Stephen Doak

Mergers and Acquisitions

• Advised The Travel Agent Next Door on its acquisition by Travel Counsellors, a £1.5 billion cross-border transaction that created a transatlantic leader in the travel sector.
• Acquisition of a producer, distributor and retail seller of fire safety products and home safety devices in Canada, the United Kingdom and Netherlands: acted for the Vendor.
• Acquisition of a producer, grower, supplier, and wholesaler of flowers and garden plants in Canada: acted for the Purchaser.
• Canadian loan portfolio for financing consumer equipment dealers: acted for the vendor in the sale of accounts of dealers across Canada.
• Acquisition of an international medical product manufacturing and distribution business with significant development and manufacturing operations in Quebec and distribution across Canada: acted as Canadian Counsel to the Europe-based purchaser.
• Distributor and retailer of geothermal equipment and services with established business in Ontario, Alberta and British Columbia and expanding nationally: acted for the vendors and the corporation in a sale of all outstanding shares in the capital of the company.
• Acquisition out of CCAA proceedings of assets of a Canadian consumer products manufacturer with significant environmental liabilities: acted for the U.S.-based strategic acquirer.

Corporate Finance

• U.S.-based call centre operator with operations in Ontario, British Columbia, New Brunswick, Nova Scotia, the U.S., Europe and Asia: Canadian counsel to the borrower on a syndicated international loan facility and amendments and restatements of the loan facility.
• Prominent Canada-wide entertainment product retailer: acted for the borrower in connection with a short-term asset-backed credit facility.
• Ontario resort development project: acted for the lender (a private equity investor) on a series of secured loans.
• Germany-based home renovation product manufacturer with operations in Canada, the U.S., Germany, France, Spain, Sweden, Brazil and other locations: Canadian Counsel to the lender on a syndicated international loan facility.

Services, Procurement and Operations Contracts

• Renewable energy engineering, procurement and construction agreements: counsel to the development company, a global solar panel manufacturer, in connection with EPC agreements, supply agreements, and subcontracts with construction companies on large-scale solar photovoltaic projects.
• Project agreement for energy and utility conservation retrofits to multiple residential buildings, in a pilot project for a government-funded housing provider: counsel to the housing provider.
• International distribution, sales agency and manufacturing contracts for high-end consumer electronic equipment: counsel for the principal, a Toronto-area developer and distributor.
• Procurement of custom made equipment components and turn-key solutions for solar cell production: counsel to the purchaser, a Germany-based solar energy product manufacturer and distributor.

Reorganizations and Restucturing

• Tax-driven corporate reorganization of a Canadian manufacturing and distribution business: counsel to a U.S.-based manufacturer and distributor of windows, doors and related products with manufacturing operations in Ontario and Quebec and distribution centres across Canada.
• Tax-driven ownership reorganization and consolidation and buy-outs of two of the founders and principals: counsel to a Toronto-area engineering services company.

Papers

John Wilkinson and Stephen Doak, “The Management of Electronic Documents: A Need for Policies”, Electronic Documents: Records Management, e-Discovery and Trial, Canada Law Book, forthcoming 2010.

Raj Anand and Stephen Doak, “Professional Liability”, Canadian Legal Practice: A Guide for the 21^st Century, LexisNexis Canada, 2009+.

Raj Anand and Stephen Doak, “Who Is Your Client? Managing Conflicts of Interest” (paper presented to the Law Society of Upper Canada, Family-Held Business Summit, 20 April 2007).

Raj Anand and Stephen Doak, “Fiduciary Duty Claims in Professional Relationships: Redundant or Necessary?” (paper presented to the Law Society of Upper Canada, Remedies and Damages, 6 March 2007).