CIBC Capital Partners

Arevon Energy is a prominent renewable energy company focused on providing clean, reliable, and cost-effective energy solutions to utilities and businesses across the United States. The company specializes in the development, construction, financing, ownership, and operation of utility-scale solar and energy storage projects, as well as solar-plus-storage and distributed generation assets. Additionally, Arevon offers comprehensive asset management services, including commercial, financial, and performance management, to ensure the sustainability of its clients' business models while delivering renewable energy. Through its innovative approaches, Arevon Energy plays a significant role in advancing the transition to sustainable energy sources.

FirstService Corporation specializes in real estate-related services, operating primarily in commercial real estate services, residential property management, and property services. They manage thousands of residential communities and offer a range of property services through various brands.

Sound Point Capital Management is an asset management firm that specializes in credit strategies. Based in New York City with an office in London, the firm was founded in 2008 and manages more than $14 billion in assets for institutions, pensions, foundations, insurance companies, wealth managers, family offices, and high-net-worth individuals. It utilizes in-house research and fundamental analysis to identify opportunities across credit markets in the United States and the United Kingdom, including corporate debt and senior secured loans, and it structures debt-oriented investment solutions for mid-market companies. The firm emphasizes risk-aware, flexible approaches to fixed-income investing and seeks to generate attractive risk-adjusted returns for its clients through diversified credit exposures.

Renewable Power Capital is a London-based renewable energy investment platform established in 2020. The company specializes in the development, construction, and long-term ownership of renewable energy projects, focusing on onshore wind, solar, and battery storage technologies. Renewable Power Capital provides comprehensive management services for its portfolio, ensuring effective oversight of project development and construction. By investing in innovative solutions, the company aims to facilitate the energy transition and deliver stable, long-term returns while contributing to the growth of sustainable energy infrastructure.

Trident Royalties is a growth-oriented diversified mining royalty and streaming company that focuses on providing investors with exposure to a broad range of mining commodities. The company emphasizes value-added transactions involving precious metals, base metals, battery materials, and bulk commodities, while consciously excluding thermal coal from its portfolio. Trident Royalties distinguishes itself from many of its peers by its diverse commodity offerings, which include properties that are operational or close to production. Its reportable segments encompass Precious Metals, Bulk/Battery Metals, and Base Metals, reflecting its commitment to a comprehensive approach in the mining sector.

Arevon Energy is a prominent renewable energy company focused on providing clean, reliable, and cost-effective energy solutions to utilities and businesses across the United States. The company specializes in the development, construction, financing, ownership, and operation of utility-scale solar and energy storage projects, as well as solar-plus-storage and distributed generation assets. Additionally, Arevon offers comprehensive asset management services, including commercial, financial, and performance management, to ensure the sustainability of its clients' business models while delivering renewable energy. Through its innovative approaches, Arevon Energy plays a significant role in advancing the transition to sustainable energy sources.

Founded in 1925, Power Corporation of Canada is an international management and holding company with diversified interests across financial services, sustainable energy, asset management, and other business sectors. Its primary subsidiaries include Great-West Lifeco (a major Canadian life insurer), IGM Financial (Canada's largest nonbank asset manager), Sagard Holdings, and Power Sustainable Investments.

Artis Real Estate Investment Trust is a diversified Canadian real estate investment trust based in Winnipeg, specializing in industrial and office properties across Canada and the United States. Since its establishment in 2004, Artis has pursued a disciplined growth strategy, amassing a portfolio that encompasses approximately 23.8 million square feet of leasable area. The properties are strategically located in Central and Western Canada and select U.S. markets, including regions such as Alberta, British Columbia, Manitoba, Ontario, Saskatchewan, Arizona, Minnesota, Colorado, New York, and Wisconsin. The portfolio is primarily composed of industrial properties, followed by office and retail properties, reflecting Artis's commitment to investing in commercial real estate in key markets.

DRI Healthcare Trust manages and grows a diversified portfolio of pharmaceutical royalties to deliver attractive long-term cash receipts growth for unitholders.

