Sagard

Last week, we held an exceptional Annual General Meeting in Montreal bringing together leaders, innovators, and visionaries from diverse industries. The event's central theme revolved around our remarkable growth journey, strategic investment methodologies, and aspirations for the future. This gathering provided a forum for sharing insights and enabling open dialogue with our global teams. We provided updates on our strategies at Portage, Sagard Private Equity Canada, Sagard Healthcare, Sagard Credit and Diagram. Highlighted by a memorable speaker session with Sagard's Chairman and CEO, Paul Desmarais, Endeavor Co-founder and CEO, Linda Rottenberg, and Founders Podcast Host and Creator, David Senra. We extend our heartfelt gratitude to all the investors, speakers, and teammates who made our Annual General Meeting a special event. Your presence and contributions were invaluable, and we deeply appreciate the insights you shared.

Sagard & EDC Join Forces:$340M Investment to Drive Growth and Innovation Sagard and Exportation et développement Canada - EDC are thrilled to announce a strategic partnership marked by a $340M investment from EDC. We share a vision to empower exporting businesses with the capital, connections and expertise to reach their full potential. We are combining strengths to support the growth of innovative Canadian companies, creating value for portfolio companies, investors, and the broader business community. #Sagard #EDC #Partnership #Investment #Growth

We are excited to announce the appointment of André Morrissette, Ad. E., IAS.A as Vice-Chair, Quebec. Sagard is thrilled to welcome André, whose stellar advisor record and extensive network will help build momentum and accelerate growth with Quebec’s entrepreneurs, family offices, and high-net-worth individuals. André will maintain his responsibilities at BCF Avocats d'affaires | Business Law while supporting Sagard in Quebec in these new duties. Please join us in welcoming André Morrissette to Sagard! #Sagard #QuebecBusiness #Leadership #StrategicGrowth #NewAppointment

Marie-Claude Boisvert, Partner and Head of Sagard Private Equity Canada, recently had the pleasure of co-chairing the IC'24 conference alongside Christophe Bourque. During the event, she moderated a panel titled "Blueprint for Growth: Quebec’s Strategic Approach'' featuring five exceptional leaders: Janie Béïque, Isabelle Hudon LL.D, Genevieve Morin, Bicha Ngo, and Kim Thomassin. The discussion highlighted ways to optimize Quebec's economic strategies and how these approaches offer valuable insights for other regions navigating the complexities of economic development. A special thanks to Christophe Bourque, Kim Furlong, Olivier Quenneville, and the organizing committee for making this conference possible, and to the panelists for their time, insights, and valuable contributions. #IC24 #QuebecEconomicDevelopment #Leadership #WomenInBusiness

What a privilege to moderate this year’s Canadian Club Toronto Annual Private Equity Outlook. The audience was treated to a diverse and rich take on the current industry landscape and the greenshoots that are peaking through the horizon. Thank you to our panelists Kirk Hamilton (Kensington Capital Partners Limited), Lori Hall-Kimm (HOOPP (Healthcare of Ontario Pension Plan)), Jennifer Pereira (Fengate Asset Management ) and Anish Jain (Brookfield Asset Management) for sharing so generously with our members and guests. From navigating the contemporary macro-political environment, to leveraging product innovation and exploiting new avenues for value creation, I learned a lot from these exemplary industry peers. The most memorable “best investing advice ever received” was channeled with aplomb by Kirk Hamilton via Warren Buffet and Ted Williams. ICYMI: https://lnkd.in/gnm_FiXw Special thanks to PwC Canada’s Michael Shea and John Matheson for making the event possible. Looking forward to next year’s Outlook!

Join us at SuperReturn's Day 2 session on June 4th for an unmissable panel discussion, "Evolution and Opportunities in Direct Lending," moderated by our Chairman and CEO, Paul Desmarais. Our esteemed panelists, including Lee Landrum (Comvest Partner), Callum Bell (Investec) Tyler Gately (Barings), Bouvier Laurent (Kartesia), Theodore Koenig, and Vivek Mathew (Antares Capital), will discuss the strengths and weaknesses of private debt. We'll explore: The impact of slower fundraising and supply chain disruptions The performance of portfolios in today's uncertain market How new market entrants might influence deal scarcity Don't miss this chance to gain insights from industry leaders on the current and future landscape of direct lending. #IndustryLeaders #SuperReturn2024 #PrivateDebt #PrivateCredit #AlternativeInvestments

This morning, we announced the successful close of our first Sagard Senior Lending Partners Fund (SSLP) with US$741M in commitments, exceeding our $600M target. 👏 "We see tremendous potential in the middle-market segment, where companies often require specialized financing solutions to capitalize on growth opportunities." - Adam Vigna, commenting on Sagard Senior Lending Fund US$741M close. Read the full press release here: https://lnkd.in/dWj_6uUm. #PrivateCredit #SeniorLending #AssetManagement #MiddleMarket #PrivateEquity

We are thrilled to return to Berlin for SuperReturn this June 4-7 with Paul Desmarais, Adam Felesky, Leslie Hill, Antoine Ernoult-Dairaine, and Ciaran Henry. We are also proud to host the Annual Women in Private Markets Summit – an invaluable opportunity to connect, learn, and empower women in our industry. Please reach out if you would like to connect! https://lnkd.in/eXS9cFm #superreturn #privatemarkets #womeninfinance 

Explore Sagard Healthcare's latest white paper. Learn about healthcare royalties as an investment and discover more about our due diligence process, including expert consultations and state-of-the-art sales projections. Learn how these insights drive high-yield returns for investors. Read more: https://lnkd.in/e9XE3jhA #HealthcareRoyalties #AlternativeInvestments #InvestmentStrategy #FinancialInsights

We are pleased to welcome Valerie Gervais as Director of Communications at Sagard. Valérie joins us from Otéra Capital, CDPQ's former commercial real estate lending division. Prior to Otéra, Valérie has had varied industry experience in financial services and asset management — she held marketing leadership roles at National Bank of Canada, Capital One, and Palos Capital. Valérie brings more than 18 years of experience in communications, marketing, and branding. We are excited to tap into her wealth of experience and passion for the industry to propel our brand-building efforts forward.