The brokerage currently has an "outperform" rating on the stock
CIBC's target price indicates a potential upside of 28.15% from the stock's previous close
A number of other analysts also recently commented on ONEX
TD Securities lowered their target price on Onex from C$140.00 to C$137.00 in a research note on Monday
Scotiabank decreased their price target on Onex from C$145.00 to C$130.00 and set an "outperform" rating for the company in a report on Thursday
View Our Latest Stock Analysis on ONEX
TSE ONEX traded up C$2.37 on Monday
160,734 shares of the company's stock traded hands
Onex has a fifty-two week low of C$85.36 and a fifty-two week high of C$118.91
The company has a debt-to-equity ratio of 49.85
a quick ratio of 2.41 and a current ratio of 17.51
The firm has a market cap of C$5.08 billion
The stock has a 50 day moving average price of C$96.53 and a 200-day moving average price of C$105.18
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Onex Corporation (TSX: ONEX) and its mid-market private equity platform ONCAP announced the final close for ONCAP V
ONCAP V achieved several key objectives relative to its prior fund
increasing third-party capital by more than 50%
and welcoming many new investors to the ONCAP platform
Latham & Watkins LLP represented Onex in the fund formation with an investment funds team led by New York partner Matthew Chase
Advice was provided on tax matters by New York partner Gregory Hannibal and counsel Lauren Bewley
and on funds regulatory matters by Washington
Germany-headquartered Fischbach KG (“Fischbach“)
the world’s largest provider of packaging solutions for adhesives and sealants
completed the majority sale to Onex Partners (“Onex”)
a Canadian-based global private equity firm with US$49.7 billion in assets under management
Kroll served as the exclusive M&A advisor to the shareholders of Fischbach in connection with the transaction
“We are delighted to partner with Onex in the next stage of our growth journey
and our relentless focus on delivering best-in-class product to our customers
Appointing Kroll Investment Banking to lead this very important transaction for us has been a wise decision
Kroll demonstrated unparalleled commitment and delivered exceptional results throughout the entire and well-engineered process led by Andreas Stoecklin
Philipp Bose and the exceptional M&A advisory team
We couldn’t have asked for a better advisor.”
with a global reputation for delivering leading-edge cartridge system solutions
We are proud to be the first institutional investors in the Company and that the owner-managers have chosen to partner with us
Such partnerships are a hallmark of Onex Partners and the investment aligns with our theme of investing in high quality businesses with controllable value creation levers
It builds on our rich heritage in the packaging sector
“Congratulations to both Fischbach and Onex on this remarkable partnership and sincere thanks to Latham & Watkins
Boston Consulting Group as well as Alvarez & Marsal working alongside us on this important transaction.”
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe
Onex has a long track record of creating value for their clients and shareholders
Onex’ two primary businesses are Private Equity and Credit
Onex’ investors include a broad range of global clients
including public and private pension plans
Onex has US$49.7 billion in assets under management
of which US$8.1 billion is Onex’ own investing capital
Onex and its experienced management teams are collectively the largest investors across Onex’ platforms
Onex is listed on the Toronto Stock Exchange under the symbol ONEX. For more information on Onex, visit its website at www.onex.com. Onex’ security filings can also be accessed at www.sedarplus.ca
Corporate Finance and RestructuringM&A advisory
transaction diligence and independent financial opinions
Mergers and Acquisitions (M&A) AdvisoryKroll’s investment banking practice has extensive experience in M&A deal strategy and structuring
transaction advisory services and financial sponsor coverage
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on its pending sale to Onex Partners Opportunities Fund
is a leading global supply chain solutions provider
supply and inventory management of high-volume consumable hardware components for aerospace engine overhauls
Farsound serves a global customer base from facilities and offices in the UK
with a significant investment being made into a newly established facility in the US
The company acts as a strategic partner to leading engine MRO providers
supporting key commercial engine platforms
said, “The development of our company over the past years has been notable
supporting our expansion and diversification
We look forward to collaborating with our new equity partner
we have worked closely with Farsound’s management team to expand and diversify the business’ engine coverage
Against the backdrop of the Covid pandemic and subsequent recovery in air travel
our collaboration has supported Farsound in providing a significantly enhanced service to its customers and a more global and expanded business.”
William Blair and BDA acted as the exclusive financial advisors to AGIC
AGIC is a European-Asian fund focused on investments in the advanced industrial and healthcare technology sectors
BDA Partners is the global investment banking advisor for Asia
We are a premium provider of Asia-related advice to sophisticated clients globally
with over 25 years’ experience advising on cross-border M&A
capital raising and financial restructuring
We provide global reach with our teams in New York and London
and true regional depth through our seven Asian offices in Mumbai
We work relentlessly to earn our clients’ trust by delivering insightful advice and outstanding outcomes
BDA Partners has strategic partnerships with William Blair
a premier global investment banking business
a Japanese Government-owned bank with US$150bn of assets
received investment from PATRIZIA and Mitsui (APAC Sustainable Infrastructure Fund)
divested Oriental Foods and IIT Corporation to
raised US$50m in Series B capital and formed a strategic partnership with
If you are looking for BDA China, a Beijing-based investment advisor, please go here
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the world’s leading sports and live entertainment company
a leading investor and alternative asset manager
today jointly announced the closing of the sale of ASM Global (“ASM”)
a global leader in third-party venue and event management
The announcement follows the successful conclusion of the process to obtain required approvals for the sale transaction previously agreed to and announced by the parties in November of 2023
“This transaction is the culmination of our vision to drive ASM’s growth and unlock substantial business value in the company
This milestone will allow us to focus on the continued growth of AEG’s core businesses
including our owned and operated real estate and venues
and our live entertainment and ticketing business,” said Dan Beckerman
“We are pleased to complete our investment in ASM after having partnered with its management team and with AEG to expand the business
successfully navigate the pandemic and position it for future success,” said Kosty Gilis and Amir Motamedi
“We are confident Legends will deliver continued growth and differentiated services to its clients around the globe in the years ahead.”
