Sagard Private Equity Solutions

Investing in partnerships. Delivering performance.

Sagard Private Equity Solutions is a global middle market private equity platform that brings together Sagard’s activities in primaries, secondaries and co-investment as well as venture capital, offering diversified, long-term exposure to private markets for institutional and private wealth investors across North America, Europe and Asia.

Following the completion of the previously announced combinations with Performance Equity Management, BEX Capital and Unigestion’s private equity platforms, Sagard Private Equity Solutions will manage approximately US$23 billion in combined private equity assets¹.

At a Glance¹

US $23 billion in assets under management¹
20+ years of partnership-led private equity investing²
$30 billion in total commitments to private equity strategies
450 + GP relationships spanning buyout, growth, and venture strategies
300 + institutional investors globally
Investment presence across North America, Europe and Asia
Consistent performance through multiple market cycles

Our Approach

Partnerships First

We invest in relationships, not transactions. Our long-standing partnerships with leading general partners and institutional investors provides advantaged access to differentiated opportunities rarely available to the broader market. Every relationship is grounded in trust, transparency, and alignment.

Disciplined Execution

We apply institutional-grade due diligence, governance, and risk management across every investment. Each investment , whether a primary, secondary or co-investment opportunity, is evaluated on fundamentals and alignment, ensuring resilience through both growth and volatility.

Diversification with Purpose

Our portfolios are constructed to generate returns through various market cycles. We balance exposures across strategies, sectors, geographies and vintages to capture consistent, long-term growth while managing risk.

Alignment and Accountability

We measure success by investor outcomes. Our teams invest alongside clients, maintaining full alignment of interests and long-term accountability.

Leadership Philosophy

Our senior partners average over two decades of experience, successfully investing through multiple economic cycles. Their shared philosophy, patience, precision, and partnership, informs every decision we make.

Innovation Mindset

While grounded in discipline, Sagard Private Equity Solutions embraces data-driven innovation in analytics and portfolio construction to enhance insight and execution across the platform.

We combine institutional discipline with an entrepreneurial mindset, giving investors confidence in our process and clarity in our purpose.

Strategies

Primaries

We commit to private equity managers across small, mid-market buyouts, growth equity, and venture capital, emphasising access to high quality managers in the industry. Our disciplined manager selection and vintage diversification build consistent exposure to long-term value creation.

Defining elements:

Over $30 billion of capital committed to over 800 funds and over 300 GPs since inception²
Focus on small- and mid-market buyout managers where SPES has strong relationships and insights to the firm
Access to our team’s established network of leading private equity firms, including high quality emerging managers
Rigorous due diligence, governance oversight, and alignment with investor objectives

Secondaries

Sagard Private Equity Solutions invests across both LP-led and GP-led transactions. Our team has differentiated access and insight to compelling secondary opportunities. Our secondaries strategy combines asset-level due diligence with portfolio construction that targets resilience, liquidity, and long-term outperformance.

Core capabilities:

Over $6 billion committed to over 400 secondary transactions²
LP-led opportunities in areas that are underserved and provide potential for premium returns
GP-led opportunities where our team has access to the GP or insight on the underlying asset(s)
Rigorous pricing discipline and downside protection

Co-Investments

Through long-standing relationships with leading sponsors, Sagard Private Equity Solutions co-invests in high-conviction opportunities across sectors and market cycles. We secure advantaged access and concentrate capital in our strongest partnerships..

Core capabilities:

Access to high quality small, mid-market buyout opportunities
Provide an additional source of potential alpha to a buyout portfolio
Strong deal flow allows for careful implementation and execution of our co-investment strategy
Proactively source “mid-life” opportunities with high quality GPs that need follow-on capital for compelling assets
Strong alignment with GP Sponsor

Venture Capital

The Sagard Private Equity Solutions team provides access to some of the premier venture managers that are shaping the next generation of innovation. Our venture platform offers exposure across stages and geographies, providing access to oversubscribed managers and category-defining companies.

Highlights:

$8.5 billion committed to venture firms since 1996²
Focus on top-tier early stage, access-constrained managers that are often closed to new investors
Dedicated allocation to venture secondaries for accelerated distribution profiles

Customized Programs

Sagard Private Equity Solutions designs bespoke private equity programs tailored to each client’s objectives, liquidity, and governance framework. Programs combine disciplined pacing, transparent reporting, and diversification across sub-asset strategies and vintages.

Customized solutions include:

Mandate design aligned with investment policy and risk budgeting

Integrated portfolio construction and pacing through market cycles

Institutional-grade reporting and oversight

Providing high quality exposures across all private equity sub-asset classes

Access to the full range of our team’s experience, network and strong investment track record

Sagard Private Equity Solutions