Jarrod Isfeld

Partner
About

Jarrod Isfeld's practice focuses on three core areas: M&A and strategic transactions, private fund and investment-vehicle formation, and governance and investment-industry regulatory advice. His work spans the full corporate and investment spectrum, from early structuring and capital formation through to transactions, regulatory strategy, and board-level guidance.

Jarrod advises on public and private M&A, private equity transactions, cross-border structures, joint ventures, and Toronto Stock Exchange (TSX) and TSX Venture Exchange listings, including transactions involving non-Canadian targets and multi-jurisdictional arrangements.

He also acts for private equity sponsors, emerging managers, independent asset managers, family offices, and real-asset platforms on fund formation and capital-raising structures, including private equity, venture, evergreen, continuation, farmland, and co-investment vehicles.

In addition, Jarrod provides governance and regulatory advice under Canadian securities laws, with a particular focus on NI 31-103 compliance, registration matters, exemptive relief, investment-fund governance, and complex regulatory strategy. His regulatory and governance work informs his transactional practice by giving clients a clear view of risk, compliance expectations, and strategic considerations that influence deal execution.

Clients value Jarrod's ability to combine transactional insight, structural experience, and regulatory judgment to help navigate sophisticated matters with clarity, practicality, and strategic focus.

Bar admissionsAlberta, 2001

EXPERIENCE

  • Lead counsel to the independent committee of the board of trustees of Melcor Real Estate Investment Trust (TSX:MR.UN) in connection with its take-private transaction by way of ‎a plan of arrangement.
  • Obtained a decision of the Securities Commissions of each of British Columbia, Alberta, Saskatchewan and Manitoba exempting the CBWC (Canadian Baptists of Western Canada) Foundation from the dealer, adviser and investment fund manager registration requirements for inter-church financing activities 
  • Obtained a novel decision of the securities regulatory authorities of all provinces and territories of Canada exempting APX Inc. from the dealer registration and prospectus requirements in connection with APX’s crypto-asset backed lending business 
  • Counsel to special committee of Melcor Real Estate Investment Trust in connection with strategic alternatives process
  • Advised Incana Capital in connection with registration as dealer, adviser and investment fund manager
  • Advised independent committees of Northwest Healthcare Properties Real Estate Investment Trust in connection with governance and special situations-related matters
  • Advised Gestalt Capital on private fund formation and financing
  • Advised Paris-based clean energy fund on multiple Canadian clean energy investments, including investment vehicle formation
  • Advised German integrated ingredients company on Canadian agriculture investments
  • Advised Alberta-based private farmland fund on fund formation and financing
  • Lead counsel to Charlotte's Web Holdings, Inc. on sponsorship arrangement with Major League Baseball
  • Lead counsel to Charlotte's Web Holdings, Inc. in connection with US$57 million debenture issuance to ‎British American Tobacco
  • Lead counsel to RT Mosaic on sale to Cardinal Point Capital Management Ltd.‎
  • Act for Overbay Capital Partners Inc. in connection with mutual fund trust, private equity fund ‎formation and regulatory matters
  • Acted for Main Street Mortgage Investment Corporation in connection with mortgage investment ‎corporation formation and financing
  • Acted for Special Committee of Board of Directors of AgJunction Inc. (AJX) in connection with sale to ‎the KUBOTA Corporation
  • Acted for Charlotte's Web Holdings, Inc. ‎(TSX:CWEB, OTCQX:CWBHF)‎ in its acquisition of Abacus ‎Health Products, Inc. (CSE:ABCS) by way of an arrangement
  • Acted as lead counsel for Charlotte’s Web Holdings, Inc. ‎(TSX:CWEB, OTCQX:CWBHF)‎ in connection ‎with a Secondary Offering of Common Shares pursuant to a short form shelf prospectus for aggregate ‎gross proceeds of $161 million
  • Acted for AltaCorp Capital Inc. in connection with a brokered private placement financing of ‎subscription receipts
  • Acted for Charlotte’s Web Holdings, Inc. ‎(TSX:CWEB, OTCQX:CWBHF)‎ in connection with the closing of ‎a C$115 million Initial Public Offering and Secondary Offering and listing on the Canadian Stock ‎Exchange
  • Advise Partners Group in connection with Canadian registration and fund formation related matters ‎
  • Acted for Toshiba Corporation in connection with acquisition of material interest in Canadian technology ‎company
  • Advise Olympia Trust Company in connection with Canadian registration matters ‎
  • Acted for Link Plan Management in connection with registration of one of Alberta’s first robo-advisory ‎firms
  • Advised Zelos Capital in connection with fund formation and registration as a portfolio manager, ‎investment fund manager and exempt market dealer
  • Acted for Uniquem Inc. in connection with merger with Evolution Energy Services
  • Advised private investment group in connection with public recapitalization of New Stratus Energy Inc. ‎
  • Advised Viewpoint Global Fund in connection with registration as a portfolio manager, investment fund ‎manager and exempt market dealer
  • Advised Toronto based ICO in connection with registration exemptive relief application ‎
  • Acted for HydRx Farms in connection with merger with CannScience Innovations (continuing as Scientus ‎Pharma Inc.)‎
  • Advised Russian-based financial institution in connection with USD$2.7 billion debt financing
  • Acted for Merrco Payments Inc. in connection with private placement financing
  • Advised Baby Gourmet Foods Inc. in connection with debenture financing
Languages
  • English
  • Japanese
Education
  • LL.B., University of British Columbia. 1999
  • B.A. (Economics), Hitotsubashi University, Japan, 1996

Memberships And Affiliations

  • Advisor, Alberta Securities Commission - Exempt Market Dealer Advisory Committee
  • Former Chair, Securities and Corporate Finance (Alberta South), Canadian Bar Association
  • Former Sessional Instructor (Securities Law), University of Calgary, Faculty of Law

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