AD-UN.TOToronto
Alaris Equity Partners Income Trust
$23.48
ListedOct 29, 2009
SectorFinancial Services
IndustryAsset Management
CountryCanada
Employees20
StateAB| CityCalgary| Address333 24th Avenue SW| Phone403-260-1457
Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consulting services, consumer products and construction related services. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses ("Private Company Partners") in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Canada, and The United States. It typically invests between $30 million and $150 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments up to $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require board representation. The firm invests through balance sheet and seeks equity dividend distribution from portfolios. It prefers to make non control equity, minority and majority investments in its portfolio companies. Alaris Equity Partners Income Trust was founded in 2004 and is based in Calgary, Canada.

Key Indicators

Key financial and dividend metrics for this stock.

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P/E Ratio
11.4
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Div. Rate
$1.42
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Div. Yield
6.05%
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Payout Ratio
68.93%
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Max Consec. Div. Years
17 years
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Longest Consec. Div.
16 years
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Div. Coverage
100%
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Div. Stability Rate
0.03
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Div. Growth Rate
75.00%
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Score
94

Dividend History

Historical dividend payments by ex-dividend date.

Mar 31, 2026
$ 0.3700
Dec 31, 2025
$ 0.3700
Sep 29, 2025
$ 0.3400
Jun 30, 2025
$ 0.3400
Mar 31, 2025
$ 0.3400
Dec 31, 2024
$ 0.3400
Sep 27, 2024
$ 0.3400
Jun 28, 2024
$ 0.3400
Mar 27, 2024
$ 0.3400
Dec 28, 2023
$ 0.3400
Sep 28, 2023
$ 0.3400
Jun 29, 2023
$ 0.3400
Mar 30, 2023
$ 0.3400
Dec 29, 2022
$ 0.3400
Sep 28, 2022
$ 0.3300
Jun 29, 2022
$ 0.3300
Mar 30, 2022
$ 0.3300
Dec 30, 2021
$ 0.3300
Sep 28, 2021
$ 0.3300
Jun 29, 2021
$ 0.3100
Mar 30, 2021
$ 0.3100
Dec 30, 2020
$ 0.3100
Sep 29, 2020
$ 0.3100
Jun 29, 2020
$ 0.2900
Mar 30, 2020
$ 0.1380
Feb 27, 2020
$ 0.1380
Jan 30, 2020
$ 0.1380
Dec 30, 2019
$ 0.1380
Nov 28, 2019
$ 0.1380
Oct 30, 2019
$ 0.1380
Sep 27, 2019
$ 0.1380
Aug 29, 2019
$ 0.1380
Jul 30, 2019
$ 0.1380
