Predict your next investment

Private Equity
alarisequitypartners.com

See what CB Insights has to offer

Investments

30

Portfolio Exits

3

Partners & Customers

4

About Alaris Equity Partners

Alaris Equity Partners provides alternative financing to a diversified group of private businesses.

Alaris Equity Partners Headquarter Location

Suite 250, 333 24th Avenue SW

Calgary, Alberta, T2S 3E6,

Canada

403-221-7304

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest Alaris Equity Partners News

Alaris Equity Partners Income Trust Declares Q3 Distribution

Sep 21, 2021

FAILURE TO COMPLY WITH THIS RESTRICTION MAY CONSTITUTE A VIOLATION OF UNITED STATES SECURITIES LAW. CALGARY, Alberta, Sept. 21, 2021 (GLOBE NEWSWIRE) -- Alaris Equity Partners Income Trust (“Alaris” or the “Trust”) (TSX: AD.UN) announces that the Board of Directors of the Trust (the “Board”) has declared a trust distribution (“Distribution”) of $0.33 per trust unit for the third quarter 2021, representing $1.32 per unit on an annualized basis. The Distribution is payable on October 15, 2021 to unitholders of record on September 30, 2021. About Alaris: The Trust provides alternative financing for a diversified group of private businesses ("Private Company Partners") in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for distribution payments to its unitholders. Distributions from the Private Company Partners are adjusted each year based on the percentage change of a "top line" financial performance measure such as gross margin and same-store sales and rank in priority to the owners' common equity position. For further information please contact: Investor Relations

Alaris Equity Partners Investments

30 Investments

Alaris Equity Partners has made 30 investments. Their latest investment was in D&M Leasing as part of their Private Equity on June 6, 2021.

CBI Logo

Alaris Equity Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/29/2021

Private Equity

D&M Leasing

$70M

Yes

2

2/23/2021

Private Equity

3E

$38M

Yes

1

2/10/2021

Recap - II

Brown & Settle

$66M

Yes

2

10/28/2020

Series B

Subscribe to see more

$99M

Subscribe to see more

10

6/17/2020

Unattributed

Subscribe to see more

$99M

Subscribe to see more

10

Date

6/29/2021

2/23/2021

2/10/2021

10/28/2020

6/17/2020

Round

Private Equity

Private Equity

Recap - II

Series B

Unattributed

Company

D&M Leasing

3E

Brown & Settle

Subscribe to see more

Subscribe to see more

Amount

$70M

$38M

$66M

$99M

$99M

New?

Yes

Yes

Yes

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

2

1

2

10

10

Alaris Equity Partners Portfolio Exits

3 Portfolio Exits

Alaris Equity Partners has 3 portfolio exits. Their latest portfolio exit was Sandbox on March 03, 2020.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

3/3/2020

Acquired

1

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

Date

3/3/2020

00/00/0000

00/00/0000

Exit

Acquired

Subscribe to see more

Subscribe to see more

Companies

Subscribe to see more

Subscribe to see more

Valuation

Acquirer

Subscribe to see more

Subscribe to see more

Sources

1

10

10

Alaris Equity Partners Acquisitions

2 Acquisitions

Alaris Equity Partners acquired 2 companies. Their latest acquisition was Sales Benchmark on January 07, 2020.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/7/2020

Shareholder Liquidity

$85M

Shareholder Liquidity

1

1/23/2018

Management Buyout

Subscribe to see more

$99M

Subscribe to see more

10

Date

1/7/2020

1/23/2018

Investment Stage

Shareholder Liquidity

Management Buyout

Companies

Subscribe to see more

Valuation

Total Funding

$85M

$99M

Note

Shareholder Liquidity

Subscribe to see more

Sources

1

10

Alaris Equity Partners Partners & Customers

4 Partners and customers

Alaris Equity Partners has 4 strategic partners and customers. Alaris Equity Partners recently partnered with Sequel Youth and Family Services on June 6, 2013.

Date

Type

Business Partner

Country

News Snippet

Sources

6/25/2013

Partner

Sequel Youth and Family Services

United States

1

12/18/2012

Partner

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

4/27/2010

Partner

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

10/22/2009

Licensee

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

Date

6/25/2013

12/18/2012

4/27/2010

10/22/2009

Type

Partner

Partner

Partner

Licensee

Business Partner

Sequel Youth and Family Services

Country

United States

Subscribe to see more

Subscribe to see more

Subscribe to see more

News Snippet

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

1

10

10

10

Alaris Equity Partners Team

2 Team Members

Alaris Equity Partners has 2 team members, including current Chief Executive Officer, President, Steve King.

Name

Work History

Title

Status

Steve King

Chief Executive Officer, President

Current

Darren Driscoll

Chief Financial Officer

Current

Name

Steve King

Darren Driscoll

Work History

Title

Chief Executive Officer, President

Chief Financial Officer

Status

Current

Current

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.