer NX Group · Seller LDC and financial partners (incl. La Caisse)
Montréal-based Metro Supply Chain agreed to join Japanese logistics group NX Group at a purchase price of up to C$2.2 billion.
Dec 15, 2025
TRC Companies, Inc.
Financial advisor to WSP · Engineering Services
Buyer WSP Global Inc.
WSP agreed to acquire U.S. power and energy engineering firm TRC for a cash price of US$3.3 billion (about C$4.5 billion), backed by committed term loans and an equity raise.
Dec 2, 2025
Laurentian Bank retail and SME banking portfolios
Lead financial advisor to Seller · Financial Services / Banks
Buyer National Bank of Canada · Seller Laurentian Bank of Canada
Laurentian Bank agreed to sell its retail and SME banking portfolios to National Bank as part of a shift to a specialty commercial bank. J.P. Morgan was lead financial advisor to Laurentian Bank.
Dec 2, 2025
Laurentian Bank of Canada
Lead financial advisor to Laurentian Bank; fairness opinion · Banking
Buyer Fairstone Bank of Canada
Fairstone Bank agreed to acquire all Laurentian Bank shares for $40.50 in cash (about $1.9 billion), alongside a sale of Laurentian's retail and SME banking business to National Bank.
Nov 6, 2025
Canadian National Railway Company
Joint bookrunner · Transportation (Rail)
CN announced a US$700 million public debt offering in two tranches.
Nov 4, 2025
NuVista Energy Ltd.
Financial advisor to Ovintiv · Oil & Gas
Buyer Ovintiv Inc.
Ovintiv agreed to acquire NuVista in a cash-and-stock deal at a blended price of about C$17.80 per share, total consideration of about C$3.8 billion (US$2.7 billion) including net debt.
Oct 27, 2025
Perpetua Resources Corp.
M&A financial advisor to Perpetua on the sale of equity to Agnico Eagle · Mining & Metals
Buyer Agnico Eagle Mines Limited and JPMorganChase
Perpetua agreed to raise $255 million in strategic equity, $180 million from Agnico Eagle and $75 million from JPMorganChase, at $23.30 per share with warrants.
Oct 8, 2025
Rockpoint Gas Storage Inc. Class A shares
Joint Lead Bookrunner · Energy / Natural Gas Storage
Seller Rockpoint Gas Storage Inc. / Brookfield affiliates
Upsized initial public offering of 32 million Class A shares at C$22.00 by the Calgary-based gas storage company, led by RBC Capital Markets and J.P. Morgan.
Oct 8, 2025
Rockpoint Gas Storage Inc.
Joint lead bookrunning manager · Energy Infrastructure (Gas Storage)
Rockpoint priced an upsized IPO of 32 million Class A shares at C$22.00 for gross proceeds of about C$704 million (date is the pricing announcement).
Aug 21, 2025
Dayforce, Inc.
Financial advisor to Thoma Bravo · Software / HCM Technology
Buyer Thoma Bravo
Thoma Bravo agreed to take Dayforce private for US$70 per share in cash, an enterprise value of about US$12.3 billion.
Jun 30, 2025
vLex
Exclusive financial advisor to vLex · Technology - Legal Software
Buyer Clio
Legal technology company Clio signed a definitive agreement to acquire legal-research platform vLex for US$1 billion.
Mar 31, 2025
Westport Fuel Systems Italia S.r.l. (Light-Duty segment)
Financial advisor to Westport; fairness opinion to the board · Industrials - Automotive Components
Buyer Heliaca Investments Coöperatief U.A. · Seller Westport Fuel Systems Inc.
Westport agreed to sell its Light-Duty segment to a Heliaca Investments vehicle for a base price of $73.1 million plus potential earnouts.
Jan 7, 2025
GFL Environmental Services business
Financial advisor to GFL · Environmental Services
Buyer Funds managed by affiliates of Apollo and BC Partners · Seller GFL Environmental Inc.
GFL agreed to sell its Environmental Services business to Apollo and BC Partners funds at an $8.0 billion enterprise value, rolling $1.7 billion of equity into the new structure.
