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Adam is an experienced lawyer in the financial services sector. His broad practice encompasses corporate and commercial lending, commercial real estate, mixed-use development projects, and financing for the mining and energy sectors. Adam has demonstrated a track record of success in skillfully navigating complex loan and security documents, adeptly negotiating interlender agreements, and effectively addressing unique lending issues.

Adam’s clients include local, national and international, private and public investors, financial institutions and borrowers. They turn to him for his practical approach and his commitment to client service excellence.

Expertise

Industries

Practices

Representative Matters

  • Advising in relation to a $72 million financing in respect of the purchase of cannabis operations across Alberta. Completed extensive due diligence and oversaw the process of taking security over airport lands.
  • Advising in relation to financing for the purpose of purchasing a dental business near Vancouver. Overseeing due diligence, security drafting and all aspects of funding.
  • Advising in relation to a $9 million financing in respect of the purchase of a hotel in Alberta. Completed extensive loan and security document drafting and helped the client navigate complex matters that arose from due diligence.
  • Advising in relation to a $218 million financing granted for the acquisition of 5 premier long-term care facilities in Alberta.
  • Completing extensive loan and security document review to advise a borrower on preferred options for an additional credit facility being placed with one of its various entities.
  • Advising in relation to McIlvenna Bay Operating Ltd., in respect of financing for the development of a Saskatchewan copper mine.
  • Advising in relation to a $37.5 million financing granted for the acquisition of a long-term care facility in British Columbia.
  • Acted for a private lender on a $28 million loan for the purchase of commercial real estate near downtown Vancouver. This deal involved negotiating an interlender agreement, drafting security and loan documents, and a fast timeline for closing.
  • Advising to extend a mortgage and maintain a priority position for our client, as one of various lenders. This deal required urgency and featured a unique relationship amongst various parties on title. We were able to create a mortgage extension and amend and restate the security terms to reach a timely solution that maintained each party’s interests.
  • Advising in relation to oil and gas asset purchases and a $82 million senior secured term loan. Advising in relation to $200 million amendment and restatement of credit facility. Advising in relation to an additional $375 million amendment and restatement of this credit facility.
  • Advising in relation to loans to cannabis producers. These loans involved negotiation of credit agreements and loan documents, solicitor’s opinion letters and comprehensive due diligence amongst a large number of parties.
  • Advising in relation to a series of independent loans to large-scale agribusiness operators. Loans ranged in value from $50 million to $100 million and were secured by real property, agricultural quotas and security agreements.
  • Advising client, reviewing commitment letter and developing security with respect to home builder financings for various related limited partnerships.
  • Advising for an oil and gas share purchase agreement and credit facility establishment. Completed extensive due diligence and drafted security documents. This deal involved unique and ongoing insolvency issues that had to be addressed prior to funding.
  • Acted on $20 million term and operating loans to facilitate the purchase of a hotel and finance on-going operations, secured by a mortgage and general security agreement and guaranteed by several corporate entities and individuals. This transaction involved extensive due diligence.
  • Assisting with an $8 million multi-jurisdictional corporate reorganization and share purchase transaction. Assisting with a first amending agreement, which resulted in an increase in the facility value from $8 million to $14 million and required security over a new entity, as well as the issuance of continuing perfection of security interest opinions.
  • Advising on a $35 million multi-jurisdictional asset purchase and refinancing for an agricultural client.
  • Advising in private debt financing for a Canadian asset manager investing in an oil and gas royalty management company.
  • Representing a borrower in refinancing existing credit facilities and the purchase of dental offices.

Speaking Engagements

“Taking “Security” in Agricultural Quotas”, Co-Presenter

June 2022

News

Community Involvement

  • Volunteer, Pro Bono Law Alberta’s Civil Claims Duty Counsel Project
  • Volunteer, Queen’s Bench Amicus Project

Directorships & Affiliations

  • Member, Law Society of Alberta
  • Member, Law Society of British Columbia

Education & Admissions

2022
Called to the British Columbia bar
2021
Called to the Alberta bar
2020
JDUniversity of Calgary
2008
Bachelor of ScienceUniversity of Alberta

Publications

  • Assistant Editor, CLE BC Due Diligence Deskbook, Chapter 9