ASM Global manages a portfolio of live event entertainment venues worldwide and provides best-in-class venue management and operation services
ASM Global operates venues that serve live events for more than 164 million guests annually
Legends provides a complementary offering of hospitality
and merchandise services to many of the world’s most iconic sports
AEG is the world’s leading sports and live entertainment company
The company operates in the following business segments:
Onex invests and manages capital on behalf of its shareholders and clients across the globe
we have a long track record of creating value for our clients and shareholders
Our investors include a broad range of global clients
family offices and high-net-worth individuals
Onex has $49 billion in assets under management
of which $8.5 billion is Onex’ own investing capital
Onex and its experienced management teams are collectively the largest investors across Onex’ platforms
Michael RothVP, Communications, AEGTel: (310) 308-7684mroth@aegworldwide.com
Jill Homenuk Managing Director – Shareholder Relations and Communications
'The private equity industry continues to face challenges around realizations,' CEO Bobby Le Blanc said in a Q3 earnings call
I’m particularly proud of what our teams were able to accomplish on this front.'
Latham & Watkins LLP has advised the partners of Fischbach KG
the world’s largest provider of packaging solutions for sealants and adhesives
on the sale of a majority stake in Fischbach to Onex Partners
Fischbach’s packaging solutions are used in building repair
marine weather and water-sealing applications
Onex invests alongside members of the existing owner-management team
Kroll (led by Andreas Stöcklin) acted as M&A advisor to the sellers
The Latham team was led by Munich corporate partners Rainer Traugott and Stephan Hufnagel with associates Andreas Holzgreve
Advice was also provided on tax matters by Munich partner Stefan Süß with associate Manuela Minsel; and on antitrust matters by Frankfurt partner Max Hauser with associate Judith Jacop
Evstart is an electric vehicle charging solutions company
View all events >
AM Best confirms that the financial strength rating and long-term issuer credit ratings of Accredited’s subsidiary companies remain unchanged following their acquisition by Onex Partners from R&Q Insurance Holdings Ltd. — a deal that was completed on June 28
AM Best placed these credit ratings under review with developing implications on Oct. 22, 2023, when Randall & Quilter Insurance Holdings Ltd. entered into a conditional agreement to sell 100% of its equity interest in Randall & Quilter America Holdings Inc.
its program management subsidiary to funds advised by Onex
Unchanged are the financial strength rating of A- (Excellent) and the long-term issuer credit ratings of “a-” (Excellent) of Accredited Specialty Insurance Company (in Arizona); Accredited Surety and Casualty Co
(in Orlando) and Accredited Insurance (Europe) Ltd
The companies are collectively known as Accredited
Onex Partners Completes Acquisition of R&Q’s Program Manager, Accredited
Accredited will now operate as an independent program management company providing insurance capacity in Europe
Accredited provides underwriting capacity to large managing general agents in exchange for a recurring fee
noting that Onex has confirmed that this strategy remains unchanged with the acquisition
AM Best said it views the sale of Accredited to Onex as credit positive for Accredited
The ratings are expected to remain under review with developing implications until AM Best assesses the quality and extent of support provided by Onex to Accredited
at which point the ratings review may be resolved
AM Best confirms that its financial strength rating and long-term issuer credit ratings of Accredited’s subsidiary companies remain unchanged following their acquisition by Onex Partners from R&Q Insurance Holdings Ltd., which was completed on June 28
AM Best placed these credit ratings under review with developing implications on Oct
when Randall & Quilter Insurance Holdings Ltd
entered into a conditional agreement to sell 100% of its equity interest in Randall & Quilter America Holdings Inc.
the intermediate holding company of Accredited
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Onex Co. (TSE:ONEX - Get Free Report)'s share price passed below its 50 day moving average during trading on Thursday
The stock has a 50 day moving average of C$99.44 and traded as low as C$90.47
TD Securities reduced their price objective on shares of Onex from C$140.00 to C$137.00 in a research note on Monday
View Our Latest Stock Analysis on Onex
The firm has a market capitalization of C$4.68 billion
a price-to-earnings-growth ratio of 1.47 and a beta of 1.53
a current ratio of 17.51 and a debt-to-equity ratio of 49.85
The firm's 50-day simple moving average is C$98.34 and its 200-day simple moving average is C$105.15
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will remain as investors and continue to make significant new investments in the business
with Carlyle maintaining its control position in partnership with the investor group and the Sedgwick management team
Longtime investors CDPQ and Onex are continuing their support of Sedgwick as minority shareholders
"Today marks a significant milestone for Sedgwick as we embark on our journey that brings together a strategic vision building on our global footprint
comprehensive service capabilities and new service offerings for decades to come," said Mike Arbour
"We are grateful to our team of investors for their continued support of our work."
Sedgwick's total enterprise value is now approximately $13.2 billion
an increase from $6.7 billion when Carlyle made its initial investment in Sedgwick in 2018
As Sedgwick continues to grow and expand operations
The company will continue to remain an independent
private company with an unwavering focus on claims handling excellence
leveraging data and technological innovation to drive new successes
LLC and BofA Securities served as financial advisors and Latham & Watkins LLP served as legal advisor to Sedgwick
Morgan Securities LLC and Barclays served as financial advisors and Kirkland & Ellis served as legal advisor to Altas
CDPQ is a trademark registered by the Caisse de dépôt et placement du Québec and used under license by its subsidiaries.
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has launched a new evolution of its proprietary tool through an ongoing..
