Sagard Private Equity Solutions

Primaries

We commit to private equity managers across small and middle-market buyouts, growth equity, and venture capital – emphasising access to high-quality managers in the industry, with 30 years of experience identifying the leaders of tomorrow. Our disciplined manager selection and vintage diversification build consistent exposure to long-term value creation.

Defining elements:

• Over US$32 billion of capital committed to over 450 funds and over 300 GPs since inception²
• Focus on small and middle-market buyout managers where SPES has strong relationships and insight into the firm
• Access to our established network of leading fund managers, including high-quality emerging managers
• Global emerging manager programme focused on highly specialised emerging managers delivering attractive net returns, accelerated deployment and a low total expense ratio
• Diversification across sectors and geographies
• Rigorous due diligence, governance oversight, and alignment with investor objectives

Secondaries

Sagard Private Equity Solutions invests across both LP-led and GP-led transactions, with a focus on the mid-market. Our team has differentiated access and insight to compelling secondary opportunities. Our secondaries strategy combines underlying asset-level due diligence with portfolio construction that targets resilience, liquidity, and long-term outperformance.

Core capabilities:

• Over $10 billion committed to over 400 secondary transactions²
• Two distinct strategies:
  • Highly-diversified LP-led opportunities in areas that are underserved by large secondary players and provide potential for premium returns and early distributions
  • Highly-differentiated ‘fusion strategy’ to deliver cycle-resilient and predictable cashflows by carefully blending and sequencing GP-led opportunities, single fund LP stakes and mid-life opportunities where our team has access to the GP and insight on the underlying assets
• Limited use of financial engineering while focusing on fundamental value-creation
• Rigorous pricing discipline and downside protection

Co-Investments

Core capabilities:

• Access to high-quality, small and mid-market buyout opportunities across Europe, North America and Asia Pacific
• Provide an additional source of potential alpha to a buyout fund portfolioStrong deal flow allows for selective investment approach and careful execution 
• Flexible capital solutions throughout the entire investment cycle, proactively sourcing ‘mid-life’ opportunities with high-quality GPs that need follow-on capital for compelling assets
• Strong alignment with GP 
• Robust downside protection, helping us deliver consistent, long-term value for clients

Venture Capital

The Sagard Private Equity Solutions team provides access to  some of the premier venture managers that are shaping the next generation of innovation. Our venture platform offers exposure across stages and geographies, providing access to oversubscribed managers and category-defining companies.

Highlights:

• $9 billion committed to venture firms
• Focus on top-tier early stage, access-constrained  managers that are often closed to new investors
• Dedicated allocation to venture secondaries for accelerated distribution profiles

Climate Impact

Our climate impact strategy is the natural progression of our responsible investing journey in private equity, which began in 2010. Over the past 16 years we have developed a consistent track record in delivering exits at attractive multiples alongside robust returns and meaningful climate impact³.

Defining elements:

• Robust returns from multiple value creation levers including: revenue growth through increasing demand for greener products and services and margin expansion through pricing power and increased efficiencies
• Targeting companies in North America, Europe and Asia Pacific that meet our rigorous criteria – sourced through our global investment partner network.
• Meeting the stringent SFDR Article 9 regulations
• Quantified, independently-verified, reporting on the impact of portfolio companies

Evergreen

Harnessing over 25 years of experience managing evergreen funds, we provide investors with institutional quality private equity in a liquid structure, Our evergreen portfolios enable investors to complement their longer-term private equity exposure and allow investors newer to private equity to gain exposure with a highly-experienced manager⁴.

Defining elements:

• Removing the traditional barriers to private equity investing
• Building focused portfolios of high quality, mid market companies
• Utilising the compounding effect of secondaries, anticipating liquidity needs and minimising cash drag
• Seeking double-digit returns and attractive downside protection