Nova Royalty Corp., established in 2018 with headquarters in Vancouver, Canada, specializes in acquiring royalties on copper and nickel deposits worldwide. The company's business model involves purchasing royalties from various entities such as mining companies and prospectors for a single upfront payment. In exchange, Nova Royalty receives a revenue stream from the mine's production, regardless of operating costs or capital expenditures, without additional capital commitments. This strategy allows Nova Royalty to benefit from the strategic metals crucial for global energy transition, with a focus on leading projects like NuevaUnion Copper-Gold and Josemaria.

Diversified Royalty Corp is a Canadian company that acquires royalties from multi-location businesses and franchisors across North America. It owns trademarks such as Mr. Lube, AIR MILES, Sutton, Mr. Mikes, Nurse Next Door, and Oxford Learning Centres. The company focuses on acquiring predictable, growing royalty streams to boost cash flow.

Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).

Crombie Real Estate Investment Trust is a prominent Canadian real‑estate investment trust that focuses on high‑quality, sustainable properties designed to enhance local communities. The trust owns and manages over 280 properties across Canada, including residential, commercial, and retail assets that serve as places for people to live, work, shop, and play. By prioritizing long‑term value and community impact, Crombie REIT contributes to the development of welcoming and convenient spaces nationwide.

CIBC Cleary Gull is an independent investment banking firm based in Milwaukee, Wisconsin, specializing in advisory services for private equity funds, privately held companies, and small publicly traded firms within the middle market. Founded in 1987, the firm initially focused on research, sales, and trading before expanding into investment banking and wealth management in the 1990s. It offers a range of services including mergers and acquisitions, corporate divestitures, refinancing, management buyouts, capital placements, and financial advisory. Its industry focus includes manufacturing, business and industrial services, consumer products, software, and technology. The firm, which is privately held and employee-owned, manages over $2.1 billion in assets and emphasizes a business model that fosters input and decision-making among its principals and employees to deliver quality service and sophisticated advice to clients.

Diversified Royalty Corp is a Canadian company that acquires royalties from multi-location businesses and franchisors across North America. It owns trademarks such as Mr. Lube, AIR MILES, Sutton, Mr. Mikes, Nurse Next Door, and Oxford Learning Centres. The company focuses on acquiring predictable, growing royalty streams to boost cash flow.

Geneva Advisors was an independent Registered Investment Advisory firm based in Chicago, Illinois, specializing in equity and fixed income strategies. Established in 2003, the firm managed over $8 billion in assets and catered to institutional and high-net-worth investors. Geneva Advisors adhered to a disciplined and research-driven investment philosophy, prioritizing a client-first culture throughout its operations. Although it is no longer in operation, the firm was recognized for its commitment to providing tailored investment solutions and maintaining strong relationships with its clients.

Tricon Residential is a residential real estate company focused on rental housing in the United States and Canada. It owns and operates roughly 30,000 single-family and multi-family rental homes across multiple markets, with a primary emphasis in the U.S. Sun Belt and significant presence in California and Canada. The company uses a technology-enabled operating platform and dedicated local teams to professionally manage properties, aiming to provide well-maintained homes, encourage long tenancies, and foster thriving communities. Headquartered in Toronto, Tricon maintains operations in Orange County and other major markets, reflecting a strategy to deliver a high-quality rental experience while supporting residents and local communities.

Tricon Residential is a residential real estate company focused on rental housing in the United States and Canada. It owns and operates roughly 30,000 single-family and multi-family rental homes across multiple markets, with a primary emphasis in the U.S. Sun Belt and significant presence in California and Canada. The company uses a technology-enabled operating platform and dedicated local teams to professionally manage properties, aiming to provide well-maintained homes, encourage long tenancies, and foster thriving communities. Headquartered in Toronto, Tricon maintains operations in Orange County and other major markets, reflecting a strategy to deliver a high-quality rental experience while supporting residents and local communities.

