Equicapita Update – Canadian Private Debt Market Continues to Evolve and Grow
The alternative market in Canada is moving to fill a capital void and allow non-institutional investors to add private equity offerings directly into their investment portfolios. - August 24, 2015
Equicapita Update – Alberta is Still Most Popular Province for Private Equity by Dollar Invested
According to Q1 2015 CVCA market data, of the $5.4 billion in Q1 2015 PE transaction volume in Canada 35%, or $1.9 billion was in Alberta with the most popular target sectors by transaction numbers as follows: - Automotive & Transport - Mining & Energy - Industrial & Manufacturing -... - June 04, 2015
Equicapita Announces Acquisition of Majority Stake in North West Crane Group of Companies
Equicapita Income Trust and Equicapita Income LP (collectively “Equicapita” or the “Fund”) are pleased to announce the completion of the acquisition of a 70% equity ownership of North West Crane Group of Companies (“NWC”), a provider of integrated, full service... - June 02, 2015
Unique Private Debt Securities Are Entering the Canadian Market - SME Equity Backed Notes from Equicapita Income Trust
Forward thinking investors are seeking yield from more reliable and properly priced sources than public bond markets where rates have been driven virtually to multi-century lows even for high risk credits. Equicapita is an SME private equity fund that has stepped into this vacuum with a novel... - June 01, 2015
Equicapita Signs Agreement with ATB Corporate Financial Services for Acquisition Facility
Equicapita Investment Corp. (“Equicapita” or the “Fund”) is pleased to announce that it has signed an agreement with ATB Corporate Financial Services ("ATB") to provide an acquisition credit facility to Equicapita (the "Facility"). ATB is a progressive... - February 03, 2015
Equicapita Announces Acquisition of A&R Metal Industries Ltd.
Equicapita Income Trust and Equicapita Income LP (collectively “Equicapita” or the “Fund”) are pleased to announce the acquisition of a 100% equity ownership of A&R Metal Industries Ltd. (“A&R”), a leading B.C. based metal parts manufacturer, by an affiliate of the Fund. - January 05, 2015
Equicapita Update – Principals of Equicapita Release New Book – “Equicapita’s Little Book of What Next?"
The principals of Equicapita are pleased to announce the release of “Equicapita’s Little Book of What Next? The entrepreneur’s guide to preparing, structuring and negotiating the successful sale of your business.” Greg Tooth, a partner at private business buy-out firm... - December 10, 2014
Equicapita Update – BMO Finds Owners Concerned About Being Able to Retire from Businesses
A recent BMO Wealth Institute report “Entrepreneurs: Definitely Not Your Ordinary Business Owners” found that 60% of Canadian business owners are concerned with being able to retire from their business - other top concerns included handling the business if a key employee quits or leaves... - November 12, 2014
Equicapita Update – Canadian Pension Plan Solvency Ratio Declines
A recent Benefits Canada article highlighted the return of a disturbing trend in the Canadian pension plan market – declining solvency ratios. According to the article “Lower long-term interest rates drove down the solvency of Canadian DB plans from July to September. It was the first decline in two years. According to the latest pension plan solvency ratio survey by Aon Hewitt, the market value of plan assets over plan liabilities stood at 91.1% at Sept. 26..." - November 04, 2014
Equicapita Update - Pensions Seeking Direct Investments with Longer Durations than Traditional PE Funds Can Provide
A recent Wall Street Journal article highlighted an interesting trend in pension plan investing. Plans such as the Canada Pension Plan Investment Board are moving to do more direct acquisitions and/or partnerships with PE firms, to buy and hold companies for longer than the typical five to ten year investment period found in traditional PE fund structures. - October 28, 2014
Equicapita Conducts Closings on More Than $10 Million of Accredited Only Capital
Equicapita Income Trust (“Equicapita”) is pleased to announce closings for more than $10 million of accredited only capital. Combined with existing balance sheet capital this provides Equicapita with the ability to execute on its short-term plan of making up to 2 additional business... - October 21, 2014
Equicapita Income Trust Acquires Metercor Inc.
