Derivatives and Commodity Trading

• Derivatives Transactions: negotiating definitive documentation related to commodity (including carbon) derivatives transactions

• Confidential Clients: drafting master carbon trading agreements for use on various regulated Canadian carbon registry

• Confidential Clients: advising in relation to negotiations of carbon credit purchases

• Energy Trading: advising a variety of energy companies on energy trading matters, including negotiating and closing physical and financial commodity trading transactions, ranging from large multinationals to Canadian mid-caps

• Canadian and Cross-Border Derivatives Regulatory Compliance: advising public and private energy companies on Canadian derivatives regulation and compliance matters as well as cross-border energy derivatives regulation

• Alberta Securities Commission: Member of the Derivatives Advisory Committee (General Derivatives Advice)

• Neutral Markets: Member of Advisory Committee (Development of a carbon commodity marketplace and standardized carbon credit)

• Confidential Client: supporting commodity trading desk (crude, natural gas, carbon) on an alternative fee arrangement basis

​

Private Equity/Fund Governance and Advisory

• Extensive experience structuring limited partnerships and special purpose corporations, including familiarity with governance and equity structures (SAFE, DSU, share incentives, employee incentives (options and equity), convertible instruments, etc.)

• US investment management fund: negotiation of governance, corporate and advisory document architecture, including structuring investments cross-border, coordinating relationships with EMDs and finders

• US private equity: development and negotiation of advisory and revenue general documentation/agreements

• Canadian private equity: various portfolio company clients requiring governance and general corporate/commercial/risk mitigation support

​

Private Equity/Fund Acquisitions and Joint Ventures

• US private equity: lead Canadian counsel in cross-border acquisition of building products company for an aggregate transaction value of US$3.45 billion in cash

• US private equity portfolio company: lead Canadian counsel to US private equity portfolio company in its acquisition of industrial equipment supplier

• Canadian public company: investment by pension plan in a 49% ownership position in renewal power assets in North America and Europe

• Canadian private equity portfolio company: acquisition of substantially all the Canadian-based fracturing and cementing operations of a distressed target

​

Mergers & Acquisitions

• Private upstream energy company: acquisition of all of the issued and outstanding common shares, and options and warrants convertible into common shares, of a private upstream company based on an asset consideration of US $62 million

• Public downstream energy company: acquisition of over 150 retail gas station locations across Canada

• Private midstream company: acquisition of midstream assets in Saskatchewan

• Public upstream energy company: acquisition of upstream oil and gas assets in Saskatchewan representing approximately 4,000 boe/d of Viking light oil production

• US private equity: lead Canadian counsel in cross-border acquisition of building products company for an aggregate transaction value of US$3.45 billion in cash

• Private limited company: lead Canadian counsel in cross-border acquisition of a leading provider of aftermarket components and services to the global reciprocating compressor market.

• Public upstream energy company: acquisition of upstream energy target by way of a plan of arrangement

• US private equity portfolio company: lead Canadian counsel to US private equity portfolio company in its acquisition of industrial equipment supplier

• Private upstream energy company: sale of an operating area in Alberta for approximately $150 million

• Public upstream and midstream company: sale of upstream and midstream assets in the Foothills area of Alberta for $190 million

• Public midstream company: sale of gas distribution business in New Brunswick to for $331 million

• Private midstream company: commercial arrangements with other midstreamer regarding the Alberta Carbon Trunkline Project

• Public midstream company: $1.75 billion sale of a 49 percent interest in a portfolio of renewable power assets in North America and Europe

• Public upstream company: $940 million sale of its oil and gas properties and enhanced oil operations near Weyburn, Saskatchewan

• Private SOE upstream and midstream company: acquisition of 100% of the partnership interests of CQ Energy Canada for a purchase price of $722 million

• Public midstream company: $1.075 billion sale of its South Prairie Region Assets. Financial institution: $31 million project financing used for the development, construction, ownership, operation, and maintenance of the 15-megawatt solar power plant located near Brooks, Alberta

• Canadian private equity portfolio company: acquisition of substantially all the Canadian-based fracturing and cementing operations of a distressed target

• Financial institution: $75 million project financing for the development, construction, ownership and operation of wind project in Alberta

• Public midstream company: $538 million acquisition of gas plants and associated sales gas pipelines in northeastern BC and associated long-term Midstream Services Agreement for processing and transportation of produced gas

• Public midstream company: agreement to transfer its liquids pipelines and certain Canadian renewable energy assets, to a subsidiary of for consideration, including the assumption of debt, valued at $30.4 billion

• South African public company: $8 billion gas to liquids facility and joint venture with public upstream company in Industrial Heartland

• Public upstream/midstream company:  US$1.67 billion agreement to sell its Canadian natural gas liquids business.

• South African public company:  $1.05 billion acquisition of a 50 percent working interest in Farrell Creek shale gas assets in the Montney Basin area of northeastern British Columbia, a subsequent transaction for similar consideration of $1.05 billion, which expanded the company’s gas reserves in the area, with a view to the further development of a gas-to-liquids plant to be located in Canada and to serve the North American liquid fuels markets