Over Three Decades of Consistent Risk Adjusted Performance Across Seven Funds
We have developed an investment strategy that consistently outperforms the market.
- Total Investments: 66
- Total Realized Investments: 45
- Capital Invested: $1.1 billion
- Total Value: $4.3 billion
- Multiple of Invested Capital: 3.8x
- Pooled IRR: 25%
- Analysis of Realized Deals:
- Last 15 Exits – Weighted Average MOIC 4.2x, 42% IRR
- Deals invested since 2006 – Weighted Average MOIC 4.4x, 43% IRR
- Deals invested since 2010 – Weighted Average MOIC 4.6x, 44% IRR
Fund VII
Fund 7 is a private equity capital pool of US$1.2 billion, of which US$300 million is owned by Clairvest Group Inc. and US$900 million by limited partners.
- Investment Period: 2024 – Present
Fund VI
Fund 6 is a private equity capital pool of US$850 million, of which US$230 million is owned by Clairvest Group Inc. and US$620 million by limited partners.
- Investment Period: 2020-2024
- Number of Investments: 14
- Number of Dispositions: 1
- Capital Invested: US$636 million
Fund V
Fund 5 is a private equity capital pool of $600 million, of which $180 million is owned by Clairvest Group Inc. and $420 million by limited partners.
- Investment Period: 2015-2020
- Number of Investments: 12
- Number of Dispositions: 9
- Capital Invested: $544 million
- Total Value to Date: $2.1 billion
- Multiple of Capital to Date: 3.9x
- Pooled IRR: 34%
Fund IV
Fund 4 is a private equity capital pool of $467 million, of which $125 million is owned by Clairvest Group Inc. and $342 million by limited partners.
- Investment Period: 2010 – 2015
- Number of Investments: 12
- Number of Dispositions: 8
- Capital Invested: $384 million
- Total Value to Date: $1.6 billion
- Multiple of Capital to Date: 4.2x
- Pooled IRR: 30%
Fund III
Fund 3 is a private equity capital pool of $300 million, of which $75 million is owned by Clairvest Group Inc. and $225 million by limited partners.
- Investment Period: 2006-2010
- Number of Investments: 8
- Number of Dispositions: 7
- Capital Invested: $220 million
- Total Value to Date: $741 million
- Multiple of Capital to Date: 3.4x
- Pooled IRR: 24%
Fund II
Fund 2 is a private equity capital pool of $219 million, of which $55 million is owned by Clairvest Group Inc. and $164 million by limited partners.
- Investment Period: 2001-2006
- Number of Investments: 9
- Number of Dispositions: 9
- Capital Invested: $192 million
- Realized Value: $401 million
- Multiple of Capital: 2.1x
- Pooled IRR: 18%
Fund I
Fund 1 is a private equity capital pool of $159 million, which was fully owned by Clairvest Group Inc.
- Investment Period: 1994-2001
- Number of Investments: 11
- Number of Dispositions: 11
- Capital Invested: $159 million
- Realized Value: $472 million
- Multiple of Capital: 3.0x
- Pooled IRR: 24%
Eight Time Canadian Venture Capital Association Deal of the Year Award Winner:
- 2008 Gateway Casinos
- 2009 Shepell-FGI
- 2013 PEER1
- 2015 KUBRA
- 2017 Cieslok Media
- 2021 County Waste of Virginia
- 2023 Also Energy
- 2024 Arrowhead Environmental
Book Value Per Share
Clairvest returns lead the market by a significant margin with a compounded annual growth rate in book value of ~15% over the last 10 years, after tax, while the S&P 500 delivered only ~12% in pre-tax growth. This is despite an average cash balance of 39% during the period.