Date Closed

August 3, 2007

Lead Office

Toronto

Value

4.60 Billion CAD

On August 3, 2007, Great-West Lifeco Inc. in an agreement with Marsh & McLennan Companies, Inc., Lifeco acquired the asset management business of Putnam Investments Trust, and The Great-West Life Assurance Company acquired Putnam's 25% interest in T.H. Lee Partners. In aggregate these transactions represent a value of $3.9 billion US ($4.6 billion Cdn).

McCarthy Tétrault advised Great-West with a team that was led by Jerald Wortsman.