Category: MERGERS AND ACQUISITIONS

BULLETINS

Top 5 Tips for Maximizing the Value of Your Technology Company

August 24, 2018

BULLETINS

Article by Fraser McDonald in the Lawyers Daily – Securities Commissions Weigh in on Big Weed Deal.

SECURITIES COMMISSIONS WEIGH IN ON BIG WEED DEAL INTERPRETING THE NEW TAKE OVER BID REGIME published in The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada

April 9, 2018

CORPORATE AND COMMERCIAL

Jillian Swartz quoted in article about Negotiating Concessions in M&A Transactions

JILLIAN SWARTZ QUOTED IN ARTICLE BY CALITAS CAPITAL PARTNERS ENTITLED “NEGOTIATING CONCESSIONS IN M&A TRANSACTIONS READ MORE

October 5, 2017

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JENNIFER ALLEN
jallen@amsbizlaw.com
416 358 8698
JENNIFER ALLEN

Partner

jallen@amsbizlaw.com
416 358 8698
Jennifer has been practicing for over 14 years in top-tier Bay Street firms in the areas of corporate finance, mergers and acquisitions and private equity. In addition, Jennifer acts for a variety of clients from entrepreneurs and start-ups to established companies on day to day operational matters such as corporate structuring, establishing Canadian businesses, requirements under federal and provincial privacy and anti-spam legislation.

Jennifer advises a variety of clients, including not-for-profit institutions, private companies, and financial institutions. She has experience advising on a wide range of business agreements, including partnership agreements, consulting and services agreements, non-disclosure agreements and distribution agreements.

Prior to becoming a lawyer, Jennifer spent several years in the personal financial services industry, dispensing advice regarding domestic and international investment opportunities.

SELECT EXPERIENCE

Mergers and Acquisitions and Other Business Transactions

Acted for the founder of a company which assists leading Canadian companies with IT management consulting services in connection with its sale to a U.S. purchaser for a purchase price of $5 million.

Acted for the founder of a food manufacturing business in connection with the sale of the business to Ace Bakery.

Acted for the founder of a technology company in connection with the strategic sale of the business to a much larger U.S. company for a purchase price of $1 million.

Acting for the founders of a clothing design and manufacturing company in connection with the sale of a 50% stake in the company to a strategic private equity investor for a purchase price of $2.1 million.

Acted for a manufacturer of weight loss devices on various commercial matters (including a contract negotiation with NBC) and private M&A transactions involving the preparation of disposition and acquisition documents and coordination with regulatory authorities.

Advised a US based provider of complete web video solutions and technology for corporations, media organizations, and government agencies, in connection with its acquisition by a listed US based provider of software products and solutions for distributing video content through internet websites and mobile devices, for a consideration of USD 9.76m.

Counseled a client in establishing a Solar Energy Operator with equity investments of up to $118,500,000 by a Canadian private wealth fund, a prominent Canadian conglomerate, a private equity fund and its private clients. Acted as corporate counsel to the Solar Energy Operator after its creation.

Assisted a global designer and manufacturer of space hardware and its subsidiary, with an equity investment in the subsidiary by a major Madrid-based satellite operator and service provider. The transaction was completed by way conversion of debt, the roll-in of certain assets, and the investment of cash. The aggregate amount invested was $55,555,555.

Acted as local Canadian counsel in the sale to a group of private equity funds of a company providing whole car auctions and related services to the vehicle remarketing industry in North America.   The total transaction value, including the assumption or refinancing of approximately $700 million of debt, was approximately $3.7 billion.

Assisted in the acquisition by two prominent insurance companies of all of the units of a public real estate investment trust and a post-closing internal reorganization of the entities.  The purchase price was approximately $265 million and the enterprise value was approximately $410 million. The transaction was the first acquisition of a REIT by a Canadian life insurance company.

Acted in connection with the successful completion of the sale of the magnet wire operations in Simcoe, Ontario, Canada of our client.

