www.lexpert.ca/usguide-corporate/ | LEXPERT • June 2016 | 45
Ballantyne, Peter D., Torys LLP Toronto - (416) 865-7521 - pballantyne@torys.com
Practice focuses on corporate and securities law, with emphasis on private equity. Advises sponsors and in-
stitutional investors in the structuring and negotiation of private-equity funds, co-investment transactions,
management spin-outs and restructurings. Also advises private-equity investors in buying and selling pri-
vate-equity fund interests in the secondary market, and in establishing carried interest plans and co-invest-
ment plans for their employees. Has acted for CPPIB, OTPPB, OMERS Private Equity, OMERS Strategic
Investments, Northleaf Capital Partners, AIMCo, Saskatchewan Municipal Employee Pension Fund and
corporate pension plans in structuring and negotiating their investments in US, Canadian, European and
Asian private-equity funds. Ontario Bar, 1985. LLB, 1983, University of Toronto. BA (Honors), 1979, Uni-
versity of Western Ontario.
Balfour, Richard J., Torys LLP Toronto - (416) 865-7339 - rbalfour@torys.com
Practice focuses on corporate/securities law, with an emphasis on M&A. Substantial experience in public/
private M&A transactions and public/private offerings of securities, including privatizations and demutualiz-
ations. Represented TMX Group, operator of the Toronto Stock Exchange, in its acquisition by Maple Group
and its proposed merger with LSE Group; e Bank of Nova Scotia in its acquisition of Dundee Wealth;
omson in its acquisition of Reuters (Canada's first dual-listed company structure); Sun Life Financial in
the sale of its interest in CI Financial; CTVglobemedia in its acquisition of CHUM; TSX Group in its de-
mutualization IPO; Sun Life Financial in its acquisition of Clarica Life; and Sun Life in its demutualization.
Advised Minister of Finance (Canada) on national securities regulation (2009–2014). Chair of the board of
e Corporation of Massey Hall and Roy omson Hall. Ontario Bar, 1980. AB, 1971, Princeton University.
BLitt, 1974, Oxford University (Rhodes Scholar). JD, 1978, Harvard University.
Barnes, Jeff, Borden Ladner Gervais LLP Toronto - (416) 367-6720 - jbarnes@blg.com
Member of BLG's Securities and Capital Markets Group. Practices in M&A, corporate governance and board
advice, mining, debt and equity financings, restructurings, reorganizations, privatizations (including Can-
adian National Railway and 407 ETR), infrastructure, energy (including Bruce Nuclear) and project finance.
Also recognized in a number of compilations, including e Best Lawyers in Canada. Rated AV by Martin-
dale-Hubbell. Member, Toronto Waterfront Revitalization Task Force, Member and Former Chair, Com-
mittee on Energy and Natural Resources and Canada Committee; Co-chair, Mergers, Acquisitions and Joint
Ventures of ABA Section of International Law. Former member of the Securities Advisory Committee to the
OSC and Senior Legal Advisory Committee to the Chair, OSC. Received Queen's Golden Jubilee medal. Is
or has been on boards of directors of several public corporations and non-profit entities. Former Chair, Easter
Seals Ontario. Called to the Ontario Bar in 1976.
Chaikof, David A., Torys LLP Toronto - (416) 865-8126 - dchaikof@torys.com
Practice focuses on M&A and capital markets matters, including strategic review processes, hostile and friend-
ly take-over bids, proxy battles, private-equity investments and cross-border financings. Has advised on more
than 200 high-profile capital markets transactions, including the strategic review process in 2013 for Black-
Berry, including the related $1.25 billion financing. Acts as lead advisor to Fairfax Financial on their M&A
mandates, going-private transactions, strategic investments and capital markets transactions, which include
over C$7 billion of debt/equity financing transactions. Led the Goldman Sachs sale of Alliance Films to
eONE and also led the first cross-border bond offering by a First Nation enterprise in Canada (2014). Also ad-
vised Cognos on its strategic review process leading to the $5-billion sale to IBM. Has lectured at conferences
and law schools and published articles on various capital markets topics, including cross-border debt offerings.
Ontario Bar, 1987. LLB, 1985, University of Western Ontario.
CORPORATE FINANCE AND SECURITIES
