- Represented Electronics for Imaging, Inc. in its $300 Million 0.75% Convertible Senior Notes Due 2019 with associated Bond Hedge and Warrant Transactions
- Represented Yahoo! Inc. in its $1 Billion 0.00% Convertible Senior Notes Due 2018 with associated Bond Hedge and Warrant Transactions
- Represented the underwriters in Thermo-Fisher Scientific Inc.’s $2.2 Billion forward issuance of Common Stock
- Represented the underwriters in Janus Capital Group Inc.’s exchange of its 3.25% Convertible Senior notes due 2014 and the associated Bond Hedge and Warrant Transactions.
- Represented Barclays, Bank of America, Nomura and Deutsche Bank in numerous over-the-counter accelerated share repurchases, capped calls, issuer puts, collars and covered calls with corporate issuers.
- Represented numerous corporate issuers in structured and cash repurchase transactions with investment bank counterparties.
- Represented a leading investment bank with respect to numerous inquiries by the SEC.
- Represented a leading private equity fund in numerous over-the-counter derivative transactions with investment banks.
- Represented a leading investment bank in its participation in a funded collar and margin loan transaction.
- Represented numerous financial entities and other investors with respect to energy hedges related to significant energy infrastructure projects.
Admissions
Bar Admissions
- New York
Education
- York University, Osgoode Hall Law School, LL.B, Dean’s Letter
- York University, Schulich School of Business, M.B.A, Dean’s List
- University of Toronto, B.S., Biochemistry and Human Biology: with distinction
Professional Activities
Professional Accreditations
- Chartered Financial Analyst (2007)
- Financial Risk Manager (2007)
Panelist
- “New 2011 ISDA Equity Derivatives Definitions; Key Provisions” Annual General Meeting and other symposia, International Swaps and Derivatives Association (Prague and New York, 2011)
- “Principal Issues for Consideration and Negotiation in Derivatives Documentation – Implications of the New Regime, Part II, ” Advanced Swaps & Other Derivatives, Practicing Law Institute (New York, 2010)
- “Equity Derivatives – Documentation Issues,” Advanced Swaps & Other Derivatives Practicing Law Institute (New York, 2008)
Member
- American Bar Association
- New York State Bar Association
Publications
- “Accessing Capital Through Customised PIPE Offerings,” Eurekahedge e-newsletter (November 15, 2016)
Related Practices