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2024 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”) served as Lead Left Arranger for a private unitranche facility supporting the acquisition of Farsound Aviation Limited (“Farsound”) by private equity sponsor Onex
Farsound is a leading global supply chain solutions provider for the aerospace engine maintenance
OHA’s extensive knowledge of the aerospace sector and experience from previous investments in the industry enabled it to play a key role in this LBO financing solution
“With its best-in-class management team and unique business model
supported by Onex’ extensive experience and strategic presence in the industry
we believe Farsound is well-positioned to continue its strong growth trajectory,” said Alexis Atteslis
we continue to grow our European private credit business
leading transactions and providing flexible
About OHA: Oak Hill Advisors (OHA) is a leading global credit-focused alternative asset manager with over 30 years of investment experience
OHA works with institutions and individuals and seeks to deliver a consistent track record of attractive risk-adjusted returns
The firm manages approximately $65 billion of capital across credit strategies
stressed and distressed debt and collateralized loan obligations as of June 30
OHA’s emphasis on long-term partnerships with companies
sponsors and other partners provides access to a proprietary opportunity set
allowing for customized credit solutions across market cycles
the property/casualty program manager and subsidiary of R&Q Insurance Holdings Ltd.
announced the completion of its acquisition by Onex Partners
The sale of the unit comes on the heels of R&Q’s decision on June 21 to file for liquidation in Bermuda
after facing months of growing financial difficulties
Accredited will now operate as an independent program management company providing “A-” rated (AM Best) insurance capacity in Europe
Accredited writes more than $2.1 billion of gross premium and partners with MGAs on over 70 programs
R&Q had seen ongoing adverse loss development in its core legacy acquisition business
unexpected costs and expenses connected to the sale of Accredited
as well as the inability to consummate external legacy transactions – all of which put it into a weakened financial state
R&Q’s original plan was to sell Accredited, use the cash to rebuild its capital and refocus on its core legacy business. However, the capital crunch had “a material impact on the company’s stability as a business and as a going concern,” according to R&Q on June 13
The decision ultimately was made to liquidate the company
which helped expedite the sale of Accredited
The sale was first announced on Oct. 20, 2023 – for a purchase price of $465 million
A representative of Accredited confirmed that the transaction structure has changed but wouldn’t disclose specifics about whether there have been changes to the deal price
[Accredited] will continue to partner with best-in-class MGAs and reinsurers
strong balance sheet and ‘A-‘ AM Best financial strength rating,” commented William Spiegel
“Our strategy remains unchanged; we will focus on supporting the growth of our MGA partners and delivering high quality
diversified business to our reinsurance partners.”
“Accredited has established itself as a leading program manager with a differentiated transatlantic footprint
a well-diversified and high-quality book of business
deep reinsurer relationships and robust underwriting and risk management protocols,” according to Adam Cobourn
“We look forward to partnering with Accredited’s management and employees to strengthen and grow the business
Accredited will be well positioned for responsible growth with a strong balance sheet and backing from Onex Partners,” Cobourn continued
In addition to the sale of Accredited, R&Q announced on June 24 it had agreed to sell its UK-based legacy general acquisition subsidiary
for £11.25 million (US$14.2 million) in cash
Inclusive of the impact of the novation of the reinsurance arrangements
the transaction is expected to generate approximately £13 million (US$16.4 million) of liquidity for the company
R&Q further announced on June 27 that joint provisional liquidators (JPLs) had been appointed in Bermuda to oversee the liquidation and ultimately wind up the company
Mark Allitt and Charles Thresh of Teneo (Bermuda) Ltd
Jerome Lande and Robert Legett tendered their resignations as directors of R&Q
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chief executive officer of Onex Corp.
with TD Cowen upgrading the stock to buy amid blockbuster credit fundraising this year
The Toronto-based firm has raised $5.6 billion this year for structured credit
Chief Executive Officer Bobby Le Blanc told analysts on Friday
TD Cowen analyst Graham Ryding said it’s “well ahead” of expectations for the year
The resumption of activity at the Neorion Shipyards on the island of Syros has sent a message of a total restart
not only of the Cyclades islands and the shipbuilding industry
the country’s national economy and finance minister
stated on Monday during his visit to the ONEX-operated facilities
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reported a loss in its fourth quarter compared with a profit a year earlier
says its net loss amounted to US$2 million or two cents US per diluted share for the quarter ended Dec
The result compared with a profit of US$373 million or US$4.81 per diluted share in the last three months of 2023
Total segment net earnings amounted to US$47 million or 62 cents US per diluted share for the quarter
down from US$372 million or US$4.80 per diluted share a year earlier
Distributable earnings for the quarter amounted to US$231 million for the fourth quarter
Onex says it has about US$51.1 billion in assets under management
of which $8.3 billion is its own investing capital
This report by The Canadian Press was first published Feb
Some of Asia's most influential LPs have teamed up to catalyse climate investments in the region
Plus: Onex has been ramping up its distributions in a bid to resume fundraising for its latest private equity flagship
The transaction saw Onex acquiring Randall & Quilter America Holding
a property/casualty programme manager and a subsidiary of R&Q Insurance Holdings.
This move solidifies Onex’s position in the insurance sector
with Accredited to provide independent programme management and insurance capacity across Europe
which writes more than $2.1bn (£1.66bn) of gross premium and collaborates with managing general agents (MGAs) on more than 70 programmes
Accredited reported estimated net assets of $255.6m and a GAAP pre-tax profit of $23.6m for the year.
saw Onex acquiring Randall & Quilter America Holding
R&Q Insurance stated that the deal proceeds have been used to separate the Accredited business
reduce debt on the company’s secured revolving credit facility and support the wind-down of its remaining legacy businesses
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Accredited CEO William Spiegel said: “As an independent platform
we will continue to partner with best-in-class MGAs and reinsurers
strong balance sheet and A- AM Best financial strength rating.
“Our strategy remains unchanged; we will focus on supporting the growth of our MGA partners and delivering high-quality
diversified business to our reinsurance partners.”
