Canada with its thriving economy supports the formation and transaction processes in businesses of all the country’s different key industries: agriculture, energy, technology, services and manufacturing. Direct access to ports and the commitment to public transport form an innovative, green and progressive business climate. Given these conditions and the fact that investments in the fields of traditional capital markets are becoming riskier every day during the recent crisis, single family offices, the private investment companies associated with the richest and wealthiest individuals, are focusing on private equity investments to balance their portfolios. As part of our database of the largest single family offices in Canada, we want to present you three Canadian single family offices, that pursue private equity investments.

The mentioned family offices are all part of our list of the largest single family offices in Canada

  • 30 entries, thereof 20 with general e-mail address, 26 with executive names
  • Investment focus: Real Estate, Venture Capital, Private Equity, Financial Products, Renewables
  • 23 columns included: name, family name, estimated family wealth, detailed investment focus and exemplary investments, address, phone, e-mail, website…
  • Free updates within one year included, secure payment through PayPal or Credit Card, 24/7 support through live chat and mail

#1: Tricor Pacific Capital

Vancouver-based and established in 1996, the company’s original goal was to carry out private equity transactions, using the owner family’s, as well as institutional funds to invest in middle-market companies across North America. Until today, Tricor Pacific Capital has evolved into a single family office that solely invests its own capital. Under the direction of Rod Senft, the investment company managed four separate funds with a total committed capital of $1.2 billion, focusing on real estate and private equity. Preferred industries are real estate, food, industrial and transportation with a strong focus on middle market companies. Tricor Pacific Capital, for example, is invested in Dinoflex, a leading innovator in the manufacturing of recycled rubber products and specialist in producing premium quality rubber flooring, surfaces, tiles and custom products. Rockmount Research and Alloys is another exemplary private equity investment of Tricor Pacific Capital. The industrial company is a leading supplier of high-quality repair and maintenance welding alloys specifically designed to weld stronger and last longer.

#2: Hedgewood

Hedgewood Inc. serves as the private investment firm of the the co-founder and past Chairman & CEO of WebHosting.com and InQuent Technologies: Jesse Rasch. In addition to WebHosting.com and InQuent Technologies Jesse Rasch also co-founded CareGuide. Hedgewood Inc. was founded in 2000 and is headquartered in Toronto. InQuent provides private label hosting solutions to telecommunications customers. WebHosting.Com was one of the largest business web hosting companies in the world. In 2000, Rasch sold InQuent and WebHosting.Com to AT&T. As a global thinking investor, Hedgewodd Inc. focuses not only on transactions in Canada and the United States, but also seeks for global investments. Besides private equity, investments are made in venture capital, capital markets, lending and real estate.

#3: Marin Investments Limited

Vancouver-based Marin Investments engages as the private investment vehicle of the Young Family and was established in 1952. Since 1982, Charles Young, graduate of Stanford and Harvard Business School, leads the investment firm. Marin Investments Limited back then started investing with a major controlling interest in Finning Tractor and Equipment, the largest Caterpillar distributor worldwide. It didn’t take long and the firm expanded its investment activities to real estate, private equity and stock markets. Tantalus is part of Marin’s private equity portfolio and delivers measurable and meaningful operational savings through their multi-purpose Smart Grid solutions platform for Advanced Metering, Demand Management, Distribution Automation and Grid Optimization. Another investment is prepac, a successful North American designer, manufacturer and drop shipper of functional and stylish RTA (Ready-To-Assemble) home furniture.

Picture source: Aditya Chinchure

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Directly located at the Lake of Ontario, Toronto is, in terms of population, the largest city in Canada. In addition to hosting the banking and stock exchange center of Canada, the city functions as the country’s primary wholesale and distribution point. Ontario’s wealth of raw materials and hydroelectric power have made Toronto a primary center of industry with Finance, Media, Technology and Tourism being the key industries. Due to the facts, many high net worth individuals settled down here: Thomson Family, Rogers Family and Carlo Fidani, just to name a few. Usually these individuals own their own private investment companies. In our newly created database of Canadian family offices we identified the largest single family offices in Canada, of which, we want to introduce you three of these investment companies that have their headquarters located in Toronto.

