Login / Register

Alaris Equity Partners Income Trust (AD.UN) Company Profile (Canada)

Updated Dec 29, 2023

Canada Stock Screener:

Alaris Equity Partners Income Trust, which is listed in Canada, has the following business profile:

Business Profile of Alaris Equity Partners Income Trust (AD.UN)
Company's Full Name:Alaris Equity Partners Income Trust
Short Name:Alaris Equity Partners Income Trust
Trading Ticker Symbol:AD.UN
Primary Exchange:Toronto Stock Exchange (TSX-TSE-TOR)
Headquarter Location:Calgary, Canada
Primary Industry Sector:Financial Services
Secondary Sub-sector:Members Only! Login / Register to view
Main Business Areas/Categories:Members Only! Login / Register to view

Market and Trading Information for Alaris Equity Partners Income Trust

The following details are available for trading and market data about the stock of Alaris Equity Partners Income Trust as of writing:

Trading Details of Alaris Equity Partners Income Trust (AD.UN)
Current Share Price:$16.29
Previous Year's Closing Price:$16.29
Percentage Price Change (YTD):0%
Market Cap:$741.17 million
52-week Price Range:$12.56 - $18.83
Dividend Per Share:$1.36
EPS (TTM):2.82
Price-Earnings (Trailing):5.78
Price-Earnings (Forward):8.62
Currency:Canadian dollars (CAD)

All prices are mentioned in Canadian dollars (CAD) currency, unless the given financial security trades in any other currency.

Company Profile and Business Description for Alaris Equity Partners Income Trust

Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consumer products. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically 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 dividend payments to its shareholders. It seeks to invest in the companies based in Europe, North America with the focus on Canada, and United States. It typically invests between $5 million and $100 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments upto $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require board representation. The firm invests through balance sheet and seeks equity dividend distribution from portfolios. It prefers to make non control equity, minority and majority investments in its portfolio companies. Alaris Royalty Corp. was founded in 2008 and is based in Calgary, Canada.

Canada Stock Screener:

Peer / Competitor Companies of Asset Management Sector

Along with Alaris Equity Partners Income Trust, the following other peer (competitor) companies also exist within the same Asset Management - Financial Services sector whose company profile and dividend history is as follows:

▶ 49 North Resources (FNR): 49 North Resources Inc. is a venture capital firm specializing in seed capital and early stage investments. The firm typically invests in a....See Detailed Company Profile

▶ Aberdeen Asia-Pacific Income Investment (FAP): Aberdeen Asia-Pacific Income Investment Company Limited is a close ended fixed income mutual fund launched by Aberdeen Standard Investments (Asia)....See Detailed Company Profile

▶ Aberdeen International (AAB): Aberdeen International Inc., together with its subsidiaries, operates as a resource investment company and a merchant bank focusing on small....See Detailed Company Profile

▶ AGF Management (AGF.B): AGF Management Limited is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to public and....See Detailed Company Profile

▶ Auralite Investments (AAAA): Auralite Investments Inc. intends to identify, evaluate, and acquire assets, properties or businesses with a view to completing a qualifying transacti....See Detailed Company Profile

▶ Belgravia Hartford Capital (BLGV): Belgravia Hartford Capital Inc. focuses on incubation, investments, and royalty and management services businesses. The company offers services to support....See Detailed Company Profile

▶ Berkshire Hathaway Cdr (Cad Hed (BRK): The NEO listed is based out and listed on Canadian exchange, and has business operations in the industrial sectors of and....See Detailed Company Profile

▶ Big Banc Split (BNK): Big Banc Split Corp. is an equity fund launched and managed by Purpose Investments Inc. The fund invests in the public equity markets of Canada. Big Banc....See Detailed Company Profile

▶ Big Pharma Split (PRM): Big Pharma Split Corp is a closed ended equity mutual fund launched and managed by Harvest Portfolios Group Inc. It invests in the public equity markets....See Detailed Company Profile

▶ Billy Goat Brands Ltd (GOAT): Billy Goat Brands Ltd. is a venture capital firm specializing in incubation. It seeks to invest in ESG focused companies in the blue economy. It seeks to....See Detailed Company Profile

▶ Blackhawk Growth (BLR): Blackhawk Growth Corp. is a publicly owned investment manager. It invests in public equity and fixed income markets across North America. It focuses on....See Detailed Company Profile

