Novacap vs Altas - Who's Top Dog In Canada After Onex's Fall?

Altas has a larger latest flagship fundraise (~$4bn USD vs ~$2bn USD) but Novacap just closed a $1bn Digital Infrastructure fund and targeting $2.75bn Fund VII closing this next few months, which would be huge given the current fundraising environment. Both similar total AUM across all vintages (~$10bn). Not sure about returns but assume both are top quartile.

Which one is the best PE shop in Canada after Onex's fuck up with Westjet?

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Based on the most helpful WSO content, Altas and Novacap both have strong cases for being top-tier PE shops in Canada, especially in light of Onex's recent challenges. Here's a breakdown to help you evaluate:

Altas Partners

  • Strengths: Altas has a larger flagship fundraise (~$4bn USD), which demonstrates strong LP confidence and fundraising capability. They are known for their focus on "classic PE darling companies" and have a reputation for great exits (e.g., Uber Corp Dev, B-School placements).
  • Compensation: Benchmarks to Onex/US mega funds, offering competitive pay.
  • Culture: While Altas has a strong reputation, the hours are reportedly long, and upward mobility is limited as senior roles are often filled externally.
  • AUM: Total AUM across all vintages is approximately $10bn, aligning with Novacap.

Novacap

  • Strengths: Novacap recently closed a $1bn Digital Infrastructure fund and is targeting a $2.75bn Fund VII, which is impressive given the current challenging fundraising environment. Their focus on digital infrastructure could position them well for future growth.
  • Reputation: While not as globally recognized as Altas, Novacap has a solid reputation in Canada and is seen as a strong player in the mid-market and infrastructure space.
  • AUM: Similar to Altas, with ~$10bn across all vintages.

Comparison

  • Fundraising: Altas edges out with a larger flagship fundraise, but Novacap's recent success in digital infrastructure fundraising is noteworthy.
  • Focus: Altas leans towards traditional PE investments, while Novacap's diversification into digital infrastructure could provide a unique edge.
  • Culture and Hours: Altas is known for long hours and limited upward mobility, while Novacap's culture isn't as widely discussed but may be less intense.

Verdict

If you're looking for a globally recognized name with strong exits and competitive compensation, Altas might be the better choice. However, if you're interested in a firm with a growing focus on digital infrastructure and a potentially more balanced culture, Novacap could be a strong contender. Both are top-tier in Canada, but the "best" depends on your career goals and priorities.

Sources: Brookfield vs. Onex vs. Altas [TORONTO OFFICE] - Which One is Best?, Brookfield Infrastructure Toronto, https://www.wallstreetoasis.com/forum/investment-banking/best-ib-groups-in-canada?customgpt=1, Thoughts on Bain Capital PE?, Best Up-and-coming/MM PE funds

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Controversial

Novacap top dog for sure.

Most of the Novacap portfolio companies are Canadian where Altas has more focus on US companies.

Performance wise, Novacap also crushed it. Previous 4 TMT fund all generated 20% + IRR with notable exit of Nuvei. Altas might have more impressive talent but it won’t necessarily translate into performance.

Obviously pay is not as good for Novacap but still have great deal exposure. The French Canadians really know how to do business within the domestic market.

 

Apple pie banana

Novacap top dog for sure. 

Most of the Novacap portfolio companies are Canadian where Altas has more focus on US companies. 

Performance wise, Novacap also crushed it. Previous 4 TMT fund all generated 20% + IRR with notable exit of Nuvei. Altas might have more impressive talent but it won’t necessarily translate into performance.

Obviously pay is not as good for Novacap but still have great deal exposure. The French Canadians really know how to do business within the domestic market.

Not sure if serious - nothing wrong with Novacap, but just because they benefit from a geographic moat - and the benefit is real - does not mean that it's a comp for Altas.  

 
Most Helpful

Altas is top dog.

They are a LT oriented PE fund - their results take time to actualize. They’ve knocked it out of the park with Pye-Barker and they have a strong portfolio of assets.

They co-invest alongside the best MFs and interestingly bet really large. They manage ~$10bn and have like ~10 investments. Their check sizes are huge relative to their AUM and they invest with serious conviction.

I can’t speak to Novacap but am bullish on Altas over the next 10-20 years. I expect ~$20bn in AUM by ~2030. They are the firm that attracts the best Canadian minds in finance that are stateside but want to come home. 

While pedigree is absolutely not the sole predictor of future success, they have some heavy hitters and after a certain point I do think past success trends towards future success. 

 

You wouldn't happen to be Associate 1 at Altas with all this glazing right? Joking aside, do you know specific performance for Pye-Barker (IRR & MOIC)? Also how do you visualize them adding $10bn in AUM within 5 years given their latest fundraise of $4bn was less than 2 years ago? They would have to raise $10bn for their next fund or raise multiple funds, meaning 3 funds raised within a 7 year period in this environment. 

 

He’s glazing hard. By “co-invest alongside the best MFs” they mean minority investments on the back of a MF leading the deal. I’m not sure where the 100+ a week hours come from just to do 1-2 deals a year all led by a larger GP. The performance is extremely mid, verging on a secondary fund. 

 

Altas is a UMM that competes with top private equity funds in the US. Their fund is denominated in USD, they pay in USD, and are in-line with other UMM / MFs in the US. Massively has grown fund size from $1B to $3B to $4B. Would think of them more in-line with Berkshire, LGP, BayPine, Onex, etc.... vs. the Canadian middle-market PE shops (Clairvest, Novacap, Alignvest, Peloton). 

$10B AUM with something like 8 investments, so very concentrated fund, and they only invest in their most high conviction ideas and write massive cheques. Track record has been really good. Seniors are also very impressive from megafunds in the US. 

Know a guy who works there, and the junior team gets absolutely grinded (100+ hour weeks during live deal sprints, but happens 3-4 times a year). 

 

Did your guy who works there mention what hours were like outside of deal sprints? 

 

From what I've heard it's not too bad, but it is an intense culture in general.

I interviewed there and got to final round, the people I spoke to were extremely sharp and very hard working. Candidly, it scared me about working there - I got the impression that the level of due diligence they do is second to none. I also networked with some associates there before interviewing (naturally) and they said the seniors above them were geniuses (obviously a small sample size but still).

They are the most "value investing" oriented fund I can think of (outside of some players in the US) and that necessitates a level of DD above what other PE funds do, which translates to a significant amount of time.

 

Anyone know what Novacap pays? That's key information to answer OP's question

 

Brookfield thropples them over and over. There are PE professionals in Toronto too.

 
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