You’re making a decision about what comes next for your portfolio,
your business or your family. Put the relevant expertise and
relationships behind it.
You may already have investment managers, financial advisers
or a source of capital. What matters now is whether those
resources can support the decision ahead.
Start with what you need to accomplish. Then examine the options.
02 / Your options
Your goal sets the direction.
Choose a path above to explore the relevant offerings.
You can change your selection at any time.
This selection helps you find information. It is not an
investment recommendation or financing approval.
Institutional investing
An allocation you can stand behind.
You remain accountable after the capital is committed.
Understand the strategy’s role in your portfolio, the
judgment behind investment decisions, and the risks,
costs and liquidity commitments you are accepting.
Start with your mandate.
Investment capabilities
Venture capital
Explore specialist venture and growth-stage investment businesses.
Bring your objectives, investment horizon and constraints.
Availability and terms vary by strategy.
View the business overview.
Private investment products
Private markets. A considered next step.
Explore private markets without building your own
sourcing and investment operation.
Understand what an investment could contribute to your
portfolio, alongside its fees, potential losses and
restrictions on access to your money.
For eligible Canadian investors / Private credit
Seek income through private lending.
The Sagard Private Credit Fund seeks returns
driven largely by interest income from private loans,
with a published focus on North American middle-market lending.
Evaluate the income objective alongside credit risks, fees
and redemption conditions. Distributions are not guaranteed,
and your capital is at risk.
The Sagard Private Equity Strategies Fund
provides exposure through secondaries, co-investments
and primary fund commitments, focused on small and
middle-market opportunities.
Assess the fund against your investment horizon and
capacity for loss. Objectives are not guaranteed,
and access to redemptions is not assured.
Eligibility comes first. These are Canadian
product routes for eligible investors. Review the relevant
eligibility requirements and offering documents on Sagard’s
product pages.
Both pages publish an initial minimum of 25,000 in the
applicable unit currency. A minimum investment does not
establish suitability. Terms and availability may change.
Institutional and partner statements elsewhere on this page
are not testimonials for these two funds. Review evidence
specific to the product you are considering.
Company building
Put the right backing behind your growth.
Your next stage may require a different team, a new market
or an acquisition you have not attempted before.
Capital matters. So does what happens after the investment.
Explore a partner whose focus matches your company, then
examine the practical support available through that relationship.
Build a venture
Turn a fintech or climate-tech idea into a company.
Diagram brings together ideas, founding
teams, capital and support through its venture-building model.
Share what you are building, where you are today and what the
next stage requires. Investment fit, governance and the scope
of support require a separate discussion.
Business financing
Finance your next move on terms you understand.
You have a use for the capital.
An acquisition to complete. Growth to fund. Debt to refinance.
Start with the plan, then examine the financing structure,
obligations and trade-offs involved.
Tailored debt financing
Fund a specific business plan.
Sagard Credit Partners provides financing
for North American businesses, including acquisitions,
growth, refinancing and recapitalizations, across
different positions in the debt structure.
Explore financing around commercialized healthcare products.
Sagard Healthcare Partners provides royalty
monetization, revenue-interest financing and credit associated
with approved and commercialized biopharmaceutical products,
diagnostics and medical devices.
Start with the amount, purpose and timing. Financing remains
subject to review, due diligence and agreed documentation.
An enquiry is not an approval.
Sagard Wealth
Your wealth. Your priorities. One conversation.
Let your wealth support your life, without making its
administration another business to run.
Explore a dedicated Chief Investment Office and a relationship
organized around your financial and personal goals.
Sagard Wealth works with entrepreneurial families, family
offices and foundations, including alongside existing advisers.
Investment oversight
Put your investments in the context of your life.
Consider income needs, long-term growth and purchasing power
within a coordinated investment approach incorporating
traditional and alternative investments.
Start with the decisions you want to bring together.
Your existing advisers can be part of the conversation.
Review the relevant relationship and conflict disclosures.
Adviser and distribution support
Bring your clients options you can explain.
Your recommendation carries your name.
Understand what an investment is designed to do, where it
may fit, and what your client must understand before committing.
Explore product information and education relevant to your role.
Canadian wealth advisers
Evaluate an allocation for an eligible client.
Explore the Sagard Private Credit Fund and
Sagard Private Equity Strategies Fund.
Review current investment information, eligibility, fees,
risks and liquidity conditions.
Explore a relationship around your clients’ needs.
Discuss your firm, your market and the investment capabilities
you are seeking. Products and distribution arrangements
depend on jurisdiction and the particular relationship.
A partnership announcement does not establish that every Sagard
product is available in every market. Confirm the applicable
offering and distribution arrangements.
