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Davies Ward Phillips & Vineberg LLP

Investment Funds: Fund Formation

Canada Guide 2026 : Nationwide - Canada

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Davies Ward Phillips & Vineberg LLP

Rankings

Chambers Review

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Investment Funds: Fund Formation - Nationwide - Canada

Band 1

What the Team is Known For
Davies Ward Phillips & Vineberg operates a highly regarded team acting on fund formation and restructuring mandates, with notable experience representing large buyout and infrastructure funds. The group advises on a wide range of deals, including both mid-market and high-end transactions. The practitioners are also active on real estate and pension fund mandates, in addition to private equity and hedge fund work. The lawyers in Toronto and Montréal regularly work alongside the firm's New York office to provide advice on cross-border mandates. The team has particular strength acting on the sponsor side of private equity fund formations.
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Work Highlights

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  • Davies Ward Phillips & Vineberg represented BrandProject in connection with the formation of BrandProject Capital Fund II LP, an early-stage venture capital fund focused on making investments in next generation consumer product, service and technology companies across North America.

Strengths

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  • The team is well-organized and thoughtful in its approach.

    Investment Funds: Fund Formation respondentCanada

  • They provide more than just legal advice, they are business partners.

    Investment Funds: Fund Formation respondentCanada

  • They have good knowledge of different jurisdictions.

    Investment Funds: Fund Formation respondentCanada

  • They understand the market and, more importantly, they bring credibility to the transaction.

    Investment Funds: Fund Formation respondentCanada

  • They are the strongest fund formation team in the country.

    Investment Funds: Fund Formation respondentCanada

Notable Practitioners

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  • Sarbjit Basra
    Sarbjit Basra

    Sarbjit Basra

    Sarbjit Basra serves as the managing partner of the firm in Toronto as well as being co-head of its investment funds practice.

    • He has always been a great sounding board and adviser for us.

      Investment Funds: Fund Formation respondentCanada

    • He has great experience in this area and brings it to the table.

      Investment Funds: Fund Formation respondentCanada
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  • Brooke Jamison
    Brooke Jamison

    Brooke Jamison

    Toronto-based Brooke Jamison is a standout practitioner who is well regarded for her understanding of the fund formation space. She also serves on the firm's management committee.

    • Brooke takes a very commercial approach and thinks through the complexities and intricacies so that nothing gets left behind.

      Investment Funds: Fund Formation respondentCanada

    • Brooke has been a leader in this market for many years.

      Investment Funds: Fund Formation respondentCanada

    • She is very knowledgeable and has great in-depth expertise.

      Investment Funds: Fund Formation respondentCanada
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  • Patrick Barry
    Patrick Barry

    Patrick Barry

    Patrick Barry has a great depth of experience assisting clients with the formation of funds. Based in Toronto, he co-chairs the firm's department.

    • Clients respect his opinion and actively seek him out on important transactions and events.

      Investment Funds: Fund Formation respondentCanada

    • He has an immense amount of experience he is able to leverage.

      Investment Funds: Fund Formation respondentCanada
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  • Joshua Kuretzky
    Joshua Kuretzky

    Joshua Kuretzky

    Joshua Kuretzky is a Toronto-based lawyer who regularly assists clients with the formation of private equity funds. He is experienced in open-ended funds, fund of one and private credit fund formations.

    • He is a very practical and creative thinker who finds solutions for us.

      Investment Funds: Fund Formation respondentCanada

    • He excels at understanding our business and objectives.

      Investment Funds: Fund Formation respondentCanada
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  • Sébastien Thériault
    Sébastien Thériault

    Sébastien Thériault

    The Montréal-based Sébastien Thériault co-leads the firm's practice and enjoys notable experience in the formation of private equity and venture capital funds.

    • He has great knowledge of the industry, stakeholders and strategy.

      Investment Funds: Fund Formation respondentCanada

    • He is a great advisor, he is very calm and has a positive attitude.

      Investment Funds: Fund Formation respondentCanada
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  • James O'Shea
    James O'Shea

    James O'Shea

    James O'Shea is a Toronto-based partner at Davies Ward Phillips & Vineberg, with deep experience in representing both domestic and foreign clients in the investment space. He has expertise in forming funds for venture capital firms and institutional investors.

    • He is very easy to work with and we rely a lot on his advice and guidance.

      Investment Funds: Fund Formation respondentCanada

    • He is very dedicated and professional.

      Investment Funds: Fund Formation respondentCanada

    • James provides great commercial awareness.

      Investment Funds: Fund Formation respondentCanada
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  • Sarah Elharrar
    Sarah Elharrar

    Sarah Elharrar

    Sarah Elharrar regularly assists clients with fund formation mandates and is experienced in the formation of specialised funds. She is based in Toronto.

    • She is fast when we need her to be, she is accurate and knowledgeable.

      Investment Funds: Fund Formation respondentCanada

    • She is very knowledgeable, pragmatic and easy to work with.

      Investment Funds: Fund Formation respondentCanada
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Ranked Individuals at Davies Ward Phillips & Vineberg LLP (7)

Nationwide - Canada

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