▶ Brompton Lifeco Split (LCS): Brompton Lifeco Split Corp. is a close-ended equity mutual fund launched and managed by Brompton Funds Limited. The fund invests in the public equity....See Detailed Company Profile

▶ Brompton Oil Split (OSP): Brompton Oil Split Corp. is a closed-ended equity mutual fund launched and managed by Brompton Funds Limited. The fund invests in public equity markets of....See Detailed Company Profile

▶ Brompton Split Banc (SBC): Brompton Split Banc Corp. is a close-ended equity mutual fund launched and managed by Brompton Funds Limited. The fund invests in the public equity....See Detailed Company Profile

▶ Brookfield Asset Management (BAM.A): Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is....See Detailed Company Profile

▶ Brookfield Global Infrastructure Securities Income (BGI.UN): Brookfield Global Infrastructure Securities Income Fund is a close ended equity mutual fund launched by Brookfield Investment Management (Canada) Inc. The....See Detailed Company Profile

▶ Canadian Banc (BK): Canadian Banc Corp. is a close-ended equity mutual fund launched by Quadravest Inc. The fund is managed by Quadravest Capital Management Inc. It invests....See Detailed Company Profile

▶ Canadian General Investments (CGI): Canadian General Investments Limited (CGI) is a closed-end investment fund focused on medium- to long-term investments in primarily Canadian corporations. ....See Detailed Company Profile

▶ Canadian Life Companies Split (LFE): Canadian Life Companies Split Corp. is a closed-ended equity mutual fund launched and managed by Quadravest Capital Management Inc. It invests in the....See Detailed Company Profile

▶ Canadian Nexus Team Ventures (TEAM): Canadian Nexus Team Ventures Corp. does not have significant operations. The company intends to evaluate and invests in early-stage to mid-level emerging....See Detailed Company Profile

Stock Lists of Other Canadian Finance Subsectors:

 ◐ List of Asset Management Stocks

 ◐ List of Bank Stocks

 ◐ List of Capital Markets Stocks

 ◐ List of Casualty Insurance Stocks

 ◐ List of Clean Technology Stocks

 ◐ List of Conglomerates Stocks

 ◐ List of Consumer Products and Services Stocks

 ◐ List of Credit Services Stocks

 ◐ List of Diversified Banks Stocks

 ◐ List of Diversified Industries Stocks

 ◐ List of Diversified Insurance Stocks

 ◐ List of Finance Stocks

 ◐ List of Financial Conglomerates Stocks

 ◐ List of Financial Services Stocks

 ◐ List of Healthcare Services and Supplies Stocks

 ◐ List of Industrial Products Stocks

 ◐ List of Industrial Services Stocks

 ◐ List of Insurance Stocks

 ◐ List of Internet Stocks

 ◐ List of Internet Software and Services Stocks

 ◐ List of Life Insurance Stocks

 ◐ List of Life Sciences Stocks

 ◐ List of Low Impact Material and Products Stocks

 ◐ List of Mining Stocks

 ◐ List of Mortgage Stocks

 ◐ List of Mortgage Finance Stocks

 ◐ List of Property Casualty Insurance Stocks

 ◐ List of Property Insurance Stocks

 ◐ List of Real Estate Stocks

 ◐ List of Real Estate Development and Services Stocks

 ◐ List of Real Estate Operating Companies Stocks

 ◐ List of Regional Banks Stocks

 ◐ List of Reinsurance Stocks

 ◐ List of Shell Companies Stocks

 ◐ List of Software Stocks

 ◐ List of Specialty Insurance Stocks

 ◐ List of Stock Exchange Stocks

 ◐ List of TSX 60 Stocks

 ◐ List of TSX Composite Stocks

 ◐ List of TSX Venture Composite Stocks

 ◐ List of Technology Stocks

Other Major Canada Stock Sectors

 ◐ List of Basic Materials Stocks

 ◐ List of Financial Services Stocks

 ◐ List of Finance Stocks

 ◐ List of Technology Stocks

 ◐ List of Industrials Stocks

 ◐ List of Energy Stocks

 ◐ List of Healthcare Stocks

 ◐ List of Consumer Cyclical Stocks

 ◐ List of Utilities Stocks

 ◐ List of Communication Services Stocks

 ◐ List of Consumer Defensive Stocks

 ◐ List of Real Estate Stocks

 ◐ List of Communication Stocks


 Search This Site