Transactions
Completed Transactions
Independent creative agency and production studio blending journalism and entertainment to craft brand stories
Undisclosed Investment
May 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
Established, profitable content creation company seeking sponsor to pursue inorganic, multinational growth strategy.
Request Reusables Teaser
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
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
ECM $3.66MM CAD
Technology platform for reuse in closed-loop ecosystems.
Accepted into Y Combinator
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
M&A $300MM USD
Advisor on Acquisition of 50% Interest in Toledo Refinery From BP / Assumption of Operatorship
2021
M&A $375MM USD
Advisor on Sale of Interest in UK North Sea Asset to EnQuest
DCM Undisclosed
Varsteel mezzanine debt refinancing
M&A Undisclosed
MD Charlton Co sale to an investor group led by Gladius Partners
M&A Undisclosed
Advisor on Sale of Canadian Gas Business to Canadian Natural Resources
ECM N/A
Nasdaq Uplisting
ECM N/A
Nasdaq Uplisting
DCM $750MM USD
Lead Bookrunner on US IG Debt Issuance
DCM $600MM USD
Sole Underwriter on US Private Debt Issuance
2020
DCM $1.25B USD
Lead Bookrunner on US HY Debt Issuance
M&A Undisclosed
Enex Fuels acquisition of a B.C.-based cardlock operator
2019
M&A $5.0B USD
Advisor on Acquisition of SemGroup
2018
M&A $13.5B CAD
Advisor on Buy-In of all the Outstanding Equity Securities of Four Sponsored Vehicles
DCM $500MM USD
Lead Bookrunner on Inaugural US HY Debt Issuance
2017
M&A $1.65B CAD
Advisor on Acquisition of Chevron Canada’s Downstream Business
M&A $1.125B CAD
Advisor on Sale of Lubricants Business to HollyFrontier
M&A $37.0B CAD
Advisor on Merger with Spectra Energy
ECM $3.0B CAD
Underwriter on Common Share Issuance
M&A N/A
Advisor on Restructuring of Interest in Enbridge Energy Partners
DCM $2.9B USD
Bookrunner on US IG Debt Issuance
DCM $3.0B USD
Bookrunner on US IG Debt Issuance
2016
M&A $50.0MM CAD (Initial Payment)
Advisor on Acquisition of Interest in UK North Sea Asset from OMV
ECM $2.5B CAD
Underwriter on Common Share Issuance
2015
DCM $5.0B USD
Lead Bookrunner on US IG Debt Issuance
2013
M&A $3.1B USD
Advisor on Acquisition of Interest in Apache’s Egyptian Business
M&A N/A
Advisor on Restructuring of Investment in Green Dragon Gas
2012
M&A $310MM USD
Advisor on Acquisition of 37.5% Interest in Caldita and Borossa Fields (Australia)
M&A $1.5B USD
Advisor on North Sea JV with Sinopec
Chinese NOC
M&A N/A
Advisor on Acquisition of Canadian E&P Company (Terminated)
2011
M&A $2.5B USD
Advisor on Acquisition of OXY Argentina
2010
M&A $7.0B USD
Advisor on Sale of Assets (Canada, Permian, Egypt) to Apache (Post-Macondo)
M&A $525MM CAD
Advisor on Sale of Canadian Assets to KNOC
2003
M&A N/A
Defense Advisor Post Phillips Merger Announcement
DCM $250MM USD
Lead Bookrunner on US Debt Issuance
2002
M&A $15.2B USD
Advisor on Merger with Phillips
2001
M&A $5.0B USD
Advisor on Successful Defence Against Shell’s Unsolicited Offer for the Company
DCM $3.0B CAD
Lead Bookrunner on US IG Debt Issuance
2000
M&A $7.0B USD
Advisor on Acquisition of ARCO Alaska
1999
M&A $30.0B USD
Advisor on Merger with BPAmoco
ECM $4.4B USD
Split-Off from Dupont/IPO
DCM $4.0B USD
Lead Bookrunner on US IG Debt Issuance
KCS Energy
DCM $150MM USD
Lead Bookrunner on Inaugural US HY Debt Issuance
1998
ECM $300MM USD
Lead Bookrunner on IPO
ECM $100MM USD
Lead Bookrunner on Common Share Offering
DCM $125MM USD
Lead Bookrunner on Inaugural US HY Debt Issuance
1997
Coho Energy
DCM $125MM USD
Lead Bookrunner on Inaugural US HY Debt Issuance
M&A $600MM USD
Advisor of Lower 48 Divestiture Program
1996
KCS Energy
DCM $150MM USD
Lead Bookrunner on Inaugural US HY Debt Issuance