Alaris Equity Partners Income Trust has strategically invested $69.8 million in various partners and recorded significant increases in revenue and cash flow, positioning itself well for future growth.

Information on the Target

Alaris Equity Partners Income Trust, along with its subsidiaries, operates as an investment entity focused on acquiring equity stakes in private companies. The Trust's investment strategy aims to deliver stable cash flow to its unitholders by providing alternative equity financing to businesses for various objectives including growth, acquisitions, and management buyouts. With investments spanning across multiple sectors, Alaris approaches its partners with a commitment to generating predictable returns through distributions and capital appreciation.

As of June 30, 2024, Alaris reported a net book value of $22.01 per unit, reflecting a growth of 4.2% compared to the previous year. The Trust's robust approach has led to significant capital deployment, with a total of $69.8 million invested in the first half of 2024. The Trust's strategy of diversifying its partner base allows it to mitigate risks while capitalizing on growth opportunities.

Industry Overview in Canada

The alternative investment sector in Canada has been gaining traction as businesses seek new funding avenues. This trend is fundamentally altering the landscape for private equity and income trusts lik

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Alaris Equity Partners Income Trust

invested in

Cresa, LLC and The Shipyard, LLC

in 2024

in a Other Private Equity deal

Disclosed details

Transaction Size: $70M

Revenue: $42M

EBITDA: $36M

Net Income: $32M

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