Dec 16, 2024
Orion Health
Financial advisor to HEALWELL on the acquisition · Healthcare technology
Buyer HEALWELL AI Inc. · Seller Orion Health Holdings Limited
HEALWELL AI agreed to acquire New Zealand-based Orion Health for about C$144 million upfront in cash and stock plus an earn-out, and launched a C$50 million bought deal financing.
Nov 14, 2024
Paramount Resources Ltd. (Karr and Wapiti Montney assets)
Financial advisor to Ovintiv on the Montney acquisition · Oil & Gas (E&P)
Buyer Ovintiv Inc. · Seller Paramount Resources Ltd.
Paramount Resources agreed to sell its Karr and Wapiti Montney assets in Alberta to Ovintiv for about C$3.325 billion in cash (US$2.377 billion).
Aug 9, 2024
Algonquin Power & Utilities Corp. renewable energy business (excluding hydro)
Exclusive financial advisor to Algonquin · Power & Utilities (renewables)
Buyer LS Power · Seller Algonquin Power & Utilities Corp.
Algonquin agreed to sell its non-hydro renewable energy business to a subsidiary of LS Power for up to US$2.5 billion, following a competitive sale process, to become a pure-play regulated utility.
Aug 5, 2024
New Mexico Gas Company
Exclusive financial advisor to Emera · Power & Utilities (gas distribution)
Buyer Bernhard Capital Partners · Seller Emera Inc.
Emera agreed to sell New Mexico Gas Company to Bernhard Capital Partners for an aggregate transaction value of US$1.252 billion, including about US$500 million of assumed debt.
Jul 15, 2024
Stelco Holdings Inc.
Financial advisor to Cliffs; committed financing · Steel
Buyer Cleveland-Cliffs Inc.
Cleveland-Cliffs agreed to acquire Stelco for C$60.00 in cash plus 0.454 Cliffs shares per Stelco share (C$70 per share), a total enterprise value of about C$3.4 billion (US$2.5 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.
Jun 11, 2024
Canadian Western Bank
Exclusive financial advisor to CWB; fairness opinion to the CWB board · Banking
Buyer National Bank of Canada
National Bank agreed to acquire CWB in an all-share exchange valuing CWB at about $5.0 billion, with a concurrent $1 billion subscription receipt financing (a $500 million bought deal plus a private placement to CDPQ).
May 28, 2024
Atlantica Sustainable Infrastructure plc
Exclusive financial advisor to Algonquin · Renewable Energy / Infrastructure
Buyer Energy Capital Partners (Bidco) · Seller Algonquin Power & Utilities Corp. (approx. 42.2% holder)
Algonquin entered a support agreement to vote its roughly 42.2% Atlantica stake in favour of Energy Capital Partners' acquisition of Atlantica.
Feb 21, 2024
Enerplus Corporation
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.
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.
Jan 16, 2024
Carrols Restaurant Group, Inc.
Financial advisor to RBI · Restaurants
Buyer Restaurant Brands International Inc.
RBI agreed to buy the Carrols shares it did not already own for US$9.55 per share in cash, an aggregate enterprise value of about US$1.0 billion, acquiring the operator of 1,022 Burger King restaurants in 23 states.
Oct 4, 2023
TotalEnergies EP Canada Ltd. (Fort Hills interest)
Exclusive financial advisor to Suncor · Oil & Gas
Buyer Suncor Energy Inc. · Seller TotalEnergies SE
Under a new agreement, Suncor agreed to buy TotalEnergies EP Canada, holder of a working interest in the Fort Hills oil sands mine, for $1.468 billion.
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.
Jul 27, 2023
TC Energy liquids pipelines business (later South Bow)
Financial advisor to TC Energy · Midstream
Seller TC Energy Corporation
TC Energy announced a plan to separate its liquids pipelines business into a new independent publicly listed company.
Jul 5, 2023
American Equity Investment Life Holding Company
Financial advisor to AEL · Insurance
Buyer Brookfield Reinsurance Ltd.
