Private Equity Investments

Northleaf's longstanding private equity program has invested in more than 200 buyout, growth equity/venture capital and special situations funds, secondary investments and direct co-investments. Northleaf is focused on building a selective, global portfolio of private equity investments, capitalizing on both the renewed emphasis on traditional private equity value creation in middle-market companies and the accelerating growth and business building opportunities for private companies across the “innovation economy”. 

Representative investments include:

Description: 
Direct secondary investment in a European online payment solutions and e-money services provider
Northleaf angle: 
Proprietary; leveraged long-term relationship with fund manager
Secondary Investment
Description: 
Data-driven solutions for marketing in construction, trucking and agriculture sectors
Direct Investment
Description: 
Fully-integrated manufacturer and distributor of iconic natural stone quarries
Direct Investment
Description: 
Portfolio of US-based mid-market companies (5 underlying companies)
Northleaf angle: 
Proprietary; secured early exclusivity as preferred partner through existing relationships
Secondary Investment
Description: 
Preferred equity investment in a Canadian physiotherapy clinic business
Northleaf angle: 
Proprietary; leveraged existing relationships and knowledge of the business
Secondary Investment
Description: 
Pan-Asia small-cap consumer-focused fun (3 underlying companies)
Northleaf angle: 
Proprietary; partnered with experienced Asian secondary investor
Secondary Investment
Description: 
2 Canadian lower mid-market buyout funds (7 underlying companies)
Northleaf angle: 
Limited auction; Northleaf selected as lead bidder with prior intimate portfolio knowledge
Secondary Investment
Description: 
2 France-based small cap buyout funds and a direct co-investment (7 underlying companies)
Northleaf angle: 
Limited auction; leveraged strong, existing relationship with fund manager to become lead buyer
Secondary Investment
Description: 
Provider of outsourced linen management services to the health care and hospitality end markets
Direct Investment
Description: 
Portfolio of 16 Canadian mid-market buyout funds (over 35 underlying companies)
Northleaf angle: 
Proprietary; long-term relationship with the seller and ongoing discussions about liquidity solutions
Secondary Investment
Description: 
Designer, manufacturer and retailer of eyewear
Direct Investment
Description: 
The world's largest independent bottler of beverages
Direct Investment
Description: 
Preferred equity solution with strong downside protection (2 underlying companies)
Northleaf angle: 
Proprietary; provided compelling liquidity solution to support the fund manager
Secondary Investment
Description: 
Leading brokerage general agent focused on wholesaling life, annuity, disability and long-term care products
Direct Investment
Description: 
Preferred equity investment in 4 logistics companies
Northleaf angle: 
Limited auction; worked with a partner to source transaction and created a strong relationship with the fund manager
Secondary Investment
Description: 
Technology-enabled specialty reimbursement solutions provider helping health systems collect on complex claims
Direct Investment
Description: 
Producer of aluminum extrusions that are used primarily in the automotive construction sectors
Direct Investment
Description: 
Direct secondary investment in a provider of DNS, DHCP and IP address management solutions
Northleaf angle: 
Proprietary; leveraged strong knowledge of company and ownership group
Secondary Investment
Description: 
3 distressed private equity funds (16 underlying companies)
Northleaf angle: 
Limited auction; information angle through existing fund manager relationships
Secondary Investment
Description: 
Developer of connected home products including a leading Wi-Fi enabled smart thermostat
Direct Investment
Description: 
Portfolio of 5 funds (15 underlying companies), SaaS company represents most of the remaining NAV
Northleaf angle: 
Proprietary; strong knowledge of largest company in portfolio
Secondary Investment
Description: 
Distributor of building supply materials used in residential, commercial and institutional end markets
Direct Investment (Exited)
Description: 
Provider of airport and daily-use car rental
Direct Investment (Exited)
Description: 
Global real estate services company operating in more than 70 countries
Direct Investment
Description: 
Wealth management services provider that blends investment advice and financial planning
Direct Investment
Description: 
7 European and Asian buyout and growth funds across 3 managers (38 underlying companies)
Northleaf angle: 
Limited auction; leveraged strong existing relationships with underlying fund managers
Secondary Investment
Description: 
Cloud-based accounting solution designed for small service-based businesses
Direct Investment
Description: 
Cloud-based customer intelligence platform that helps clients with customer engagement and marketing solutions
Direct Investment
Description: 
Manufacturer of specialty chemical products derived from pine trees and citrus fruit peels
Direct Investment
Description: 
Designer of merchandising systems and point-of-purchase displays for consumer product retailers
Direct Investment (Exited)
Description: 
Provider of facility-based outsourced physician services and medical transportation services
Direct Investment (Exited)
Description: 
Retail ecommerce platform servicing merchants by managing every aspect of their business – from products to orders to customers – selling online, in retail stores and on the go
Direct Investment (Exited)