ACTIVEnergy Income Fund merges with ALBERTA Focused Income & Growth Fund
Client
Middlefield Group
On October 26, 2007, Middlefield Group announced the successful completion, effective October 26, 2007, of the previously announced merger of ACTIVEnergy Income Fund and ALBERTA Focused Income & Growth Fund, with ACTIVEnergy being the continuing fund. The combined total assets of the continuing fund are approximately $300 million.
Middlefield Group was advised in this transaction by a team from Fasken Martineau that included Stephen Erlichman, John Sabetti and Catherine Fraser (securities/investment funds) and Mitchell Thaw (tax).
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