Private Equity

Private Equity
We offer a complete private equity
solution for institutional and
high net worth investors

The Fiera Comox Global Private Equity Fund is invested in a diversified portfolio of private companies, generating attractive absolute returns over the long-term for our clients.

The Fund is a comprehensive private equity solution that offers investors access to an institutional asset class in an open-end structure with a primary focus on direct middle-market private equity investments.

Featured Investments

Fiera Comox Global Private Equity is a globally diversified portfolio of corporate private equity investments, focusing on generating attractive absolute downside protected returns over the long-term.

Portfolio Footprint

Fiera Comox’s Global Private Equity Fund is comprised of 26 unique investments. This provides current and prospective investors with a balanced and global exposure to the asset class and diversification benefits, with an exposure to different sectors, geographies, and types of investments.

Fiera Comox is continually evaluating new investment opportunities to complement its current portfolio.

26
Total
Investments
As at March 31, 2024

Around the World

North America

Sector

  • Financials
  • Behavioral Healthcare Services
  • Business Services
  • Industrials
  • Consumer
  • Other
Icon for Financials

Project #1 in Beaverton, OR

Beaverton, OR
Financials
Icon for Behavioral Healthcare Services

Project #2 in Nashville, TN

Nashville, TN
Behavioral Healthcare Services
Icon for Business Services

Aditi Consulting

Bellevue, WA
Business Services
Icon for Industrials

Project #4 in Greenville, SC

Greenville, SC
Industrials
Icon for Business Services

Project #5 in King of Prussia, PA

King of Prussia, PA
Business Services
Icon for Consumer

Project #6 in Brandon, FL

Brandon, FL
Consumer
Icon for Behavioral Healthcare Services

CMS

Scottsdale, AZ
Behavioural Healthcare Services
2021
Icon for Industrials

Diverzify

Itasca, IL
Industrials
2021
Icon for Other

Project #9 in San Francisco, CA

San Francisco, CA
Other
Icon for Financials

Golden Pear

New York, NY
Financials
2018
Icon for Industrials

Project #11 in Lincoln, NE

Lincoln, NE
Industrials
Icon for Consumer

Project #12 in Atlanta, GA

Atlanta, GA
Consumer
Icon for Consumer

Project #13 in Buffalo, NY

Buffalo, NY
Consumer
Icon for Financials

Project Aspen

Boston, MA
Financials
2019

Investment Parameters

Sector

Graph for Sector
Icon for Industrials Industrials 19%
Icon for Financials Financials 19%
Icon for Business Services Business Services 18%
Icon for Consumer Consumer 17%
Icon for Media Media 11%
Icon for Healthcare Healthcare 7%
Icon for Technology Technology 3%
Icon for Other Other 6%

Investments

Graph for Investments
Investment 1 11%
Investment 2 8%
Investment 3 7%
Investment 4 7%
Investment 5 6%
Investment 6 6%
Investment 7 6%
Investment 8 6%
Investment 9 6%
Investment 10 5%
Others 32%

Geography

Graph for Geography
North America 80%
Europe 19%
Rest of the World 1%

Type

Graph for Type
Directs 83%
Funds 11%
Secondaries 6%

Deep Experience

Our private equity team has complementary experience across the full spectrum of private equity investing. Our senior team has managed private capital portfolios at highly respected and sophisticated institutional investment firms worldwide. The team has deep relationships and a deal flow network that is truly global.

Key Criteria

  • Minimum EBITDA of $15 million, with a history of healthy profitability
  • Defensive business models with a high competitive moat
  • High performing management teams with a repeatable playbook for success
  • Stable jurisdictions (primarily North America and Western Europe)
  • Flexibility to invest in control, co-control and minority transactions
  • Flexibility to invest in preferred equity that benefits from structural downside protection, with features that provide upside return potential

Private Equity offers the following benefits:

  • Historical outperformance versus public equity markets
  • Attractive risk-adjusted absolute returns
  • Portfolio diversification from public markets and other alternative asset classes
  • Broad investment universe not accessible through public markets
  • Multiple avenues for value creation

Private Equity Team