We Are the Market Experts Behind Successful Fundraising in Canada
Every successful engagement begins with a deep understanding of what Canadian investors think, need and value, then partnering them with GPs specifically selected to meet those needs.
We bring the dedication of an internal specialist team and the reach and professionalism of a global agent, exclusively focused on the Canadian market.
Dedicated to the success of every manager we represent
More than two decades of continuous engagement with the Canadian institutional investment community
An extensive network of target investors whose objectives and priorities are clearly understood
Full asset class coverage and a proven track record across the spectrum
An expansive team of dedicated asset class distribution specialists
Robust CRM with historical data collection, full transparency and customized reporting
High-touch road show development, documentation, support and management
Registered and compliant in all provinces, with lengthy experience meeting the needs of foreign registrants
Comprehensive, high-touch and partnership-based access to Canada's institutional market.
01
Scope the market
Understand the opportunity and identify the qualified and motivated investors
02
Plan the approach
Map the path forward and initiate investor engagement
03
Execute
Develop, facilitate and track road show activity and all follow-up engagement
04
Follow
through
Manage diligence, negotiations, compliance and every detail to close
05
Stay
connected
Support the relationship and the opportunities that extend beyond each fundraise
Frequently asked questions
A dedicated placement agent brings an expansive network and understanding of investor relationships and full asset class coverage that most internal IR teams, focused on a single mandate or strategy, are not built to replicate.
Managers typically share their fund offering, strategy and track record so we can identify the Canadian institutional investors most likely to be a fit. A detailed due diligence process led by our Origination team will follow.
We often work independently, and where appropriate, alongside a manager's other global or regional distribution partners to expand coverage into the Canadian market.
We work across private equity, private credit, real estate, infrastructure and public markets, representing managers who are either entering the Canadian market for the first time or looking to expand their investor base beyond their existing relationships.
The First Call for Capital Raising in Canada