Investor Profile Report - PitchBook · the PitchBook Platform. This breakdown is based on primary...
Transcript of Investor Profile Report - PitchBook · the PitchBook Platform. This breakdown is based on primary...
Investor Profile Report
THE WESTIN, CALGARYMarch 1 & 2, 2017
PRESENTED BY
Glossary Business Description: A description of the firm’s primary type, preferences and location. PitchBook is an impartial information provider and will remove promotional language.
Assets under management (AUM): The amount of money that the investor manages for clients based on number of currently-managed funds.
Active private equity investments: The number of active companies in the investor’s current portfolio identified by PitchBook in the last five years. This includes add-on transactions.
Total private equity investments: The total number of companies in the investor’s portfolio, identified by PitchBook in the last five years. This includes add-on transactions.
Target EBITDA: Preferred EDITDA range targeted for investment.
Target revenue: Preferred revenue range targeted for investment.
Preferred investment amount: Preferred investment amount range that the firm typically invests in a transaction.
Recently closed investments: The top five recent investments or transactions serviced identified by PitchBook.
Most recent closed fund (Type, Size, Vintage): The most recently closed fund (The fund is no longer in a fundraising state and is not accepting additional commitments) identified by PitchBook. Evergreen funds are not included.
All investments by industry: Graph of transactions by industry, represented in the PitchBook Platform. This breakdown is based on primary industries of the portfolio/serviced companies.
Specific to Lender Profiles Total debt financings: The number of entities identified by PitchBook that received debt financing from the firm in the last five years.
Target debt financing amount: Preferred amount of debt typically provided by the firm in a transaction.
Specific to Service Provider Profiles Total transactions: The number of transactions identified by PitchBook that the firm has provided service on in the last five years.
Total companies serviced: The number of unique companies the firm has provided service to in the last five years, identified by PitchBook.
Total investors serviced: The number of unique investors identified by PitchBook that the firm has provided service to in the last five years.
Target EBITDA: The EBITDA range for buy-side and sell-side target companies.
Target transaction amount: The transaction amount range for buy-side and sell-side companies.
Disclaimer: This information is currently published in the PitchBook Platform or was provided by the firm for this conference.
3M Canada Company
Alberta Enterprise Corporation
Altira Group
BASF Venture Capital
BDC Industrial, Clean and Energy
Technology Venture Fund
BP Ventures
Cenovus Energy
Chrysalix Venture Capital
ConocoPhillips
Darcy Partners
Devon Canada
Emerald Technology Ventures
Energy Ventures
EnerTech Capital
Espresso Capital
Evok Innovations
Export Development Canada
GE Ventures
Imaginea Energy
Kensington Capital Partners
Kinetica Ventures
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
LUX Research
McKinsey & Co.
McRock Capital
MEG Energy
Mithril Capital Management
Saudi Aramco Energy Ventures
Schlumberger Technology
Investments
Shell Technology Ventures
SURGE Ventures
Sustainable Development
Technology Canada
Unconventional Capital
24
25
26
27
28
29
30
31
32
33
34
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
3M Investor type: Corporation | Year founded: 1902
3M Company, formerly known as the Minnesota Mining and Manufacturing Company is an American multinational conglomerate corporation based in Maplewood, Minnesota. The company is a developer of technology platforms, including adhesives, abrasives, light management, microreplication, non-woven materials, nanotechnology and surface modification. The company has over 35 units, organized into the consumer and office, display and graphics, communications, healthcare, industrial and transportation, safety and security and protection services businesses. The company seeks to acquire businesses through mergers, acquisitions and investments which would help the firm expand and pursue adjacent market opportunities and to build new platforms for future growth.
Contact
3M Center
2501 Hudson Road
Maplewood, MN 55144
United States
+1 (888) 364-3577
Primary contact
Scott Mikalachki Innovation Discovery Leader [email protected]
General statistics
Active private equity investments Total private equity investments
2 58 Recently closed investments
Name Deal type Deal date
Semfinder Merger/Acquisition Sep-2016
StrongArm Technologies Early Stage VC (Series A) Aug-2016
Polypore International (Separations Media Business) Merger/Acquisition Aug-2015
Capital Safety Group Merger/Acquisition Aug-2015
Incavas Industria de Cabos e Vassouras Merger/Acquisition Mar-2015
All investments by industry
39.0%15.6%
1.3%19.5%
15.6%9.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
3
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Alberta Enterprise Investor type: Fund of Funds | Year founded: 2008
Alberta Enterprise Corporation promotes the development of Alberta’s venture capital industry by investing in venture capital funds that finance early stage technology companies. The firm focuses on funds that have a strong commitment to Alberta – including a full-time presence in the province. In addition to capital, the firm works to support Alberta’s venture capital ecosystem by connecting investors, entrepreneurs, and technology executives. Since its inception the firm has committed $125 million to ten VC funds and the Accelerate Funds, covering a diverse range of forward-looking industries including clean and energy technologies, information and communications technologies, life sciences, and agriculture and food.
