PE GATE aims to disrupt how private equity investments are made

July 2024 ยท 2 minute read

TORONTO, March 5, 2019 /CNW/ - PE GATE Partners (PE GATE), an exempt market dealer regulated by the Ontario Securities Commissions (OSC), aims to disrupt how private equity investments are made.

PE Gate offers something different. It brings vetted investment opportunities in private businesses to its selected accredited investors through its private investment portal (the Gate). Members are not required to make any commitments to a fund, are not charged any management fees and make the ultimate investment decisions. 

Opportunities are brought to Members only after a letter of intent to purchase the business has been accepted by the seller. PE Gate co-invests with its Members, takes on interim operational roles, manages the investment portfolio and earns a performance fee.

According to Ara Sahakian, Managing Partner, PE Gate attracts members who are accredited under OSC regulations, who are generally prepared to invest $500k in private businesses, investing a minimum $100k per portfolio company. Target investments include owner-managed businesses with owners looking to retire. "Many Canadians don't realize they have access to a lifetime capital gain exemption of $800k when investing in certain privately held Canadian corporations. That means they can earn a capital gain of up to $800k on a tax-free basis. In addition, private businesses can yield higher returns, and historically, private equity has been one of the best asset class to invest in. PE Gate will target investment returns in excess of 20%", says Ara.

PE Gate has already gained traction. They have secured a letter of intent on one opportunity and are negotiating a second one. Both companies provide industrial services and they may be acquired through PE Gate Industrial Holdings Inc. where other bolt-on acquisitions can be made. 

The first opportunity is already fully subscribed.

About PE Gate. PE Gate secures vetted investment opportunities in private businesses for its private investors and manages portfolio companies once investments are made. Unlike traditional private equity funds, investors pay no management fees and make investment decisions on a deal-by-deal basis. PE GATE earns performance-based fees aligned with investors. A secure and private platform (the GATE) is used to manage portfolio companies and investors can use the GATE to anonymously offer their shares for sale to other Members, creating a secondary market. 

SOURCE PE GATE Partners

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