Jun 27, 2019
$ 0.1380
May 30, 2019
$ 0.1380
Apr 29, 2019
$ 0.1380
Mar 28, 2019
$ 0.1380
Feb 27, 2019
$ 0.1380
Jan 30, 2019
$ 0.1380
Dec 28, 2018
$ 0.1380
Nov 29, 2018
$ 0.1380
Oct 30, 2018
$ 0.1350
Sep 27, 2018
$ 0.1350
Aug 30, 2018
$ 0.1350
Jul 30, 2018
$ 0.1350
Jun 28, 2018
$ 0.1350
May 30, 2018
$ 0.1350
Apr 27, 2018
$ 0.1350
Mar 28, 2018
$ 0.1350
Feb 27, 2018
$ 0.1350
Jan 30, 2018
$ 0.1350
Dec 28, 2017
$ 0.1350
Nov 29, 2017
$ 0.1350
Oct 30, 2017
$ 0.1350
Sep 28, 2017
$ 0.1350
Aug 29, 2017
$ 0.1350
Jul 27, 2017
$ 0.1350
Jun 28, 2017
$ 0.1350
May 29, 2017
$ 0.1350
Apr 26, 2017
$ 0.1350
Mar 29, 2017
$ 0.1350
Feb 24, 2017
$ 0.1350
Jan 27, 2017
$ 0.1350
Dec 28, 2016
$ 0.1350
Nov 28, 2016
$ 0.1350
Oct 27, 2016
$ 0.1350
Sep 28, 2016
$ 0.1350
Aug 29, 2016
$ 0.1350
Jul 27, 2016
$ 0.1350
Jun 28, 2016
$ 0.1350
May 27, 2016
$ 0.1350
Apr 27, 2016
$ 0.1350
Mar 29, 2016
$ 0.1350
Feb 25, 2016
$ 0.1350
Jan 27, 2016
$ 0.1350
Dec 29, 2015
$ 0.1350
Nov 26, 2015
$ 0.1350
Oct 28, 2015
$ 0.1350
Sep 28, 2015
$ 0.1350
Aug 27, 2015
$ 0.1350
Jul 29, 2015
$ 0.1350
Jun 26, 2015
$ 0.1300
May 27, 2015
$ 0.1250
Apr 28, 2015
$ 0.1250
Mar 27, 2015
$ 0.1250
Feb 25, 2015
$ 0.1250
Jan 28, 2015
$ 0.1250
Dec 29, 2014
$ 0.1250
Nov 26, 2014
$ 0.1250
Oct 29, 2014
$ 0.1250
Sep 26, 2014
$ 0.1250
Aug 27, 2014
$ 0.1250
Jul 29, 2014
$ 0.1250
Jun 26, 2014
$ 0.1250
May 28, 2014
$ 0.1200
Apr 28, 2014
$ 0.1200
Mar 27, 2014
$ 0.1200
Feb 26, 2014
$ 0.1200
Jan 29, 2014
$ 0.1200
Dec 27, 2013
$ 0.1200
Nov 27, 2013
$ 0.1200
Oct 29, 2013
$ 0.1200
Sep 26, 2013
$ 0.1200
Aug 28, 2013
$ 0.1200
Jul 29, 2013
$ 0.1200
Jun 26, 2013
$ 0.1150
May 29, 2013
$ 0.1050
Apr 26, 2013
$ 0.1050
Mar 26, 2013
$ 0.1050
Feb 26, 2013
$ 0.1050
Jan 29, 2013
$ 0.1050
Dec 27, 2012
$ 0.1050
Nov 28, 2012
$ 0.1000
Oct 29, 2012
$ 0.1000
Sep 26, 2012
$ 0.1000
Aug 29, 2012
$ 0.1000
Jul 27, 2012
$ 0.1000
Jun 27, 2012
$ 0.1000
May 29, 2012
$ 0.0950
Apr 26, 2012
$ 0.0950
Mar 28, 2012
$ 0.0950
Feb 27, 2012
$ 0.0950
Jan 27, 2012
$ 0.0950
Dec 28, 2011
$ 0.0950
Nov 28, 2011
$ 0.0950
Oct 27, 2011
$ 0.0950
Sep 28, 2011
$ 0.0850
Aug 29, 2011
$ 0.0850
Jul 27, 2011
$ 0.0850
Jun 28, 2011
$ 0.0850
May 27, 2011
$ 0.0850
Apr 27, 2011
$ 0.0850
Mar 29, 2011
$ 0.0850
Feb 24, 2011
$ 0.0850
Jan 27, 2011
$ 0.0850
Dec 29, 2010
$ 0.0850
Nov 26, 2010
$ 0.0800
Oct 27, 2010
$ 0.0800
Sep 28, 2010
$ 0.0800
Aug 27, 2010
$ 0.0800
Jul 28, 2010
$ 0.0800
Jun 28, 2010
$ 0.0800
May 27, 2010
$ 0.0800
Apr 28, 2010
$ 0.0800
Mar 29, 2010
$ 0.0800
Feb 24, 2010
$ 0.0700
Jan 27, 2010
$ 0.0700
Dec 29, 2009
$ 0.0700
Nov 26, 2009
$ 0.0700

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