Onex Partners managing director Adam Cobourn said: “Accredited has established itself as a leading programme manager with a differentiated transatlantic footprint
and robust underwriting and risk management protocols
“We look forward to partnering with Accredited’s management and employees to strengthen and grow the business
Accredited will be well positioned for responsible growth with a strong balance sheet and backing from Onex Partners.”
R&Q Insurance’s financial difficulties have led to the company’s decision last week to file for provisional liquidation in Bermuda.
The company has been grappling with adverse loss development in its legacy acquisition business
unexpected costs arising from the Accredited sale and unsuccessful external legacy transactions
Teneo (Bermuda) executives Michael Morrison
Mark Allitt and Charles Thresh were appointed by the Supreme Court of Bermuda as joint provisional liquidators over R&Q Insurance
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Greek-US shipbuilding group Onex Shipyards and Technologies has entered into an agreement with MAN Energy Solutions for the supply of main propulsion engines to support its tug newbuilding initiative
Onex operates two of Greece’s largest shipyards: one in Elefsina
Onex signed a deal with Canada’s Robert Allan Ltd
securing the rights to construct tugs based on Robert Allan’s RAstar 2800 design
Under the new agreement with MAN Energy Solutions
Each set will include two MAN 16V175D-MM engines
capable of delivering 2,560 kW at 1,800 rpm
The company plans to build up to 40 tugs over the next five years
valuing the production line at approximately €380M (US$391M)
“Tugs built by Onex will provide key solutions for upgrading Greece’s ports and enhancing the infrastructure services offered to both domestic and international clients,” said Onex Shipyards and Technologies president and chief executive Panos Xenokostas
MAN Energy Solutions Greece managing director Dionissis Christodoulopoulos remarked
MAN has recognised Onex’s growing potential not only in repair work but also in the shipbuilding activities of Greek shipyards.”
along with prominent Greek shipowner George Prokopiou – who took ownership of the Skaramangas Shipyard – has been at the forefront of revitalising Greece’s shipbuilding sector
Both yards have re-entered the market with a focus primarily on repair services
Mr Xenokostas highlighted Elefsis Shipyard’s accomplishments
noting it has serviced approximately 125 vessels in the 18 months since restarting operations
The Elefsis facility is also targeting newbuild vessels
floating generators for offshore windfarms and performing construction and maintenance work for the Hellenic Navy
Onex has signed a co-operation agreement with Greece’s largest ferry operator
to support the ’green’ upgrade of its fleet
Riviera’s TUGTECHNOLOGY ‘25 will be held in Antwerp, 22-23 May 2025. Click here for more information on this industry-leading event
Program management business Accredited is now owned by Onex Partners
Accredited, which collaborates with managing general agents on over 70 programs, was sold by R&Q Insurance Holdings for $420 million
It will operate as an independent program management firm
writing more than $2.1 billion in gross premium and serving Europe
The program manager’s previous owner is currently in provisional liquidation
and Charles Thresh of Teneo (Bermuda) Limited were appointed last week as joint provisional liquidators of R&Q
The provisional liquidation in Bermuda was part of the alternative structure that allowed the Accredited transaction to move forward
stated when the deal completion was announced: “As an independent platform
“Our strategy remains unchanged; we will focus on supporting the growth of our MGA partners and delivering high-quality
diversified business to our reinsurance partners.”
Read more: R&Q sells subsidiary to Marco Capital
noted: “Accredited has established itself as a leading program manager with a differentiated transatlantic footprint
“We look forward to partnering with Accredited’s management and employees to strengthen and grow the business. As an independent company, Accredited will be well-positioned for responsible growth with a strong balance sheet and backing from Onex Partners.”
a super-large office located in downtown Seoul
announced on the 28th that it had received a notification from the Jung-gu Office on the 25th for the project implementation plan for the urban renovation redevelopment project in the check area at 237 Ipjeong-dong
OneX will begin construction in earnest and speed up its development with the aim of completing it in the first half of 2029
the fastest prime office in the downtown area of Euljiro
Lee Do will be the developer of the project
and Daewoo Engineering & Construction will be in charge of the construction
Under the concept of "CLASS-X," which goes beyond the existing prime office rating
OneX plans to provide specialized spaces and differentiated services such as "Light Room," a multi-purpose space that allows large-scale corporate product launches and events
The total floor area of OneX is about 52,000 pyeong (172,100㎡) and will be constructed with 7 floors underground and 33 floors above the ground
a world-renowned architect who designed the World Trade Center in New York and the Bakara Residence in Dubai
OneX is directly connected to Euljiro 3-ga Station
and has a super-station area with views of Cheonggyecheon Stream
"OneX will establish itself as a landmark that meets global standards by presenting new standards in the work space and user convenience of prime offices," adding
"We expect it to bring positive changes to the skyline in downtown Seoul."