Represented several Canadian companies and U.S. multinationals in connection with numerous private share and asset purchase transactions, acting on behalf of both vendors and purchasers.

Successful completion of various minor private placements involving Canadian businesses.

Coordinated the incorporation, continuance and amalgamation of various Canadian private companies.

Debt Financings

Acted for a Schedule II bank with respect to several commercial loans ranging from $1,000,000 to $25,000,000.

Acted as Canadian counsel to a U.S. national bank and a private equity fund in connection with a loan to a group of companies that specializes in the repair and overhaul of aircraft brakes, wheel assemblies, tire replacements, landing gear and other mechanical components.

Acted for Canada’s leading independent manager of investment grade, senior secured loans with respect to a loan to a prominent restaurant group.

Acted for Integrated Private Debt Fund IV LP in connection with a $29,000,000 senior secured term loan to fund a portion of the acquisition by Radiant Logistics, Inc. of Wheels Group Inc.

Acted for a facility maintenance company in connection with a $20-million credit facility with a Schedule II bank and a syndicate of lenders.

Provided corporate advice to the Solar Energy Operator in a financing in which the borrower entered into a credit agreement with a syndicate of lenders, pursuant to which the lenders agreed to establish a $58 million senior secured loan facility in favour of the borrower to finance the acquisition, development and operation of approximately 95 solar photovoltaic (PV) rooftop facilities.

Acted as Canadian counsel to a global retailer in connection with several re-financings, the last of which involved a €200 million asset-based revolver and a $60 million senior tranche B facility.

General Corporate/Commercial

Researched and advised on several issues in relation to the regulation of limited liability partnerships cross-Canada.

Researched and advised on privacy law compliance.

Researched and advised on several issues relating to non-share charitable corporations.

Researched and advised on issues relating to the importation and exportation of cultural property and the provenance of cultural artefacts and specimens.

Researched and advised on issues relating to the regulation and issuance of liquor licenses.

Advised various clients with respect to day-to-day general corporate and legal matters, including the negotiation and drafting of privacy policies, service agreements, partnership agreements, consulting agreements, indemnity agreements, set-off agreements.

AWARDS & RECOGNITION

M&A Award for Best Canadian Logistics Acquisition, Acquisition International, 2016

Deal of The Year Award – Best Banking & Debt Finance Advisory – Canada & Best Boutique Law Firm, Acquisition International, 2015

PROFESSIONAL QUALIFICATIONS

Admitted to the Ontario Bar - 2002

EDUCATION

LL.B., University Of Ottawa (Cum Laude), 2001

Bachelor of Arts, University of Ottawa (Magna Cum Laude), 1998

PERSONAL BIO

The partners of Allen McDonald Swartz LLP believe that it is important to a well-rounded, happy and successful life to have interests and passions beyond the practice of law.

Jenn, who is originally from the Maritimes, lives in the Beach with her husband David and her daughter Katherine. Jenn has enjoyed making connections in the community since moving to the Beach in 2012, in part through volunteering at an overnight shelter for the Out of the Cold program, fostering dogs through Save Our Scruff Rehome & Rescue and her involvement at Balmy Beach Community School.

Jenn enjoys downhill skiing in the winter and cycling, gardening and taking advantage of the beach in the summer. Jenn has always been an animal lover, and can often be seen in the company of the family golden doodle, Lula, and the new rescue/foster fail, Gracie.

In addition, Jenn has a real passion for real estate. She has applied her project management skills to a number of home renovations and redecorating projects over the years, including the renovation of two downtown condominiums, a complete remodel of her Beach home and a condominium currently under construction in Collingwood. Jenn loves to travel and looks forward to seeing more of the world in the very near future.
HENRY BERTOSSI
hbertossi@amsbizlaw.com
416 457 6862
HENRY BERTOSSI

Partner

hbertossi@amsbizlaw.com
416 457 6862
PROFESSIONAL QUALIFICATIONS

Admitted to the Ontario Bar - 1986

Henry has over 30 years of experience and expertise which encompass mergers & acquisitions, reorganizations and the structuring of diverse business and contractual arrangements including strategic alliances, domestic and international joint ventures and related licensing, distribution and support arrangements.

