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About Josh

Josh provides advice on all areas of Canadian domestic and international income tax law, particularly focusing on advice relating to cross-border mergers and acquisitions, corporate reorganizations, investment funds, including exchange-traded funds (ETFs), public financings and structured products.

One of Josh's areas of specialization is the sports industry, in which he advises a number of clients on league and special event structuring and related tax matters.

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Recent representative matters include advising:

Mergers, Acquisitions and Reorganizations

  • Mackenzie Financial Corporation in connection with its joint venture with Great-West Lifeco Inc. and their acquisition of a 49.9% non-controlling interest and 70% economic interest in Northleaf Capital Partners

  • Power Financial Corporation on its C$1.65-billion repurchase and cancellation of common shares pursuant to a substantial issuer bid and its tendering into Great-West Lifeco Inc.'s C$2-billion substantial issuer bid, and Power Corporation of Canada on its C$1.35-billion repurchase and cancellation of subordinate voting shares pursuant to a substantial issuer bid and its tendering of common shares into Power Financial Corporation's substantial issuer bid

  • The Descartes Systems Group Inc. on its C$330-million acquisition of Visual Compliance

  • Kognitiv Corporation on its C$525-million acquisition of Aimia Inc.'s Loyalty Solutions business

  • Hidden Harbor Capital Partners in connection with its acquisition of Anchor Danly and AWC Manufacturing from Cornell Limited Partnership

  • GMS Inc. on its C$800-million acquisition of WSB Titan from TorQuest Partners

  • Washington Companies in connection with its C$1.5-billion acquisition of Dominion Diamond Corporation and related debt financing

  • Canoe Financial LP on its acquisition of the investment fund management contracts for nine Fiera Capital mutual funds from Fiera Capital Corporation

Retail Investment Products

  • Advising several ETF sponsors and asset managers, including First Asset Investment Management Inc., Evolve Funds Group Inc., Harvest Portfolios Group Inc., AGF Investments Inc. and CIBC Asset Management Inc.

  • The underwriters on the initial public offering of shares of Dundee Acquisition Ltd., Canada's first publicly listed "special purpose acquisition corporation"

Equity and Debt Finance

  • Magnet Forensics Inc. in connection with its C$115-million initial public offering of subordinate voting shares

  • Aecon Group Inc. in connection with its public offering of C$184-million principal amount of convertible unsecured subordinated debentures due December 2023

  • The underwriters in connection with numerous offerings of Canadian-dollar high-yield notes (including offerings by GFL Environmental, Alliance Grain Traders, DHX Media and Cogeco)

  • The underwriters in connection with public offerings by Exchange Income Corporation, Tricon Capital Group Inc., Mainstreet Health Investment Inc., True North Apartment REIT, Slate Office REIT and Shopify

Professional Activities

Josh is a member of the Canadian Bar Association, the Canadian Tax Foundation and the International Fiscal Association. He is a participant in the Tax Working Group at The Investment Funds Institute of Canada. He is also a former member of the Steering Committee of the Canadian Tax Foundation Young Practitioner's Group.


Admitted to the Ontario Bar – 2009
LLB, University of Western Ontario – 2008
BComm (Finance), University of Toronto – 2003

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