Zeke's experience combines private practice with more than a decade working as general counsel within private investment, family office and operating-business environments. His work spans corporate and commercial matters, private capital markets and private equity, family office and private client matters, and securities registrant compliance.
Corporate & Commercial
- Acted as general corporate counsel to a major construction-industry participant, including designing and implementing an employee ownership structure incorporating RRSP, TFSA and lifetime capital gains exemption planning.
- Advised an automotive sports industry business on a $30 million contractual workout and restructuring.
- Negotiated complex commercial arrangements across the energy, manufacturing, technology and other sectors and designed and implemented commercial contract-review processes and negotiation guidelines.
Private Capital Markets & Private Equity
- Structured and formed a $150 million real estate fund and advised on its ongoing capitalization.
- Structured and formed a $125 million industrial materials business through a limited partnership, advised on its ongoing capitalization and development, and served as a director of its general partner.
- Acted on the $100 million acquisition and restructuring of a private REIT holding U.S. properties.
- Structured, formed and capitalized a $65 million residential real estate development fund, including an employee-owned investment partnership, and advised on capital deployment.
Capital Markets Registrant Compliance
- Served as general corporate and compliance counsel to two major Canadian financial-services platforms operating across the exempt-market dealer, investment fund manager, portfolio manager, mutual fund dealer and securities dealer categories.
- Advised on a $20 million financial-services registrant roll-up and combination strategy involving the acquisition and restructuring of four registrants.
Private Client & Family Office Services
- Advised private clients and family offices on governance, partnership and mutual fund trust structures, business ownership and investment structures, and private-company M&A transactions.
- Acted as lead and supporting counsel to private clients on corporate, investment and business matters.
