Customized Investment Programs

Northleaf offers a range of customized private markets solutions for institutional investors tailored to meet their specific investment, portfolio management and governance objectives.

A customized mandate provides institutional investors with the benefit of a bespoke investment program, including:

  • specific investment parameters
  • custom portfolio guidelines
  • model portfolio design
  • investment pacing analysis
  • custom reporting
  • active management of legacy portfolios

Global Private Equity and Secondaries

Northleaf manages a series of customized investment mandates on behalf of a number of leading institutional investors that invest as part of Northleaf's global private equity program. Select examples of Northleaf's custom global private equity and secondary investment mandates include:

  • US$250 million program focused on mid-market buyouts, secondary investments and direct co-investments
  • US$300 million program focused on mid-market buyouts and growth equity/venture, secondary investments and direct co-investments
  • C$150 million program focused on mid-market buyouts and growth equity/venture, secondary investments and direct co-investments

Northleaf also manages customized private equity investment programs focused on specific geographies, investment strategies and/or sectors, including:

 

C$1.2 billion program focused on Canadian small/mid-market buyout and venture/growth capital investments on behalf of the Canadian Pension Plan Investment Board. Learn more about this program.

US$150 million program focused on private equity secondaries opportunities, primarily in the mid-market.

C$300 million program focused on Canada-based venture capital and growth equity fund investments and direct investments. Learn more about this program.

C$205 million program focused on Ontario-based and Ontario-focused venture capital and growth equity fund investments and direct investments. Learn more about this program.

 

 

Infrastructure

Northleaf manages a C$1 billion customized infrastructure investment mandate focused on small and mid-market infrastructure assets in Canada and the United States, with the flexibility to invest selectively in other OECD countries. The mandate targets opportunities in the contracted, regulated and volume-linked sectors with a focus on long-term ownership of long-life assets.

 

Private Credit

Northleaf manages a customized private credit investment mandate that holds a 16% equity stake in Antares Capital, the leading provider of financing solutions for middle market private equity-backed transactions.