My practice focuses on all aspects of business law, with particular emphasis on mergers and acquisitions, divestitures, corporate reorganizations, and corporate finance. I also have extensive experience in the negotiation of shareholder agreements, investor rights agreements, advising on corporate governance matters, and assisting clients with other commercial arrangements.

I work closely with the firm’s tax & estate planning group, focusing primarily on corporate structuring, restructuring and private financing transactions.

Representative Work

  • A private FinTech company on a variety of corporate and commercial matters including seed and early-stage financing rounds, the latter of which was led by a technology-focused venture capital firm.
  • A private SaaS company (automated customer acquisition technology) on a variety of corporate and commercial matters.
  • A Netherlands-based private equity firm in connection with its majority investment in a Canadian-based thermal science and technology company.
  • An agriculture equipment company in connection with its sale to a private equity firm.
  • A private combustion equipment integration and service company in connection with a variety of corporate and commercial matters including shareholder and management succession initiatives.
  • A public software and technology company on a variety of corporate and commercial matters including dilutive and non-dilutive financings, the divestiture of a non-core business unit, and the development of its cleantech enhanced oil recovery technology.
  • A private water logistics company on a variety of corporate and commercial matters including a tax-efficient recapitalization and the execution of its acquisition and diversification strategy.
  • A private R&D and consulting firm (development and deployment of novel technologies in connection with energy systems, space and defence, theory and computation, blockchain and cybersecurity, medical technology, and advanced research projects) on a variety of corporate and commercial matters.
  • A vertical innovation and urbanization company (disruptive hybrid concrete and steel modular technology) on a variety of corporate and commercial matters including joint ventures, strategic investments, and shareholder and management succession initiatives.
  • A private cannabis retailer on a variety of corporate and commercial matters including seed and early-stage financing rounds, strategic investments, and complex commercial arrangements.
  • A private equity firm in connection with the formation and capitalization of its investment funds and related debt and equity investment strategies.
  • A private investment fund in connection with it tax-driven restructuring.
  • A private investment company in connection with its acquisition of a majority equity interest in a private oilfield tubular inspection and repair company and related restructuring.
  • A private oilfield product and services company in connection with the $214 million sale of its business and assets to the artificial lift division of a global oilfield product and services company.
  • A private oilfield services company in connection with its sale of a majority equity interest to a global oilfield product and services company based on an enterprise value of $92 million.

Memberships and Affiliations

  • Member, Canadian Bar Association
  • Member, Calgary Bar Association
  • Member, Canadian Tax Foundation
  • Member, Canadian Venture Capital & Private Equity Association
  • Member, Association for Corporate Growth (Calgary Chapter)

Recent Media

  • Next steps for Canada’s budding marijuana industry up to provinces – May 10, 2017 (This article originally appeared on TheLawyerDaily.ca published by LexisNexis Canada Inc.)
  • Turning to a Mentor – A friendly piece of advice can go far (Quoted) – March 3, 2017 (Lawyer’s Weekly)
  • Proposed changes to Income Tax Act spark conversation on succession planning ‘problem’ – February 17, 2017 (This article originally appeared on TheLawyerDaily.ca published by LexisNexis Canada Inc.)

Select Speaking Engagements

  • Chair, Legal Education Society of Alberta: Buying & Selling a Business, Calgary, Alberta, December 3, 2019, and Edmonton, Alberta, December 10, 2019
  • Presenter, “Deal Making in Down Markets: Capturing Strategic Opportunities in Distressed Markets by Bridging the Valuation Gap Between Buyers and Sellers” Legal Education Society of Alberta: Buying & Selling a Business, Edmonton, Alberta, April 9, 2015, and Calgary, Alberta, April 23, 2015