Brookfield Reinsurance agreed to acquire U.S. annuity provider American Equity (AEL) in a cash-and-stock transaction valued at about US$4.3 billion.
Jun 30, 2023
XIIDRA, libvatrep and AcuStream (Novartis ophthalmology assets)
Financial advisor to Bausch + Lomb · Healthcare / Pharma
Buyer Bausch + Lomb Corporation · Seller Novartis AG
Bausch + Lomb agreed to acquire dry-eye drug XIIDRA and related assets from Novartis for US$1.75 billion upfront plus up to US$750 million in milestones.
Jun 14, 2023
South Texas Gateway Terminal LLC
Exclusive financial advisor to Gibson · Midstream
Buyer Gibson Energy Inc. · Seller Buckeye Partners, L.P. and co-owners
Gibson Energy agreed to acquire the South Texas Gateway crude oil export terminal for US$1.1 billion, with a concurrent $350 million bought deal of subscription receipts.
May 11, 2023
Algonquin Power & Utilities Corp. renewable energy group
Financial advisor to Algonquin for the strategic review · Power & Renewables
Algonquin launched a strategic review of its renewable energy business with the aim of enhancing shareholder value.
Apr 26, 2023
TotalEnergies EP Canada Ltd. (TotalEnergies' Canadian operations)
Exclusive financial advisor to Suncor · Oil & Gas
Buyer Suncor Energy Inc. · Seller TotalEnergies SE
Suncor agreed to buy TotalEnergies' Canadian operations, including Fort Hills and Surmont interests, for $5.5 billion plus contingent payments; the deal was later replaced after ConocoPhillips exercised its Surmont pre-emption right.
Jan 9, 2023
Paya Holdings Inc.
Financial advisor to Paya · Fintech / Payments
Buyer Nuvei Corporation
Nuvei agreed to acquire U.S. integrated payments provider Paya for US$9.75 per share in cash, total consideration of about US$1.3 billion.
Nov 7, 2022
IAA, Inc.
Financial advisor to IAA · Industrials / Marketplaces
Buyer Ritchie Bros. Auctioneers Incorporated
Ritchie Bros. agreed to acquire salvage-vehicle marketplace IAA in a stock-and-cash deal valued at about US$7.3 billion.
Aug 22, 2022
CFI truckload, temperature-control and Mexican logistics businesses
Exclusive financial advisor to TFI · Transportation & Logistics
Buyer Heartland Express, Inc. · Seller TFI International Inc.
TFI International agreed to sell CFI's truckload, temperature-control and Mexican non-asset logistics businesses to Heartland Express for US$525 million.
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.
Feb 28, 2022
First Horizon Corporation
Financial advisor to TD · Financial Services
Buyer The Toronto-Dominion Bank
TD agreed to buy Memphis-based regional bank First Horizon for US$25.00 per share in cash. The deal was later terminated in 2023 after regulatory delays.
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.
Jun 1, 2021
Inter Pipeline Ltd.
Financial advisor and fairness opinion to the Inter Pipeline special committee · Energy Infrastructure (Midstream)
Buyer Pembina Pipeline Corporation
Pembina agreed to acquire Inter Pipeline in an all-share arrangement valuing IPL shares at about $8.3 billion ($19.45 per share). The agreement was terminated in July 2021 after Brookfield raised its competing bid.
Apr 20, 2021
Kansas City Southern
Financial advisor to CN (also committed financing) · Transportation & Rail
Buyer Canadian National Railway Company
CN made an unsolicited cash-and-stock proposal for KCS at US$325 per share, valuing KCS at an enterprise value of US$33.7 billion, backed by financing commitments from its advisors. KCS ultimately returned to CP's revised offer in September 2021.
Feb 2, 2021
TELUS International (Cda) Inc.
Lead bookrunner · 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.
Dec 15, 2020
TC PipeLines, LP (publicly held common units)
Exclusive financial advisor to TC Energy · Midstream
Buyer TC Energy Corporation
TC Energy agreed to acquire all publicly held common units of its US-listed master limited partnership TC PipeLines at 0.70 TC Energy shares per unit, valuing the public units at about US$1.68 billion.