The mentioned family offices are all part of our list of the largest single family offices in Canada

  • 30 entries, thereof 20 with general e-mail address, 26 with executive names
  • Investment focus: Real Estate, Venture Capital, Private Equity, Financial Products, Renewables
  • 23 columns included: name, family name, estimated family wealth, detailed investment focus and exemplary investments, address, phone, e-mail, website…
  • Free updates within one year included, secure payment through PayPal or Credit Card, 24/7 support through live chat and mail

#1: Thomvest

Thomvest is the investment management firm of Peter J. Thomson, a Canadian rally race car driver and a venture capitalist with an estimated net worth over $6 billion, and his family. The company was established in 1996 and is split into three divisions: Thomvest Ventures, Thomvest Asset Management & Thomvest Properties. As you can guess, the firm focuses on real estate and venture capital investments but also completes private equity transactions through funds. The venture capital investments are typically made in the areas of financial technology, marketing technology, cybersecurity, sales, and cloud infrastructure sectors in early and growth stages. The mortgage company LoanSnap is an exemplary investment and provides people with a clear view of their finances and shows them where they may be losing money every month.

#2: Dancap Family Investment Office

The Dancap Family Investment Office serves as the private investment arm of the Dan Family and was founded in 2000. Aubrey Dan, a Canadian businessman, philanthropist and a producer, whose net worth is estimated to be around $1 billion, currently leads the firm. His father, Leslie Dan, founded the generic pharmaceutical manufacturer Novopharm. The Dancap Family Office invests in both alternative and traditional asset classes such as private equity, real estate, private debt, hedge funds, and public equities. Even though the Family Office is Canadian-based, its investment portfolio is global, with a primary focus on opportunities in the United States. For example, the company owns parts of the Heights at 2121 in Houston, a luxury apartment community. EduNav, as part of the private equity portfolio, is an innovation leader in the higher-end software market. Their team brings experience in deep integration with core systems, with integrations with student information systems, learning management systems, and authentication authorities.

 

#3: Hedgewood

Hedgewood Inc., the private investment office of Jesse Rasch, was founded in 2000. Jesse Rasch is the co-founder and past Chairman & CEO of WebHosting.com and InQuent Technologies. Furthermore, he co-founded CareGuide. InQuent provides private label hosting solutions to telecommunications customers. WebHosting.Com was one of the largest business web hosting companies in the world. In 2000, Rasch sold InQuent and WebHosting.Com to AT&T. As a globally minded investor, Hedgewood actively pursues and engages in a wide variety of investment opportunities in Canada, the United States, and internationally. The firm engages in venture capital, private equity, capital markets, lending and real estate. Real estate investments focus on retail, office, residential, farmland and timberland. Their venture capital focus lies on consumer & enterprise tech, health care and food/cpg. Aobiome is an exemplary health care investment and pioneer in the application of commensal bacteria, with a transformative new platform technology and therapeutic and diagnostic approaches to the skin and the human microbiome.

Picture source: Conor Samuel

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Consistently ranked among the most liveable cities in the world, Vancouver offers many competitive advantages for firms. Natural beauty, direct access to beaches and ports and its commitment to public transport form a business climate which is innovative, progressive, green and approachable. Its diverse economy includes exciting growth in the green and technology sectors, as well as a rapidly expanding creative sector. This is especially true in technology, digital entertainment and interactive, and the green economy, as well as more traditional industries including tourism, forestry, mining, transportation and logistics. So it’s not a surprise that many of the private investment firms linked to the most wealthiest individuals, so called single family offices, are located in Vancouver. As part of our research database of the largest single family offices in Canada, we want to present you three family offices that have their headquarters in Vancouver.

