Canada's 2014 Leading Corporate Lawyers BIG DEALS | 39
Wortsman, Jerald M.
Tor ys LLP
(416) 865-7384
jwortsman@torys.com
Mr. Wortsman's domestic
and international
corporate tax planning
practice focuses on M&A,
reorganizations and
corporate fi nance. He has
written and spoken on a
wide range of topics for the
Canadian Tax Foundation
and other organizations.
Yates, QC, C. Kemm
Blake, Cassels &
Graydon LLP
(403) 260-9667
kemm.yates@blakes.com
Mr. Yates leads the Blakes
energy regulator y team.
His practice includes
representation of energy
pipelines, producers and
project developer interests
in facility, toll/tariff and
export licence proceedings
before the NEB, AUC
and other regulators.
Wright, J. Craig
Osler, Hoskin &
Harcourt LLP
(613) 787-1035
cwright@osler.com
Mr. Wright focuses on
corporate fi nance and
M&A for technology
companies. He advises
Canadian and foreign
companies, investors
and under writers on
private and public
company matters, and on
all aspects of Canadian
securities regulation.
Yontef, Marvin
Bennett Jones LLP
(416) 777-7474
yontefm@
bennettjones.com
Mr. Yontef provides
counsel on mergers,
acquisitions, securities
off erings, reorganizations
and fi nancial transactions.
He regularly advises
domestic and non-resident
strategic investors,
and commercial and
investment bankers.
foreign investment) and Carrie Aiken (tax).
THE CARLYLE
GROUP
ACQUIRES DGAM
Closing date: February 3, 2014
e Carlyle Group, a US-based global
alternative asset manager, completed its
acquisition of Diversifi ed Global Asset
Management Corporation (DGAM), a
Toronto-based global manager of hedge
funds with more than $6.7 billion in
managed and advised assets.
DGAM was represented in-house
by Lisa Shostack, Managing Director
and General Counsel; and externally by
Davies Ward Phillips & Vineberg LLP
with a team including Tim Baron, Brooke
Jamison and Ben Howard (corporate and
securities); Ian Crosbie and Chris Ander-
son (tax); Anita Banicevic (competition)
and Jessica Bullock (employment) in To-
ronto, and Gerald Shepherd (securities)
and Scott Semer (tax) in New York.
e Carlyle Group was represented in-
house by Rainey Hoff man, Vice President
and Counsel; and externally by Simpson
acher & Bartlett llp with a team in-
cluding Gary Horowitz, Sean Crnkovich,
Chinh Vo and Lisa Klar (corporate and
securities). Warren Katz, Darin Renton,
Ruth Elnekave (corporate, M&A and
securities); Nancy Ramalho (employ-
ment), John Lorito and Katy Pitch (tax)
of Stikeman Elliott LLP acted as coun-
sel to e Carlyle Group in Canada.
TD BUYS
50% OF CIBC
AEROPLAN
CREDIT CARD
PORTFOLIO
Closing date: December 27, 2013
Aimia Inc., TD Bank Group, and Ca-
nadian Imperial Bank of Commerce
(CIBC) entered into a series of agree-
ments providing for the sale by CIBC of
an approximately one-half of its $6-billion
securitized Aeroplan credit card portfolio
to TD and new long-term affi nity ar-
rangements with Aimia under which TD
will become Aimia's primary Aeroplan
card issuer, CIBC will continue to be an
Aeroplan card issuer, and holders of TD
Aeroplan cards and CIBC Aeroplan
cards will derive benefi ts from Aimia's en-
hanced Aeroplan travel rewards program,
including the launch of Distinction.
e transaction, which has an aggre-
gate value of approximately $3.3 billion,
resulted from a process arising from the
expiry on Dec. 31, 2013, of the Aeroplan
contract between Aimia and CIBC.
Aimia was represented by an internal
team that included Deborah Greenberg,
Mark Hounsell, Stephanie Rich, Ed-
ouard Vo-Quang and Rossana Di Fab-
rizio; and by Stikeman Elliott LLP with
a team including Craig Mitchell, Brian
Pukier, Jeff Brown, Megan MacDonald,
Alan Kenigsberg, David Elder and Jus-
tine Whitehead.
TD was represented by an internal
team that included Leslie Johnson, Diana
Cebrick, Rita DiLuca and Faeron Tre-
hearne; by Simpson acher & Bartlett
LLP with a team of Maripat Alpuche,
Jonathan Goldstein, Matthew Rogers,
Misan Ikomi and Scott Naturman; and
by Osler, Hoskin & Harcourt LLP with
a team that included Terry Burgoyne, Ka-
shif Zaman and Rosalind Hunter.
CIBC was represented by an internal
team that included Charles Gerber, Rob-
ert Richardson, Sandra Iacobelli, Frank
Vivacqua, Elizabeth Fanjoy, Darren Ma-
cLennan, Dan Donnelly and Mark Mc-
Cans; and by McCarthy Tétrault LLP
with a team that included Gary Girvan,
David Woollcombe, Matthew Kelleher,
Danny Saposnik, Rob Hansen, Heidi
Gordon, Matthew Peters, Matthew
Cumming, Tyler McAuley, Gabrielle
Richards, Brian Pel, Oliver Borgers, Dean
Masse and Ian Bies.
OTHER LEXPERT RANKED LAWYERS
Brussa, John A., Burnet, Duckworth & Palmer LLP
Carr, Brian R., KPMG Law LLP
Cherniawsky, QC, Donald N., Felesky Flynn LLP
Clark, Ron W., Aird & Berlis LLP
Cohen, C. Steven, Burnet, Duckworth & Palmer LLP
Couzin, Robert, Couzin Taylor LLP
Cuthbertson, QC, John H., Burnet, Duckworth & Palmer LLP
Dean, Corey M., DuMoulin Black LLP
Eddy, QC, R. Bruce, Eddy & Downs
Gaucher, QC, Alain J., MacPherson Leslie & Tyerman LLP
Goldman, Alyson F., Burnet, Duckworth & Palmer LLP
Jack, QC, Sandra E., Felesky Flynn LLP
Lewis, Gregory D., Bull, Housser & Tupper LLP
Maslechko, William S., Burnet, Duckworth & Palmer LLP
McElcheran, Kevin P., Kevin P.
McElcheran Professional Corporation
McFetridge, William J., Bull, Housser & Tupper LLP
Nikolakakis, Angelo, Couzin Taylor LLP
Park, QC, J. Jay, Park Energ y Law
Perry, QC, F. Brent, Felesky Flynn LLP
Quesnel, Alicia K., Burnet, Duckworth & Palmer LLP
Vaughan, Steve, Dorsey & Whitney LLP
Wallace, QC, R. Brian, Bull, Housser & Tupper LLP
Zawalsky, Grant A., Burnet, Duckworth & Palmer LLP
