Mergers & Acquisitions
Structuring, drafting, negotiating and executing acquisitions, partnerships, equity investments, restructurings, divestitures and financings.
Managing all aspects of asset and share purchase transactions, including drafting and negotiating agreements, closing the transactions and working with the sellers throughout the integration.
Presenting strategic business cases on potential acquisitions and investments, including legal and financial analysis and business rationales.
Structuring equity investments and drafting subscription and shareholder agreements.
Negotiating and mediating buyouts and inter-shareholder agreements of a client’s Canadian subsidiaries.
Structuring and negotiating the conversion of debt to equity interests in a client’s debtor customers.
Executing a rapid growth and acquisition strategy for a Canadian startup and preparing it for sale while ultimately staying on as the sole remaining executive post-merger.
Sitting on several management boards and providing legal counsel to investment portfolio companies across Canada.
Drafting and negotiating distribution and exclusivity agreements for a national Canadian distributor of medical devices.
Advising two medical technologies companies on all aspects of growing in Canada.
Structuring supply agreements for the Canadian division of a global equipment manufacturer and distributor.
Attending board meetings as a legal advisor and acting as corporate secretary to several clients’ boards of directors.
Managing all aspects of a client’s national real estate portfolio growing to over 300 retail stores.
Structuring credit facilities and designing creative financing options for a client’s loan portfolio, including preparing and negotiating loan documentation such as credit agreements, promissory notes, revolving credit facility agreements, share pledges, security agreements, right of first refusal agreements, personal guarantees, cross guarantees, pari passu agreements and intercreditor agreements.
Working with defaulting customers on payment plans, amending agreements, waivers to breaches of agreements and enforcing security interests when required.
Regulatory & Compliance
Acting as Chief Privacy Officer to several privately-held Canadian healthcare companies managing governance, protocols, policies and complaints.
Overseeing regulatory compliance in the medical devices, medical product and technology sectors including involvement in launching global compliance and presentations on Canadian privacy laws and initiatives.
Acting for clients on regulatory health compliance matters and advising their regulated health professionals on complaints, including preparing letters to colleges and participating in tribunals.
Advising physicians on conflict of interest rules and regulations and ensuring compliance in the structuring of business and facility agreements.
Intellectual Property, Advertising & Marketing
Overseeing several Canadian clients’ intellectual property portfolios, including preparing trademark applications.
Preparing, negotiating and executing licensing agreements over corporate trademarks, software and copyrights.
Preparing distribution, exclusivity and territory agreements for medical products and devices.
Drafting and negotiating software and intellectual property licensing agreements and facilitating the sale and assignments of such licences.
Advising on advertising and marketing rules and responding to complaints from third parties and regulatory agencies.