| Canadian Group (Amounts in millions) |
| Date |
Client |
Amount |
Transaction |
Role |
| Pending |
BCE |
CAD $51,700 |
Sale to Private Equity Consortium led by Teacher's Private Capital |
Co-Advisor |
| May-08 |
TSX Group Inc |
CAD $1,306 |
Acquisition of Montreal Exchange Inc |
Co-Advisor |
| Apr-08 |
BP Plc |
|
Formation of an Integrated Oil Sands Business with Husky Energy Inc |
Advisor |
| Apr-08 |
Thomson Corporation |
CAD $19,956 |
Acquisition of Reuters Group Plc |
Co-Advisor |
| Mar-08 |
China Minmetals/Jiangxi Copper |
CAD $455 |
Acquisition of Northern Peru Copper Ltd |
Advisor |
| Jan-08 |
Canetic Resources Trust |
CAD $5,390 |
Sale to PennWest Energy Trust |
Co-Advisor |
| Jan-08 |
Meridian Gold Inc |
CAD $3,050 |
Sale to Yamana Gold Inc |
Co-Advisor |
| Sep-07 |
Aluminum Corporation of China |
CAD $807 |
Acquisition of Peru Copper Inc |
Advisor |
| Sep-07 |
UraMin Inc. |
CAD $2,200 |
Sale to Areva SA |
Advisor |
| May-07 |
Great Lakes Carbon Income Fund |
CAD $889 |
Sale to Oxbow Carbon and Minerals/Rain Commodities |
Advisor |
| Apr-07 |
Homburg |
CAD $1,000 |
Acquisition of Alexis Nihon REIT |
Advisor |
| Apr-07 |
sxr UraniumOne |
CAD $3,800 |
Acquisition of UrAsia Energy |
Advisor |
| Feb-07 |
Calpine Power Income Fund |
CAD $875 |
Restructuring and Sale to Harbinger Capital Partners |
Advisor |
U.S. Group (Amounts in millions) |
| Date |
Client |
Amount |
Transaction |
Role |
| Pending |
MPC |
USD $383 |
Shareholders on Sale to Woodward Governor Company |
Advisor |
| Pending |
US Education Corp. |
Private |
Sale to DeVry Inc. |
Advisor |
| Aug-08 |
Albertsons LLC |
Private |
Sale of Convenience Store Portfolio to Valero Retail Holdings, Inc. |
Advisor |
| Aug-08 |
E-One |
Private |
Sale to American Industrial Partners |
Advisor |
| Aug-08 |
Selig |
Private |
Acquisition of Unipac |
Advisor |
| May-08 |
Drives Inc. |
Private |
Sale to Richard L. Scott Investments |
Advisor |
| Apr-08 |
Dataprose |
Private |
Sale to CSG Systems International |
Advisor |
| Feb-08 |
Ematec |
Private |
Sale to Plenus |
Advisor |
| Jan-08 |
STA |
Private |
Acquisition of Canadex Resources Limited |
Advisor |
| Dec-07 |
HM Capital Partners |
Private |
Acquisition of Advanced H2O, LLC |
Advisor |
| Nov-07 |
VMG Partners |
Private |
Acquisition of Waggin' Train LLC |
Advisor |
| Oct-07 |
Arlington Capital Partners |
Private |
Acquisition of The Daily Racing Form |
Advisor |
| Oct-07 |
Tranzact Direct Results Sponsor: Halyard Capital |
USD $185 |
Sale to Veronis Suhler Stevenson |
Advisor |
| Aug-07 |
Florence Manufacturing Company |
Private |
Sale to Gibraltar Industries, Inc. |
Advisor |
| Aug-07 |
U.S. Silica Sponsor: CCMP Capital |
Private |
Sale to Harvest Partners |
Co-Advisor |
| Jul-07 |
Courtside Acquisition Corp. |
USD $206 |
Acquisition of American Community Newspapers LLC |
Advisor |
| Jul-07 |
eInstruction Corp. Sponsor: Chicago Growth Partners |
Private |
Sale to Leeds Equity Partners |
Advisor |
| Jul-07 |
LightPoint Capital Management LLC |
Private |
Sale to Lehman Brothers Asset Management |
Advisor |
| Jul-07 |
Multi-Color Corporation |
USD $19.2 |
Divestiture of QuickPak to NFI Industries |
Advisor |
| Jun-07 |
Florida Career College Sponsor: TA Associates |
Private |
Sale to Abrams Capital LLC and Greenhill Capital Partners LLC |
Advisor |
| Jun-07 |
Ivy Animal Health |
Private |
Sale to Eli Lilly and Co. |
Advisor |
| Jun-07 |
Renaissance Mark |
Private |
Sale to Fort Dearborn Company |
Advisor |
| May-07 |
BOMAC |
Private |
Sale to the Heico Companies LLC |
Advisor |
| May-07 |
Matrix Packaging Sponsor: Tricor Pacific Capital, Inc |
USD $210 |
Sale to Sonoco Products |
Advisor |
| May-07 |
WATCO Companies Inc. |
Private |
Acquisition of Millennium Rail Inc. |
Advisor |
| Apr-07 |
TXCO The Exploration Company |
USD $96 |
Acquisition of Output Exploration |
Advisor |
| Mar-07 |
CalAmp |
USD $19 |
Acquisition of the Vehicle Finance Business of AirIQ Inc. |
Advisor |
| Mar-07 |
Thomson Education Direct (a business of the Thomson Corporation) |
Private |
Sale to The Wicks Group of Companies LLC |
Advisor |
| Feb-07 |
Save Mart Supermarkets |
Private |
Acquisition of Alberstons LLC, Northern California Division |
Advisor |
| Jan-07 |
Casabyte |
USD $34 |
Sale to JDS Uniphase |
Advisor |
| Jan-07 |
Whittier Energy Corporation |
USD $188 |
Sale to Sterling Energy PLC |
Advisor |