ShareValue scores for AD-UN.TO: Valuation 70, Quality 51, Growth 44, Health 46.

AD-UN.TO
TSX

Alaris Equity Partners Income Trust

CA$24.82(-0.72%)
Loading chart...
Sentiment

Verdicts

Rating

Trap Risk

Return

14% to 28%
Valuation
70
Undervalued
Price vs Value
Quality
51
Moderate
Business Strength
Growth
44
Moderate
Revenue & Earnings
Health
46
Moderate
Financial Stability
Momentum
79
Bullish
Price Trend

Company Details

About

Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consulting services, consumer products and construction related services. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses (Private Company Partners) in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Canada, and The United States. It typically invests between $30 million and $150 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments up to $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require

Score Analysis

AI Investment Thesis

Data as of:Aug 7, 2026
|
Last calculated:Aug 7, 2026