We understand the pace and pressure of private equity transactions and deliver advice that is practical, precise, and aligned with our clients' commercial objectives. Our team acts as a strategic partner, supporting sponsors and investors at every stage of their growth.
In Ontario's vibrant private equity landscape, we advise on fund formations under the Limited Partnerships Act and Ontario Business Corporations Act, with structures optimized for both domestic LPs and parallel offshore vehicles to accommodate global investor bases. We routinely draft and negotiate LPA terms addressing carried interest waterfalls, management fee offsets, ESG clauses, and GP-led secondary continuations—reflecting the market shift toward longer hold periods and continuation funds.
Our transactional practice covers control buyouts, growth equity, and minority recapitalizations, with particular strength in Ontario's key sectors: technology, advanced manufacturing, clean energy, and health sciences. We leverage tax-efficient rollover structures under section 85 of the Income Tax Act (Canada), and SR&ED credit planning to enhance IRR for sponsors and founders alike.
We stay ahead of evolving trends, including the integration of AI diligence tools for accelerated data room reviews, the rise of co-investment rights with tiered economics, and the adoption of subscription credit facilities governed by Ontario PPSA priorities. For exits, we orchestrate dual-track IPO/M&A processes compliant with OSC rules and TSX listing requirements, while preparing portfolio companies for SPAC combinations or strategic sales with robust R&W insurance and tax indemnity escrow mechanics.
