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

15,49 -0,15 (-0,96%) Börsenschluss: 04:00PM EDT

Alaris Equity Partners Income Trust

333 24th Avenue SW
Suite 250
Calgary, AB T2S 3E6
Canada
403-260-1457
https://www.alarisequitypartners.com

Sektor(en): Financial Services
Branche: Asset Management
Vollzeitmitarbeiter: 20

Leitende Angestellte

Name	Titel	Zahlen	Ausgeübt	Geburtsjahr
Mr. Stephen Walter King CFA	CEO, President & Director	1,09M	N/A	N/A
Ms. Amanda Frazer CA	Chief Financial Officer	577,6k	N/A	N/A
Mr. Gregg Delcourt C.F.A.	Chief Investment Officer	662,6k	N/A	N/A
Mr. Michael Donald Ervin	Chief Legal Officer & Corporate Secretary	642,6k	N/A	N/A
Mr. Daniel MacEachern C.A.	Senior Vice President of Investments	447,6k	N/A	N/A
Ms. LiAnn Wen P.M.P.	Manager of Corporate Communications	N/A	N/A	N/A
Mr. Curtis James Krawetz	Senior Vice President of Investments	563,76k	N/A	N/A
Ms. Elizabeth Teresa McCarthy	Senior Vice President of Legal	N/A	N/A	N/A
Ms. Deanne Erker C.A.	Controller	N/A	N/A	N/A
Ms. Marla May Evans C.A.	Director of Tax	N/A	N/A	N/A

Die Beträge haben den Stand 31. Dezember 2023 und Kompensationswerte gelten für das letzte Geschäftsjahr bis zu diesem Datum. Der Lohn umfasst Gehalt, Boni usw. „Ausgeübt“ entspricht dem Wert von Optionen, die im Lauf des Geschäftsjahrs ausgeübt werden. Währung in CAD.

Beschreibung

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, consumer products. 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 Europe, North America with the focus on 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 Trusts ISS Governance QualityScore, Stand 1. April 2024, lautet 5. Die grundlegenden Scores sind Audit: 9, Vorstand: 8, Shareholderrechte: 6, Kompensation: 2.

Corporate-Governance-Bewertungen von Institutional Shareholder Services (ISS). Die Werte geben den Zehntelwert im Verhältnis zum Index oder zur Region an. Ein Zehntelwert von 1 zeigt geringeres Governance-Risiko, 10 höheres Governance-Risiko.