The Private Equity Experience of Canadian Business

The Conference Board of Canada, 40 pages, November 26, 2013
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This report is a detailed look at the private equity experience of Canadian business from the perspective of managers of portfolio companies.

Document Highlights

The Private Equity Experience of Canadian Business is a detailed look at the private equity experience of Canadian business from the perspective of managers of portfolio companies?the recipients of private equity investments. Unlike public equity, private equity managers are often actively involved in the management of the companies in their investment portfolio. The reason is that they usually take a controlling ownership stake in their portfolio companies. This report explores the extent of that involvement, and its contributions and challenges. Three exceptional cases of private equity investments are highlighted in the report. The cases feature Calgary’s MEG Energy Corp., Bluewave Energy of Halifax, and the Knowlton Development Corporation of Knowlton, Quebec. The report concludes with key lessons for prospective portfolio companies (in terms of linking up with private equity), private equity financiers, and government policy-makers.

Table of Contents

Executive Summary

Chapter 1—Introduction

  • About this Report

Chapter 2—An Overview of Private Equity

  • Approach to Value Creation
  • Canada’s Private Equity Market Evolution
  • Recent Trends

Chapter 3—Survey Findings

  • About the Respondents
  • Phases of Private Equity Investments
  • The Pre-Investment Phase
  • The Investment Phase
  • The Exit Phase
  • Evaluating the Relationship
  • Conclusion

Chapter 4—Case Studies

  • Warburg Pincus, KERN Partners, and Others Invest in MEG Energy Corp.
  • Birch Hill Equity Partners Invest in Bluewave Energy Inc.
  • Novacap and Others Invest in Knowlton Development Corporation
  • Conclusion

Chapter 5—Takeaways

  • Prospective Portfolio Companies
  • Private Equity Firms and Their Funders
  • Policy-Makers

Appendix A—Bibliography

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