The industry expects interest in Euljiro area
where new offices such as OneX will be built
Although the supply of CBD offices may temporarily increase after the completion of OneX in 2029
most of the existing office buildings in Jongno-si City Hall
are old buildings completed in the 1990s and are becoming less attractive
it is expected that demand for top-class offices
just like the apartment market that prefers a smart house
※ This service is provided by machine translation tool
TSX futures fall after fresh Trump tariffs; Fed meet in focus
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In August 2024, the Federal Court delivered its judgment on Onex Corporation v. Canada, 2024 FC 1247
setting aside the decision of the Canada Revenue Agency
which refused the taxpayer's request for relief under subsections 220(2.1) and 220(3) of the Income Tax Act and remitting the matter back to the CRA for reconsideration
This case affirms the remedial nature of subsections 220(2.1) and 220(3) of the ITA
Onex put in place a complex structure to receive tax-free dividends from a foreign affiliate
the Parliament enacted the Economic Action Plan 2014 Act (Bill C-43) that amended the foreign accrual property income ("FAPI") regime with respect to certain business structures such as the one set up by Onex
Bill C-43 applies to taxation years after July 2013
unless a taxpayer elects to have the bill taking effect over its tax returns from January 1
Onex believed that its business structure already allowed it to achieve the purpose under the amended FAPI regime in Bill C-43
an election under Bill C-43 would be redundant
the CRA reassessed Onex's 2012 and 2013 taxation years
resulting in an additional $200 million in taxable income
It was not contested that had Onex filed an election under Bill C-43
Onex requested the CRA to waive Onex's filing of the election under subsection 220(2.1)
Onex then requested the CRA to extend the time for Onex to file the election under subsection 220(3)
Subsections 220(2.1) and 220(3) of the ITA Have a Remedial Nature
Subsection 220(2.1) of the ITA gives the CRA the discretion to waive the requirement in the ITA to file a prescribed form
receipt or document or to provide prescribed information
Subsection 220(3) gives the CRA the discretion to extend the time to submit a return under the ITA
The FC held that the CRA failed to consider the remedial nature of these two subsections
The FC looked into the legislative intent of section 220 of the ITA
Section 220 was adopted by the Parliament as part of a "Fairness Package" to make the tax system simpler
The Federal Court Appeal ("FCA") in another case has suggested that the "Fairness Package" has the effect of blunting the harsh consequences of some provisions of the ITA
argued that the subsection allows the CRA to waive the filing requirement provided in the ITA, whereas the election in dispute was not in the ITA
drawing from subsection 42(3) of the Interpretation Act which provides that an amending enactment "shall be construed as part of the enactment that it amends." Therefore
the filing requirement under Bill C-43 must be construed as part of the ITA
the CRA argued that the subsection allows the CRA to extend the time to file a return whereas the election under Bill C-43 was not a return and not tied to filing of a return
holding that while the provision on filing the election is not textually tied to the filing of a return
in practice and in fact the election directly impacts the return and thus is part of the return
Section 12 of the Interpretation Act Requires a Remedial Interpretation
The FC also considered the relevance of section 12 of the Interpretation Act, where it requires that "every enactment is deemed remedial
large and liberal construction and interpretation as best ensures the attainment of its objects." The FC held that the principle of statutory interpretation requires
the preference for a remedial interpretation
The narrow interpretation by the CRA where there was no precedent to support such a strict application of subsections 220(2.1) and 220(3) of the ITA contradicts section 12 of the Interpretation Act
Application of Subsections 220(2.1) and 220(3) is of the CRA's Discretion
but the CRA Ought to Consider the Circumstances
Despite the holding that subsections 220(2.1) and 220(3) apply to the filing of an election under Bill C-43
the CRA argued that it has the discretion in the application of the subsections
filing an election under Bill C-43 is not an undue burden and Onex had to accept the consequence of their own failure to file the election
Even though the FC agreed with the CRA that filing the election does not constitute an undue burden
the CRA ought to consider the circumstances of the taxpayer's action
Onex always had the intention to access to the same result as obtained under Bill C-43 and
already arranged its business structures for that objective
It then acted quickly to remedy the consequences
had Onex filed an election under Bill C-43
The CRA's refusal to consider the specific circumstance and insistence on a harsh punishment for Onex were not reasonable
the decision by the CRA to deny Onex's requests must be set aside
and the matters shall be remitted for reconsideration
JD is the founding tax lawyer of Taxpage.com and Rotfleisch & Samulovitch P.C.
a Toronto-based boutique tax law corporate law firm and is a Certified Specialist in Taxation Law who has completed the CICA in-depth tax planning course
radio and TV and blogs extensively.
Author photo courtesy Rotfleisch & Samulovitch P.C
Title image: iStock (Supreme Court of Canada)
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Sports and live entertainment company AEG and alternative asset manager Onex have completed the sale of their ASM Global joint venture to live events company Legends
First announced in November 2023, the merger creates what Legends describes as “the world’s preeminent premium live events company dedicated to providing fans with outstanding experiences globally.”
Financial terms of the acquisition were not disclosed
ASM Global will continue to operate under its name
ASM Global was formed from the merger of AEG unit AEG Facilities and Onex-owned SMG in 2019
convention centers and performing arts centers
“This milestone will allow us to focus on the continued growth of AEG’s core businesses
and our live entertainment and ticketing business.”
Shortly after it was formed, ASM purchased a 25% stake in Australia-based venue operator VenuesLive
VenuesLive operates the 83,500-seat ANZ Stadium and 30,000-seat Bankwest Stadium in Sydney
as well as the 60,000-seat Optus Stadium in Perth
President and Chief Executive Officer of AEG
said: “This transaction is the culmination of our vision to drive ASM’s growth and unlock substantial business value in the company
The combined entity will offer a suite of services
The service will cater to clients across various industries
“The next era of Legends starts now,” Legends CEO Dan Levy said
we have developed an unmatched solution to deliver a superior fan experience and help our partners grow
We are proud to add ASM Global to deliver even better experiences and value for our global partners
setting the standard in sports and entertainment.”
“One of our ASM Global mantras for a number of years has been ‘the future is now.’ By joining Legends
The opportunities created by our companies’ collective capabilities will elevate not only the success of our partners
Legends has grown through organic expansion and strategic acquisitions
Legends said its global reach now extends to Africa
Sixth Street, a global investment firm, remains the majority investor in Legends, partnering with YGE Holdings
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Company NewsPrivate equity firm Onex reports Q4 loss compared with profit a year earlierBy The Canadian PressPublished: February 21, 2025 at 9:18AM EST
TORONTO — Onex Corp. reported a loss in its fourth quarter compared with a profit a year earlier.
The private equity firm, which keeps its books in U.S. dollars, says its net loss amounted to US$2 million or two cents US per diluted share for the quarter ended Dec. 31.
The result compared with a profit of US$373 million or US$4.81 per diluted share in the last three months of 2023.
Total segment net earnings amounted to US$47 million or 62 cents US per diluted share for the quarter, down from US$372 million or US$4.80 per diluted share a year earlier.
