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Kirk Falconer

OMERS, growth equity, venture capital, private equity, Canada, pension fund, Mark Shulgan
New OMERS growth unit looks for mid-stage disruptors Focus is North America for now; perhaps Europe, Asia later Minority stakes; checks $50 mln-$250 mln OMERS Growth Equity, the growth equity arm of C$97 billion ($73 billion) Canadian pension fund OMERS, is looking to invest in mid-stage companies poised to reshape traditional sectors. OGE, led by […]
Why this is important: Big institution building exposure to growth equity OMERS appointed Mark Shulgan to head the Canadian pension fund’s new growth-equity platform, Buyouts has learned. OMERS announced Shulgan’s hire as a managing director in September, though at the time did not mention the new strategy. He will now run OMERS Growth Equity, recently set up for long-term investing in […]
Pension hired Shulgan last year Formerly worked at CPPIB Growth platform to partner with entrepreneurs as a minority investor OMERS appointed Mark Shulgan to head the Canadian pension fund’s new growth-equity platform, Buyouts has learned. OMERS announced Shulgan’s hire as a managing director in September, though at the time did not mention the new strategy. He […]
PSP Investments, Canada, pension fund, private equity
Total AUM: C$42.9 bln Why this is important: CDPQ has become a major direct PE investor Caisse de dépôt et placement du Québec deployed more than C$9 billion ($6.8 billion) in the global private equity market in 2018, ending the year with net assets of C$42.9 billion. PE investments generated a net return of 16.6 […]
CDPQ has been moving steadily into direct PE investing PE investments generated net 16.6 pct return in 2018, beating benchmark Participated in several large deals Caisse de dépôt et placement du Québec deployed more than C$9 billion ($6.8 billion) in the global private equity market in 2018, ending the year with net assets of C$42.9 […]
Novacap, Canada, private equity, merger, M&A
Novacap aims to raise more than C$650 million ($490 million) for its fifth mid-market industries fund by expanding its global base of limited partners. The Montréal private equity firm began raising Novacap Industries V in late 2018, Chairman and Managing Partner Jacques Foisy told Buyouts. He expects to see an initial close by the spring […]
Omers, Canada, private equity, Vertu, Lisa Melchior
Vertu, Melchior firm, teams up with BDC Capital Target: Firmex, Toronto provider of virtual datarooms Vertu seeks tech companies w/revenue $20 mln+ Vertu Capital teamed up with BDC Capital to acquire Firmex, a Toronto provider of virtual datarooms and secure document-sharing solutions. Terms weren’t disclosed. Vertu and BDC partnered on the deal with top management, including […]
Penfund, Canada, John Bradlow, Richard Bradlow, private equity, private debt
Penfund VI wraps at hard cap, equaling US$865 mln Private-debt strategy attracted investors Fund is largest for Toronto junior-capital provider Penfund wrapped up its sixth mid-market fund, raising C$1.15 billion ($865 million), thanks to a private-debt strategy that resonated with investors. Penfund Capital Fund VI, launched in early 2018, closed in December above its C$900 […]
Andrew Sheiner, Altas Partners, Canada, private equity, merger, M&A
Altas longtime long-life investor Finishing busiest quarter to date Selective sourcing process averages 15 months Altas Partners, a pioneer of long-life investing, will soon conclude its busiest quarter to date, wrapping up three transactions — two of them years in the making. Last month, the Toronto private equity firm closed its acquisition of commercial-roofing contractor Tecta […]
CPPIB, Canada, Shane Feeney, pension fund, private equity
Why this is important: World’s biggest institutional investor in PE is broadening reach AUM: C$368 billion ($276 billion) New platform: C$80.3 billion ($60 billion); 100+ investment pros Integrates directs, funds, secondaries, Asia Canada Pension Plan Investment Board, the world’s biggest institutional investor in private equity, is reorganizing its program to access a broader set of PE opportunities […]
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