Below is a sample list of transactions and engagements for which David has acted as legal counsel.
Advised founders and entrepreneurs on incorporation and organization of numerous companies
Advised business incubator firm on incorporation, organization and capital structuring of portfolio company
Advised real estate investment firm on formation of real estate investment funds
Advised private equity firm on formation of private equity limited partnership funds
Advised hospitality company on incorporation and organization of holding company vehicles in connection with purchase of hotels
Advised UHNW client on incorporation and organization of holding companies in connection with corporate reorganization
Advised owners of specialty baked goods producer on sale of company to major baked goods company
Advised M&A advisory firm on acquisition of Canadian exempt market dealer firm
Advised transportation company on acquisition of freight brokerage business division
Advised gold royalty and streaming company on acquisition of competitor
Advised national professional organization on merger with another national organization to create unified entity
Advised fintech company on convertible note financing transaction
Advised agricultural technology company on share issuances through several financing transactions
Advised medical technology company on share issuances through several financing transactions
Advised mining exploration company on share issuance through financing transaction
Advised augmented reality company on share issuances through several financing transactions
Advised various startups and scaleups on multiple financing transactions (common shares, preferred shares, convertible notes and SAFEs)
Advised private equity firm on formation of and capital raising for multiple investment funds
Advised institutional real estate investment firm on formation of and capital raising for multiple investment funds
Advised venture capital firm on capital raising for venture capital fund
Advised real estate investors on formation of and capital raising for multiple real estate investment funds
Advised pension plans, government institutions, high-net-worth investors and other institutional investors on investments in private equity, venture capital, real estate and infrastructure funds
Advised private equity funds on purchase of shares of software company from company founders
Advised venture capital fund on secondary sale of shares of portfolio company to financial investors
Advised medical devices company on sale of shares to venture capital funds
Advised government-sponsored business accelerator and investor on investment in convertible notes of pharmaceutical company
Advised consortium of pension funds on purchase of LP interests in private equity funds from Canadian chartered bank
Advised various startups and scaleups on multiple issuances of securities (common shares, preferred shares, convertible notes and SAFEs)