Distributable earnings for the quarter amounted to US$231 million for the fourth quarter, up from US$139 million a year earlier.
In total, Onex says it has about US$51.1 billion in assets under management, of which $8.3 billion is its own investing capital.
This report by The Canadian Press was first published Feb. 21, 2025.
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2024 (GLOBE NEWSWIRE) -- Enstar Group Limited (NASDAQ: ESGR) today announces that one of its wholly owned subsidiaries has completed a transaction to reinsure legacy business written by Accredited Surety and Casualty Company
and Accredited Insurance (Europe) Limited (together
Enstar has provided reinsurance in connection with the acquisition of Accredited by Onex Partners
The reinsurance addresses Accredited’s assumed and underwritten legacy deals
and other exposures in both the US and the UK/European markets
The reinsurance provides cover for net reserves of approximately $234 million
with all administrative duties and claims handling transferring to Enstar
in which Guy Carpenter acted as the broker
followed the closing of the broader acquisition of Accredited by Onex Partners and receipt of regulatory approvals and satisfaction of other closing conditions
said: “This partnership with Onex is a strong example of how Enstar can step in to facilitate broader M&A transactions in support of our partner’s long-term strategic goals
The legacy arrangement will enable Accredited to continue to focus on serving its programme management business with a strong capital base.”
This press release contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995
These statements include statements regarding the intent
belief or current expectations of Enstar and its management team
Investors can identify these statements by the fact that they do not relate strictly to historical or current facts
‘target’ and other words and terms of similar meaning in connection with any discussion of future events or performance
Investors are cautioned that any such forward-looking statements speak only as of the date they are made
are not guarantees of future performance and involve risks and uncertainties
and that actual results may differ materially from those projected in the forward-looking statements as a result of various factors
Important risk factors regarding Enstar can be found under the heading "Risk Factors" in our Form 10-K for the year ended December 31
2023 and are incorporated herein by reference
Enstar undertakes no obligation to update any written or oral forward-looking statements or publicly announce any updates or revisions to any of the forward-looking statements contained herein
to reflect any change in its expectations with regard thereto or any change in events
circumstances or assumptions underlying such statements
Contact: Enstar CommunicationsTelephone: +1 (441) 292-3645
PE Funds, Ontario, Asset Management Firms
ONEX Corporation (TSX: ONEX) has reported its Q4 2024 and full year 2024 financial results
(all dollar amounts in ONEX’ reporting currency
ONEX reported $2 million loss in net earnings in Q4
and $303 million for FY2024 comparing to $529 million for FY 2023
ONEX generates value for shareholders through two segments: Investing and Asset Management
ONEX Investing segment includes gains on its invested capital
ONEX Asset Management segment generates revenues from the recurring fees clients pay ONEX to manage their capital and includes carried interest from ONEX private equity and private credit funds
The decrease in ONEX overall earnings was primarily driven by drop in Investing segment earnings which were down to $344 million in 2024 from $815 million in 2023
ONEX has $51.1 billion in assets under management
of which $35.2 billion is fee-generating and $8.3 billion is ONEX’ own investing capital ($113.70 or CDN $163.54 per fully diluted share)
ONEX’ investing capital per fully diluted share returned 6% for the year ended December 31
investing capital per fully diluted share has had a compound annual return of 13%
Specifically ONEX has $25.1 billion of private equity assets under management
of which $11.6 billion is fee-generating and $5.7 billion is ONEX’ own investing capital
ONEX raised $8.8 billion in fee-generating capital across its Private Equity and Credit platforms in fiscal 2024
ONEX Private Equity funds raised $1.5+ billion in FY2024
including $1.2 billion for The Onex Partners Opportunities Fund and affiliated vehicles
and $0.3 billion for ONCAP V which is expected to hold final close in Q1 2025
2025 – Onex Corporation (TSX: ONEX) today announced its financial results for the fourth quarter and year ended December 31
is growing long-term shareholder value,” said Bobby Le Blanc
we are investing in strategies and verticals that have the strongest potential for future risk-adjusted returns
the PE teams raised over $1.5 billion in 2024
Our Structured Credit platform had another active quarter and an outstanding year
having raised or extended more than $13 billion of fee-generating assets during 2024 while growing fee related earnings
Shareholders continue to benefit from our strong balance sheet and liquidity position
and most recently through our substantial issuer bid.”
The Board of Directors has declared a first quarter dividend of C$0.10 per Subordinate Voting Share payable on April 30
A 90-day on-line replay will be available shortly following the completion of the event
Enclosed are supplementary financial schedules related to Onex’ consolidated net earnings
and cash and near-cash changes for the three and 12 months ended December 31
The financial statements prepared in accordance with IFRS Accounting Standards
including Management’s Discussion and Analysis of the results
and are also available on SEDAR+ at www.sedarplus.ca
A supplemental information package with additional information is available on Onex’ website
Onex has approximately $51.1 billion in assets under management
of which $8.3 billion is Onex’ own investing capital
Onex is listed on the Toronto Stock Exchange under the symbol ONEX
Onex’ security filings can also be accessed at www.sedarplus.ca
statements concerning possible or assumed future operations
followed by or that include words such as “believes”
which would constitute forward-looking statements
Forward-looking statements are not guarantees
The reader should not place undue reliance on forward-looking statements and information because they involve significant and diverse risks and uncertainties that may cause actual operations
performance or results to be materially different from those indicated in these forward-looking statements
Except as may be required by Canadian securities law
Onex is under no obligation to update any forward-looking statements contained herein should material facts change due to new information
These cautionary statements expressly qualify all forward-looking statements in this press release
This press release contains non-GAAP financial measures which have been calculated using methodologies that are not in accordance with IFRS Accounting Standards
The presentation of financial measures in this manner does not have a standardized meaning prescribed under IFRS Accounting Standards and is therefore unlikely to be comparable to similar financial measures presented by other companies
Onex management believes these financial measures provide useful information to investors
Reconciliations of the non-GAAP financial measures to information contained in the consolidated financial statements have been presented where practical
Editor of Private Capital Journal and former editor of Canadian Private Equity
This article was published more than 6 months ago
Asset manager Onex Corp. ONEX-T built on its history of investments in the aerospace industry on Thursday by acquiring aircraft logistics company Farsound Aviation Ltd
partnered with Farsound executives in the deal
They’ve acquired a British business that specializes in supplying parts for engine maintenance and repairs to airlines and aircraft owners around the world
The company supports a range of engine makers
Onex and Farsound did not release financial terms of the deal
Onex made the investment from its Opportunities Fund
which has raised US$820-million and plans to make four or five investments
which translates into a commitment of between US$160-million to US$200-million in equity to each business it buys
Onex is the third private equity fund to own Farsound
The founding family sold the company to British venture capital fund manager Rubicon Partners in 2011
Hong Kong-based fund manager AGIC Capital bought Farsound for an enterprise value – equity plus debt – of £115-million
including building ties to airlines based in China
“We are excited to partner with Onex for Farsound’s next phase of growth,” Farsound chief executive officer Chris Knott said in a press release
“We have been impressed by both Onex’s experience and track record of helping businesses realize their growth ambitions.”
