Private Equity

Spotting strategic relationships and opportunities

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, 2020]

$
24.0
B

Net assets under management (AUM)

$
1.1
B

Performance income

5.2
%

1-year rate of return

7.2
%

5-year annualized return

Discover where we invest

Geographic diversification

  • 54.3%
    US
  • 27.8%
    Europe
  • 7.7%
    Emerging markets
  • 5.4%
    Canada
  • 3.7%
    Asia
  • 1.1%
    Other

Sector diversification

  • 17.9%
    Consumer discretionary
  • 16%
    Financials
  • 15.8%
    Health care
  • 15.4%
    Technology
  • 11%
    Communications
  • 9.4%
    Industrials
  • 5%
    Materials
  • 3.4%
    Consumer staples
  • 2.6%
    Energy
  • 3.5%
    Other

Private Equity in action

AlixPartners is a global business advisory firm serving Fortune 500 and mid-market companies, govern

Project: AlixPartners

Headquarters: United States

Sector: Consumer Discretionary

Date: 2017

 

AlixPartners is a global business advisory firm serving Fortune 500 and mid-market companies, governments, law firms and private equity firms around the world. AlixPartners offers a broad suite of advisory services, helping businesses respond to challenges - from urgent performance improvement to complex restructuring, from risk mitigation to accelerated transformation. We co-invested alongside other long-term investors, the company’s Managing Directors, and its founder to acquire an important minority stake in a market leader company with an outstanding entrepreneurial culture. 

Collaborating on innovative initiatives

Company: Galderma (formerly Nestlé Skin Health) 

Headquarters: Switzerland 

Sector: Healthcare 

Date: 2019 

 

Founded in 1981, Galderma is a leading global dermatology company offering a comprehensive portfolio of medical and consumer skin health products, and operating under three business units: aesthetics, prescription and consumer. As the world’s largest independent dermatology company, Galderma’s international team of 5,000 employees is committed to partnering with health care practitioners to deliver innovative technologies and products that meet the skin health needs of people throughout their lifetime. This investment is at the core of our investment strategy of backing a market leader with exceptionally strong brands and a clear strategic vision. We acquired a minority stake alongside a trusted partner.

Meet our team leader

Simon Marc

Senior Managing Director and Global Head of Private Equity

 

Contact the team

Portrait of Simon Marc, Managing Director and Head of the Private Equity Group

Want to discover how you can experience the edge? Join our team.