Alaris Equity Partners Income Trust
Alaris Equity Partners Income Trust
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Overview
What the company does, where it operates, and who runs it.
About Alaris Equity Partners Income Trust
- Industry
- Asset Management - Income
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 333 24th Avenue SW, Calgary, AB, CA
- Industry
- Asset Management - Income
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 333 24th Avenue SW, Calgary, AB, CA
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.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Alaris Equity Partners Income Trust, and the rating behind it. AD-UN.TO last traded at C$23.55, 6.3× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Alaris Equity Partners Income Trust. Starting points for Alaris Equity Partners Income Trust: P/E 6.3, EPS C$3.69, beta 1.41 — an Asset Management - Income name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Alaris Equity Partners Income Trust. Alaris Equity Partners Income Trust paid C$1.51 per share over the last year — a 6.4% yield at the current C$23.55 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Alaris Equity Partners Income Trust. Trailing twelve-month EPS for Alaris Equity Partners Income Trust stands at C$3.69. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Alaris Equity Partners Income Trust. Alaris Equity Partners Income Trust has reported as a listed company since 2009. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Alaris Equity Partners Income Trust valued side by side against its closest peers. Alaris Equity Partners Income Trust is measured against Asset Management - Income peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Alaris Equity Partners Income Trust, and how their positions are changing. At a C$1.07B market value, institutional positions materially move Alaris Equity Partners Income Trust's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Alaris Equity Partners Income Trust executives and directors. Shares of Alaris Equity Partners Income Trust have traded between C$16.58 and C$22.21 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Alaris Equity Partners Income Trust. Alaris Equity Partners Income Trust is a C$1.07B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Alaris Equity Partners Income Trust. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Alaris Equity Partners Income Trust. Coverage tracks Alaris Equity Partners Income Trust within Asset Management - Income (Financial Services). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.