Henry provides discreet counsel that enables our clients to achieve their objectives. His expertise informs the judgment required to effectively navigate sensitive stakeholder relationships and complete complex matters.

Henry has assisted a broad range of clients, including private and family owned businesses, entrepreneurs, public institutions, regulated entities as well as multi-national corporations, with business critical transactions and agreements as well as governance and regulatory compliance. His practice also includes advising foreign enterprises with respect to establishing business operations in Canada and related structuring and financing alternatives. Henry regularly advises on director and officer liability matters and risk mitigation.

SELECT EXPERIENCE

Acquisition of Ontario agricultural properties and the establishment of related joint venture structures

Sale of Ontario manufacturing businesses addressing related shareholder priorities and requirements

Non-Canadian resident acquisition of print media distribution business

Acquisition of Canadian tax recovery business addressing competing shareholder claims

Establishment of Canadian and U.S. auto-parts related joint venture together with supporting contractual infrastructure

Acquisition of Ontario residential and industrial door manufacturer and related partner governance and financing arrangements

Establishment of governance structure and related shareholder arrangements involving a newly established insurance company

Ontario University facilities expansion and governance work

Successful negotiation and settlement of various family and business partner conflicts

Establishment of wealth management financial services provider to the Canadian credit union system

Establishment of and advice respecting Canadian operations of various Italian based businesses

Purchase of aluminum processor through a stalking-horse CCAA sanctioned bid process

Reorganization of a Canadian-based pharmaceutical company’s Canadian private label business

Establishment of a Chinese auto parts joint venture

Multi-year sponsorship arrangements between an international sports organization and an global car manufacturer

Governance review concerning the role of Canadian General Counsel within the context of a global organization’s legal and compliance functions

AWARDS & RECOGNITION

Best Lawyers in Canada, Corporate Law, Mergers & Acquisitions Law, 2015, 2016

Canadian Legal Lexpert® Directory, Corporate Mid-Market, 2013, 2014, 2015, 2016, 2017, 2018

PROFESSIONAL QUALIFICATIONS

Admitted to the Ontario Bar - 1986

EDUCATION

LL.B., York University (Osgoode Hall Law School), 1984

Bachelor of Arts, York University, 1981

LANGUAGES SPOKEN

English & Italian

PERSONAL BIO

Henry lives in Etobicoke with his wife and forever love Jacqueline. They have been blessed with their children Andrea, a globetrotting adventurer, and Samantha, a Royal Academy of Dance certified Ballet teacher.

A sports enthusiast, Henry grew up playing baseball throughout Ontario with the York Pioneers. He is a Blue Jay and Leaf loyalist from beginning to end although the Bianconeri are closest to his heart. Henry relishes his time in the outdoors, fishing especially at Lake Pogamasing. In addition to practicing law for years, Henry has been practicing golf for about as long.

While travel beckons, Henry and Jacqueline treasure time spent with their friends, enjoying movies, theatre and great books, companions and teachers all of them.
BRAD ELBERG
belberg@amsbizlaw.com
647 999 6004
BRAD ELBERG

Partner

belberg@amsbizlaw.com
647 999 6004
Brad focuses his practice on finding creative, constructive and practical solutions to our clients’ business law issues.

Before joining Allen McDonald Swartz LLP, Brad practiced for more than 14 years at national Canadian firms. Brad has also served as the Chief Operating Officer, General Counsel and Corporate Secretary at a fully-licensed independent investment dealer. That dealer served clients in Canada and around the world in numerous sectors including metals and mining, oil and gas, alternative energy, technology, healthcare and biotechnology.

