INDEPENDENT ADVISORY AND RESTRUCTURING FIRM
Tel: 123.456.7890
Specialty Finance
Confidential
Distressed asset-based lender.
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Arranged US$150M senior secured loan to provide additional liquidity
Genworth MI Canada Inc.
Financial services company offering mortgage insurance and related products.
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Co-Managed the underwriting of C$275M high yield unsecured debentures
Drug Royalty III LP
Financial entity investing in and financing pharmaceutical royalty streams.
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Closed US$450M in two tranches secured against a portfolio of 31 royalty streams on 14 products
Direct Cash Payments Inc.
Company providing payment processing and financial services.
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Arranged C$125M acquisition bridge facility
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Sub-underwriter of the high yield bridge facility, proceeds used to fund the A$217M acquisition of Customers Limited
Intesa Bank Canada / HSBC Canada
Banking institutions offering retail and commercial financial services.
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Advised HSBC Canada in the C$114M acquisition of Intesa Bank Canada with twelve branches in three provinces
Mackenzie Financial Corp. / Investors Group Inc.
Financial services companies managing investment funds and wealth management.
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Advised Mackenzie on its C$4.1B sale to Investors Group after it received an unsolicited offer from CI Financial
Newcourt Credit Group / The CIT Group
Commercial finance company offering loans and leasing services.
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Advised Newcourt in its US$2.8B sale to CIT, creating one of the largest commercial finance companies
Confidential
Microfinancing firm (private).
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Arranged US$100M senior secured fixed rate note
Transaction Experience