Walter GAM strategically invests in Innocap to enhance its position in the asset management sector and capitalize on emerging opportunities in alternative investments.

Information on the Target

Gestion d’actifs mondiale Walter (Walter GAM) is a private equity firm based in Montreal, focused on global investments. The firm primarily invests in growth-stage companies within the asset management industry and prefers long-term minority stakes (growth equity). Walter GAM collaborates with asset managers and firms providing financial services and wealth management in the asset management sector.

As of the latest update, Walter GAM's portfolio comprises 14 partnerships with established companies across Canada, the United States, and Europe, including five Quebec firms: Brightspark, Samara, Innocap, Nalmont, and Brio. Founded in 2018, Walter GAM is part of the Walter Group, which has a legacy of entrepreneurial success spanning over 70 years, driven by the strategic vision of the Somers family, the group’s founders.

Industry Overview in Canada

The asset management industry in Canada is witnessing robust growth, characterized by increasing demand for diverse investment strategies and portfolios. With the country's stable economic framework and well-regulated markets, Canada presents a favorable environment for bot

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Walter GAM

invested in

Innocap

in 2022

in a Growth Equity & Expansion Capital deal

Disclosed details

Transaction Size: $100M

Revenue: $50M

EBITDA: $30M

EBIT: $20M

Net Income: $10M

Enterprise Value: $85M

Equity Value: $45M


Multiples

EV/EBITDA: 2.8x

EV/EBIT: 4.3x

EV/Revenue: 1.7x

P/E: 4.5x

P/Revenue: 0.9x

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