One goal can lead to more than one conversation.
An equity partnership may include relevant operating support.
A later business sale could lead to a separate wealth discussion.
Each engagement needs its own assessment, terms and consent.
A connected platform does not mean one bundled service or
automatic access to every offering.
Support after investment
Put support where your plan needs it.
Look beyond the cheque. Discuss the capabilities your next
stage requires and the scope available through your
portfolio-company relationship.
Discuss sales and marketing expertise, commercial leadership
and talent sourcing.
02
Develop your capabilities.
Explore specialist support for technology, cybersecurity
and operational improvements.
03
Execute the next initiative.
Discuss acquisitions, business acceleration and exit readiness.
04
Connect with relevant partners.
Explore tailored introductions linked to the priorities
of your business.
These capabilities are described within Sagard’s Value Creation
and Partnerships offering. They are not presented here as a
standalone consulting service or identical support for every relationship.
03 / Client and partner voices
What progress looked like for these clients.
A business expanded. A financing closed. An institution explained
its decision. Read the experience behind each relationship.
Nutrisens / Portfolio-company relationship
8
Eight acquisitions across two continents.
In the May 2025 transaction announcement, Sagard representatives
reported eight acquisitions over the preceding four years.
“decisively contributed to accelerate Nutrisens expansion
on a global scale”
Georges DevesaFounder and CEO, Nutrisens, at the time of the statement
Statement thanking Sagard, published in Cinven’s transaction
announcement. Company-development figures were reported by
Sagard representatives. This is not an investment-return
figure or a promise of a typical outcome.
“the combination of the SCP team and strategy with the Sagard network”
Jim WalkerHead of Private Markets, HOOPP, at the time of the statement
Historical statement concerning Sagard Credit Partners II,
published in a Sagard-issued announcement. Not a testimonial
for the Canadian private-investor funds.
“strengthens our real estate portfolio construction strategy
through diversification into alternative sectors”
Rana GhorayebExecutive Vice-President and Head of Real Estate, at the time of the statement
The partnership announcement confirmed its first industrial
outdoor storage acquisition. This statement describes
investment rationale, not realized performance.
“deliver distinctive investment opportunities to our clients”
Steve BoothChairman and CEO, Baird, at the time of the statement
Baird’s ownership and commercial interests are part of this
relationship. The statement does not establish end-client
satisfaction or investment outcomes.
Selected excerpts from public announcements, concerning the
relationships and dates shown. Business outcomes, financing
transactions and partner expectations are different types of
evidence. These statements are not presented as representative
of every relationship and do not predict your results.
No direct Sagard Wealth client testimonial is presented.
04 / The first conversation
Start by establishing fit.
You don’t need to arrive with the solution.
You need a clear view of the decision ahead.
01
Start with your objective.
Describe what you are trying to achieve and what is getting
in the way. Bring the context, not a product selection.
02
Examine the relevant options.
Discuss your situation, timing and constraints. Ask about
eligibility, investment terms or business requirements,
depending on your goal.
03
Decide what deserves a closer look.
Review the information and next steps. An introduction is
the beginning of an evaluation, not a commitment to invest,
borrow or engage.
No. Start with your objective. Use the relevant contact
conversation to clarify which team or offering deserves
further consideration.
Can you work with your existing advisers?
Sagard Wealth describes working alongside family offices
and existing solution providers. Discuss the responsibilities
of each adviser and what coordination would involve.
Explore the service model.
Are all investment products available to you?
No. Availability depends on the product, jurisdiction and
investor eligibility. The Canadian private-investor funds
shown here have specific conditions and are not presented
as globally available products.
Review the product routes.
Can you withdraw whenever you need your money?
Do not assume so. Private-market products can have substantial
liquidity restrictions. The Sagard Private Credit Fund, for
example, describes notice requirements, possible early-redemption
fees and potential suspension of redemptions.
Read the fund information.
Where can you review the costs?
Review the current documents for the particular product or
proposed engagement. Ask about all applicable fees and expenses,
financing charges and exit conditions. Some investment
structures involve expenses at more than one fund level.
See the Private Equity Strategies Fund disclosures.
Do the client stories predict your outcome?
No. Each story concerns a particular relationship or transaction.
Partner statements may describe expectations rather than realized
results. The original announcement and relationship context are
linked beside each excerpt.
How is your enquiry handled on this page?
Preparing an enquiry does not submit it. You can review and
copy the prepared message, then continue through Sagard’s
official contact page to share it.
06 / Your next conversation
Start with the decision in front of you.
You need to establish whether the relevant Sagard team,
offering or relationship fits what you are trying to do.
Tell us what comes next.
Contact Sagard directly to discuss your objectives.