37 publicly disclosed transactions where UBS played an advisory, financing or investing role, most recent first.
Oct 7, 2026
The Boots Group
Lead 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 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. UBS Investment Bank was one of six joint book-running managers.
Aug 6, 2026
Jamieson Wellness Inc.
Financial advisor to Kirin · Consumer Health
Buyer Kirin Holdings Company, Limited
Kirin agreed to acquire Jamieson Wellness for C$45.75 per share in cash, a C$2.5 billion transaction following a sale process run by the special committee.
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. UBS Securities LLC was a joint book-running manager.
Dec 15, 2025
TRC Companies, Inc.
Financial advisor to TRC · 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.
Oct 30, 2025
Convex Group Limited
Financial advisor to certain other selling investors in Convex · Insurance
Buyer Onex Corporation and American International Group (AIG) · Seller Onex Partners V and other Convex investors
Onex Corporation and AIG agreed to acquire specialty insurer Convex from Onex Partners V and other investors for about US$7 billion, with Onex becoming majority owner.
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.
Apr 1, 2025
Angel Oak Companies (majority stake)
Advisor to Angel Oak's management team · Financial Services - Asset Management
Buyer Brookfield Asset Management
Brookfield agreed to acquire a majority ownership stake in mortgage and consumer credit manager Angel Oak.
Dec 2, 2024
iA Financial Corporation
Agent · Insurance
iA Financial Group launched a C$400 million offering of 4.131% fixed/floating unsecured subordinated debentures due 2034 on a best-efforts agency basis.
Nov 13, 2023
Sio Silica Corporation
Capital markets advisor to Pyrophyte · Industrial Minerals
Buyer Pyrophyte Acquisition Corp.
High-purity silica producer Sio Silica agreed to go public through a business combination with SPAC Pyrophyte, with about $150 million of capital secured.
Nov 17, 2021
Definity Financial Corporation
Co-manager · Insurance (Property & Casualty)
Definity priced its demutualization IPO of 63.6 million common shares at $22, together with cornerstone private placements, for about $2.1 billion in total.
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.
Jan 23, 2018
Brio Gold Inc.
Financial advisor to Leagold · Mining
Buyer Leagold Mining Corporation
Leagold announced a shareholder-supported all-share take-over bid for Brio Gold valued at about US$264 million.
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.
Jan 11, 2012
Ivanhoe Energy interest in the Zitong Block (China)
Financial advisor to Ivanhoe Energy; opinion on consideration · Oil & Gas
Buyer Royal Dutch Shell subsidiary · Seller Ivanhoe Energy Inc.
Ivanhoe Energy agreed to sell its interest in China's Zitong Block to a Shell subsidiary for cash proceeds of up to US$160 million.
Nov 28, 2011
Fibrek Inc.
Financial advisor to a special independent committee of Resolute's board · Packaging & Forest Products
Buyer Resolute Forest Products (AbitibiBowater Inc.)
Resolute announced a take-over bid for Fibrek at C$1.00 per share in cash and stock, valuing the offer at about C$130 million.
Aug 29, 2011
Northgate Minerals Corporation
Lead financial advisor to AuRico; fairness opinion to the board · Mining
Buyer AuRico Gold Inc.
AuRico agreed to acquire Northgate by plan of arrangement to form an intermediate gold producer; the deal closed on October 26, 2011.
Oct 1, 2010
Capital Gold Corporation
Advisor to Gammon Gold · Mining
Buyer Gammon Gold Inc.
Gammon Gold and Capital Gold signed a definitive merger agreement valuing Capital Gold at about US$288 million.
Sep 30, 2010
Northgate Minerals Corporation
Managing underwriter · Mining
Northgate Minerals priced US$150 million of 3.50% convertible senior notes due 2016.
Feb 23, 2009
NOVA Chemicals Corporation
Financial advisor to NOVA Chemicals · Chemicals
Buyer International Petroleum Investment Company (IPIC)
Abu Dhabi's IPIC agreed to acquire NOVA Chemicals for US$6.00 per share in cash, a deal valued at about US$2.3 billion including net debt.
Aug 25, 2008
Grey Wolf, Inc.
Exclusive financial advisor to Grey Wolf · Oilfield Services
Buyer Precision Drilling Trust
Precision agreed to acquire Grey Wolf for US$5.00 cash plus 0.1883 Precision units per share (US$1.12 billion cash and 42.0 million units in aggregate).
