Real Stories, Real Outcomes

We've helped businesses navigate some pretty gnarly legal situations. Here's how we did it.

Our clients include leading organizations across industries

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M&A Advisory

The €47M European Acquisition That Almost Fell Apart

How we saved a cross-border deal when regulatory issues threatened to kill it

Corporate Acquisition
Challenge

When Everything Went Sideways

A Canadian tech firm was 3 weeks from closing on a German manufacturing company. Pretty standard stuff, right? Wrong. Turns out the EU's new foreign investment screening rules had just kicked in, and nobody on their original legal team caught it in time.

They came to us in what I'd call "mild panic mode" - the kind where everyone's trying to stay calm but you can feel the stress radiating through the phone. The German sellers were getting antsy, threatening to walk if this dragged on. Can't blame 'em really.

21 Days

Until deal deadline

4 Jurisdictions

Regulatory bodies involved

€47M

At stake

Solution

How We Fixed It

First thing - we had to be real with everyone. Yeah, we needed to file for screening approval, but that didn't mean the deal was dead. We put together a task force that spanned three time zones (goodbye, sleep schedule).

Here's what actually worked: we restructured the acquisition as a phased approach, which bought us breathing room with regulators. Meanwhile, we fast-tracked the German investment screening application while simultaneously preparing contingency structures. Basically, we built three different paths to close this thing.

Week 1: Emergency regulatory assessment & restructuring proposal
Week 2: Filed expedited applications in Germany & EU, negotiated deadline extension
Week 3: Secured preliminary clearances, finalized alternative structures
Week 4: Got full regulatory approval, closed the deal
Result

The Outcome

We closed the deal 28 days after they first called us - just one week past the original deadline. The client was thrilled, the German sellers were relieved, and honestly? We were pretty damn proud of ourselves.

But here's what really mattered: our client's now got a thriving European operation that's exceeded their projections. Last I heard, they're planning another acquisition and guess who they called first?

Deal Closed

Full regulatory approval in 4 weeks

127% Growth

Year-one performance vs. projections

Zero Delays

Post-approval integration

185 Jobs

Preserved & protected

"They didn't just save the deal - they made it better. The restructured approach actually improved our tax position and gave us more operational flexibility."

- CEO, Acquiring Company

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Trade Compliance

The $2.3M Customs Nightmare

When a simple tariff classification error spiraled into a major compliance crisis

International Trade
Challenge

A Small Mistake, Big Consequences

Here's a fun fact - get your tariff classifications wrong and the government doesn't just ask nicely for the difference. They come knocking with penalties, interest, and sometimes criminal investigations. That's exactly what happened to a manufacturing client who'd been importing components from Asia for years.

Somebody in their logistics department had been using the wrong HS codes. Not on purpose - they genuinely thought they had it right. But the Canada Border Services Agency didn't see it that way. They were facing $2.3M in back duties, penalties that could've doubled that, and worst of all, potential charges under the Customs Act.

What They Were Up Against:
  • 3 years of misclassified imports (1,247 shipments)
  • CBSA audit revealing systemic compliance failures
  • Potential criminal prosecution for their compliance officer
  • Threat of losing their import privileges
  • Supply chain about to grind to a halt
Solution

Building a Defense & a Future

We needed a two-pronged approach: deal with the immediate crisis AND fix their systems so this never happened again. Can't just put out the fire if the building's made of kindling, y'know?

First, we did a complete forensic review of every single shipment. Turns out, about 40% of the classifications were actually correct - the auditor had made some errors too. That became our opening move. We also proved the company had acted in good faith, with documentation showing they'd tried to get it right.

1
Crisis Management

Negotiated a standstill agreement with CBSA while we reviewed everything

2
Forensic Analysis

Challenged the audit findings, reduced liability by 43%

3
Voluntary Disclosure

Filed for legitimate errors before CBSA could impose penalties

4
Systems Overhaul

Built new compliance protocols and trained their entire team

Result

From Crisis to Best Practices

After 7 months of negotiations (yeah, these things take time), we settled the entire matter for $847,000 - less than 37% of the original assessment. No criminal charges, no penalties beyond interest, and their import privileges stayed intact.

But honestly? The real win was what happened next. They're now one of the most compliant importers we've seen. Their new systems caught and corrected issues before they became problems. CBSA even held them up as an example during an industry conference. Talk about a comeback story.

$1.45M Saved

Reduced assessment from $2.3M to $847K

Zero Penalties

No criminal charges or administrative penalties

18 Months

Zero compliance issues since implementation

CBSA Recognition

Now cited as compliance best practice example

"They didn't just get us out of trouble - they transformed how we think about compliance. Our CFO jokes that hiring them was the best investment we've made in risk management."

