Representative Work

Ian Morrison Ian Morrison

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Representative Work

Floorspace in its acquisition of AnthemIQ's assets

On September 17, 2025, Floorspace Software Inc. (Floorspace) announced it had entered into a definitive agreement to acquire the assets of Anthem IQ, Inc. (AnthemIQ), a collaborative platform designed to simplify leasing and sales. The acquisition is intended to combine AnthemIQ’s intuitive...

Lead Office: Vancouver Date Announced: September 17, 2025 Value: --

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Representative Work

Circus in its acquisition by GreenSlate

On September 16, 2025, GreenSlate LLC (GreenSlate) announced it had entered into a definitive agreement to acquire Circus Technologies Inc. (Circus), a trailblazer in streamlining and digitizing critical production management workflows. The acquisition is intended to strengthen GreenSlate’s...

Lead Office: Vancouver Date Announced: September 16, 2025 Value: --

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Representative Work

BOXX Insurance in its acquisition by Zurich Insurance Group

On July 3, 2025, BOXX Insurance Inc. (BOXX) announced its acquisition by Zurich Insurance Group (Zurich), a leading global multi-line insurer. BOXX is known as the original all-in-one cyber insurance and protection company, serving customers across five continents. The transaction provides BOXX...

Lead Office: Vancouver Date Announced: July 3, 2025 Value: --

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Representative Work

First Nations Finance Authority in its $350-million offering of Senior Secured Bonds

On July 3, 2025, the First Nations Finance Authority (FNFA) completed its offering of $350 million in aggregate principal amount of 4.70% Senior Secured Bonds, Series 2025-2, due December 1, 2056. This was the inaugural offering of 30-year bonds by the FNFA. The offering was made through an...

Lead Office: Vancouver Date Announced: July 3, 2025 Value: $350 million

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Representative Work

Pocketed (deepND) in its acquisition by Deloitte Canada

On March 10, 2025, Deloitte Canada announced the acquisition of Pocketed (deepND Inc.). Pocketed’s matching program and AI-powered capabilities will enhance Deloitte’s ability to deliver value to clients by expanding the firm’s grant and SR&ED suite of services, whilst enabling Pocketed...

Lead Office: Vancouver Date Announced: March 10, 2025 Value: --

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Representative Work

Variational AI in its US$5.5-million Seed extension financing

On February 20, 2025, Variational AI announced the successful completion of its US$5.5-million seed extension financing round led by Nimbus Synergies, with participation from Merck Global Health Innovation Fund, Quimby Investments, Threshold Impact and Defined Capital. Existing investors Flying...

Lead Office: Vancouver Date Announced: February 20, 2025 Value: US$5.5 million

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Representative Work

First Nations Finance Authority (FNFA) in its offering of $650 million Senior Secured Bonds

On January 14, 2025, the First Nations Finance Authority (FNFA) completed its offering of $650 million in aggregate principal amount of 4.05% Senior Secured Bonds, Series 2025-1, due June 1, 2035. The offering was made through an underwriting syndicate comprised of Scotia Capital Inc., Casgrain...

Lead Office: Vancouver Date Announced: January 14, 2025 Value: $650 million

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Representative Work

Aspect Biosystems in its $115-million Series B funding round

On January 8, 2025, Aspect Biosystems announced the closing of its $115-million Series B funding round led by Dimension, with participation from existing and new investors including Novo Nordisk, Radical Ventures, an undisclosed leading global investment firm, InBC, Pallasite Ventures, Pangaea...

Lead Office: Vancouver Date Announced: January 8, 2025 Value: $115 million

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Representative Work

First Nations Finance Authority’s commercial paper program

In November 2024, the First Nations Finance Authority (FNFA) established a $900-million commercial paper program. The Bank of Montreal, Canadian Imperial Bank of Commerce, Laurentian Bank Securities Inc., National Bank Financial Inc., RBC Dominion Securities Inc., Scotia Capital Inc. and The...

Lead Office: Vancouver Date Closed: -- Value: $900 million

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Representative Work

Teal Platforms in its acquisition by Mercury Technologies

On September 6, 2024, Mercury Technologies, Inc. announced its acquisition of Teal Platforms, Inc. Mercury seeks to leverage Teal’s talent, technology and expertise to simplify complex financial workflows and deepen Mercury’s investments in and relationships with accountants. Teal...

Lead Office: Vancouver Date Announced: September 6, 2024 Value: --

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