Brad has represented private and family owned businesses including start-ups and entrepreneurs, public institutions and global corporations. The breadth of Brad’s experience encompasses expertise in transactional, general commercial and dispute resolution contexts. He regularly advises on purchase and sale and joint venture transactions as well as governance and regulatory compliance effectively managing clients’ ongoing relationships with partners, employees, regulatory authorities and other stakeholders. Brad’s practice also includes advising foreign enterprises about how best to establish and structure business operations in Canada.

SELECT EXPERIENCE

Acquisition of various agricultural properties in Ontario, the establishment of related joint venture structures and related financing arrangements

Governance and regulatory advice in support of the work being done by an association that represents the interests of its members in a contracting industry in Ontario

Acquisition of a Canadian tax recovery business and addressing related competing shareholder claims

Acquisition and subsequent reorganization of an Ontario residential and industrial door manufacturer, as well as related partner governance and financing arrangements

Structuring and establishing shareholder arrangements concerning a newly established scientific research and development tax credit advisory business

Advising a Canadian food manufacturing company concerning issues related to it being provided with contaminated supplies by a third party

Non-Canadian resident sale of a food manufacturing business in Ontario

Non-Canadian resident sale of manufacturing and real estate assets in Canada

Advising a Canadian pharmaceutical company concerning allegations that one of its drug products was excessively priced

Non-Canadian resident acquisition of multiple consumer shows in Canada and in the United States

Non-Canadian resident acquisition of print media distribution business

Sale of an interest in an training and coaching business focused on insurance professionals

PROFESSIONAL QUALIFICATIONS

Admitted to the Ontario Bar - 2002

EDUCATION

LL.B., Queen’s University Faculty of Law, 2001

Bachelor of Arts, Queen’s University, 1993

PERSONAL BIO

Brad was born and raised in Regina, Saskatchewan. He arrived in Ontario in 1989 to attend Queen’s University, earning his undergraduate degree in 1993 and his law degree in 2001.

Shortly before moving to Toronto, Brad met his better half, Karen. They live in Toronto with their daughter Adia and their son Evan. When Adia and Evan’s hockey schedules permit, the Elberg family can often be found at BMO Field cheering on the Argos and at Rogers Centre cheering on the Blue Jays.

Before becoming a lawyer, Brad made his mark as a university athlete and then as a professional athlete. He played football and ran track at Queen’s. He was the captain of the Queen’s football team that won the National Championship in 1992. In 2005, he was inducted into the Queen’s Football Hall of Fame. Brad played in the Canadian Football League for nine years and was a captain of the Argos in 2001. He was also a member of Canada’s Olympic bobsleigh team in 1992 and 1993.
W. FRASER McDONALD
wfmcdonald@amsbizlaw.com
416 704 2964
W. FRASER McDONALD

Partner

wfmcdonald@amsbizlaw.com
416 704 2964
Fraser has been practising for over 30 years in the areas of capital markets and securities, mergers and acquisitions, private equity and corporate governance, and has significant expertise in structuring, negotiating and implementing sophisticated financing transactions, mergers, acquisitions, divestitures and reorganizations.

Fraser has acted for both domestic and foreign issuers and underwriters in Canadian and cross-border public offerings, including initial public offerings, and private placements of debt and equity, and for acquirers, targets and financial advisers in connection with merger and acquisiiton transactions, including take-over bids and plans of arrangement. Fraser has also acted as independent counsel to special committees of public entities in connection with a variety of transactions. His practice encompasses both transactional work and advising on governance matters, securities compliance and stock exchange matters. He has advised in respect of clients and transactions involving a wide variety of industries, including resource exploration and mining, energy, technology, manufacturing, pharmaceuticals, media, entertainment and sports and real estate.

Fraser also has also advised in respect of shipping, aviation and rolling stock financings and public offerings in the United States, the United Kingdom, Canada and Europe, including listings on major international stock exchanges.