Contact
10088 102 Ave
Suite 1405
Edmonton, Alberta T5J 2Z2
Canada
+1 (587) 402-6001
Primary contact
Kristina Williams President & Chief Executive Officer [email protected]
+1 (587) 402-6601
4
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Altira Group Investor type: Venture Capital | Year founded: 1996
Altira Group is a Denver, Colorado-based investor making investments in advantaged oil and gas service and technology companies at the venture or growth equity stage. In its latest fund, Altira Fund VI, the firm has partnered with a select group of U.S. oil and gas producers that serve as large prospective customers for its portfolio companies.
Contact
1675 Broadway
Suite 2400
Denver, CO 80202
United States
+1 (303) 592-5500
Primary contact
J.P. Bauman Principal [email protected]
General statistics
Assets under management
Active private equity investments
Total private equity investments
Target revenue
Preferred Investment amount
$150M 4 52 $5-10M $5-25M
Recently closed investments
Name Deal type Deal date
Infrastructure Networks Later Stage VC (Series C) Nov-2016
Infrastructure Networks Later Stage VC (Series B) Sep-2015
FlexGen Power Systems Later Stage VC (Series A) Jul-2015
Most recent closed fund
Altira Technology Fund VI L.P.
Type: Venture Capital
Size: $122M
Vintage: 2014
All investments by industry
100.0%Energy
5
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
BASF Venture Capital Investor type: Corporate Venture Capital | Year founded: 2001
BASF Venture Capital is the venture capital arm of BASF Group that seeks to invest in startup companies. The firm typically invests in the broader chemicals and advanced materials space, chemicals, plastics, plant and industrial biotechnology, agricultural solutions, nanotechnology, and oil and gas. The firm was founded in 2001 and is headquartered in Ludwigshafen, Germany.
Contact
46820 Fremont Boulevard
Fremont, CA 46820
United States
Primary contact
Bjorn Heinz Investment Manager [email protected]
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
18 35 $1M-$5M
Recently closed investments
Name Deal type Deal date
Heliatek Later Stage VC (Series D) Sep-2016
SmartKem Early Stage VC (Series A) Jun-2016
EnerG2 Buyout/LBO Jun-2016
QD Vision Later Stage VC Nov-2015
SDCmaterials Later Stage VC (Series D) Jul-2015
All investments by industry
23.1%9.6%
15.4%7.7%
17.3%26.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
6
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
BDC Industrial, Clean and Energy Tech Venture Fund Investor type: Venture Capital | Year founded: 2001
BDC Industrial, Clean and Energy Technology Venture Fund is a venture capital fund which specializes in seed, early stage and later stage investments. It prefers to invest in the energy, technology and industrial sectors. The fund was founded in 2001 and is based in Montreal, Quebec.
Contact
5 Place Ville Marie
Suite 400
Montreal, Quebec H3B 5E7
Canada
+1 (877) 232-2269
Primary contact
Mark Trevitt Associate Director [email protected]
+1 (604) 666-7055
General statistics
Assets under management Active private equity investments Total private equity investments
$152M 20 28
Recently closed investments
Name Deal type Deal date
DarkVision Early Stage VC (Series A) Sep-2016
IRYStec Software Early Stage VC (Series A) Aug-2016
Bit Stew Systems Later Stage VC (Series C) Apr-2016
Librestream Later Stage VC Mar-2016
Salesfloor Seed Round Feb-2016
Most recent closed fund
BDC Industrial, Clean & Energy Technology Venture Fund II
Type: Venture Capital
Size: $135M
All investments by industry
11.4%8.6%
25.7%2.9%
48.6%2.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
7
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
BP Ventures Investor type: Corporate Venture Capital | Year founded: 2006
BP Ventures is the corporate venture arm of BP. The firm seeks to invest in the disruptive technologies for oil and gas exploration and production and downstream conversion processes. BP Ventures also partners with entrepreneurial companies specializing in biotech, water, advanced materials, and digital technology. It was founded in 2006.
