Sagard brings on BMO, sovereign wealth fund ADQ as minority investors in expansion push

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Sagard brings on BMO, sovereign wealth fund ADQ as minority investors in expansion push
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ADQ and BMO are taking minority stakes in Sagard and Great-West Lifeco Inc., another company in the family’s Power Corp. of Canada group, is increasing the size of its existing minority stake

group, is increasing the size of its existing minority stake, which the life insurer acquired in 2021.

The Globe and Mail is not identifying the sources because they are not authorized to discuss terms of the deal. “These partnerships are just a continuation of that growth,” said Paul Desmarais III, Sagard’s chairman and chief executive officer, in an interview. “This marks a really important moment in our firm.”

ADQ is one of a number of Middle Eastern sovereign wealth funds that are still investing large sums of money as other major institutional investors such as pension funds are pulling back on commitments, squeezed by shifts in the market and rising interest rates. Executives from Sagard first made contact with ADQ at an event in Berlin.

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