Profile

Alaris is a Canadian company based in Calgary, Alberta. We provide cash financing to private businesses across North America using an innovative structure which fills a niche in the private capital markets. This niche is: providing capital to successful businesses, which are in need of capital, but are unwilling to compromise the current state of their equity ownership and operational control of the business. Alaris Royalty Corp. trades on the Toronto Stock Exchange under the symbol “AD”.

Our Objective

Alaris is dedicated to creating long-term value for its shareholders.

Our Strategy

We provide capital to well-run, profitable private companies in exchange for a monthly cash distribution on our new preferred equity position. These distributions to Alaris are based on the yield on the original contribution, set 12 months in advance and adjusted annually based on the year over year percentage change in a “top-line” performance metric such as net sales, gross profit or same location sales. Alaris creates long-term partnerships with companies that have a proven track record of stability and profitability in varying economic conditions. Our current Private Company Partners (“Partners”) are mostly individual or family controlled businesses that pursued our capital for growth, generational transfers, partial liquidity, management or private equity partner buyouts, or a combination of the aforementioned.

Growth Strategy

Our goal is to continue to diversify and increase our revenue streams by adding a select few new partnerships each year in addition to providing follow-on capital to our existing partners. Within our current revenue streams we aim to generate organic growth of 3-5% per year.

Our Performance

  • Alaris and its predecessors have contributed over $890 million in equity capital to private businesses since 2004.
  • Alaris has paid its shareholders over $250 million in dividends (greater than $10.50/share) since becoming a public company in 2008.
  • Alaris has increased its dividend 10 consecutive times since 2010 for a total of 93%.
  • Alaris shares have generated annualized total returns to shareholders of greater than 15% since 2008