Contact
501 Westlake Park Boulevard
Houston, Texas 77079
United States
Primary contact
Luis Alcoser Venture Technology Manager [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$250M 22 32 $1M-$10M
Recently closed investments
Name Deal type Deal date
BiSN Early Stage VC (Series B2) Dec-2016
Solidia Technologies Later Stage VC (Series C1) Nov-2016
Fulcrum BioEnergy Later Stage VC (Series D2) Nov-2016
XACT DownholeTelemetry Later Stage VC Jun-2016
Advanced Biocatalytics Later Stage VC May-2016
All investments by industry
26.0%2.0%
36.0%8.0%
10.0%18.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
8
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Cenovus Energy Investor type: Corporation | Year founded: 2009
Cenovus Energy Inc. is a Canadian integrated oil company. Operations include oil sands projects in northern Alberta which use specialized methods to drill and pump the oil to the surface and established natural gas and oil production in Alberta and Saskatchewan. The company also has 50% ownership in two U.S. refineries.
Contact
500 Centre Street South East
P.O. Box 766
Calgary, Alberta T2P 0M5
Canada
+1 (403) 766-2000
Primary contact
Anamika Mukherjee Specialist, Technology Collaboration [email protected]
General statistics
Active private equity investments Total private equity investments
3 6
Recently closed investments
Name Deal type Deal date
Canexus (Bruderheim Facility) Corporate Asset Purchase Aug-2015
General Fusion Later Stage VC (Series 1) May-2015
Skyonic Later Stage VC (Series C) May-2014
General Fusion Later Stage VC (Series E1) Feb-2014
General Fusion Later Stage VC (Series C) Jul-2013
Most recent closed fund
Environmental Opportunity Fund
Type: Energy - Oil & Gas
All investments by industry
50.0%37.5%
12.5%
Business Products and Services (B2B)
Energy
Materials and Resources
9
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Chrysalix Venture Capital Investor type: Venture Capital | Year founded: 2001
Chrysalix Venture Capital is a venture capital firm that invests in industrial innovations including carbon capture, nuclear fusion, 3D printing, robotics, smart mining and solar steam generators. Chrysalix provides early stage financing, hands-on support and strategic connections to game-changing robotics and automation companies. It was founded in 2001 and is based in Vancouver, Canada.
Contact
1055 West Georgia Street
Suite 2480
Vancouver, BC V6E 3P3
Canada
+1 (604) 659-5499
Primary contact
Michael Sherman Managing Partner [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$250M 16 29
Recently closed investments
Name Deal type Deal date
Axine Water Technologies Later Stage VC (Series B) Aug-2016
MineSense Technologies Early Stage VC (Series B) Feb-2016
Primus Power Later Stage VC (Series D1) Jul-2015
General Fusion Later Stage VC (Series 1) May-2015
ENBALA Power Networks Later Stage VC Mar-2015
Most recent closed fund
Chrysalix China Cleantech Fund
Type: Energy -
Alternative/Renewable
All investments by industry
31.7%14.6%
36.6%12.2%
4.9%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
10
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
ConocoPhillips Investor type: Corporation | Year founded: 2001
ConocoPhillips is an oil and energy company that specializes in finding, transporting, marketing and producing crude oil, bitumen, natural gas, liquefied natural gas (LNG) and natural gas liquids. The company was founded in 2001 and is headquartered in Houston, United States. It tends to acquire companies in the same line of businesses which will help it to generate revenue and also expand. It also plans to boost its gas reserves and become a leader in its segment through acquisitions.
Contact
600 North Dairy Ashford
P.O. Box 2197
Houston, TX 77079-1175
United States
+1 (281) 293-1000
Primary contact
Kate Easton Technology & Optimization Manager [email protected]
General statistics
Active private equity investments Total private equity investments
9 28 Recently closed investments
Name Deal type Deal date
Empresa Nacional Del Petroleo Secondary Transaction - Private Jun-2016
Block 36 (Angola) Corporate Asset Purchase Aug-2015
Central Area Transmission System Buyout/LBO Jun-2014
Merey Sweeny Merger/Acquisition Jan-2014
Conocophillips Alaska (Beluga River Gas Field) Corporate Asset Purchase Jan-2014
All investments by industry
34.3%57.1%
2.9%2.9%2.9%
Business Products and Services (B2B)
Energy
Financial Services
Information Technology
Materials and Resources
11
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Darcy Partners Service Provider type: Advisory | Year founded: 2015
Darcy Partners is a provider of research and consulting services intended to provide quicker technology validation for oil and gas industry. The company offers various services such as researching, validation, scouting, sourcing, evaluation and high-grading of nascent technologies enabling oil and gas industry or a single or a consortium of companies to work on unresearched areas of their technology and develop innovative concepts to utilize them.
