Cross-Border US-Canada Offerings
We align Canadian and U.S. requirements to enable efficient cross-border capital raises and parallel fund structures.
How We Help
Reg D / Reg S Coordination
- Harmonizing NI 45-106 with U.S. Reg D/Reg S frameworks
- Blue Sky filings for multi-state offerings
- Suitability, solicitation, and marketing compliance
Parallel Fund Structuring
- Canadian LPs/MFTs alongside U.S. LPs/trusts
- Cross-border feeder/parallel arrangements
- Advisers Act and Investment Company Act considerations
Investor Documentation
- Subscription agreements, investor questionnaires, and disclosure harmonization
- Tax disclosure and operational alignment with U.S. counsel and administrators
- Materials tailored for dual-jurisdiction investors
Typical Clients: Canadian sponsors raising U.S. capital; U.S. sponsors targeting Canadian investors; cross-border real estate and private funds.