LEXPERT MAGAZINE
|
MAY 2019 7
INDUSTRY
ANALYSIS
Pipelines Financial
Transportation
Consumer Services Energy & Power Pipelines
Aerospace & Defence Automotive Materials
Utilities Financials Health Research
Media & Entertainment Recreation & Leisure Advertising & Marketing
E-Commerce Construction & Engineering
Consumer Staples
Consumer Services Energy & Power Pipelines
Aerospace & Defence Automotive Materials
Utilities Financials Health Research
Media & Entertainment Recreation & Leisure Advertising & Marketing
E-Commerce Construction & Engineering
Consumer Staples
Consumer Services Energy & Power
Aerospace & Defence Automotive
COMPILED BY ELIZABETH RAYMER
Metals & Mining
suite of financial solutions which will
also include Retirement and Financial
Wellness. Morgan Stanley at Work will
combine cutting-edge planning and risk
management soware, Morgan Stanley
intellectual capital and financial education
delivered through multiple channels to en-
able employees to build a holistic plan to
achieve their financial goals.
Morgan Stanley is a leading global fi-
nancial services firm providing investment
banking, securities, investment manage-
ment and wealth management services to
corporations, governments, financial insti-
tutions, and individuals.
Osler, Hoskin & Harcourt LLP
represented Morgan Stanley with a team
led by Doug Marshall (Corporate and
M&A) that included Alex Gorka, Doug-
lass Dawson, Adriano Lepore (Corporate
and M&A), Firoz Ahmed, Taylor Cao,
Jennifer Horton (Tax), Andrew Aziz, Lori
Stein (Securities Regulatory), Shuli Rodal,
Jaime Auron (Competition/Antitrust),
Lynne Lacoursière, Jason Hanson, Brian
iessen, Kelly O'Ferrall (Employment
& Labour), Tris Mallet (Litigation), Jon
Marin (Pensions), Victoria Graham (Fi-
nancial Services Regulatory), Bryce Kustra,
Eric Choi, Sarah Sharp (Real Estate), Kris-
tin Ali, Komil Joshi (Privacy) and Kelly
Moffatt (Intellectual Property).
Norton Rose Fulbright Canada LLP
was counsel to Solium Capital with an
international team that included lawyers
from Canada, the US, the UK, Australia
and Germany. e team was led by Jus-
tin Ferrara (corporate and M&A) and the
Canadian team included Katherine Pru-
sinkiewicz, Jennifer McPherson and Con-
nor Kense (Corporate and M&A); Dion
Legge, Andrew Lim and Etienne (ET)
Godel (Tax); Elizabeth Williams (Intel-
lectual Property); Steven Leitl (Disputes);
Kevin Ackhurst and Richard Wagner
(Competition/Antitrust); Michael Bunn
(Corporate and Cecurities); Ian MacRae,
Justin Burt and Slade Rieger (Real Es-
tate); and Matthew Longstaff and Amy
Yang (Banking).
Davis Polk & Wardwell LLP was US
counsel to Morgan Stanley, with a team led
by Marc Williams (Corporate and M&A)
that included Morgan Lee (Corporate
and M&A), Michael Mollerus, Alexander
Hendin (Tax) and Ronan Harty (Antitrust).
Consumer Services Energy & Power Pipelines
Aerospace & Defence Automotive Materials
Utilities Financials Health Research
Media & Entertainment Recreation & Leisure Advertising & Marketing
E-Commerce Construction & Engineering
Consumer Staples
NATIXIS INVESTMENT MANAGERS
AND FIERA CAPITAL FORM
STRATEGIC PARTNERSHIP
CLOSING DATE: MAY 9, 2019
Fiera Capital Corporation ("Fiera Cap-
ital") (TSX: FSZ) and Natixis Investment
Managers ("Natixis") entered into a long-
term strategic partnership, pursuant to
which (i) Natixis acquired 10.68 million
Class A subordinate voting shares of Fiera
Capital ("Fiera Class A Shares") from
a wholly-owned subsidiary of National
Bank of Canada ("NBC"), and from DJM
Capital Inc., for a total consideration of
C$128.16 million; (ii) Natixis and Fiera
Capital entered into a long-term distribu-
tion agreement; and (iii) Natixis and Fiera
Capital entered into a purchase agreement
whereby Fiera Capital will acquire Natixis'
Canadian operations. Fiera Capital also
concurrently repurchased for cancellation
2.45 million Fiera Class A Shares from a
wholly-owned subsidiary of NBC for a
total consideration of C$29.40 million.
Fasken Martineau DuMoulin LLP
acted for Fiera Capital with a legal team
that included Gabriel Castiglio, Constan-
tinos Ragas, Élise Renaud, François Brais,
Sandro Muzzo, Alexandre Morin and
Mariève Barcelo Després.
Norton Rose Fulbright Canada LLP
acted for Natixis with a legal team that includ-
ed Paul Raymond, Andrew Grossman, David
Crandall , Renee Loiselle, Michael Bunn, Mi-
chael Viner and Alexandra Persaud.
McCarthy Tétrault LLP acted for
NBC with a legal team that included Sonia
J. Struthers and Patrick Boucher.
Stikeman Elliott LLP acted for Fiera
Capital LP with a legal team that in-
cluded Guy Masson, David Massé, Fran-
co Gadoury, Antoine Champagne and
Maria Sollazzo.
MIDDLEGROUND CAPITAL
ACQUIRES PETERSON SPRING
CLOSING DATE: APRIL 22, 2019
MiddleGround Capital ("MiddleGround"),
a newly formed private equity firm that makes
control investments in business-to-business
("B2B") industrial and specialty distribution
companies in the North American lower
middle market, announced the closure of
its second transaction in its inaugural pri-
vate equity fund – the acquisition of Peter-
son Spring ("Peterson" or the "Company"),
a leading specialty spring manufacturer
with thirteen facilities throughout North
America and the United Kingdom.
Based in Southfield, Michigan, Peter-
son is a designer and manufacturer of
highly engineered springs, wire forms,
related components, and sub-assemblies.
Leveraging their deep industry expertise,
the MiddleGround team will partner
with Peterson's management team and
employees to help the company increase
operational efficiency and provide neces-
sary resources to fuel the company's long-
term growth.
MiddleGround Capital, based in Ken-
tucky, works with its portfolio companies
to create value through a hands-on oper-
ational approach and partners with its
management teams to support long-term
