Scotiabank

Scotiabank, founded in 1832 and headquartered in Toronto, Canada, is a leading financial institution that serves approximately 21 million customers in over 55 countries. The bank offers a comprehensive range of banking products and services, including personal and commercial banking, investment banking, wealth management, and insurance. Its private equity arm focuses on middle-market investments, specializing in sectors such as healthcare, technology, and consumer products. Scotiabank typically invests between $5 million and $25 million in companies, seeking both minority and majority ownership stakes. With a commitment to managing risk and capital effectively, Scotiabank aims to support individuals, businesses, and communities in achieving financial success. The organization employs over 86,000 people dedicated to understanding customer needs and delivering tailored financial solutions.

Phil Armstrong

Senior Vice President, Specialized Financial Services

Paul Baroni

CFO, Finance and Executive Vice President

Charles Comiskey

Managing Director

Angela Van Damme

Vice President

Daniel Kennedy

Vice President, Chile

Martine Lamoureux

Senior Vice President, Global Enterprise Technology

Jake Lawrence

CEO and Group Head

James Neate

Executive and President

Adrian Rosiles

Executive Vice President and Executive

Jabar Singh

Senior Vice President and Head, Wholesale Banking (Chile)

Albert wahbe

Chairman and CEO of e-Scotia

Dan Waldner

Director of Customer Data

Past deals in Ontario

PureFacts Financial Solutions

Venture Round in 2021
PureFacts Financial Solutions is a recognized provider of enterprise wealth management and asset management solutions tailored for the global financial services industry, including markets in Canada, the United States, Europe, Asia Pacific, the Middle East, and Africa. The company offers a comprehensive suite of software and consulting services designed to enhance productivity, efficiency, and cost-effectiveness for wealth management firms. By leveraging expertise in data aggregation, complex calculations, artificial intelligence, and machine learning, PureFacts aims to deliver transformative WealthTech solutions that empower clients to future-proof their businesses and drive growth. The company's mission focuses on creating meaningful wealth solutions that enable individuals to improve their quality of life.

DRI Healthcare Trust

Post in 2021
DRI Healthcare Trust provides unitholders with differentiated exposure to the anticipated growth in the global pharmaceuticals and biotechnology markets. Our business model is focused on managing and growing a diversified portfolio of pharmaceutical royalties with the aim to deliver attractive growth in cash royalty receipts over the long term.

Nighthawk Gold

Post in 2021
Nighthawk Gold Corp. identifies, acquires, explores for, and evaluates gold properties in Canada. Its land position covers an area of 222,203 acres located to the north of Yellowknife, Northwest Territories. It owns a 100% interest in the Indin Lake Gold property that consists of the Colomac Gold Project in the Northwest Territories. The company was formerly known as Merc International Minerals Inc. and changed its name to Nighthawk Gold Corp. in April 2012. Nighthawk Gold Corp. was incorporated in 2004 and is headquartered in Toronto, Canada.

Savaria

Post in 2021
Savaria Corporation is a leading provider of accessibility solutions aimed at enhancing the mobility and independence of the elderly and physically challenged individuals. Founded in 1979 and headquartered in Laval, Canada, the company operates in three main segments: Accessibility, Adapted Vehicles, and Patient Handling. In the Accessibility segment, Savaria designs, manufactures, and installs a range of products including stairlifts, wheelchair lifts, and home and commercial elevators. The Adapted Vehicles segment focuses on converting minivans to be wheelchair accessible. The Patient Handling segment produces therapeutic support surfaces, patient positioners, and various foam products for both medical and consumer markets. Savaria markets its products through a network of approximately 400 retailers and affiliates across North America, with nearly 60% of its revenue generated from the United States. The company also operates a manufacturing facility in Huizhou, China, which supports its competitive positioning in the market. With a workforce of around 500 employees, Savaria continues to lead in providing comprehensive accessibility solutions.

