Insight and partnership
We seek private equity returns by providing capital and expertise with a focus on investing for the long-term and through economic cycles. Our aim is to be the investment partner of choice for private equity funds, other long-term investment institutions, founders and management teams.
With a focus on agility and transparency, we can execute large, complex global transactions across the capital structure in varying investment sizes.
We look for investment partners with a strong track record, a demonstrated value creation strategy, strong value orientation and best-in-class governance standards. We invest in companies that demonstrate a strong market position, an attractive cash flow profile, resilience through economic cycles and a top-tier management team.
Fast facts
-
Preferred investment size from $200M to $500M +
-
Investing both through funds and directly (target: 50/50 split)
-
Over 40 investment professionals in Montréal, London and Hong Kong
What sets us apart?
-
Global scale
-
Long-term investment horizon
-
Agile decision-making and transparency
Private Equity at a glance
[In C$ as of March 31, 2019]
Net assets under management (AUM)
Performance income
1-year rate of return
5-year annualized return
Discover where we invest
Geographic diversification
-
53%USA
-
29.5%Europe
-
8.8%Emerging Markets
-
5.5%Canada
-
2.7%Asia
-
0.5%Other
Sector diversification
-
19.9%Health Care
-
16.7%Consumer Discretionary
-
15.6%Financials
-
13.2%Industrials
-
12.1%Technology
-
9.2%Communications
-
4.6%Materials
-
3.1%Energy
-
2%Consumer Staples
-
3.6%Other
Private Equity in action
Establishing long-term relationships
Project: AlixPartners
Headquarters: United States
Sector: Consumer Discretionary
Date: 2017
AlixPartners is a global advisory firm that works with clients to help them restore, grow and create sustainable value in high-impact situations.
Collaborating on innovative initiatives
Company: Antelliq (formerly Allflex Group)
Headquarters: United Kingdom
Sector: Industrials
Date: 2016
Our people’s insight into customer and market dynamics allowed us to spot an innovative opportunity. With the support of our Natural Resources team, we acquired a significant minority interest in the world’s top animal intelligence and livestock identification and monitoring technology company.
Meet our team leader
Explore other asset classes
Want to discover how you can experience the edge? Join our team.