Fraser has both in house and regulatory experience as well, having served a twelve month secondment as General Counsel of a Toronto Stock Exchange-listed investment corporation with interests in both public and private entities, providing in-house expertise on mergers and acquisitions, capital markets and securities law matters, and a twelve month secondment to the staff of the Ontario Securities Commission. Fraser’s experience also includes serving on the boards of public and private corporations, as well as not-for-profits.

SELECT EXPERIENCE

Capital Markets Transactions

Acted for a syndicate of U.S. underwriters in connection with a US$1.14 billion cross-border public offering.

Acted for a syndicate of underwriters in connection with various Canadian public offerings of preferred shares by a real estate corporation and a related asset management corporation.

Acted for a consulting firm in connection with its $50 million initial public offering and a subsequent $40 million public offering, and its related program of strategic acquisitions.

Acted for a syndicate of underwriters in connection with a $225 million initial public offering of a consumer goods manufacturer.

Acted for a waste management firm in connection with its $175 million initial public offering.

Acted for an energy wholesaler in connection with its $121 million initial public offering.

Acted for a junior resource exploration corporation in connection with its initial public offering, its subsequent private placement financings and a joint venture with respect to its principal property.

Acted for a real estate investment trust in connection with various public offerings, including an offering of $100 million of debentures, an offering of $100 million of trust units and an offering of $82 million of trust units

Acted for a syndicate of underwriters in connection with a $30 million private placement of subscription receipts and common shares by a TSX Venture Exchange-listed resource exploration corporation and the use of the proceeds thereof to acquire two gold exploration properties in the Russian Far East and a subsequent $15 million private placement of common shares

Mergers and Acquisitions and Governance Transactions

Advised a Puerto Rico–based pharmaceutical corporation and its shareholders in connection with the sale to a Canadian public pharmaceutical corporation of all of its shares valued at US$350 million, and acting for the former principal shareholder in connection with subsequent issues involving his shareholdings of the Canadian acquiror.

Advised a U.S. hedge fund manager in connection with a number of Canadian mergers and acquisitions transactions, including the offers by Xstrata and Inco for Falconbridge, and advising with respect to Canadian securities law compliance matters, including compliance with the “early warning” rules

Acted as counsel to a TSX-listed technology provider in connection with its acquisition of a private competitor and the related disposition of its U.S. trade execution business

Advised a TSX and NASDAQ interlisted software corporation in connection with a US$310 million acquisition of a NASDAQ-listed software corporation

Acted for an individual and a private equity fund in connection with a $190 million acquisition by way of plan of arrangement of all of the issued and outstanding shares of a TSX-listed entertainment corporation and the related reorganization of the target.

Advised the independent committee of the directors of plastics manufacturing corporation in connection with a related party transaction

Advised independent committees of a Toronto Stock Exchange-listed franchising corporation in connection with several related party transactions, its conversion of from an income trust to a corporation and the reorganization of its Toronto Stock Exchange-listed 25% shareholder

Acted for a dissident director and shareholder in connection with the successful acquisition of control of the board of directors of TSX Venture Exchange-listed energy corporation by way of a dissident proxy solicitation

PROFESSIONAL QUALIFICATIONS

Barrister and Solicitor, Ontario (1984)

Barrister and Attorney, Bermuda (1993)

Solicitor, England and Wales (1994)

EDUCATION

Western University: Bachelor of Laws, with distinction, 1982

University of Toronto: Bachelor of Commerce, 1979

PERSONAL BIO

The partners of Allen McDonald Swartz LLP believe that it is important to a well-rounded, happy and successful life to have interests and passions beyond the practice of law.

Fraser lives in the Beach neighbourhood of Toronto where he grew up, with his wife Kathryn and Abbey, their Chesapeake Bay Retriever. Fraser and Kathryn have a son, Wesley, who completed his undergraduate education at Hobart College in Geneva, New York, where he was a member of the Division 1 lacrosse team. Kathryn and Fraser travelled all over the northeastern U.S. to attend Wesley’s games, missing only a couple over his four years playing. Wesley subsequently completed his MBA at the Simon School of Business at the University of Rochester and is now working in Toronto. Kathryn and Fraser enjoy getting away on vacation to Manitoulin Island, the Outer Banks of North Carolina and Jost Van Dyke in the British Virgin Islands. Fraser is also a passionate season ticket holder of the Buffalo Bills of the National Football League.

