Investment Philosophy

OMERS Private Equity focuses on investing in businesses with a strong and defensible market position, having a proven talented management team, with products and services that have a well defined strategy for organic and/or acquired growth, the combination of which, under a properly executed strategy will deliver attractive returns.

We work with our management teams to develop a shared strategy and goals, both financial and non-financial. We provide board-level support from our team and our network of business connections. We capitalize our businesses in a prudent manner to meet their operating needs and to withstand any economic downturns. We have the available capital to support growth initiatives of our businesses and encourage our management team to invest in their business for profitable growth.

Our target investment size is $100 to $300 million but we are able to invest a higher amount if needed. Our ownership can be sole owner, majority control, joint control or minority owner with appropriate shareholder rights. Our investments could be management or leverage buyouts, corporate divestitures, expansion capital for a proven business or a significant investment in a public entity.

An excellent extension to our investment strategy is our commitment to a select number of private equity firms. This bolsters our network of investment relationships, presents additional investment opportunities, broadens the range of investments to include venture and growth capital, and fills certain geographical gaps in our global investment platform.

The private equity firms we commit to must have a proven track record of exceptional performance: a financially committed, motivated in-depth investment team and be like-minded when it comes to its investment philosophy and criteria, with a willingness to have us as an active co-investor on certain transactions.