The mentioned family offices are all part of our list of the largest single family offices in Canada

  • 30 entries, thereof 20 with general e-mail address, 26 with executive names
  • Investment focus: Real Estate, Venture Capital, Private Equity, Financial Products, Renewables
  • 23 columns included: name, family name, estimated family wealth, detailed investment focus and exemplary investments, address, phone, e-mail, website…
  • Free updates within one year included, secure payment through PayPal or Credit Card, 24/7 support through live chat and mail

#1: Wychwood Capital

Founded in 2008, the Wychwood Capital single family office supports the investment and trust activities of their family businesses already in the third generation and thrives to reduce overall correlation to major asset classes with its investments. The origin of the family business can be traced back to 1933, when the first generation founded a transportation company in Hong Kong. From the beginnings, the family expanded its interests to local and overseas property management, real estate development and diversified portfolio management. Today, the family office invests actively in venture capital & private equity transactions, focusing on the private growth & seed stages. Furthermore, investments in the traditional capital markets are made through hedge funds, futures and credit trades.

#2: Tricor Pacific Capital

The leading Canadian single family office actively invests the capital of its owner family. In 1996 the investment firm was founded in order to carry out private equity transactions, using the family’s, as well as institutional funds to invest in middle-market companies across North America. Under the direction of Rod Senft, Tricor Pacific Capital managed four separate funds with a total committed capital of $1.2 billion. Until today, Tricor Pacific Capital has evolved into a single family office that solely invests its own capital, focusing on real estate and private equity. In the field of real estate mainly transactions linked to commercial and residential properties are made. For example, Tricor owns a portfolio of purpose-built, industrial, single-tenant real estate. Private equity investments are mainly consisting of real estate, food, industrial and transportation businesses, with a strong focus on middle market companies. An exemplary investment is OCTS, a full-service container drayage and storage provider, including transloading and flat-deck trucking, who’s proud to be the first and last mile for some of the world’s most prominent steamship lines and freight forwarding companies. In addition, Tricor Pacific provides capital for some funds, e.g. for Parallel49 Equity and Spira Equity Partners.

#3: Marin Investments Limited

Marin Investments manages the private investment and wealth needs of the Young Family and was established in 1952. Since 1982 Marin Investments is led by Charles Young, graduate of Stanford and Harvard Business School. The investment activities of Marin all started with a controlling interest in Finning Tractor and Equipment, the largest Caterpillar distributor worldwide. Later on, the investment company expanded its activities to the private equity, real estate and stock markets. Exemplary investments in private equity are, for example, Tantalus and Kardium. Tantalus delivers measurable and meaningful operational savings through their multi-purpose Smart Grid solutions platform for Advanced Metering, Demand Management, Distribution Automation and Grid Optimization. Kardium is developing a revolutionary medical device for the diagnosis and treatment of atrial fibrillation.

Picture source: Mike Benna

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The Hamburg-based single family office Peter Möhrle Holding acquires a stake of bc GmbH & Co.KG, a bicycle e-commerce company as part of its buy-and-build strategy.

Major German e-commerce bicycle retailer: bc GmbH & Co. KG

Bicycle retailer bc GmbH & Co. KG is based in Aachen and was founded in 1997. The company was a first-mover in the bicycle e-commerce segment. Today, the company has more than 190 employees and operates a modern logistics hub with more than 23,000 sqm storage space. The German bicycle retailer offers more than 70,000 products from 300 brands. Also, bc is operating profitably: in 2018, the net income amounted to €0.85M.

Hamburg-based Möhrle Single Family Office as private equity investor

The wealth of the Möhrle family is based on DIY store chain Max Bahr. The Peter Möhrle single family office invests in private equity and real estate. Also, the “Peter Möhrle Foundation” is connected to the family office. bc is not Möhrle’s first investment in the bicycle industry: in 2014, the family office invested in distributor Grofa Action Sports GmbH.

Source: Presseportal
Picture source: Tiffany Nutt

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Private equity funds offer the opportunity to pool capital and thus achieve a broader spread of investments – geographically, in the industry and in risk factors. In recent years, private equity – direct investments in unlisted companies – has become one of the most sought-after asset classes of family offices. This is also due to the fact that the growth potential of companies in private equity funds is often high and thus a higher return can be expected than with equity funds. The following article presents three Swiss multi family offices that invest in private equity funds. This article is based on the unique List of the 150 largest Multi Family Offices in Switzerland.