Fraser has been a life-long athlete and sports enthusiast, having begun skating and playing hockey on his neighbourhood friend’s backyard ice rink at around the age of three. He quickly found a love for a variety of sports and was an active participant in many sports growing up. He eventually played hockey at the Junior A, university and Senior A levels, and continues to play recreationally. Fraser also enjoys golf, squash, beach volleyball, cycling and swimming.

In part to give back in recognition of his parents and the coaches and organizers who gave him the opportunity to participate in sports as a child and young man and to allow others to benefit from the same life lessons that he learned through sports, particularly team sports, Fraser became involved in coaching and sports management. Over the course of the last 30 years, Fraser has coached teams in the Greater Toronto Hockey League from Minor Pee Wee to Midget at the AA and AAA levels. He is currently a coach with the Toronto Red Wings 2003 AAA team. Over the years, teams coached by Fraser have won three GTHL Championships. In 2013, Fraser travelled with his team to participate in a tournament in the Czech Republic.

In addition to hockey, Fraser has coached lacrosse at the minor and Junior A levels. Teams coached by Fraser won the Ontario Lacrosse Association Bantam championship and advanced to the Ontario Lacrosse Association Junior A championship series. He was a winner of the Jim Bishop Award as a member of Ontario Lacrosse Association Junior A Coaching Staff of the Year in 2000 and 2002. He has also coached basketball, soccer, baseball and rugby at the club level.

On the management side, for nine seasons, Fraser served as the President and General Manager of the Toronto Beaches of the Ontario Lacrosse Association Junior A series. Over 30 players who played for the Beaches during his tenure with the club went on to play lacrosse at NCAA universities and colleges in the United States. Fraser has also served on the executives of the Brooklin Redmen Major Series Lacrosse Club, the Toronto Beaches Minor Lacrosse Club and the Bermuda Youth Sports Program.

Fraser was also part of the ownership of the Wexford Raiders Junior A hockey club of the Ontario Provincial Junior Hockey League from 1998 until 2003. The focus of the club was preparing players to move on to play hockey at NCAA universities and colleges in the United States.

Fraser served on the board of directors of the Scarboro Golf & Country Club for six years and is an active member of the Balmy Beach Club.
JILLIAN SWARTZ
jswartz@amsbizlaw.com
416 262 8206
JILLIAN SWARTZ

Partner

jswartz@amsbizlaw.com
416 262 8206
Jillian has been practising for over 20 years in the areas of technology law, mergers and acquisitions, corporate governance and not-for-profit law. Jillian delivers practical business law advice to a broad range of clients, from entrepreneurs and start-ups to multi-national companies in the technology, not-for-profit, healthcare, infrastructure and manufacturing sectors. Prior to forming Allen McDonald Swartz LLP in 2015, Jillian was an equity partner at Blake, Cassels & Graydon LLP, one of Canada’s leading national law firms, where she started her legal career as a summer student in 1992.

Jillian has extensive experience advising on cross-border transactions and uses her legal expertise, deal experience and knowledge of her client’s business to effectively and efficiently manage these complex transactions. She also regularly advises foreign companies on structuring, establishing and expanding their Canadian operations.

Jillian counsels clients on a wide variety of transactional matters and commercial arrangements, including private equity and venture capital investments, joint ventures, corporate reorganizations, shareholder and partnership agreements, consulting and transition services arrangements, and outsourcing agreements. . She regularly advises Canadian and international clients on Canada’s anti-spam law and has presented and written extensively in both Canada and the United States on this emerging area of law. Jillian also has substantial experience advising registered charities and not-for-profit organizations on corporate governance, day-to-day operational issues and regulatory compliance matters.