Financier Gerry Schwartz founded Onex in 1984 – he is now the company’s chairman – and pioneered leveraged buyouts of industrial companies
That approach has become commonplace in the US$4-trillion global private equity industry
Onex used its capital and money from clients such as insurers and pension plans to buy the equity in businesses and leveraged the investments with significant amounts of debt supplied by banks and bond funds
acquired in 2019 in a transaction with a $5-billion enterprise value
Onex’s aerospace holdings include successful investments in parts maker Spirit AeroSystems Holdings
Onex also made one money-losing aerospace deal
teaming up with the private equity arm of Goldman Sachs Group Inc
to buy private plane maker Hawker Beechcraft Inc.
Onex has now made two investments with its Opportunity Fund
the fund manager acquired German manufacturer Fischbach KG
the world’s largest suppliers of tubes used to package sealants and glues used in building construction and renovation
Onex and Fischbach did not release the financial terms of the buyout
Onex’s advisers on the Farsound acquisition were investment banks Barclays PLC and Solomon Partners as financial advisers and Latham & Watkins LLP as legal counsel
Onex has US$49-billion in assets under management
including US$8.5-billion of the company’s capital
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Andrew Willis is a business columnist for the Report on Business
Working in business communications and journalism for three decades
from 2010 to 2016 he was senior vice-president of communications for Brookfield Asset Management
a leading global alternative asset management company
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TORONTO — Onex Corp. says it has signed a deal to buy Farsound Aviation Ltd., a British company specialized in supplying aircraft parts for engine maintenance and repairs.
Financial terms of the agreement by the Onex Partners Opportunities Fund, which partnered with Farsound's management team on the deal, were not disclosed.
The fund is buying the company from private equity firm AGIC Capital, which acquired a majority stake in Farsound in July 2019.
Farsound operates out of four facilities in the United Kingdom, U.S., Canada and Spain.
Farsound chief executive Chris Knott says the company is excited to partner with Onex for its next phase of growth.
The deal is expected to close later this year, subject to customary closing conditions and regulatory approvals.
This report by The Canadian Press was first published Aug. 29, 2024.
When WestJet began transforming from simple to complex roughly a decade ago — first by creating Vancouver and Toronto hubs to complement its Calgary base
and later by creating ULCC subsidiary Swoop — I figured management had made a mistake
WestJet had thrived for so long by copying Southwest: How could management mess with that secret sauce
including assumed debt (today about $3.5 billion U.S.)
WestJet made many mistakes in its attempted metamorphosis
But we're now seeing in the United States what happens when a LCC refuses to change with the times
believing it must protect its history or its culture
What worked two decades ago — like a single-cabin LCC that only flies within North America — isn’t guaranteed to work forever
especially in a world where people seek premium experiences and international travel
It turns out that the 2015-19 transformation may have rehabilitated the airline
including the now-closed Vancouver and Toronto connecting hubs
and the bigger-than-needed orders for Dreamliners and Q400s
But the rapid growth gave Onex the building blocks to turn WestJet into an airline that could meet post-Covid trends
and all the other things that airlines need to make big profits in 2024
In an interview earlier this month at the IATA Annual General Meeting, WestJet CEO Alexis von Hoensbroech told me how he and his very hands-on board (it has four current or former airline CEOs
including Air France-KLM’s Ben Smith) decided which of WestJet’s assets to keep and which to jettison
we sat down and thought about: what should be our strategy going forward?" von Hoensbroech told me
Because we were starting to become everything to everyone
A good strategy is more about what you don't do than what you do."
Read on to learn about some of the decisions they made about the fleet
When WestJet began transforming from simple to complex roughly a decade ago \u2014 first by creating Vancouver and Toronto hubs to complement its Calgary base
and later by creating ULCC subsidiary Swoop \u2014 I figured management had made a mistake
or crap like that. What worked two decades ago \u2014 like a single-cabin LCC that only flies within North America \u2014 isn\u2019t guaranteed to work forever
In an interview earlier this month at the IATA Annual General Meeting, WestJet CEO Alexis von Hoensbroech told me how he and his very hands-on board (it has four current or former airline CEOs
including Air France-KLM\u2019s Ben Smith) decided which of WestJet\u2019s assets to keep and which to jettison
we sat down and thought about: what should be our strategy going forward?\\\" von Hoensbroech told me
A good strategy is more about what you don't do than what you do.\\\"
And yes: there\u2019s a tease about an IPO
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Private Equity Deals, Ontario, Quebec, Financial, United States
has acquired a majority stake in PWL Capital Inc.
