Trust and Transparency

Scam Alert

Clients and prospective clients should be aware that unaffiliated third parties may use the Sagard name or similar designations, or present themselves in a manner that could suggest an association with Sagard. Such parties are not associated with Sagard or its affiliates. Any such entity has no relationship with Sagard or its affiliates.

Sagard communicates only through official Sagard email domains, sagardholdings.com or sagard.com. We will never request passwords, access codes, or sensitive personal or banking information through unsolicited communications, and we do not request or accept payments via Interac e-Transfer or similar person-to-person payment methods.

If you receive a communication claiming to be from Sagard that appears unusual or inconsistent with the above, please do not respond and contact us directly using the verified contact information provided on this website, or reach out to [email protected].

Advertising Disclosures

Some of our materials reference statistics about the U.S. private company landscape to illustrate the scale of private markets. These figures are provided for informational purposes only and are not investment advice.

Example statistic: Over 80% of U.S. companies with annual revenues over $100 million are privately held.

According to data from the U.S. Census Bureau’s Statistics of U.S. Businesses (December 2023 release, data through 2021) and the World Federation of Exchanges (June 2024), more than 80% of U.S. companies with annual revenues over $100 million are privately held.

Important context:

• This statistic represents the number and type of companies by ownership, not investment performance or opportunity availability
• Sagard does not offer investments in all private companies, nor does this statistic imply access to or endorsement of any particular company
• All investment opportunities are offered only through official offering documents and only to qualified accredited investors (or their equivalents, as defined under applicable securities laws)
• Data sources: U.S. Census Bureau, Statistics of U.S. Businesses database (December 2023 release); World Federation of Exchanges database (June 2024); Hamilton Lane analysis, 2024
• Past market trends or structural observations are not indicative of future performance or availability of investments

Important Disclosures: For Accredited Investors Only. This is not an offer to sell securities. All investments involve risk, including the potential for total loss of principal. Investments may offer limited liquidity features, and past performance does not guarantee future results. While our strategies may be used across firm funds and client accounts, specific investments, allocations, and terms may differ. Investment team employees may invest in some, but not all, of the funds for which they provide investment advisory services