SELECT EXPERIENCE

Technology

Assisting institutional investors with respect to their investments in technology companies.

Counselling technology companies with respect to all lifecycle events, including formation, capital raising and exit.

Drafting and negotiating licensing, services, data protection, confidentiality, distribution and outsourcing agreements.

Guiding companies with respect to launching new apps, including drafting and reviewing End User License Agreements and Terms of Service.

Advising on compliance with Canada’s Anti-Spam Law (CASL), including drafting and reviewing CASL policies and conducting CASL audits.

Mergers and Acquisitions and Other Complex Transactions

Advising pension funds and other institutional investors in connection with their investments in a number of technology, infrastructure, food services and real estate businesses.

Acting as lead Canadian counsel to a Fortune 500 company in the chemicals industry with respect to its US$1.8 billion sale to a private equity fund.

Advising one of Canada’s leading independent mortgage financing companies in connection with its acquisition of a Canadian residential mortgage business from a US trust company.

Advising a US private equity firm in connection with its platform acquisition of a leading Canadian payday lender.

Governance

Providing expert and independent advice to private companies, family-owned businesses and not-for-profit entities on a range of governance and succession planning issues

Advising boards and individual directors on their duties, roles and responsibilities under various federal and provincial statutes

Advising on the development and implementation of by-laws and board policies.

Advising board chairs, secretaries to the board, in-house counsel and other members of the governance team on the composition, mandate and work plan for board committees; preparation for directors’, shareholders’ and members’ meetings; regulatory compliance.

Advising boards and board committees with respect to a variety of highly sensitive matters and special projects.

Charities and Not-for-Profit

Advising one of North America’s leading museums on a broad range of strategic, operational and corporate governance issues, including advising on significant procurement projects, leading the sale of a high-profile exhibition utilizing augmented reality technology to a U.S. museum and drafting and negotiating agreements in connection with a number of blockbuster exhibitions.

Advising community care access centres on board governance matters, including a complete redevelopment of the by-laws

Advising on compliance with Canada Not-for-Profit Corporations Act and the soon-to-be in effect Ontario Not-for-Profit Corporations Act.

Advising on the specific exemptions available to charities and not-for-profit entities under Canada’s Anti-Spam Law.

Serving as an active member of the Board of Governors of Wilfrid Laurier University since 2012. Please see Jillian’s personal bio for more information about her Board experience.

PROFESSIONAL QUALIFICATIONS

Admitted to the Ontario Bar - 1996

EDUCATION

LL.B., University of Toronto, 1994

Honours Bachelor of Business Administration (with Distinction), Wilfrid Laurier University, 1991

PERSONAL BIO

Jillian lives in the Banbury neighbourhood of Toronto with her husband, Robert, and two children, Matthew and Sarah. She is an avid photographer, gardener and yoga student. While her early photography focussed on beautiful landscapes and exotic places, the subjects of her recent works are a little closer to home as she serves as her family’s dedicated paparazzi. In the early morning hours, Jillian will often be found either in her garden or on a yoga mat.

Jillian is passionate about mentoring, professional development and diversity issues. Throughout her career, she has mentored a number of remarkable and inspiring lawyers and entrepreneurs. She also mentors an extraordinary university student who she first met through the Legal Action Within Schools (LAWS) program, which matches lawyers with high school students from Central Technical School who have shown an interest in pursuing a legal career. In September 2011, Jillian received a Lexpert Zenith Award for her contribution to the LAWS/Blakes Mentoring Program.

Jillian has served as a member of the Board of Governors of Wilfrid Laurier University since 2012. She is currently the Vice-Chair of Board and a member of the Executive & Governance Committee, the Nominations Committee, the Human Resources and Compensation Committee, the Pension Committee and the Presidential Search Committee. Previously, Jillian was the Chair the Buildings and Property Committee (from 2013 to 2016), Chair of the Real Estate Working Group (2014) and a member of the Evaluation Committee for the Dean of Education.