Jun 17, 2008
Ainsworth Lumber Co. Ltd.
Financial advisor; fairness opinion · Forest Products
Ainsworth agreed to support a plan-of-arrangement recapitalization with shareholders and noteholders to reduce its debt.
Jan 14, 2008
Canadian Imperial Bank of Commerce
Joint bookrunner (private placement) and joint lead (public offering) · Banking
CIBC raised at least C$2.75 billion of common equity through a private placement and a C$1.25 billion bought deal at C$67.05 per share.
Oct 2007
Aspreva Pharmaceuticals Corporation
Financial advisor to Galenica · Pharmaceuticals
Buyer Galenica Group
Galenica agreed to acquire Aspreva by plan of arrangement for US$26.00 per share in cash; completed January 2008.
Jun 11, 2007
Peru Copper Inc.
Financial advisor to Peru Copper; fairness opinion · Metals & Mining
Buyer Aluminum Corporation of China (Chinalco)
Chinalco agreed to make a friendly C$6.60 per share cash take-over bid for Peru Copper, with a concurrent C$70 million private placement.
May 15, 2007
Reuters Group PLC
Financial adviser and corporate broker to Reuters · Information Services
Buyer The Thomson Corporation
Thomson and Reuters agreed to combine to form Thomson Reuters under an implementation agreement.
May 8, 2007
Alcan Inc.
Financial advisor to the strategic committee · 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.
Jan 29, 2007
Abitibi-Consolidated Inc.
Financial advisor to Bowater · Forest Products
Buyer Bowater Incorporated (combination as AbitibiBowater Inc.)
All-stock merger of equals combining Abitibi-Consolidated and Bowater under a new parent, AbitibiBowater, implemented in part by a Canadian plan of arrangement.
Aug 2006
AnorMED Inc.
Financial advisor to Genzyme; dealer manager in Canada · Healthcare & Life Sciences
Buyer Genzyme Corporation
Genzyme launched an unsolicited cash bid for AnorMED, which turned to Goldman Sachs and briefly agreed to a Millennium offer before accepting a revised Genzyme bid in October 2006.
Jan 30, 2006
Fairmont Hotels & Resorts Inc.
Financial advisor to Fairmont and its special committee; fairness opinion · 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.
Sep 7, 2005
Precision Drilling Corporation
Exclusive financial and capital markets advisor in Precision's strategic review · Oil & Gas Services
Precision Drilling proposed to reorganize into an income trust (Precision Drilling Trust) by plan of arrangement following the Weatherford sale.
Sep 7, 2005
ID Biomedical Corporation
Financial advisor to ID Biomedical; fairness opinion · Healthcare & Life Sciences
Buyer GlaxoSmithKline plc
GSK agreed to acquire influenza vaccine maker ID Biomedical for C$35 per share, about C$1.7 billion, by plan of arrangement.
Jun 6, 2005
Precision Energy Services and International Contract Drilling divisions
Exclusive financial advisor to Precision · Oil & Gas Services
Buyer Weatherford International · Seller Precision Drilling Corporation
Weatherford agreed to acquire Precision Drilling's energy services and international contract drilling divisions for about US$2.28 billion in cash and Weatherford shares.
Dec 23, 2004
Tesma International Inc. (minority shares)
Independent valuator and financial adviser to the special committee · Automotive
Buyer Magna International Inc.
Magna agreed to acquire the Tesma Class A shares it did not own by court-approved plan of arrangement.
Oct 27, 2004
Acetex Corporation
Lead financial advisor to Acetex · Chemicals
Buyer Blackstone Crystal Holdings Capital Partners (Cayman) IV Ltd. (Celanese parent)
The Blackstone-controlled parent of Celanese agreed to acquire Acetex for C$9.00 per share in cash, about C$600 million.
May 2002
Dynacare Inc.
Financial advisor to Dynacare · Healthcare - Services
Buyer Laboratory Corporation of America Holdings (LabCorp)
LabCorp agreed on May 8, 2002 to acquire Toronto-based lab operator Dynacare by plan of arrangement for US$11.50 cash plus 0.2328 LabCorp shares per share.
Jun 25, 2001
Homestake Mining Company
Financial advisor to Homestake; fairness opinion · Mining - Gold
Buyer Barrick Gold Corporation
Barrick and Homestake announced a US$2.3 billion share-exchange merger; UBS Warburg advised Homestake and delivered its fairness opinion.
