Marshall R. Haughey

Partner

Calgary, Edmonton
 haugheym@bennettjones.com
Education
University of Saskatchewan, BComm (Finance), 2008, with great distinction
University of Saskatchewan, JD, 2011, with great distinction
Bar Admissions
Alberta, 2012
Overview

Marshall Haughey is a partner in the Bennett Jones national Tax group, based in the Calgary office. His creative and client-centered approach to problem-solving is invaluable to clients in solving their most complex legal matters. Marshall practises in all areas of Canadian domestic and international income tax law, with a particular focus on mergers and acquisitions, corporate transactions and reorganizations, inbound and outbound investment and financing, and private equity. In addition, a significant component of Marshall's tax practice is devoted to advising high net worth families on complex tax planning matters, often with an international tax element.   

Marshall frequently presents on and authors tax articles and serves as a special advisor to the Canadian Tax Foundation Board of Governors and as an editor of the Federated Press International Tax Planning Journal. He is consistently recommended for corporate tax in the Canadian Legal Lexpert Directory.

Select Experience
•  Heidelberg Materials North America in its binding purchase agreement to acquire the Edmonton, Alberta, assets of BURNCO, a successful fifth-generation family-owned construction materials company
•  BioLife Solutions, as Canadian counsel, in its acquisition of PanTHERA CryoSolutions 
•  Valkyrie Enterprises in its acquisition of Ship to Shore Inc. and associated tax advice.
•  The controlling shareholder of Westbrick Energy in its C$1.075-billion sale to Vermilion Energy.
•  First Majestic Silver Corp. in its US$970-million acquisition of Gatos Silver
• 

Heartland Generation in its C$658-million sale to TransAlta

•  NOVA Infrastructure, an infrastructure investment firm, as Canadian counsel, in connection with its take-private acquisition of UGE International, a Canadian publicly traded company listed on the TSX Venture Exchange
•  The shareholders of a Western Canadian-based parts and services company in its sale to an international strategic buyer.
•  Kohlberg Kravis Roberts & Co., in connection with its C$1.19-billion acquisition of an indirect minority equity interest in the Labrador-Island Link from Emera Inc. 
•  Carnelian Energy Capital Management, L.P., as Canadian counsel in its capital commitment and investment in Parallax Energy, L.P.
•  Resource Modeling Solutions Ltd., an Alberta-based mining software company, in its share sale to a strategic buyer.
•  Drayden Insurance Ltd. in the sale of all of its shares to McDougall Insurance Brokers Limited ("McDougall"), a subsidiary of Definity Financial Corporation, for $208-million.
 
•  The Bodtker Group of Companies Ltd. in its sale of Reliance Products Ltd. to Greif, Inc., an NYSE-listed company.
•  Bow River Capital, a Denver-based alternative asset manager, in a majority recapitalization of Vitruvi ("Company"), a geospatial-based Construction Management software platform.
•  Nippon Steel Corporation in its $1.15-billion investment in Elk Valley Resources Ltd., a steelmaking coal business to be spun-out as an independent public company from Teck Resources Ltd.
•  TriWest Capital Partners, in connection with its partnership with Northern Lite Truck Campers and Off Grid Trailers, forming Outdoor Adventure Group, a leading recreational vehicle manufacturer and distributor.
•  CSV Midstream Solutions Corp. in its $82.2-million acquisition of KANATA Energy Group Ltd. through the purchase of all issued and outstanding shares.
•  The Patrick D. Bowlen Trust, as Canadian tax and corporate counsel, in its US$4.65-billion sale of the Denver Broncos NFL franchise to the Walton-Penner group.
•  TriWest Capital Partners, in connection with its partnership in Supreme International Limited, in conjunction with senior management and Export Development Canada.
•  Stone Canyon Industries Holdings LLC and Kissner Group Holdings, as Canadian counsel, in their US$3.2-billion agreement to acquire K+S Aktiengesellschaft's North and South American salt business, including Morton Salt and Windsor Salt.
•  United Active Living Inc., in matters related to ownership and operations of assisting living housing projects.
•  Kissner Group Holdings LP, completed its acquisition of NSC Minerals Ltd., a market-leading provider of salt products in Western Canada and the North Central United States, from an investor group led by Altas Partners.
•  Kissner Holdings LP, on its $400,000,000 notes offering and related refinancing transactions.
•  Resource Well Completion Technologies Inc., in the acquisition by Schoeller-Bleckmann Oilfield Equipment AG of a majority interest for approximately $40 million.
•  Veresen Inc., in the public offering of 56,120,000 subscription receipts for aggregate gross proceeds of approximately $920 million to be used to partially fund the acquisition of the 50% convertible preferred interest owned by Global Infrastructure Partners in the Ruby pipeline system for US$1.425 billion.
•  Westport Innovations Inc., as borrower, in a $36-million private placement of unsecured subordinated debentures.