Transforming Opportunities into Value: Alternative Investment Solutions for Visionary Families
Connecting ultra-high-net-worth families with transformative private equity opportunities.
$5bn
Aggregate transaction Value
30+
Years of Experience
8+
Transactions
About
- Leverages Canadian routes while maintaining a truly global reach
- Primarily works with ultra-high-net-worth families, often individuals but occasionally multifamily offices, most of whom prefer to stay out of the press
- In other cases, it works with heads of family offices
- Typically takes on an operating role, providing additional investor confidence
- Examples include a board role at Northern Computer, an active PE role with MBCC, and Ian serving as CEO of Bright Minds
Deals
- Industrial Warehouses in Richmond, BC
- Acquired three properties for $15M ten years ago
- Investors achieved a 3x return in two years
- Northern Computer
- Raised $75M in equity for a $300M buyout of a retiring founder
- Implemented a new management team and returned 150% of capital through dividends and recaps
- ACE Casino Group
- Participated in a consortium raising capital for a new location at YYC Calgary International Airport
- Secured $125M for the project, including gaming licenses and development costs
- Fitzrovia
- Assisted in raising initial capital for a Canadian purpose-built rental real estate developer after its spinout from Tricon Capital
- Provided ~$400M over five years to fund initial development costs
- Strategy: Assets are sold to pension funds near completion, arbitraging cost of capital and generating a ~3x return
- Pension funds now fully fund projects at cost
- Private Equity Co-Investments
- Investors have committed over $200M to recent chemical buyout deals
- Notable transactions
- BASF Construction Chemicals: Carve-out sold to Sika for a 3x return
- AOC: Acquired from CVC and signed for sale to Nippon Paint for a 3x return
- Bright Minds
- Bootstrapped a biotech startup with <$20M in initial capital
- Partnered with retired professors to acquire IP from academic research
- Now NASDAQ-listed with a ~$300M market cap
About
We specialize in creating long-term value by leveraging a vast network of ultra-high-net-worth families. With an exclusive focus on control private equity and real estate, we target equity investments between $50 million and $1 billion in control transactions, delivering superior results for our partners.
Investment Strategy
Alternative Investment Focus, Tailored for Success
Private Equity
- Focused on control investments across diverse sectors
- Deep knowledge of complex corporate carve-outs
Deep Network
- Access to a global pool of ultra-high-net-worth families for capital and expertise
- Originate unique and proprietary deal flow by fostering strong partnerships with corporate sellers, management teams, and key advisers
Partnership Approach
- We align interests with our investors and portfolio companies for mutual success.
Expertise
Alternative Investment Focus, Tailored for Success
- Our Team has significant expertise in sourcing, executing, and managing private equity investments with a strong focus on control transactions
- Our Team have executed and managed deals with a combined value exceeding $5 billion, leveraging extensive experience in carve-outs and complex LBO transactions
- Value-add includes board-level leadership, strategic investment oversight, and expertise in operational improvements and successful exits
Contact
Let’s Create Value Together