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.
Feb 25, 2020
GFL Environmental Inc.
Joint lead book-running 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.
Nov 25, 2019
TD Ameritrade Holding Corporation
Financial advisor to TD · Financial Services (Brokerage)
Buyer The Charles Schwab Corporation · Seller The Toronto-Dominion Bank (as major shareholder)
Schwab agreed to acquire TD Ameritrade; TD, a major TD Ameritrade shareholder, will take an ownership stake in Schwab and revised its insured deposit agreement.
Aug 22, 2019
Entertainment One Ltd.
Financial advisor to the target; fairness opinion to the board · Media & Entertainment
Buyer Hasbro, Inc.
Hasbro agreed to acquire Entertainment One in an all-cash deal valued at about £3.3 billion (US$4.0 billion), adding brands such as Peppa Pig and PJ Masks.
Aug 21, 2019
Kinder Morgan Canada Limited and Cochin Pipeline (U.S. portion)
Financial advisor to the target · Energy (Midstream)
Buyer Pembina Pipeline Corporation · Seller Kinder Morgan, Inc.
Pembina agreed to acquire Kinder Morgan Canada Limited and the U.S. portion of the Cochin Pipeline from Kinder Morgan Inc. for a total of about $4.35 billion.
Aug 15, 2019
Lightspeed POS Inc. (secondary offering)
Joint bookrunner · Technology (Software)
Seller DHIDasilva Holdings, CDPQ, Inovia Capital and management
Selling shareholders sold 5,399,602 Lightspeed subordinate voting shares at $35.00 per share in a marketed secondary offering.
Mar 7, 2019
Lightspeed POS Inc.
Lead underwriter and joint bookrunner · Technology (Software)
Lightspeed priced its upsized TSX initial public offering of 15,000,000 subordinate voting shares at C$16 for gross proceeds of C$240 million.
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.
Nov 1, 2018
Newfield Exploration Company
Financial advisor to Newfield; fairness opinion to the board · Energy
Buyer Encana Corporation
Encana agreed to acquire Newfield Exploration in an all-stock combination, assuming about $2.2 billion of Newfield net debt.
Aug 14, 2017
TESCO Corporation
Exclusive financial advisor to TESCO · Energy Services
Buyer Nabors Industries Ltd.
TESCO agreed to an all-stock combination with Nabors by plan of arrangement, with each TESCO share exchanged for 0.68 Nabors shares.
Jul 27, 2017
ShoreTel, Inc.
Financial advisor to ShoreTel · Technology (Communications)
Buyer Mitel Networks Corporation
Mitel agreed to acquire ShoreTel for US$7.50 per share in cash, an equity value of about US$530 million and enterprise value of about US$430 million.
Mar 29, 2017
ConocoPhillips' 50% interest in FCCL Partnership and Western Canada Deep Basin assets
Lead financial advisor to Cenovus · Energy (Oil & Gas)
Buyer Cenovus Energy Inc. · Seller ConocoPhillips
Cenovus agreed to buy ConocoPhillips' half of the FCCL oil sands partnership and Western Canadian Deep Basin assets for $17.7 billion in cash and shares.
Mar 29, 2017
Cenovus Energy Inc.
Joint bookrunner and co-lead underwriter · Energy (Oil & Gas)
Cenovus sold 187.5 million common shares at $16.00 in a $3.0 billion bought deal to fund part of the ConocoPhillips asset purchase.
Mar 9, 2017
Working interests in the Athabasca Oil Sands Project and other oil sands assets
Joint lead arranger and co-syndication agent, acquisition financing · Energy (Oil Sands)
Buyer Canadian Natural Resources Limited · Seller Royal Dutch Shell plc / Marathon Oil
Canadian Natural agreed to acquire working interests in the Athabasca Oil Sands Project and other oil sands assets from Shell and Marathon Oil for a combined $12.74 billion in cash and shares.
