Northleaf Capital Partners

About

Northleaf Capital Partners is a leading independent global private equity, private credit and infrastructure fund manager, with more than US$12 billion in commitments under management on behalf of public, corporate and multi-employer pension plans, endowments, foundations, financial institutions, family offices and high net worth individuals.

Northleaf’s 130-person team, located in Toronto, Montreal, London, New York, Chicago, Menlo Park and Melbourne, is focused exclusively on sourcing, evaluating and managing private markets investments globally. Northleaf’s portfolio includes more than 350 active investments in 34 countries, with a focus on mid-market companies and assets. Northleaf currently manages seven global private equity funds, two specialist global private equity secondaries funds, three global private credit funds, three direct OECD-focused infrastructure funds and a series of customized investment mandates tailored to meet the specific needs of institutional investors and family offices.

As a global private markets investor with strong Canadian roots and a long, well-established track record, Northleaf is dedicated to generating attractive, long-term investment returns through building enduring relationships with its investors, investment partners and colleagues based on trust, openness, respect and the highest standards of integrity and professionalism. Northleaf has an established investment program, experienced team and a business model based on a strong alignment of interests with our investors.

Source: Northleaf Capital Partners

Strategy

In a global economic climate characterized by heightened volatility and macro-economic uncertainty, Northleaf’s disciplined private markets programs provide innovative solutions to investors seeking attractive, risk adjusted returns that are less correlated with the broader public markets, and offer the potential for enhanced long-term returns with lower volatility.

Available through both pooled fund programs and customized investment mandates, Northleaf believes that its focused private market portfolios offer the potential for higher returns and greater diversification. Private equity continues to offer incremental capital gains with less volatility, given both the range of private company return drivers and the downside protection resulting from professional hands-on management by experienced owners. Private credit offers consistent long-term attractive returns and current income in a growing asset class from a diversified portfolio of loans to private equity-backed companies. Infrastructure offers stable, inflation-protected long-term cash flows from the ownership of mature, conservatively positioned long-duration assets.

Northleaf believes that responsible corporate behaviour will have a positive influence on long-term financial performance and is committed to incorporating environmental, social and governance (ESG) factors into its investment processes at every level.

Private Equity

Northleaf’s global private equity program capitalizes on the opportunity for disciplined, selective investment in private equity transactions globally, taking advantage of both the renewed emphasis on traditional private equity value creation in mid-market companies and the accelerating growth and business-building opportunities for private companies across the “innovation economy”.

Northleaf’s private equity investment approach is characterized by:

· Active secondary and co-investments that augment and build upon a well-established primary fund investment program – Northleaf’s focused portfolio of top-tier mid-market and growth-oriented primary fund investments is complemented by active secondary and co-investment strategies that accelerate the investment pace and enhance returns

· Innovative, cost-effective structures designed to mitigate the j-curve and maximize net returns – Northleaf’s global private equity funds minimize ‘fee on fee’ concerns by charging on invested (not committed) capital, deducting the underlying manager’s future fees and carried interest when pricing secondary investment opportunities, and typically co-investing on a no fee/carried interest basis

· An integrated team, proactive sourcing, a differentiated global platform and active portfolio construction – Northleaf’s distinctive investment model leverages an integrated global team to generate attractive opportunities across each element of its private equity strategy. Northleaf’s well-established fund manager relationships not only generate attractive returns from their individual sectors of focus and expertise, but also create informational advantages and preferred deal flow for Northleaf’s secondary and co-investment transactions

Source: Northleaf Capital Partners