PureFacts Financial Solutions

Venture Round in 2020
PureFacts Financial Solutions is a recognized provider of enterprise wealth management and asset management solutions tailored for the global financial services industry, including markets in Canada, the United States, Europe, Asia Pacific, the Middle East, and Africa. The company offers a comprehensive suite of software and consulting services designed to enhance productivity, efficiency, and cost-effectiveness for wealth management firms. By leveraging expertise in data aggregation, complex calculations, artificial intelligence, and machine learning, PureFacts aims to deliver transformative WealthTech solutions that empower clients to future-proof their businesses and drive growth. The company's mission focuses on creating meaningful wealth solutions that enable individuals to improve their quality of life.

Md Financial Management

Acquisition in 2018
MD Financial Management Inc. is a privately owned investment management firm based in Ottawa, Canada, dedicated exclusively to serving the financial needs of Canadian physicians and their families. With over $45 billion in assets under administration, the firm offers a range of financial services, including wealth management, investment counseling, and financial planning. It manages separate client-focused portfolios and provides a diverse array of mutual funds, including equity, fixed income, and balanced options. The firm employs both quantitative and fundamental analysis to construct its investment strategies, focusing on public equity and fixed income markets globally. As a subsidiary of Scotia Wealth Management, MD Financial Management is committed to understanding and addressing the unique financial challenges faced by its clients.

Jarislowsky Fraser

Acquisition in 2018
Jarislowsky, Fraser Limited is a registered portfolio management firm. Founded in 1955 as a research boutique, Jarislowsky Fraser today manages the portfolios of pension funds, foundations and endowments, corporations and individuals in Canada, the United States and internationally — representing more than US$32 billion in assets under management. Jarislowsky Fraser is entirely independent, with no affiliations other than Jarislowsky, Fraser USA, Inc, a wholly-owned subsidiary. The firm has been registered as an Investment Advisor with the Securities and Exchange Commission since 1991. Headquartered in Montreal, they have offices in Toronto, Calgary, Vancouver and New Yo

HomeEquity Bank

Debt Financing in 2017
HomeEquity Bank is a privately held company that specializes in providing financial solutions to senior homeowners in Canada. The bank offers products such as the CHIP Reverse Mortgage® and Income Advantage®, which allow individuals to access the equity accumulated in their homes. By administering a portfolio secured by residential properties across the country, HomeEquity Bank partners with various organizations, including chartered banks, credit unions, and mortgage brokers, to deliver its services. This approach enables clients to maintain control over their properties while alleviating financial stress during retirement.

Next AI

Venture Round in 2017
Next AI is a world-class founder and venture development acceleration network for AI-enabled startups. Founders can be part of the ecosystem from anywhere in Canada, following the program remotely or in-person from the Toronto or Montreal sites. Taking advantage of a renowned network of AI and business experts, Next AI provides support on both AI product development and market commercialisation. Each year, we identify the top early-stage teams developing ambitious AI-powered solutions and we provide them with the mentorship, education and network to have a global impact.

SecureKey

Venture Round in 2016
SecureKey Technologies Inc. is an identity and authentication provider that facilitates secure and convenient access to online services for consumers. The company develops cloud-based identity networks that enable organizations to connect users with various online services while ensuring privacy and security. Serving diverse markets including banking, government, healthcare, telecommunications, and utilities, SecureKey offers both its proprietary identity network and professional services. Founded in 2008 and headquartered in Toronto, Canada, SecureKey also has offices in Boston and San Francisco. The firm has established strategic collaborations and is supported by prominent investors, including Visa, MasterCard, and Intel Capital, which enhances its capability to deliver innovative solutions in the identity and authentication space.

Guyana Goldfields

Post in 2016
Guyana Goldfields Inc. specializes in the exploration and production of gold, primarily within the Guiana Shield region of South America, which encompasses parts of Guyana, Venezuela, Suriname, French Guiana, and northern Brazil. The company was established in 1994 and has been actively operating in Guyana since 1996. It focuses on the acquisition, exploration, and development of gold mineral properties, with particular emphasis on the Aurora and Aranka properties. As of August 2020, Guyana Goldfields operates as a subsidiary of Zijin Mining Group Company Limited.