  • Excel list of the 150 most important multi family offices in Switzerland
  • Useful information such as investment focus, investments, which families are in the background, estimated family wealth, etc.
  • Download of the Excel file valid indefinitely, free updates within one year after purchase, free preview file available
  • Database is perfect for identifying family offices and for partner and customer acquisition

Agenda Invest AG

Agenda Invest AG was founded in 2010 and offers its services to a narrow circle of wealthy families. These include services such as family governance, corporate finance & direct investment, asset management & investment advisory and private investment management. The Lugano-based company is distinguished by its particularly broad network – both in terms of its clients and in terms of cooperation with other family offices and expertise. Here co-managed Agenda Invest is a platform on which various private equity funds are available, from which the family office can offer its clients tailored investment solutions.

Black Oak Family Office SA

The Black Oak Family Office SA is based in Geneva and offers a wide range of services for wealthy families. From determining individual investment goals and risk tolerance, estate planning, retirement planning to tax and legal matters. One of the services offered is to assist clients in private equity investments – SA makes individual pre-selections and then develops suitable investment strategies together with the family. The focus of the Multi Family Office is on private equity in fund investments – here Black Oak also offers co-investments.

HELMS Family Office SA

HELMS Family Office SA is a Geneva multi-family office with five different lines of business: Family Office Services, Asset & Wealth Management and Fund and Corporate Finance Services. In Asset Management, the Multi Family Office offers various services related to private equity, with a particular focus on Europe, the Midwest and Asia. In addition to direct investments, HELMS Family Office also has investments in private equity funds in its portfolio.
Picture source: Unsplash

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Schock Metallwerk GmbH, a metal processing firm from Urbach, Germany, got in financial difficulties at the beginning of 2020. The company filed for insolvency in own administration in January. Now, the insolvency is completed: the operations of the group will be continued. New investors are playing a major part in the restructuring: Frank Trick (shareholder of FTS Baltic) and the Stuttgart-based single family office of Karl-Friedrich Kaupp are supporting the restart.

Kaupp single family office from Stuttgart invests in Schock’s restart

The special profiles and metal products of Schock are used in the automotive, home appliances or retail industry. Revenues in 2018 were at approximately €45M. The insolvency was mainly caused by problems with a long-term supplier, which finally completely halted delivery. The massive slump in sales led to financial troubles. Now, the insolvency is completed and the company is looking forward to a restart. 120 workplaces were saved. A main part of the restructuring process is a new company structure below the STK Holding GmbH and in cooperation with Latvian producer FTS Baltic SIA. New investors like the Kaupp family office ensure financial stability of the restructured company. Karl-Friedrich Kaupp is a tax expert and private equity investor from Stuttgart.

Source: Automobilwoche, 30.7.2020
Source: Blechnet, 30.07.2020
Picture Source: Fikri Rasyid

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Vienna-based probiotics company HSO Health Care is sold to Danish biotech firm Chr. Hansen by Alexander Schütz and Helmut Essl. Alexander Schütz was holding HSO through his family office, which is an active private equity investor in Austria.

HSO Health Care: Probiotics for Women

HSO was founded in 2007 by Helmut Essl. The company is doing research in the probiotics field. Probiotics are microorganisms that are claimed to provide health benefits. HSO’s main product is the patented Astarte products which are sold in several countries. In Switzerland, the product is called Biotics-fem and marketed by the Burgerstein – Antistress AG, in the United States the products are marketed by Jarrow and iHealth as Jarro-Dophilus, Azo or Culturelle probiotics. Now, Danish stock-listed biotech company Chr. Hansen is acquiring HSO and its patented Astarte product.

Alexander Schütz Vienna-based Single Family Office as private equity investor

Alexander Schütz’s family office was an investor in HSO. Schütz is the founder and CEO of the Austrian C-Quadrat Investment group with 8 billions of assets under management. Through his family office, Schütz invests in startups, private equity deals and real estate. Other investments include biotech company ATAI Life Sciences, ADC Therapeutics, Cyberfinancials GmbH or Cyan Digital Security.

