Vancouver Strategic Outlook 2023

Join John Nicola alongside renowned economist David Rosenberg, Founder and President of Rosenberg Research & Associates Inc., as they delve into a critical conversation on factors impacting today’s global economy.

Lead/Impact Webcast 

The Nicola Private Debt team provides an institutional quality private credit portfolio for the clients of Nicola Wealth in an open-ended evergreen fund structure. We take a multi-strategy approach to investing in private credit across direct lending, co-investments, and fund investments. Our experienced direct lending team provides senior, unitranche, and mezzanine debt ﬁnancing to middle market companies on a bilateral or syndicated basis.

Private Debt

Nicola Private Debt

Our evergreen fund model means we can form long term relationships with our borrowers and we are never forced to recycle capital between fund vintages.

Long-term Partners

Our private debt deal team is highly experienced in originating, structuring, executing and managing commercial and corporate loans. We work with borrowers to ﬁnd ﬂexible solutions often unavailable from traditional lenders. An efficient investment process and certainty of execution are at the core of our value proposition.

Expertise, Flexibility, and Execution

Nicola Wealth was founded in 1994 and manages over $13 billion of assets on behalf of our valued clients. Our wealth management platform provides a historically stable and growing source of capital that allows our fund to invest at scale over the long term.

Scale and Reputation

What We Bring

<h1>Typical Borrower</h1>
<p>Proﬁtable Canadian or U.S. middle market <strong>companies.</strong></p>
<h1>Use of Proceeds</h1>
<p>Mergers and acquisitions, leveraged buyouts, management buyouts, growth ﬁnancing, recapitalizations, and other event-driven transactions.</p>
<h1>Seniority</h1>
<p>Senior, unitranche and mezzanine secured debt ﬁnancing.</p>
<h1>Hold Size</h1>
<p>Ranging from $10 million up to $40 million.</p>

Who We Lend To

<ul>
  <li>Revenue: &gt;$20M</li>
  <li>EBITDA: &gt;$5M</li>
  <li>Recurring revenue model</li>
  <li>Low capital intensity</li>
  <li>Clear competitive advantage</li>
  <li>Diversiﬁed customer base</li>
  <li>Experienced management team</li>
</ul>

What We Look For

Work With Us

Nicola Private Debt Fund

Our Fund

Q2 2023 | Nicola Private Debt Fund

Q1 2023 | Nicola Private Debt Fund

Q4 2022 | Nicola Private Debt Fund

Quarterly Reports

Our Partners

Current Investments

Realized Investments

Jurgen van Vuuren

Senior Director & Head, Private Debt

 Stacey Mouadeb

Director, Private Debt

Tim Xu

Associate Director, Private Debt

Eduardo Angus

Associate, Private Debt

Matt Choi

Meet Our Investment Team

We are a professional and experienced team with a track record of efficient deal-execution across multiple private asset classes. 

Seeking an investment partnership? 

We invest across a company’s capital structure and investment stages, operating complementary investment groups in private equity, venture capital, infrastructure assets, private debt, and real estate debt.

Our Strategies

Private Equity

Infrastructure & Renewable Resources

Venture Capital

Mortgages

Private Capital Strategies

Please select your country of residence to learn more about our services and investment strategies

The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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