Primero Mining

Post in 2016
Primero Mining Corp. is a Canadian-based precious metals producer that owns 100% of the San Dimas gold-silver mine and the Cerro del Gallo gold-silver-copper development project in Mexico and 100% of the Black Fox mine and adjoining properties in the Township of Black River-Matheson near Timmins, Ontario, Canada. Primero offers immediate exposure to un-hedged, below average cash cost gold production with a substantial resource base in politically stable jurisdictions. The Company is focused on becoming a leading intermediate gold producer by building a portfolio of high quality, low cost precious metals assets in the Americas.

Franco-Nevada

Post in 2016
Franco-Nevada Corp is a precious-metals-focused royalty and investment company. The company owns a diversified portfolio of precious metals and royalty streams, which is actively managed to generate the bulk of its revenue from gold, silver, and platinum. The company does not operate mines, develop projects, or conduct exploration. Franco-Nevada's short-term financial performance is linked to the price of commodities and the amount of production from its portfolio of producing assets. Its long-term performance is affected by the availability of exploration and development capital. The company holds a portfolio of assets, diversified by commodity, revenue type, and stagemore

Tricon Residential

Post in 2015
Tricon Residential is a residential real estate company founded in 1988, primarily focused on providing rental housing for the middle-market demographic. Headquartered in Toronto, Ontario, Tricon owns and operates approximately 30,000 single-family and multi-family rental homes across 21 markets in the United States and Canada, with a significant presence in the U.S. Sun Belt. The company manages around $8.2 billion in assets, nearly all of which are invested in the United States. Tricon emphasizes an exceptional rental experience for its residents, which fosters longer tenancies and encourages tenants to treat properties with care. By investing in its team and enhancing living conditions, Tricon aims to positively impact local communities while generating favorable returns for its investors. In addition to its core operations, Tricon also manages real estate funds that target multi-family, senior housing, and student housing assets.

Denison Mines

Post in 2014
Denison Mines Corp is a uranium exploration and development company primarily focused on the Athabasca Basin region of northern Saskatchewan, Canada. The company holds a 95% interest in its flagship Wheeler River Uranium Project, recognized as the largest undeveloped uranium project in the area. In addition to its exploration and development activities, Denison Mines is involved in mine decommissioning and environmental services through its Closed Mines group, which oversees the reclamation of its Elliot Lake projects and offers third-party post-closure care and maintenance services.

Tropic Networks

Venture Round in 2005
Tropic Networks, Inc. designs, develops, and markets regional and metro-area optical networking equipment for telephony, data, and cable applications. The company offers Wavelength Tracker, an optical transport solution that leverages SONET/SDH familiarity to deliver optical layer intelligence; and various services for Tropic Networks platform and its related products, including network design, planning and installation, operation and maintenance consulting, and evaluation and modeling of network architecture, as well as training and planned upgrades. It also provides Networks TRX-24000, a metro optical transport platform that delivers dense wavelength division multiplexing and optical add-drop multiplexing for a host of services in a package. The company offers metro-optimized network solution for carriers to plan, manage, and scale the MAN; and to address the need for bandwidth expansion, optical transport, wavelength identification, and wavelength management in regional and metropolitan-area optical networks. Its metro optical networking solution streamlines the underlying optical layer architecture of DWDM/ODAM networks. Tropic Networks, Inc. was founded in 2000 and is headquartered in Ottawa, Canada.

Q9 Networks

Venture Round in 2001
Q9 Networks Inc. specializes in providing outsourced data center infrastructure for information technology organizations in Canada. Founded in 1995 and headquartered in Toronto, the company offers a range of services including data center space, managed bandwidth, performance monitoring, and security services. Additionally, Q9 Networks provides managed services such as control panels, managed servers, firewalls, load balancing, backup and restore, and remote connectivity. Their offerings also include disaster recovery solutions and site management tools, catering to the diverse needs of businesses requiring reliable and secure IT operations.
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