Alaris Equity Partners Income Trust is a publicly traded income trust that provides long‐term capital to established, privately held companies in North America. Through an innovative investment model, the Trust acquires equity interests and subordinated debt instruments in mid‐market businesses, aiming to deliver predictable cash distributions while participating in equity appreciation. Alaris primarily targets companies with proven business models, strong cash flow generation and established management teams.
Since its inception, Alaris has structured over 60 investments across a diverse range of industries, including manufacturing, business services, healthcare, technology and niche distribution. The Trust typically negotiates flexible financing structures—often referred to as “Income Shares”—which combine preferred equity or debt components with equity conversion rights. This framework aligns Alaris’s interests with those of its portfolio partners by providing growth capital and operational expertise while enabling management to retain significant ownership and control.
Founded in 2007 and headquartered in Toronto, Canada, Alaris has expanded its geographic footprint to serve clients throughout Canada and the United States. Over more than a decade of operation, the Trust has built a seasoned investment team that works closely with portfolio companies to support strategic initiatives, process improvements and growth acceleration. This hands‐on approach aims to augment intrinsic value and enhance long‐term business resilience.
Alaris is led by a management team with extensive experience in private equity, corporate finance and operational management. The Trust’s leadership emphasizes rigorous due diligence, disciplined risk management and a collaborative partnership model. Through its ongoing investment activities, Alaris seeks to generate stable cash flow distributions for unit holders while fostering sustainable growth and value creation within its portfolio companies.
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