Key Executives
Name | Title | Pay | Exercised | Year 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
- Sector:
- Financial Services
- 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
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
October 15, 2024 at 12:00 AM UTC
Dividend Date
September 27, 2024 at 12:00 AM UTC
Ex-Dividend Date