Representation of the Board of Directors of the Ontario Pension Board, in the launch of the ~C$60B Investment Management Corporation of Ontario as a public-sector asset manager.
Representation of the Investment Management Corporation of Ontario ("IMCO") in connection with is C$500M acquisition of Green Frog Power Ltd., handling all pension-related components of the complex transaction.
The first-of-its-kind transaction enables IMCO and Green Frog to establish a global, utility-scale platform focused on battery storage assets.
Representation of the Investment Management Corporation of Ontario ("IMCO"), in connection with their US$500 million commitment with new strategic partner, Ares Management; handed all pension-related components of the complex transaction.
The investment is split between $400M in a fund of one structure and another $100M to the Ares Pathfinder fund for opportunistic exposure to the C$73B ($61B) fund’s growing alternative credit portfolio. Ares is a new relationship for IMCO.
Representation of the Investment Management Corporation of Ontario ("IMCO"), in connection with their US$250M commitment to Accord Fund III Series B, a fund managed by Apollo Global Management, Inc. designed to enter the market during periods of dislocation and illiquidity; handed all pension-related components of the complex transaction.
Representation of Sienna Senior Living, in connection with its joint-venture acquisition of a 50% ownership interest in Extendicare’s portfolio of 11 seniors’ living assets in Ontario and Saskatchewan consisting of 1,048 high-quality, private-pay suites. Counseled Sienna on all employment and pensions-related aspects of the acquisition, including as they relate to unions.
Representation of Sienna Senior Living, in connection with its proposed acquisition of a retirement community in Saskatoon, Saskatchewan. Handled all employment, pensions, and benefits aspects of the work.
Representation of Navistar Canada, in connection with the design, administration, and compliance of its pension plans.
Representation of Navistar Canada, in connection with its purchase of group annuity contracts, valued at ~US$268M, in obligations and related assets of defined benefits plans in Canada, from RBC Life Insurance Company and iA Financial Group.
Representation of the Board of Directors of the Ontario Pension Board, in the launch of the ~C$60B Investment Management Corporation of Ontario as a public-sector asset manager.
Representation of Yellow Pages, providing strategic guidance on the design, compliance, and long-term administration of its defined benefit pension plan, including its ongoing deficit reduction plan.
Representation of Rogers Communications, a Canadian communications and media company, on day-to-day general pension and fiduciary advice, with guidance ranging from questions related to compliance plan amendment to questions around changes in the funding rules applicable to their pension plans.
Representation of Rogers Communications, in connection with pension plan considerations related to a potential merger with Shaw Communications.
Representation of Rogers Communications in connection with pension and employment related aspects of a complex management reorganization.