Mar 7, 2017
TerraForm Power, Inc. (51% stake)
Financial advisor to certain SunEdison second lien creditors · Power & Renewables
Buyer Brookfield Asset Management Inc. · Seller SunEdison, Inc. (sponsor interest)
Brookfield agreed to acquire a 51% controlling stake in TerraForm Power and take over sponsorship from SunEdison, implying a total equity value of about US$1.7 billion and enterprise value of about US$6.6 billion.
Jan 25, 2017
WGL Holdings, Inc.
Lead financial advisor to AltaGas · Utilities (Gas)
Buyer AltaGas Ltd.
AltaGas agreed to acquire Washington, D.C.-based gas utility holding company WGL Holdings for US$88.25 per share in cash, a transaction valued at about US$6.4 billion.
Nov 1, 2016
TransCanada U.S. Northeast Power generation business
Financial advisor to TransCanada on the sale · Power Generation
Seller TransCanada Corporation
TransCanada announced it expected to realize about US$3.7 billion from the monetization of its U.S. Northeast power generating assets (buyers not named in the cited release).
Aug 29, 2016
IronPlanet Holdings, Inc.
Financial advisor to IronPlanet · Industrials
Buyer Ritchie Bros. Auctioneers Incorporated
Ritchie Bros. agreed to acquire online equipment marketplace IronPlanet for about US$758.5 million to build out its multi-channel offering.
Aug 22, 2016
CST Brands, Inc.
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.
Jul 11, 2016
Thomson Reuters Intellectual Property & Science business
Financial advisor to Thomson Reuters on the divestiture · Information Services
Buyer Onex Corporation and Baring Private Equity Asia · Seller Thomson Reuters Corporation
Thomson Reuters agreed to sell its Intellectual Property & Science business (later Clarivate) to funds affiliated with Onex and Baring Private Equity Asia for US$3.55 billion in cash.
Jun 30, 2016
Starz
Financing provider · 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.
Jun 29, 2016
PrivateBancorp, Inc.
Financial advisor to CIBC and fairness opinion to the CIBC board · Financial Services
Buyer Canadian Imperial Bank of Commerce
CIBC agreed to acquire Chicago-based PrivateBancorp in a cash-and-stock deal valued at about US$3.8 billion (C$4.9 billion) to expand its U.S. commercial and private banking platform.
Jun 15, 2016
Aegerion Pharmaceuticals, Inc.
Exclusive financial advisor to Aegerion · Biotechnology
Buyer QLT Inc.
Aegerion and QLT agreed to a strategic merger (forming Novelion Therapeutics), with a concurrent private placement of about US$22 million in QLT shares.
Jun 7, 2016
Eden Springs
Financial advisor to Cott and committed financing · Consumer Products
Buyer Cott Corporation
Cott agreed to acquire European water and office coffee services provider Eden Springs for about EUR 470 million on a debt- and cash-free basis.
Feb 9, 2016
The Empire District Electric Company
Lead financial and strategic advisor to Algonquin · Utilities
Buyer Algonquin Power & Utilities Corp.
Algonquin agreed to acquire Missouri-based Empire District Electric for US$34.00 per share in cash, an aggregate purchase price of C$3.4 billion (US$2.4 billion) including assumed debt.
Jan 19, 2016
Waste Connections, Inc.
Sole financial advisor to Progressive Waste · 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.
Oct 5, 2015
Canadian Oil Sands Limited
Financial advisor to Suncor · Oil & Gas
Buyer Suncor Energy Inc.
Suncor launched an unsolicited share-exchange offer for Canadian Oil Sands in October 2015; in January 2016 the COS board supported an amended offer of 0.28 Suncor share per COS share, a total transaction value of about $6.6 billion including debt.
Sep 4, 2015
TECO Energy, Inc.
Lead financial advisor to Emera · Utilities
Buyer Emera Inc.
Emera agreed to acquire Tampa-based TECO Energy for an aggregate purchase price of about US$10.4 billion, including roughly US$3.9 billion of assumed debt.
Sep 1, 2015
Fuel Systems Solutions, Inc.
Financial advisor and opinion to Fuel Systems · Automotive & Clean Technology
Buyer Westport Innovations Inc.
