Alaris Equity Partners Income Trust is a Canada-based closed-end income trust that provides flexible capital solutions to private mid-market companies across North America. The trust raises capital from public investors and commits equity and debt financing to established businesses seeking growth capital, dividend recapitalizations or acquisition funding. In return, Alaris receives quarterly distributions tied to the operating performance of its portfolio companies.
The trust’s investment strategy centers on companies with stable cash flows, resilient business models and strong management teams. Alaris structures its investments through a combination of preferred equity, subscribed shares or subordinated debt, allowing portfolio partners to maintain operational control while securing long-term funding. Typical sectors include specialty manufacturing, business services, distribution and light industrial operations.
Geographically, Alaris focuses on mid-market enterprises in Canada and the United States, leveraging its cross-border experience to source, structure and monitor transactions. The trust conducts rigorous due diligence and works closely with partner management teams to drive strategic growth initiatives, optimize capital structures and enhance operational efficiency. Regular site visits and financial reporting help ensure alignment with Alaris’s risk-adjusted return objectives.
Founded in 2003 and headquartered in Calgary, Alberta, Alaris Equity Partners Income Trust is led by an experienced management team headed by President and Chief Executive Officer Gary Warke. The trust’s board comprises industry veterans who oversee governance, risk management and portfolio performance. Through a disciplined investment approach and active portfolio engagement, Alaris aims to deliver dependable income streams and long-term value for its unitholders.
AI Generated. May Contain Errors.
Free ALARF Stock Alerts