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Alaris Equity Partners Income Trust (AD-UN.TO)

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19.21 -0.32 (-1.64%)
At close: December 13 at 4:00:00 PM EST

Key Executives

Amounts are as of December 31, 2023 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in CAD.
NameTitlePayExercisedYear Born
Mr. Stephen Walter King CFA CEO, President & Director 1.09M -- --
Ms. Amanda Frazer CA Chief Financial Officer 577.6k -- --
Mr. Gregg Delcourt C.F.A. Chief Investment Officer 662.6k -- --
Mr. Michael Donald Ervin Chief Legal Officer & Corporate Secretary 642.6k -- --
Mr. Daniel MacEachern C.A. Senior Vice President of Investments 447.6k -- --
Ms. LiAnn Wen P.M.P. Manager of Corporate Communications -- -- --
Mr. Curtis James Krawetz Senior Vice President of Investments 563.76k -- --
Ms. Elizabeth Teresa McCarthy Senior Vice President of Legal -- -- --
Ms. Deanne Erker C.A. Controller -- -- --
Mr. Shawn Ostrow M.B.A. Director of Business Development -- -- --

Alaris Equity Partners Income Trust

333 24th Avenue SW
Suite 250
Calgary, AB T2S 3E6
Canada
403-260-1457 https://www.alarisequitypartners.com
Industry: 
Asset Management
Full Time Employees: 
21

Description

Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consulting services, consumer products and construction related services. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses ("Private Company Partners") in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Canada, and United States. It typically invests between $30 million and $150 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments up to $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require board representation. The firm invests through balance sheet and seeks equity dividend distribution from portfolios. It prefers to make non control equity, minority and majority investments in its portfolio companies. Alaris Royalty Corp. was founded in 2008 and is based in Calgary, Canada.

Corporate Governance

Alaris Equity Partners Income Trust’s ISS Governance QualityScore as of December 1, 2024 is 3. The pillar scores are Audit: 8; Board: 2; Shareholder Rights: 3; Compensation: 3.
Corporate governance scores courtesy of Institutional Shareholder Services (ISS) Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.

Upcoming Events

March 12, 2025 at 8:00 PM UTC - March 17, 2025 at 8:00 PM UTC

Alaris Equity Partners Income Trust Earnings Date

Recent Events

November 6, 2024 at 4:00 PM UTC

Q3 2024 Earnings Call

October 15, 2024 at 12:00 AM UTC

Dividend Date

September 27, 2024 at 12:00 AM UTC

Ex-Dividend Date

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