Westport and Fuel Systems Solutions agreed to an all-stock merger creating an alternative fuel vehicle and engine company with a combined equity value of about US$351 million.
Feb 25, 2015
Gas Transmission Northwest LLC (remaining 30% interest)
Exclusive financial advisor to TransCanada · Energy Infrastructure
Buyer TC PipeLines, LP · Seller TransCanada Corporation
TransCanada agreed to sell its remaining 30% interest in GTN to its MLP TC PipeLines for US$446 million, including cash, assumed debt and new Class B units.
Feb 22, 2015
Salix Pharmaceuticals, Ltd.
Financial advisor and fairness opinion to Salix · Pharmaceuticals
Buyer Valeant Pharmaceuticals International, Inc.
Valeant agreed to acquire gastrointestinal drug maker Salix for US$158 per share in cash, a total enterprise value of about US$14.5 billion.
Jan 22, 2015
City National Corporation
Financial advisor to RBC · 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.
Aug 26, 2014
Tim Hortons Inc.
Financial advisor to Burger King · 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.
Jun 2, 2014
PHH Arval (Fleet Management Services business of PHH Corporation)
Advisor to PHH · Financial Services / Fleet Leasing
Buyer Element Financial Corporation · Seller PHH Corporation
PHH agreed to sell its fleet management services business, PHH Arval, to Element Financial for about US$1.4 billion in cash.
Jan 28, 2014
F&C Asset Management plc
Financial advisor to F&C and its board · Financial Services / Asset Management
Buyer Bank of Montreal (BMO Financial Group)
BMO agreed to acquire U.K. investment manager F&C Asset Management for about £708 million (C$1.3 billion).
Nov 5, 2013
GXS Group, Inc.
Financial advisor to GXS · Technology / Software
Buyer Open Text Corporation
OpenText agreed to acquire B2B integration provider GXS for a total enterprise value of US$1.165 billion.
Aug 12, 2013
BlackBerry Limited
Financial advisor to BlackBerry · Technology
BlackBerry's board formed a special committee to explore strategic alternatives, which could include joint ventures, strategic partnerships or alliances, or a sale of the company.
May 27, 2013
Bausch + Lomb Holdings Incorporated
Financial advisor to Bausch + Lomb · Healthcare / Pharmaceuticals
Buyer Valeant Pharmaceuticals International, Inc. · Seller Investor group led by Warburg Pincus
Valeant agreed to acquire eye-health company Bausch + Lomb for US$8.7 billion in cash, of which about US$4.2 billion repaid Bausch + Lomb debt.
Sep 3, 2012
Medicis Pharmaceutical Corporation
Exclusive financial advisor to Valeant · Healthcare & Life Sciences
Buyer Valeant Pharmaceuticals International, Inc.
Valeant agreed to acquire dermatology company Medicis for $44.00 per share in cash, valuing Medicis' equity at about $2.6 billion.
Jul 23, 2012
Talisman Energy UK (49% equity interest)
Exclusive financial advisor to Talisman · Oil & Gas
Buyer Sinopec International Petroleum Exploration and Production Corporation · Seller Talisman Energy Inc.
Talisman agreed to sell a 49% equity interest in its UK North Sea business to Sinopec for $1.5 billion.
Jul 9, 2012
FX Alliance Inc. (FXall)
Financial advisor to FXall · Financial Services
Buyer Thomson Reuters Corporation
Thomson Reuters agreed to acquire electronic FX trading platform FXall for $22 per share in cash.
Apr 18, 2012
Catalyst Health Solutions, Inc.
Lead financial advisor to SXC · 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.
Jun 20, 2011
RBC Bank (USA)
Financial advisor to Royal Bank of Canada · Banking
Buyer The PNC Financial Services Group, Inc. · Seller Royal Bank of Canada
Royal Bank of Canada agreed to sell its U.S. regional retail banking operations and related credit card assets to PNC for about US$3.62 billion.
Jun 8, 2011
Emer S.p.A.
Exclusive financial advisor to Westport · Industrials
Buyer Westport Innovations Inc.