- VP Operations, Manufacturing Client

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IP Protection

The Patent War Nobody Saw Coming

Protecting a startup's innovation across 12 jurisdictions simultaneously

Intellectual Property
Challenge

David vs. Multiple Goliaths

So picture this: a scrappy Toronto cleantech startup develops some genuinely revolutionary battery tech. We're talking potential game-changer stuff. They filed a provisional patent in Canada, thinking they had time to sort out the international stuff. Spoiler alert - they didn't.

Within months, three separate companies (all with way deeper pockets) filed similar patents in different countries. One was clearly based on a leaked pitch deck. Another claimed they'd been developing the same tech independently. The third? Let's just say their "innovation" was suspiciously specific.

12 Countries

Competing claims filed

3 Competitors

Major corporations involved

6 Weeks

Before priority deadline

Solution

Racing Against the Clock

We had to move fast and coordinate across multiple patent offices simultaneously. Filed PCT applications covering 12 jurisdictions, each tailored to local requirements. Not fun, but necessary.

Then came the hard part - we challenged the competing applications. Gathered evidence of prior disclosure (that leaked pitch deck came in handy), documented timeline proof, and worked with technical experts to show why our client's approach was genuinely novel. Also hired local counsel in 8 different countries. My phone bill that quarter was... impressive.

Rapid Filing Strategy

Coordinated simultaneous filings across all priority jurisdictions within 3 weeks

Evidence Collection

Built forensic timeline proving prior invention and documenting potential IP theft

Expert Network

Engaged technical experts and local counsel in each jurisdiction for opposition proceedings

Defensive Portfolio

Filed additional continuation patents to create a comprehensive protection wall

Result

Victory Across the Board

We won. Not in one or two countries - in all of them. Every single competing application either got rejected or withdrawn. Our client now holds the foundational patents in every major market that matters for their tech.

The best part? One of those competitors who tried to steal their thunder? They're now licensing the technology from our client. And that Series B funding round that was looking shaky? Closed at 3x the original target because investors finally had confidence in the IP protection.

12/12

Patents Granted

100%

Opposition Success

$24M

Series B Raised

2

License Agreements

Market Domination

Secured exclusive rights in all major cleantech markets, valuation increased 4.5x

Revenue Stream

Generated ongoing licensing income from former competitors

"We were days away from losing everything we'd built. They didn't just save our patents - they turned our biggest threat into a competitive advantage. Now when investors ask about IP protection, we just hand them the portfolio and watch their eyes light up."

- Founder & CEO, CleanTech Startup

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Corporate Restructuring

The Family Business That Needed Fresh Legs

Navigating succession planning and international expansion at the same time

Business Restructuring
Challenge

Three Generations, One Big Mess

Family businesses are tricky. Throw in international expansion plans, and they get trickier. This 60-year-old manufacturing company wanted to open operations in Mexico and Vietnam while the founder was trying to hand things off to the next generation. Oh, and did I mention the three siblings who all had different ideas about the company's future?

The existing corporate structure was a patchwork of fixes from decades ago. Nothing was documented properly. The ownership was split across family trusts that nobody really understood anymore. And they needed to pull off this whole transition while negotiating with foreign partners who were getting impatient.

What We Were Dealing With:
Family Dynamics

3 siblings, different visions, unresolved succession plan

Corporate Structure

Outdated holding company, unclear ownership chains

International Plans

Joint ventures in 2 countries, different legal systems

Time Pressure

Foreign partners threatening to walk, founder's health declining

Solution

Building Bridges & Structures

First things first - we needed everyone in the family on the same page. Organized a series of facilitated meetings (basically family therapy with legal consequences) to hash out roles, responsibilities, and what success looked like for each person. Took longer than expected, but you can't build on a shaky foundation.

Once we had buy-in, we restructured everything from scratch. Created a modern holding company structure that separated family ownership from operational control. Set up proper governance with an independent board. Then tackled the international piece - established foreign subsidiaries with local partners, all structured to protect the family's interests and comply with local laws.

1
Family Alignment (Months 1-2)
  • Facilitated family governance meetings
  • Drafted succession framework acceptable to all parties
  • Created shareholder agreement with dispute resolution mechanisms
2
Corporate Restructuring (Months 3-5)
  • Unwound old structure and created clean holding company
  • Transferred assets with tax-efficient rollover provisions
  • Established independent board of directors
3
International Expansion (Months 4-8)
  • Negotiated joint venture agreements in Mexico & Vietnam
  • Structured foreign entities for tax efficiency an