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Home CompaniesClairvest Group Inc.

Clairvest Group Inc.

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
86.12 CAD -0.87 ( 1.00%)
Last update at 2026-11-04T20:35:00Z
VOLUME
250
Market Cap
1056.99M
P/E
14.66

Momentum Score

…

Clairvest Group Inc. is a private equity firm specializing in mid-market, growth equity investments, buyouts, industry consolidation and acquisitions. It seeks to invest in small and mid-sized gaming (land and online) and casinos, restaurants, healthcare, experience economy, equipment rental, medical practice management, waste management, aerospace, architecture and engineering & consulting (AEC), agriculture, oil and gas field services, dental, life science and services, renewable energy, co-packing / private label manufacturing, defense, building products, environmental services, healthcare IT, interactive home entertainment, distribution, extermination and pest control, sanitary services, airfreight and logistics, document management software, systems software; metal, glass and plastic containers; paper and plastic packaging products and materials; metals and mining; water utilities, specialty educational services, specialized consumer services, human resources and employment services, research and consulting services, linens and bedding, insurance services, education, government services, industrial services, energy services & renewables, food & beverage, technology services, industrial distribution and services, information technology and information services, media and marketing services, and renewable energy sectors. The firm seeks to invest in Canada and the US. It seeks to make equity investments between C$25 million ($18.23 million) and C$100 million ($72.92 million) in its portfolio company with EBITDA between C$10 million ($7.29 million) and C$50 million ($36.46 million). The firm prefers majority and minority investments. It invests its own capital by co-investing alongside institutional investors in owner-led businesses. Clairvest Group Inc. was founded in 1987 and is based in Toronto, Canada.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
86.12
Low
86.99
High
52 Week Price Range
68.13
Low
77.50
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Clairvest Group Inc. is a Toronto-listed alternative asset manager that makes and manages private-equity style control and minority investments in North American private companies. Long-term growth drivers include value creation and successful exits from portfolio companies, recurring management and incentive fees, and capital deployment alongside partners. Investors may find exposure to private-company returns via a public listing and diversified fee potential attractive.

Key risks include illiquidity and valuation sensitivity of private holdings, exit timing and market cyclicality, concentration and execution risk in investments, and fundraising or fee volatility.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
86.99
Dividend Yield
0.13%
Revenue TTM
129.17M
Revenue Per Share
9.54
Gross Profit TTM
129.17M
Debt / Equity
0.01
ROE
5.66%
Net Debt
-135.43M
ROCE
10.62%
Diluted EPS TTM
5.20

