Lawyer Profile
Caroline L. Helbronner
Toronto, Ontario
Overview
Caroline has practised exclusively in the areas of pensions, benefits and executive compensation for over 30 years. She advises on all aspects of the implementation, administration, funding, taxation and wind-up of pension, group benefit, profit-sharing and deferred compensation arrangements.
Caroline has deep experience advising clients in respect of pension, tax, trust and benefit issues arising in connection with cross-border situations, corporate transactions, loan agreements, insolvencies and compliance disputes. Her practice also focuses on pension investment, governance and fiduciary matters. She has advised plan sponsors on de-risking strategies, including buy-in and buy-out annuities, and has extensive experience advising clients on pension plan mergers, including mergers with jointly sponsored pension plans.
Caroline's clients include private and public sector pension plan sponsors and administrators, financial institutions and service providers.
GMS Inc. on its acquisition by The Home Depot's specialty trade distribution subsidiary, SRS Distribution, for a total enterprise value of approximately US$5.5-billion
Restore Capital LLC, as DIP Agent, in the CCAA proceedings of Hudson's Bay Company
Canadian counsel to Neiman Marcus Group in relation to certain financing matters on its US$2.7-billion acquisition by Saks Global
GMS Inc. on its acquisition of Yvon Building Supply Inc., Yvon Insulation Corporation, 2704026 Ontario Ltd. (d/b/a Yvon Insulation Windsor), Laminated Glass Technologies, Inc., and Right-Fit Foam Insulation Ltd.
Canadian counsel to Paramount Global on the US$1.6-billion sale of Simon & Schuster to KKR
Practice Areas
Bar Information
Called to the bar: 1987 (ON)