Westport agreed to buy Italian natural gas fuel systems maker Emer for EUR 27 million in stock and cash plus about EUR 53 million of assumed net debt.
Dec 17, 2010
Marshall & Ilsley Corporation
Financial advisor to BMO · 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.
Aug 17, 2010
Potash Corporation of Saskatchewan Inc.
Financial advisor and dealer manager to BHP Billiton · 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.
Jan 26, 2010
World Color Press Inc.
Financial advisor to Quad/Graphics · Commercial Printing
Buyer Quad/Graphics, Inc.
Quad/Graphics agreed to acquire Montreal-based Worldcolor in a stock transaction creating a printer with about US$5 billion in revenue.
Nov 10, 2009
Waste Services, Inc.
Exclusive financial advisor to IESI-BFC · Waste Management
Buyer IESI-BFC Ltd.
IESI-BFC and Waste Services agreed to merge, creating North America's third-largest solid waste company with nearly US$1.5 billion in revenue.
Dec 15, 2008
Gold Reserve Inc.
Financial advisor to Gold Reserve; inadequacy opinion · Metals & Mining
Buyer Rusoro Mining Ltd. (unsolicited offer)
Rusoro launched an unsolicited share-exchange bid for Gold Reserve; Gold Reserve's board recommended rejection, citing inadequacy opinions.
Oct 9, 2008
Noche Buena project
Financial advisor to Seabridge · Metals & Mining
Buyer Minera Penmont (Fresnillo/Newmont joint venture) · Seller Seabridge Gold Inc.
Seabridge signed a letter of intent to sell its Noche Buena project in Mexico for US$25 million at closing plus further payments.
Jul 31, 2008
Gold Eagle Mines Ltd.
Strategic advisor to Goldcorp · Metals & Mining
Buyer Goldcorp Inc.
Goldcorp agreed to acquire Gold Eagle and its Bruce Channel discovery by plan of arrangement for about $1.5 billion.
Nov 29, 2007
Emergis Inc.
Financial advisor to TELUS · Healthcare Technology
Buyer TELUS Corporation
TELUS agreed to bid C$8.25 per share in cash for Emergis, valuing its equity at about C$763 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.
Oct 2, 2007
Commerce Bancorp Inc.
Financial advisor to TD · Banking
Buyer TD Bank Financial Group
TD agreed to acquire New Jersey-based Commerce Bancorp in a 75% stock, 25% cash deal valued at US$8.5 billion.
May 8, 2007
Alcan Inc.
Additional financial advisor to Alcan · Metals & Mining
Buyer Alcoa Inc. (unsolicited offer, not completed)
Alcoa launched an unsolicited offer for Alcan; Alcan's board recommended rejection and later agreed to a deal with Rio Tinto.
Dec 14, 2006
Tm Bioscience Corporation
Exclusive financial advisor to Luminex · Healthcare & Life Sciences
Buyer Luminex Corporation
Luminex agreed to acquire Toronto molecular diagnostics firm Tm Bioscience at a 41.5% premium.
Aug 31, 2006
Glamis Gold Ltd.
Financial advisor to Glamis · 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.
Aug 24, 2006
The Jean Coutu Group (PJC) USA Inc.
Exclusive financial advisor to Jean Coutu · 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.
Aug 23, 2006
Domtar Inc.
Financial advisor to Domtar; fairness opinion · Forest Products
Buyer Weyerhaeuser Company (fine paper business)
Domtar agreed to combine with Weyerhaeuser's fine paper business in a spin-off and plan of arrangement creating the new Domtar Corporation.
Jun 5, 2006
Trizec Properties, Inc. and Trizec Canada Inc.
Financial advisor to Trizec Properties; fairness opinion · Real Estate
Buyer Brookfield Properties Corporation (with The Blackstone Group)
Brookfield Properties, with Blackstone, agreed to acquire Trizec Properties and Trizec Canada in a transaction valued at US$8.9 billion.
Jan 30, 2006
Fairmont Hotels & Resorts Inc.
