Transactions
Completed Transactions
Independent creative agency and production studio blending journalism and entertainment to craft brand stories.
Investment Undisclosed
2025
Technology platform for reuse in closed-loop ecosystems.
$3.6 MM Seed Round co-led by
April 2025
The world's first agentic sales platform with a conversational interface. Through simple natural language prompts you can manage your entire deal cycle in one platform.
has been accepted into
January 2025
Current Publicly Disclosed Advisory Mandates
Growth Equity
Rapidly scaling, profitable ad-tech platform with proprietary software. Aiming to raise CAD $10 - $15 MM in minority growth equity capital.
Request Reusables Teaser
Investments
2025
The world's first agentic sales platform with a conversational interface. Through simple natural language prompts you can manage your entire deal cycle in one platform.
2024
Technology platform for reuse in closed-loop ecosystems.
Linear actuators serving industrial, automation, testing & measurement, aerospace & defense.
A clean-tech company developing planet-centric innovations that transform critical minerals into usable, higher value forms.
Canadian food technology company that enables 24/7 access to healthy, nutritious meals.
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.
Previous Transactions
2025
Independent creative agency and production studio blending journalism and entertainment to craft brand stories.
Technology platform for reuse in closed-loop ecosystems.
The world's first agentic sales platform with a conversational interface. Through simple natural language prompts you can manage your entire deal cycle in one platform.
2022
Advisor on Acquisition of 50% Interest in Toledo Refinery From BP / Assumption of Operatorship
2021
Advisor on Sale of Interest in UK North Sea Asset to EnQuest
Varsteel mezzanine debt refinancing
MD Charlton Co sale to an investor group led by Gladius Partners
Advisor on Sale of Canadian Gas Business to Canadian Natural Resources
Nasdaq Uplisting
Nasdaq Uplisting
Lead Bookrunner on US IG Debt Issuance
Sole Underwriter on US Private Debt Issuance
2020
Lead Bookrunner on US HY Debt Issuance
Enex Fuels acquisition of a B.C.-based cardlock operator
2019
Advisor on Acquisition of SemGroup
2018
Advisor on Buy-In of all the Outstanding Equity Securities of Four Sponsored Vehicles
Lead Bookrunner on Inaugural US HY Debt Issuance
2017
Advisor on Acquisition of Chevron Canada's Downstream Business
Advisor on Sale of Lubricants Business to HollyFrontier
Advisor on Merger with Spectra Energy
Underwriter on Common Share Issuance
Advisor on Restructuring of Interest in Enbridge Energy Partners
Bookrunner on US IG Debt Issuance
Bookrunner on US IG Debt Issuance
2016
Advisor on Acquisition of Interest in UK North Sea Asset from OMV
Underwriter on Common Share Issuance
2015
Lead Bookrunner on US IG Debt Issuance
2013
Advisor on Acquisition of Interest in Apache's Egyptian Business
Advisor on Restructuring of Investment in Green Dragon Gas
2012
Advisor on Acquisition of 37.5% Interest in Caldita and Borossa Fields (Australia)
Advisor on North Sea JV with Sinopec
Chinese NOC
Advisor on Acquisition of Canadian E&P Company (Terminated)
2011
Advisor on Acquisition of OXY Argentina
2010
Advisor on Sale of Assets (Canada, Permian, Egypt) to Apache (Post-Macondo)
Advisor on Sale of Canadian Assets to KNOC
2003
Defense Advisor Post Phillips Merger Announcement
Lead Bookrunner on US Debt Issuance
2002
Advisor on Merger with Phillips
2001
Advisor on Successful Defence Against Shell's Unsolicited Offer for the Company
Lead Bookrunner on US IG Debt Issuance
2000
Advisor on Acquisition of ARCO Alaska
1999
Advisor on Merger with BPAmoco
Split-Off from Dupont/IPO
Lead Bookrunner on US IG Debt Issuance
KCS Energy
Lead Bookrunner on Inaugural US HY Debt Issuance
1998
Lead Bookrunner on IPO
Lead Bookrunner on Common Share Offering
Lead Bookrunner on Inaugural US HY Debt Issuance
1997
Coho Energy
Lead Bookrunner on Inaugural US HY Debt Issuance
Advisor of Lower 48 Divestiture Program
1996
KCS Energy
Lead Bookrunner on Inaugural US HY Debt Issuance