Executive Summary
Rachel is a lawyer in the Business Law Group and the Financial Services Group at Gardiner Roberts. Her practice spans a broad range of corporate, commercial, and financing matters, with a focus on corporate governance, mergers and acquisitions, and secured lending transactions. She advises clients across a variety of industries, including technology, manufacturing, transportation and logistics, energy and infrastructure, healthcare, hospitality, food and beverage, retail, financial services, and commercial real estate.
Known for her practical, business-focused approach, Rachel regularly assists clients with matters ranging from business formation and structuring, to complex purchase and sale transactions that often involve financing arrangements and corporate reorganizations. Her extensive financial services experience includes acting for Canadian Schedule I banks and other financial institutions, private lenders, and corporate borrowers in regional, multi-jurisdictional, and cross-border senior and subordinated bilateral and syndicated lending transactions, including acquisition financings, technology debt financings, real estate financings, and cash flow and asset-based lending.
Expertise
- Business and Corporate Commercial
- Mergers and Acquisitions
- Financial Services
Representative Work
- Acted as counsel of behalf of various Schedule I banks and institutional lenders, including to:
- Fédération des caisses Desjardins du Québec in providing Cdn$65 million in financing facilities to an e-commerce company
- Bank of Montreal in providing credit facilities to Bragg Gaming Group Inc., an iGaming content and technology solutions service provider, in a cross-border, multi-jurisdictional transaction
- Bank of Montreal as administrative agent, co-lead arranger, bookrunner and lender of Cdn$100 million in syndicated commercial real estate financing facilities to a leading Canadian hospitality investment, development and management group in connection with the acquisition and renovation two hotel properties
- The Bank of Nova Scotia in providing Cdn$75 million in financing facilities to a national environmental and industrial services company
- Bank of Montreal as administrative agent, lead arranger, bookrunner and lender of US$76 million syndicated technology debt financing facilities to a telecommunications and cloud services company
- HSBC Bank Canada (now Royal Bank of Canada) in providing Cdn$45 million in the form of a demand operating loan facility to a large North American contractor and industrial products marketing/buying group connecting independent distributors with suppliers
- Bank of Montreal as administrative agent, lead arranger, bookrunner, and lender of approximately US$90 million in syndicated technology debt financing facilities to Quisitive Technology Solutions Inc., a software company and premier Microsoft cloud and AI solutions partner, in a multi-jurisdictional transaction
- Bank of Montreal in providing approximately Cdn$59,750,000 in financing facilities to a large group of Canadian companies providing high voltage power delivery systems and related products and services
- Acted as counsel to Sustainalytics Holdings B.V. with respect to the sale of 100% of its shares to Morningstar, Inc. in a transaction valued at approximately EUR170 million
- Acted as counsel to sellers and buyers on the selling and buying of businesses through share and/or asset transactions, including software companies, logistics, trucking, warehousing and distribution companies in various sectors, industrial supplies and services companies, dentistry practices, and fast food franchises
- Acted as counsel to an energy-efficiency focused investment firm that funds, develops and manages building retrofits using an energy-as-a-service model
My Blog
##blogcontent##Board Memberships
- Law Society of Ontario
- Ontario Bar Association
- Canadian Bar Association
- Skate Ontario – Chair of the Skate Ontario Governance Committee – 2021 to present