Transactions

Transactions

Recent Deals

Plant-Based Ingredients Producer

2024 | M&A

Pending

Sole financial advisor on divestiture of plantbased ingredients producer

2023 | ECM/M&A

$100MM CAD

Advisor on acquisition and equity financing of Lewis Energy Colombia, Inc.

Investments

2024

KompassAI empowers sales and marketing professionals by aggregating and analyzing customer data to deliver actionable insights and automate next steps for each account.

a clean-tech company developing planet-centric innovations that transform critical minerals into usable, higher value forms.

Technology platform for reusable packaging.

Linear actuators serving industrial, automation, testing & measurement, aerospace & defense.

2023

Ayrton’s liquid organic hydrogen carrier storage technology presents an opportunity for large, scalable and efficient transportation of hydrogen over long distances, while mitigating hydrogen loss and pipeline corrosion.

World’s first hybrid energy management system for drilling rigs.

Natural gas exploration and production company with assets in Colombia and a focus on delivering reliable, sustainable energy.

2022

Canada’s leading fully integrated business-to-business wholesale cannabis and hemp exchange.

Previous Experience

2022

M&A

$300MM USD

M&A  $300MM USD

Advisor on Acquisition of 50% Interest in Toledo Refinery From BP / Assumption of Operatorship

2021

M&A

$375MM USD

M&A   $375MM USD

Advisor on Sale of Interest in UK North Sea Asset to EnQuest

M&A

Undisclosed

M&A  Undisclosed

Advisor on Sale of Canadan Gas Business to Canadian Natural Resources

ECM

N/A

ECM  N/A

Nasdaq Uplisting

ECM

N/A

ECM  N/A

Nasdaq Uplisting

DCM

$750MM USD

DCM   $750MM USD

Lead Bookrunner on US IG Debt Issuance

DCM

$600MM USD

DCM  $600MM USD

Sole Underwriter on US Private Debt Issuance

2020

DCM

$1.25B USD

DCM  $1.25B USD

Lead Bookrunner on US HY Debt Issuance

2019

M&A

$5.0B USD

M&A  $5.0B USD

Advisor on Acquisition of SemGroup

2018

M&A

$13.5B CAD

M&A  $13.5B CAD

Advisor on Buy-In of all the Outstanding Equity Securities of Four Sponsored Vehicles

DCM

$500MM USD

DCM  $500MM USD

Lead Bookrunner on Inaugural US HY Debt Issuance

2017

M&A

$1.65B CAD

M&A  $1.65B CAD

Advisor on Acquisition of Chevron Canada’s Downstream Business

M&A

$1.125B CAD

M&A  $1.125B CAD

Advisor on Sale of Lubricants Business to HollyFrontier

M&A

$37.0B CAD

M&A  $37.0B CAD

Advisor on Merger with Spectra Energy

ECM

$3.0B CAD

ECM  $3.0B CAD

Underwriter on Common Share Issuance

M&A

N/A

M&A  N/A

Advisor on Restructuring of Interest in Enbridge Energy Partners

DCM

$2.9B USD

DCM  $2.9B USD

Bookrunner on US IG Debt Issuance

DCM

$3.0B USD

DCM  $3.0B USD

Bookrunner on US IG Debt Issuance

2016

M&A

$50.0MM CAD (Initial Payment)

M&A  $50.0MM CAD (Initial Payment)

Advisor on Acquisition of Interest in UK North Sea Asset from OMV

ECM

$2.5B CAD

ECM  $2.5B CAD

Underwriter on Common Share Issuance

2015

DCM

$5.0B USD

DCM  $5.0B USD

Lead Bookrunner on US IG Debt Issuance

2013

M&A

$3.1B USD

M&A  $3.1B USD

Advisor on Acquisition of Interest in Apache’s Egyptian Business

M&A

N/A

M&A  N/A

Advisor on Restructuring of Investment in Green Dragon Gas

2012

M&A

$310MM USD

M&A  $310MM USD

Advisor on Acquisition of 37.5% Interest in Caldita and Borossa Fields (Australia)

M&A

$1.5B USD

M&A  $1.5B USD

Advisor on North Sea JV with Sinopec

Chinese NOC

M&A

N/A

M&A  N/A

Advisor on Acquisition of Canadian E&P Company (Terminated)

2011

M&A

$2.5B USD

M&A  $2.5B USD

Advisor on Acquisition of OXY Argentina

2010

M&A

$7.0B USD

M&A  $7.0B USD

Advisor on Sale of Assets (Canada, Permian, Egypt) to Apache (Post-Macondo)

M&A

$525MM CAD

M&A  $525MM CAD

Advisor on Sale of Canadian Assets to KNOC

2003

M&A

N/A

M&A  N/A

Defense Advisor Post Phillips Merger Announcement

DCM

$250MM USD

DCM  $250MM USD

Lead Bookrunner on US Debt Issuance

2002

M&A

$15.2B USD

M&A  $15.2B USD

Advisor on Merger with Phillips

2001

M&A

$5.0B USD

M&A  $5.0B USD

Advisor on Successful Defence Against Shell’s Unsolicited Offer for the Company

DCM

$3.0B CAD

DCM  $3.0B CAD

Lead Bookrunner on US IG Debt Issuance

2000

M&A

$7.0B USD

M&A  $7.0B USD

Advisor on Acquisition of ARCO Alaska

1999

M&A

$30.0B USD

M&A  $30.0B USD

Advisor on Merger with BPAmoco

ECM

$4.4B USD

ECM  $4.4B USD

Split-Off from Dupont/IPO

DCM

$4.0B USD

DCM  $4.0B USD

Lead Bookrunner on US IG Debt Issuance

KCS Energy

DCM

$150MM USD

DCM  $150MM USD

Lead Bookrunner on Inaugural US HY Debt Issuance

1998

ECM

$300MM USD

ECM  $300MM USD

Lead Bookrunner on IPO

ECM

$100MM USD

ECM  $100MM USD

Lead Bookrunner on Common Share Offering

DCM

$125MM USD

DCM  $125MM USD

Lead Bookrunner on Inaugural US HY Debt Issuance

1997

Coho Energy

DCM

$125MM USD

DCM  $125MM USD

Lead Bookrunner on Inaugural US HY Debt Issuance

M&A

$600MM USD

M&A  $600MM USD

Advisor of Lower 48 Divestiture Program

1996

KCS Energy

DCM

$150MM USD

DCM  $150MM USD

Lead Bookrunner on Inaugural US HY Debt Issuance