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Type yearly yearly yearly yearly yearly
Date 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Income before tax 138.54M -3.17M 63.68M 375.01M 116.79M
Net income 122.04M -3.35M 52.37M 330.21M 104.84M
Selling general administrative 3.34M 3.55M 56.71M 9.43M 5.72M
Selling and marketing expenses - 29.43M - - -
Gross profit 170.77M 29.81M - 420.35M 181.24M
Reconciled depreciation 1.41M 1.31M 1.17M 1.14M 1.20M
Ebit 138.54M -3.17M 62.11M 375.72M 120.72M
Ebitda 139.95M -1.87M - 376.86M 121.93M
Depreciation and amortization 1.41M 1.31M - 1.14M 1.20M
Operating income 138.54M -3.17M 73.47M 375.72M 120.72M
Other operating expenses 32.23M 42.46M - 45.34M 64.45M
Interest expense - 9.48M - 0.70M 3.94M
Tax provision 16.50M 0.18M 11.31M 44.81M 11.95M
Interest income 1.23M 3.84M 1.58M 113.51M 20.56M
Net interest income 43.13M -5.78M 15.71M -0.70M 16.63M
Income tax expense 16.50M 0.18M 11.31M 44.81M 11.95M
Total revenue 170.77M 39.29M 130.18M 420.35M 181.24M
Total operating expenses 32.23M 32.98M - 45.34M 64.45M
Cost of revenue - 9.48M - - -
Total other income expense net - -3.24M - -0.70M -3.94M
Net income from continuing ops 122.04M -3.35M 52.37M 330.21M 104.84M
Net income applicable to common shares 122.04M -3.35M 52.37M 330.21M 104.84M
Breakdown 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Type yearly yearly yearly yearly yearly
Date 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Total assets 1429.43M 1342.14M 1429.65M 1353.14M 985.02M
Other current assets - 1342.14M - 3.22M 1.45M
Total liab 177.84M 78.76M 211.92M 174.06M 8.55M
Total stockholder equity 1251.59M 1342.14M 1217.73M 1179.09M 857.81M
Other current liab - 21.37M 32.28M -6.85M -8.55M
Common stock 76.02M 78.76M 80.64M 80.79M 80.83M
Capital stock 76.02M 78.76M 80.64M 80.79M 80.83M
Retained earnings 1175.57M 1176.30M 1137.09M 1098.29M 776.98M
Other liab - - 74.52M 86.26M 41.98M
Other assets - -1740.22M - 4.98M 0.43M
Cash 173.31M 145.14M 216.19M 218.42M 186.79M
Cash and equivalents 3.66M - 1.68M 13.12M 27.62M
Total current liabilities - 37.60M 135.02M 6.85M 8.55M
Net debt - -135.43M - -218.42M -186.79M
Short term debt 0.00M - 0.00M 0.00M 0.00M
Short long term debt total - 9.71M - - 3.33M
Other stockholder equity - -2186.75M - - -
Property plant equipment 11.72M - 6.58M 7.29M 7.97M
Total current assets - 1673.41M 428.53M 322.70M 313.61M
Long term investments 1110.12M 1107.90M 1113.98M 1018.17M 663.01M
Net tangible assets - - 1217.73M 1179.09M 857.81M
Short term investments - 60.68M - - -
Net receivables 63.71M 125.45M 140.53M 104.28M 126.81M
Accounts payable 12.72M 16.23M 11.45M 6.85M 8.55M
Accumulated other comprehensive income - 1176.30M - - -
Non currrent assets other - 60.68M - -1025.46M -670.98M
Non current assets total - 1408.94M - 1025.46M 670.98M
Long term debt total 7.42M - 2.38M 2.87M 3.33M
Breakdown 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Type yearly yearly yearly yearly yearly
Date 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Investments -0.94M -0.85M -0.45M -0.47M -0.11M
Change to liabilities - - 6.98M -1.70M -3.31M
Total cashflows from investing activities -0.94M -0.85M -0.45M -0.47M -0.11M
Total cash from financing activities -46.75M -38.08M -13.73M -8.93M -84.45M
Change to operating activities - - -1.57M 8.09M 2.19M
Net income 122.04M -3.35M 52.37M 330.21M 104.84M
Change in cash 31.84M -72.73M -0.55M 31.62M -86.14M
Begin period cash flow 145.14M 217.87M 218.42M 186.79M 272.94M
End period cash flow 176.98M 145.14M 217.87M 218.42M 186.79M
Total cash from operating activities 79.53M -33.80M 13.63M 41.02M -1.58M
Depreciation 1.41M 1.31M 1.17M 1.14M 1.20M
Dividends paid 11.74M 12.18M 11.79M 8.58M 83.66M
Change to inventory - - -6.98M 1.70M 3.31M
Change to account receivables - 17.92M -9.10M -16.12M -6.81M
Sale purchase of stock -35.01M -25.90M -1.94M -0.35M -0.79M
Other cashflows from financing activities - -0.85M -0.45M -0.47M -0.11M
Change to netincome - - -64.91M -275.44M -106.22M
Capital expenditures 0.94M 0.85M 0.45M 0.47M 0.11M
Change in working capital -25.91M -25.69M 25.01M -14.90M -1.40M
Stock based compensation - -5.37M 28.58M 13.51M 43.43M
Other non cash items -1.23M -0.70M 3.02M 56.60M 49.68M
Free cash flow 78.59M -34.66M 13.18M 40.55M -1.70M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(CAD)
Price
(CAD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
CVG
Clairvest Group Inc.		 -0.87
1.00%		 86.12 14.66 - 8.18 0.84 9.23
BLK
BlackRock CDR (CAD Hedged)		 1.70
5.77%		 31.14 25.23 18.90 6.38 2.79 6.35
BN
Brookfield Corporation		 3.35
5.89%		 60.20 94.76 11.96 1.84 2.36 4.58
BAM
Brookfield Asset Management Ltd		 4.01
5.62%		 75.33 31.22 25.51 22.40 9.70 17.61
PHYS
Sprott Physical Gold Trust		 1.14
2.74%		 42.73 3.81 - 3.47 1.06 4.09

Profile*

Clairvest Group Inc.

Clairvest Group Inc. is a private equity firm specializing in mid-market, growth equity investments, buyouts, industry consolidation and acquisitions. It seeks to invest in small and mid-sized gaming (land and online) and casinos, restaurants, healthcare, experience economy, equipment rental, medical practice management, waste management, aerospace, architecture and engineering & consulting (AEC), agriculture, oil and gas field services, dental, life science and services, renewable energy, co-packing / private label manufacturing, defense, building products, environmental services, healthcare IT, interactive home entertainment, distribution, extermination and pest control, sanitary services, airfreight and logistics, document management software, systems software; metal, glass and plastic containers; paper and plastic packaging products and materials; metals and mining; water utilities, specialty educational services, specialized consumer services, human resources and employment services, research and consulting services, linens and bedding, insurance services, education, government services, industrial services, energy services & renewables, food & beverage, technology services, industrial distribution and services, information technology and information services, media and marketing services, and renewable energy sectors. The firm seeks to invest in Canada and the US. It seeks to make equity investments between C$25 million ($18.23 million) and C$100 million ($72.92 million) in its portfolio company with EBITDA between C$10 million ($7.29 million) and C$50 million ($36.46 million). The firm prefers majority and minority investments. It invests its own capital by co-investing alongside institutional investors in owner-led businesses. Clairvest Group Inc. was founded in 1987 and is based in Toronto, Canada.

22 St. Clair Avenue East, Toronto, ON, Canada, M4T 2S3

416-925-9270

https://www.clairvest.com

Name Title Year Born
Mr. Kenneth Brice Rotman CEO, MD & Director NA
Mr. Jeffrey B. Parr MD & Vice Chairman NA
Mr. Michael Adam Wagman Pres, MD & Director 1972
Mr. Daniel Cheng C.F.A., CFA Chief Financial Officer & Partner NA
Mr. James H. Miller Partner, Gen. Counsel & Corp. Sec. NA
Ms. Stephanie Lo Mang. of Investor Relations & Marketing NA
Mr. Mitchell S. Green Managing Director NA
Mr. Michael Castellarin Managing Director NA
Mr. Sebastien Dhonte Managing Director NA
Mr. Robert Isenberg Managing Director 1982

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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