PUBLICATIONS

PUBLICATIONS AND SPEAKING ENGAGEMENTS

Author, “Canada’s Anti-Spam Legislation will allow for Class Actions on July 1, 2017 – Is your organization at risk?”, AMS Insight, July 2016.

Presenter, “Trends in Enforcement under Canada’s Anti-Spam Law”, Greater Cleveland International Lawyers Group, October 2015

Co-presenter, “CASL One Year Later: What US Companies Need to Know about Enforcement under Canada’s Anti-Spam Law”, Practical Law, Thomson Reuters, October 21, 2015.

Co-presenter, “Canada’s Anti-Spam Legislation: How to Be Prepared for a CRTC Investigation”, Blakes Business Class Series, Toronto, Vancouver, Calgary and Montreal, June 2015.

Co-presenter, “Canada’s Anti-Spam Law: What US Companies Need to Know about Enforcement”, Bloomberg BNA, June 2, 2015.

Interviewed by Peter Menyasz - “U.S. Companies Should Note Canada’s Now Live Computer Program Consent Law”, Bloomberg BNA, January 26, 2015.

Co-author – “Canadian Anti-spam Law’s Software Installation Provisions Take Effect”, Bloomberg BNA, January 2015.

Co-author – “Winning the Keys to Castle – A Buyer’s Guide to Auctions”, Blakes Business Class, October 2014.

Co-author – “Maximizing the Price for Your Castle – A Seller’s Guide to Auctions”, Blakes Business Class, October 2014.

Co-author and Co-presenter - “Canada's Anti-Spam Legislation and its Impact on US Businesses”, Practical Law, Thomson Reuters, September 2014.

Co-author – “CRTC Updates FAQs on Registered Charities under CASL”, Blakes Bulletin on Anti-Spam Legislation, July 2014.

Co-presenter: “The New Email Era: Canada's Anti-Spam Legislation for Charities and Not-for-Profit Organizations”, Blakes Business Class Webinar, June 25, 2014.

Co-author - “Canada's New Email Era: CASL and the Not-for-Profit Sector”, Blakes Bulletin Anti-Spam Legislation, June 2014.

Author – “Federal Not-for-profit Corporations Have Less Than 17 Months to Continue under the New Act”, Blakes Bulletin on Not-for-profit Corporations, May 2013.

Co-author – “Ontario Delays Implementation of New Not-for-Profit Legislation”, Blakes Bulletin on Not-For-Profit Corporations, April 2013.

Presenter - "The Art of Mentoring", Women and Leadership Conference, Toronto, Ontario, May 3, 2012.

Co-author – “Modern Legislation for Not-For-Profit Corporations, Blakes Bulletin on Corporate Governance, October 2011”.

Interviewed by Matt Galloway on Metro Morning - "Giving Back", August 31, 2011.

Presenter - "The Art of Mentoring", Women and Leadership Conference, Toronto, Ontario, May 3, 2012.

Co-author – “Modern Legislation for Not-For-Profit Corporations, Blakes Bulletin on Corporate Governance, October 2011”.

Interviewed by Matt Galloway on Metro Morning - "Giving Back", August 31, 2011.
EDEN M. OLIVER
eoliver@amsbizlaw.com
647-964-3583
EDEN M. OLIVER

Senior Counsel

eoliver@amsbizlaw.com
647-964-3583

Category: MERGERS AND ACQUISITIONS

Top 5 Tips for Maximizing the Value of Your Technology Company

Article by Fraser McDonald in the Lawyers Daily – Securities Commissions Weigh in on Big Weed Deal.

Jillian Swartz quoted in article about Negotiating Concessions in M&A Transactions

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Category: MERGERS AND ACQUISITIONS

Top 5 Tips for Maximizing the Value of Your Technology Company

Article by Fraser McDonald in the Lawyers Daily – Securities Commissions Weigh in on Big Weed Deal.

Jillian Swartz quoted in article about Negotiating Concessions in M&A Transactions

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