a national leading independent wealth management firm headquartered in Montreal
The investment signifies OneDigital’s first international expansion, leveraging an established leadership team and platform to deliver a client- and planning-first fiduciary structure to the Canadian market
Formerly Parkyn Wermenlinger Layton Capital Inc.
a registered Investment Dealer and Derivatives Dealer
the firm manages approximately $5.5 billion in client assets and provides tailored wealth management and financial planning services to more than 2,300 client families across Canada
PWL Capital will continue to be led by CEO Cameron Passmore and President Brenda Bartlett
Georgia based OneDigital is a leading insurance
financial services and HR consulting firm and maintains offices in most major markets across the United States
Onex Corporation (TSX: ONEX) and Onex Partners V acquired a majority stake in OneDigital in a transaction valued at US $2.65 billion
and OneDigital employees rolled a significant portion of their existing investments into the transaction
Investment is the First of a Significant Deployment of Capital to Build a Client Centric Advisory Platform
PWL Capital is one of Canada’s largest evidence-based
“PWL brings an exceptional team with deep expertise in wealth management
making them the perfect partner as we expand our footprint internationally
we’re poised to bring more systematic
client-first financial solutions to Canadians
marking the beginning of an exciting new chapter for OneDigital’s growth and our ability to serve clients on a global scale.”
and one philosophy working together to transform the financial advisory experience for Canadians
The beauty of a unified team ensures that every client benefits from a cohesive
And Canada so desperately needs and deserves this
That’s why we’re thrilled to partner with OneDigital.”
will continue delivering their trusted services to clients across industries
The investment in PWL’s enterprise platform marks a significant milestone in OneDigital’s 25-year history and reflects its commitment to fiercely advocate for its individual and business clients
This investment establishes a foundation for OneDigital’s long-term expansion into Canada
with plans to actively invest in additional opportunities across employee benefits
and workplace consulting solutions and to partner with like-minded organizations in 2025 and beyond
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health
financial services and HR platform provides personalized
tech-enabled solutions for a contemporary work-life experience
OneDigital’s teams enable employers and individuals to do their best work and live their best lives
More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors
Founded in 2000 and headquartered in Atlanta
OneDigital maintains offices in most major markets across the nation
OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services
Each company has financial responsibility for only its own products and services
Investment advisory services offered exclusively through OneDigital Investment Advisors LLC in the United States
PWL is an independent boutique retirement and wealth firm that offers holistic
full-service wealth management expertise to Canadians
PWL has offered wealth management services
retirement and estate strategies) with offices in Ottawa
Portfolio Management and brokerage services are offered by PWL Capital Inc.
which is regulated by Canadian Investment Regulatory Organization (CIRO)
and is a member of the Canadian Investor Protection Fund (CIPF)
Financial planning and insurance products are offered by PWL Advisors Inc.
and is regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF)
*Chief Executive Officer title is subject to any regulatory approval
Media Contact: Chelsea McKenna, Chelsea.mckenna@onedigital.com
Canada's leading news sources and intelligence on private capital and public financings
Onex Corporation, the Toronto-based asset manager, has expanded its aerospace portfolio by acquiring Farsound Aviation, an aircraft logistics company. The acquisition marks another investment in the aerospace industry by Onex, which also owns WestJet Airlines
If the Onex acquisition of Farsound Aviation results in you losing your job in Canada
then Farsound Aviation must provide you with full severance pay
the “seller” of the business is responsible for providing proper compensation to staff who lose their job
WATCH: Employment lawyer Lior Samfiru explains the rights workers have when their employer sells the business on an episode of the Employment Law Show
If Onex provides you with an employment offer
and you have a good reason for why you don’t want to accept it (i.e
you might be able to get full severance pay from Farsound Aviation
Even without a good reason you can still get severance
but it’s very likely that you will only receive your minimum entitlements
Severance for non-unionized employees in Canada can be as much as 24 months’ pay
This includes individuals working full-time, part-time, or hourly in B.C., Alberta, and Ontario. The amount of compensation you are entitled to is calculated using several factors
To figure out how much you could be owed, use our firm’s free Severance Pay Calculator
It has helped millions of Canadians determine their severance entitlements
If your company doesn’t provide you with the correct amount, you have been wrongfully dismissed and should seek legal counsel immediately
Samfiru Tumarkin LLP regularly resolves wrongful dismissal claims and can help you secure proper severance
Use our free interactive tool to get fast answers
Get Answers Now
non-unionized employees don’t have to accept substantial changes to their job that Onex might try to enforce
When significant adjustments are made to the terms of your employment without your consent, there is a very good chance that you can treat it as a constructive dismissal. In this situation, the law allows you to quit your job and pursue full severance pay
If you believe that you have been constructively dismissed
don’t resign before contacting our firm
If you work for Farsound Aviation and you receive a new employment contract
take the time to carefully review it before signing it
these agreements take away key protections that would otherwise be available to non-unionized employees
Employers in Canada can’t legally force non-unionized workers to sign a new employment contract immediately or a few days after receiving it
Before accepting a new employment contract, have the experienced employment law team at Samfiru Tumarkin LLP review the agreement to make sure your workplace rights are protected
Our lawyers in B.C., Alberta, and Ontario have successfully represented tens of thousands of non-unionized individuals
We can help you better understand the terms of the contract and advise you on how best to navigate the situation
and Ontario are ready to provide you with the advice you need and the compensation you deserve
Get Help Now
Lior Samfiru is a Founding Partner at Samfiru Tumarkin LLP and the Practice Leader of the firm’s Labour & Employment Law Group
Known for his advocacy and success representing both employees and employers
Lior exclusively serves clients in Ontario
where his extensive experience has made him one of Canada’s most sought-after employment lawyers
expected to close in the third quarter of 2025
The bombshell update comes just weeks after the agency eliminated approximately 450 roles at the end of March
Samfiru Tumarkin LLP breaks down job abandonment in Alberta
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