- Reorganization of the operating business units in Canada and the United Kingdom for Molly Maid
- Sale of Thrifty Foods, the largest grocery retailer on Vancouver Island, to Sobeys
- Acquisition of widely-held minority shareholdings in several operating subsidiaries of Thrifty Foods
- Sale of Gage Learning Corporation, a major Canadian educational publisher, to Thomson Corporation
- Sale of Swiss Herbal Remedies Ltd, a leading Canadian nutraceuticals company to Valeant Pharmaceuticals International Inc.
- Advice on strategic, governance, and inter-generational issues to the shareholders of one of Canada’s most successful privately-owned manufacturing businesses
- Sale of controlling interest in Canada’s largest reprographics company
- Financial and strategic advice on sale of a large private real estate portfolio
- Advice to family-controlled real estate developer on inter-generation management and ownership issues
- Advice to leading Western Canadian business services company on equity financing and structuring issues
- Acquisition of leading health care logistics (3 PL) company
- Acquisition of outsource provider of health care supply chain services
- Financial advice to independent directors of a technology-based mutual fund on realization of major investments in the portfolio
- Strategic advice to a global real estate services company
- Sale of an automotive components producer to strategic buyers
- Strategic and financial advice to a leading contract manufacturer on management buyout and related financing
- Sale of a Schedule II Canadian bank by its UK parent bank
- Financing and strategic advice to the management team of a major defence contractor on management buyout bid
- Advice to the board of a leading beverage company on its transition from a diversified conglomerate into a focused manufacturer and marketer of its global branded products, including a critical acquisition and numerous divestitures
- Advice to a major Japanese manufacturer on growth strategy and acquisitions in North America
- Advice to the independent committee of a public company, involving several acquisitions, capital restructuring, and a transaction with a major shareholder