Alaris Equity Partners Income Trust has completed an $80 million offering of convertible debentures to enhance its financial flexibility and support future investments.

Information on the Target

Alaris Equity Partners Income Trust, commonly referred to as Alaris, is an investment trust based in Calgary, Alberta, that specializes in providing structured equity investments primarily to a diverse portfolio of private businesses, known as Partners. The Trust aims to generate stable and predictable returns for its unitholders by focusing on both cash distributions and capital appreciation, aligning its interests with the business founders through common equity positions.

Recently, Alaris completed an offering of convertible unsecured senior debentures in the amount of $80 million, with another $12 million in additional purchase options available to its underwriters. This strategic investment aims to enhance Alaris's capacity for future acquisitions and financial stability.

Industry Overview in Canada

The Canadian investment landscape has witnessed a shift towards alternative financing solutions, with growing demand for structured equity investments among private businesses. Th

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Alaris Equity Partners Income Trust

invested in

The Shipyard LLC

in 2025

in a Venture Debt deal

Disclosed details

Transaction Size: $22M

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