Source
Juve, 06.05.2020
Jacek Dylag (picture), 06.05.2020

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FTI Group is Europe’s fourth-largest travel organizer. Now, the family office of Egyptian billionaire Samih Sawiris takes over the majority of FTI.

Major travel company in Europe

FTI was founded in 1983 by Dietmar Gunz. After various acquisitions the travel company grew to a major travel company in Europe. Revenues in 2016/2017 were above 3 billion euros. FTI is active in different segments of the travel industry: it serves as travel agent (fly.de, TVG), it offers organized tours (FTI Cruises, FTI Touristik) and it operates own hotels (Labranda Hotels & Resorts, Kairaba Hotels & Resorts). Due to Corona, FTI is struggling like every almost every company in the holiday and travel business. The company applied for state aid – which in turn was linked to a required increase in equity. By taking over the majority, Sawiris also brings in new capital.

Sawiris Family Office building up its positions in the travel industry

Samih Sawiris already took over a 33.66% share of FTI in 2014. Majority share holders were, so far, Dietmar Gunz and Roula Jouny. By its new investment and the capital increase, Sawiris now holds 75.1% of the company. Sawiris realized the transaction through his family office Sostnet. Sawiris comes from a wealthy Coptic family, his father founded the major Orascom group which is active in telecommunication, construction and the hotel industry. The Egyptian billionaire is an active investor in the travel industry: his Orascom Development Holding AG operates holiday destinations and hotels in various countries. In 2019, he acquired the franchise system of bankrupt travel organizer Thomas Cook group. He also is realizing the large scale tourism project Andermatt Swiss Alps in Switzerland.

Sources
Reisevor9, 22.04.2020
Wikipedia, 22.04.2020
Natalya Zaritskaya (picture), 22.04.2020

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Deutsches Milchkontor GmbH (DMK) is one of Germany’s largest dairy companies. Now, the Zeven-based firm sold its subsidiary Sanotact GmbH to Flotte Holding GmbH, an investment vehicle of the Piëch-Nordhoff family.

Sanotact: Supplements Producer based in Münster (Germany)

Sanotact was a brand and subsidiary of the DMK Group. DMK is a leading German dairy company with 7,700 employees and more than €5.6BN in revenues. In the future, DMK wants to focus on its dairy products. As a consequence, DMK sold its supplement producer Sanotact GmbH. Sanotact has its headquarters in Münster and employs almost 200 people. The product portfolio consists of three pillars: supplements, dextrose and breath freshener. The purchase price of Sanotact remains undisclosed, the new owner takes over all employees.

New private equity family office of Piëch-Nordhoff family

The Piëch-Nordhoff family belongs to the Porsche family, who owns large parts of the world’s largest car manufacturer Volkswagen. Now, the family builds up a private equity family office through the Flotte Holding GmbH investment vehicle. The holding focuses on sustainable companies.

Sources
TopAgrar, 08.04.2020
Michele Blackwell (Picture), 08.04.2020

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German chocolate producer Leysieffer gets saved from bankruptcy through an investment from American single family office Deel and Winkler.

Osnabrück-based Leysieffer in crisis mode

Leysieffer is a German chocolate manufacturer from Osnabrück. Last year, the company declared insolceny under own administration. Leysieffer has a long tradition: the firm was founded by Ulrich Leysieffer in 1909,  the number of stores rose to more than 1,400 in the course of time. In order to save the company, four unprofitable stores were closed since last year and 25% of the employees were laid off.

Missouri family office becomes the new majority shareholder

Now, the company finally manages the step out of bankruptcy through an investment from Missouri-based single family office Deel and Winkler. The creditors of Leysieffer agreed to the new majority shareholder from the United States. Deel and Winkler is a family office from Joplin, Missouri. The firm is led by Daryl Deel and Frank Winkler. The US family office already had some ties to Leysieffer. For five years, it manages Bremen-based “Hanseatische Kaffee GmbH”, which sells coffee under the Leysieffer brand name. Former majority shareholder Jan Leysieffer will remain as managing minority shareholder on the management board of the company.

Sources
Handelsblatt, 15.03.2020
Wikipedia, 15.03.2020
Unsplash, 15.03.2020

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