Equicapita Income Trust (“Equicapita”, the “Fund”) is pleased to announce the acquisition of 100% of the shares of Metercor Inc. by an affiliate of the Fund. Founded in 1997 and headquartered in Calgary, AB, Metercor Inc. (“Metercor” or the “Company”)... - May 29, 2014
Equicapita Income Trust Acquires Levy’s Machine Works
Equicapita Income Trust (“Equicapita”, the “Fund”) is pleased to announce the acquisition of 100% of the shares of Levy’s Machine Works (“Levy’s”) by an affiliate of the Fund. Based in Calgary, Alberta Levy’s is a custom design and speciality... - May 16, 2014
Equicapita Income Trust is Pleased to Announce That Co-Founder Stephen Johnston Has Joined the Advisory Board of the Mises Institute of Canada
The Mises Institute of Canada was founded in 2010 in order to spread the teachings of the Austrian School of Economics. It is an independent organization making up one of the many Mises Institutes now operating in over 20 countries. It is the mission of Mises Canada to advance the Misesian... - March 26, 2014
Equicapita Update – Pleased to Announce Greg Tisdale Has Joined Advisory Board
Equicapita Income Trust is pleased to announce that Greg Tisdale, CFO of Crescent Point Energy, has joined its advisory board. - January 23, 2014
Equicapita Confirms Q3 2013 Distribution in Respect of Its Preferred Trust Units
Equicapita Income Trust (“Equicapita”) is pleased to announce the payment of its distribution for the third quarter of 2013 in respect of its Preferred Trust Units. Greg Tooth, a partner at Equicapita reports, "We created Equicapita to be RRSP eligible with a low minimum to allow... - December 01, 2013
Equicapita Update – Funding Boomer Entrepreneur Retirements
While it is probably not newsworthy that baby boomers entrepreneurs must sell their businesses to fund retirement, it may surprise many people to know that there is a currently a limited of dedicated capital in the market for these assets. This supply/demand mismatch is a financial issue that has... - November 11, 2013
Equicapita Update – Canadian Pensions Increase Allocations to Alternatives but Still Lag US Averages
Low portfolio returns are driving Canadian pension plans to increase allocations to alternatives according to pension consultant Mercer. - October 22, 2013
Equicapita Asks "Who Will Buy Baby Boomer Businesses Representing 15% of Canada’s Economy?"
In a recent report CBC estimated that “$1.9 trillion in business assets are poised to change hands in five years — the biggest transfer of Canadian business control on record.” The CBC went on to state, “by 2022, this number will mushroom to at least $3.7 trillion as... - October 12, 2013
Equicapita Update - Western Cities to Lead Canada in Growth Rates
According to the Conference Board of Canada, western cities - Saskatoon, Regina, Edmonton, Calgary and Vancouver - will continue to lead Canada in growth rates. Greg Tooth, one of the three co-founders of Equicapita reports "One of the facets of the Equicapita investment premise is that growth... - September 29, 2013
Equicapita Launches Investment Advisor Center
Equicapita is pleased to announce the launch of its resource center for investment advisors. - September 24, 2013
Equicapita Income Trust Launches Active Search for Small Business Acquisitions
Equicapita launches active search for small business acquisitions with a history of EBITDA between $1 to $5 million per annum. According to Greg Tooth, one of the co-founders of Equicapita, the fund "prioritizes transactions with a retiring owner, long-term business track record and second... - September 08, 2013
Equicapita Launches New Information Resource for Owners Seeking to Sell Their Business
Resources for business owners attempting to navigate retirement and the sale of their small, medium businesses are uncommon so Equicapita is launching a series of educational briefings. The concept is to provide answers for common questions that arise during the process in an accessible and easy to read question and answer format. - August 06, 2013
Evidence That Trailing Valuations of SMEs Have Been Reduced by 2008 Crisis Numbers Leading to an Improved Market for PE Buyers Like Equicapita Over Medium Term
Market data show that the trailing valuations of Canadian SMEs have tended to be reduced by severe 2008 crisis numbers leading to an improved market for private equity buyers like Equicapita over medium term. Greg Tooth, one of the three co-founders of Equicapita reports "Equicapita believes... - July 29, 2013
Equicapita Income Trust Pleased to Announce Successful First Closing
Equicapita Income Trust is pleased to announce the first closing of its $30 million RRSP eligible offering. Michael Cook, one of the co-founders of Equicapita reports "The partners of Equicapita believe that Canadian small, medium enterprise (“SME”) private equity is a very... - July 26, 2013