Tricon Residential is a residential real estate company focused on rental housing in the United States and Canada. It owns and operates roughly 30,000 single-family and multi-family rental homes across multiple markets, with a primary emphasis in the U.S. Sun Belt and significant presence in California and Canada. The company uses a technology-enabled operating platform and dedicated local teams to professionally manage properties, aiming to provide well-maintained homes, encourage long tenancies, and foster thriving communities. Headquartered in Toronto, Tricon maintains operations in Orange County and other major markets, reflecting a strategy to deliver a high-quality rental experience while supporting residents and local communities.

American Hotel Income Properties is a hotel real estate company that owns premium-branded hotel properties in the United States under franchise agreements with international brands such as Marriott, Hilton, and IHG. The company generates revenue from rooms, food and beverage, and other sources, including conference room rentals, parking, and incidental income, and focuses on asset management and portfolio expansion to create value.

Osisko Gold Royalties is a North American-focused intermediate precious metal royalty company founded in 2014. It owns and manages a portfolio of royalties, streams, and precious metal offtake arrangements, with over 175 assets across North America. Its cornerstone asset is a 5% net smelter return royalty on the Canadian Malartic mine, Canada's largest gold mine.

Element Fleet Management offers comprehensive services for commercial vehicle and equipment fleets worldwide, including acquisition, maintenance, route optimization, risk management, remarketing, decarbonization strategies, electric vehicle integration, and fleet electrification management.

Tricon Residential is a residential real estate company focused on rental housing in the United States and Canada. It owns and operates roughly 30,000 single-family and multi-family rental homes across multiple markets, with a primary emphasis in the U.S. Sun Belt and significant presence in California and Canada. The company uses a technology-enabled operating platform and dedicated local teams to professionally manage properties, aiming to provide well-maintained homes, encourage long tenancies, and foster thriving communities. Headquartered in Toronto, Tricon maintains operations in Orange County and other major markets, reflecting a strategy to deliver a high-quality rental experience while supporting residents and local communities.

StoneCastle Partners is a New York City-based financial services firm that specializes in serving community banks and other financial institutions. It provides cash management solutions, deposit funding, proprietary processing and analytical systems, and fintech services through its bank network and RIAs. The firm conducts in-house research to inform its lending and advisory activities, with a focus on underserved banks and thrifts. StoneCastle also offers securities brokerage and dealership services and arranges institutional debt transactions for institutional investors. Its client base includes corporations, municipalities, public funds, endowments, foundations, hedge funds, wealth management firms, and private equity firms.

SkyBitz, Inc. is a mobile asset management company that specializes in real-time tracking and information management solutions. Founded in 1995 and based in Sterling, Virginia, the company offers various hardware products, including mobile terminals, power management systems, and sensors. SkyBitz provides service plans such as Basic Tracking, which allows for location reporting on a configurable schedule, and Smart Sensor Tracking, which utilizes a patented Smart Sensor in its GLS 210 model. Additionally, the company features the SkyBitz Partner and Leasing Application, a hosted solution that enables leasing companies to track the location of unleased assets and offers tracking capabilities for their customers. SkyBitz serves multiple industries, including transportation, rail, intermodal, marine, energy, and heavy equipment, ensuring comprehensive visibility and assessment of remote assets worldwide.

CashEdge provides critical infrastructure for global financial institutions, focusing on enhancing online banking channels and improving customer profitability. The company offers secure Online Money Movement and Advanced Account Aggregation platforms that empower specialized applications for retail banking and financial advisors. CashEdge's solutions enable clients to create engaging online services, attract customers, and improve revenue streams while minimizing costs. Its clientele features prominent financial institutions worldwide, including Vanguard, RBC Financial Group, and TD Canada Trust. With offices located in New York and Silicon Valley, CashEdge is known for its innovative online financial applications that encompass end-to-end account opening, funds transfer, and data consolidation tailored for banks, credit unions, and wealth management firms.

Whatifi.com is an online asset management firm focused on the individual consumer.