Sagard | Halsey Point
Sagard CLO Equity Fund
$250M
Fund Size
13%+
Target Net IRR1
CLO Equity Delivers an Attractive Risk Profile
Attractive returns – Potential for mid-teen returns, with a quarterly distributed front-loaded cash flow akin to bonds
Low loss rates – ~95% of CLO equity tranches have generated positive IRRs when held from inception to maturity2
Strong underlying liquid assets – CLOs consist of diversified portfolios of senior secured, below-investment grade leveraged loans traded in the broadly syndicated loan (BSL) market
Risk mitigation through diversification – CLO structure allows for risk mitigation by pooling a large number of loans (250-325+), reducing the impact of defaults on individual loans within the portfolio
Strong returns across cycles – Multi-decade track record of withstanding market shocks including the GFC, energy crisis, COVID-19, and 2022/23 interest rate volatility
Low correlation to other asset classes – Historically, CLO equity returns have had low correlation to other risk assets including high-yield bonds
Investment Approach
Our differentiation
- Principals have deep expertise in managing leveraged loans and CLOs for 25+ years
- Backed by strong investor commitment from Sagard, its affiliates, and employees, aligning interests with LPs
- Sagard | HalseyPoint has issued 9 CLOs, totaling ~$4.1B in par value, with an average annual cash-on-cash return of 15.6% for CLO equity tranches3
Fund features
- Intends to invest in the equity tranche of ~8 future Sagard | HalseyPoint CLOs, diversifying risk across vintages and market conditions
- Structured with a 3-4 year capital draw period and 7-9 year investment horizon with clear timelines for liquidity and returns
- Provides access to first-loss equity positions in all Sagard | HalseyPoint CLO warehouses
About Sagard | Halsey Point
Sagard | HalseyPoint is an institutional fixed-income asset manager specializing in leveraged loans and high-yield bonds.
To learn more about Sagard | Halsey Point, click here.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams on a quest to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams on a quest to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams on a quest to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams on a quest to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams on a quest to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams .
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronto-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torontobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torontobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torontbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torontbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Toronbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Torbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tronbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tronbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trobased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Trbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and Tbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- and based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- andbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- andbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- anbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- anbased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- abased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- abased private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal- based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto and Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto and Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto and Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto andMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto andMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto anMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto anMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto aMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto aMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Toronto Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorontoMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorontoMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorontMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorontMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToronMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToronMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToroMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToroMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToriMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToriMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorinMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorinMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorintMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorintMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorinMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorinMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToriMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToriMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TornMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TornMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TorMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a ToMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TrMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TrMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TroMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TroMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TrMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TrMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a TMontreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
Launched in 2021, Sagard Private Equity Canada (SPEC) is a Montreal-based private equity strategy focused on the Canadian mid-cap market, with an emphasis on the business and financial services and manufacturing sectors. We operate Canada-wide.
SPEC aims to be the partner of choice for Canadian entrepreneurs and management teams who want to become market leaders.
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Footnotes
- Target IRR is the target returns based on assumptions and calculations using data available and are for illustrative/discussion purposes. The Target IRR considers factors outside of the contractual agreement with the borrower, including but not limited to market conditions and the borrower’s projected future performance. Additional information is available upon request. There can be no assurance that the stated target returns will be achieved. The Net IRR shown here is hypothetical and does not reflect the actual Net IRR to any client or investor and is therefore subject to a number of risks and limitations. Actual returns upon realization will differ. The Net IRR is shown to provide an indication of the impact of fees, performance allocations and expenses, each of which are applied at the Fund level to the aggregate Gross IRR shown herein. For purposes of the calculation, Such net returns are calculated by multiplying the applicable gross return for fund by a ratio derived from the applicable net returns at the fund level relative to the applicable gross return at the fund level. The target net IRR has been reduced by the following management and performance fees charged by underlying Sagard | HalseyPoint CLOs: (i) aggregate senior and subordinated collateral management fees of 45 basis points annually, and (ii) incentive fees equal to 20% above a 12% cash-on-cash IRR hurdle per CLO. The Net IRR calculation assumes no investments in Other CLO Securities and therefore does not reflect any Fund-level management or performance fees, but does include Fund-level organizational and operating expenses. When applying the Fund-level fees, performance allocations and expenses for purposes of determining the Net IRR, Sagard did not apply actual costs that were directly attributable to a particular portfolio company (e.g., legal and deal expenses and related fees associated with such portfolio company).
- Sources: Deutsche Bank and PineBridge Investments.
- Data as of April 30, 2025. Net of CLO-level fees and expenses as of April 30, 2025. Includes all seven Sagard | HalseyPoint CLOs (but excludes Sagard | HalseyPoint CLO 8 which will not have its first payment until July 2025 or CLO 9).