Financial advisor to Kingdom and Colony · Hospitality & Real Estate
Buyer Kingdom Hotels International and Colony Capital, LLC
Fairmont agreed to be acquired by Kingdom Hotels and Colony Capital for US$45.00 per share in cash (about US$3.9 billion, or US$5.5 billion including the Raffles combination), after rejecting Carl Icahn's bid.
Nov 7, 2005
Geac Computer Corporation Limited
Exclusive financial advisor to Golden Gate Capital · Technology
Buyer Golden Gate Capital
Golden Gate Capital agreed to acquire Geac for US$11.10 per share in cash, about US$1.0 billion, by plan of arrangement.
Aug 11, 2004
Gold Fields Limited (international assets outside Southern Africa)
Co-financial adviser and sponsor to Gold Fields · Mining & Metals
Buyer IAMGOLD Corporation · Seller Gold Fields Limited
IAMGOLD agreed to acquire Gold Fields' mining assets outside Southern Africa in exchange for IAMGOLD shares with a market value of about US$2.1 billion.
May 27, 2004
Wheaton River Minerals Ltd.
Co-financial advisor and dealer manager to Coeur · Mining & Metals
Buyer Coeur d'Alene Mines Corporation
Coeur d'Alene proposed, then launched, a stock-and-cash bid for Wheaton River valued at about US$1.8 billion; Wheaton's special committee made no recommendation on it.
May 13, 2004
Microcell Telecommunications Inc.
Financial advisor to Microcell · Telecommunications
Buyer TELUS Corporation
TELUS announced unsolicited all-cash offers for Microcell's shares and warrants; Microcell ran a strategic process that ended in a Rogers Wireless deal.
Feb 24, 2004
Gas Transmission Northwest Corporation
Financial advisor to TransCanada · Pipelines
Buyer TransCanada Corporation · Seller National Energy & Gas Transmission, Inc.
TransCanada agreed to acquire Gas Transmission Northwest from bankrupt NEGT for US$1.703 billion including US$500 million of assumed debt.
Oct 2003
Film Holdings Co. (Artisan Entertainment)
Financial advisor to Lions Gate (broker fees paid by buyer) · Media & Entertainment
Buyer Lions Gate Entertainment Corp.
Lions Gate agreed to acquire Artisan Entertainment's parent Film Holdings Co. for closing consideration of US$150 million plus adjustments, with JPMorgan Chase as Lions Gate's financial advisor.
Jun 2002
Gulf Indonesia Resources Limited
Dealer manager for the offer · Energy - Oil & Gas
Buyer Conoco Canada Resources Limited
Conoco Canada made a US$13.25-per-share cash offer for the minority shares of Gulf Indonesia Resources; RBC Dominion Securities gave the independent committee a fairness opinion.
Nov 14, 2001
Franco-Nevada Mining Corporation Limited
Financial advisor to Newmont · Mining - Gold
Buyer Newmont Mining Corporation
Newmont announced agreements to acquire Toronto-based Franco-Nevada and Australia's Normandy Mining, creating the world's largest gold producer.
May 29, 2001
Gulf Canada Resources Limited
Financial advisor to Conoco; fairness opinion · Energy - Oil & Gas
Buyer Conoco Inc.
Conoco agreed to buy Gulf Canada for C$12.40 per share in cash, about C$9.8 billion including assumed net debt, preferred shares and minority interests.
Dec 11, 2000
BioChem Pharma Inc.
Financial advisor to BioChem Pharma (as Chase Securities) · Healthcare - Pharmaceuticals
Buyer Shire Pharmaceuticals Group plc
Shire agreed to merge with Laval-based BioChem Pharma in an all-share combination approved by Shire's board on Dec. 10, 2000.
Aug 21, 2000
Clearnet Communications Inc.
Financial advisor to TELUS; underwrote debt financing · Telecommunications
Buyer TELUS Corporation
TELUS agreed to acquire national wireless carrier Clearnet in a cash-and-share offer valued at C$6.6 billion including about $2.0 billion of Clearnet debt, then the largest Canadian telecom acquisition.