Contact
Wedge International Tower
1415 Louisiana Street
Suite 2700
Houston, Texas 77002
United States
Primary contact
Jeremy Sweek Partner [email protected]
12
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Devon Canada Investor type: Accelerator/Incubator | Year founded: 2015
Devon Energy Corporation is an independent oil and natural gas exploration and production company. Devon's operations are focused onshore in the United States and Canada.
Contact
333 West Sheridan Avenue
Oklahoma City, OK 73102
United States
Primary contact
Bryan Helfenbaum Manager, Technology & New Ventures [email protected]
13
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Emerald Technology Ventures Investor type: Venture Capital | Year founded: 2000
Emerald Technology Ventures is a cleantech venture capital firm with a focus in industrial technology investments. It seeks to invest in wide range of sectors including advanced materials, agriculture, energy, industrial IT and water. The firm was founded in 2000 and is based in Zurich, Switzerland.
Contact
Seefeldstrasse 215
Zurich, 8008
Switzerland
+41 (0)44 269 6100
Primary contact
Charles Vaslet Partner [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$398M 19 52 $1M-$12M
Recently closed investments
Name Deal type Deal date
Powerhouse Dynamics Later Stage VC Jan-2017
Visedo Later Stage VC Dec-2016
SecurityMatters Later Stage VC Sep-2016
Librestream Later Stage VC Mar-2016
MetGen Later Stage VC Feb-2016
Elcore Early Stage VC Dec-2015
Most recent closed fund
Emerald Industrial Innovation
Fund Type: Venture Capital
Vintage: 2016
All investments by industry
34.7%5.6%
23.6%2.8%
25.0%8.3%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
14
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Energy Ventures Investor type: Venture Capital | Year founded: 2002
Energy Ventures is an independent private equity firm and venture capital firm actively seeking early to mid-stage growth investments in companies that deliver a proprietary product or service with potential in the upstream oil and gas sector.
Contact
10777 Westheimer
Suite 1175
Houston, Texas 77042
United States
Primary contact
Matt Anstead Investment Director [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$775M 22 53 $5M-$50M
Recently closed investments
Name Deal type Deal date
Wireless Seismic Later Stage VC Feb-2016
Douglas-Westwood Buyout/LBO (Add-on) Dec-2015
Richmond Energy Partners Buyout/LBO (Add-on) Oct-2015
WellConnection Subsea Buyout/LBO Sep-2015
Framo Buyout/LBO (Add-on) Sep-2015
Most recent closed fund
Energy Ventures IV
Type: Venture Capital
Size: $350M
Vintage: 2011
All investments by industry
40.8%42.3%
15.5%1.4%
Business Products and Services (B2B)
Energy
Information Technology
Materials and Resources
15
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
EnerTech Capital Investor type: Venture Capital | Year founded: 1996
EnerTech Capital is a private investment firm that focuses on early to mid growth stage companies operating in the energy and power industries that offer products or services that improve the profitability of producing or consuming energy. Founded in 1996, the firm is currently investing out if it's fourth fund and has Canadian offices located in Toronto, Montreal, Calgary and United States offices in Philadelphia and San Francisco.
Contact
1235 Bay Street
Suite 801
Toronto, Ontario M5R 3K4
Canada
Primary contact
Wally Hunter Managing Director [email protected]
+1 (416) 363-8563
Chris Buckman Vice President [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$207M 21 54 $2M-$10M
Recently closed investments
Name Deal type Deal date
Blue Pillar Later Stage VC Dec-2016
EnergySavvy Later Stage VC (Series D) Oct-2016
Power Survey Early Stage VC Jan-2016
N-Dimension Solutions Early Stage VC (Series B) Sep-2015
ENBALA Power Networks Later Stage VC Mar-2015
Most recent closed fund
EnerTech Capital Partners IV
Type: Venture Capital
Size: $119M
Vintage: 2013
All investments by industry
31.1%1.4%
27.0%37.8%
2.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
Materials and Resources
16
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Espresso Capital Partners Service provider type: Lender | Year founded: 2009
Espresso Capital is a leading provider of venture debt to Canadian technology companies. Since 2009, Espresso has provided working capital, sales expansion financing and bridge financing to over 200 companies. Espresso's team of experienced professionals understand the unique financing requirements of technology-based companies, and are committed to providing fast, fairly priced and user-friendly risk capital to support their growth objectives.
Contact
322 King Street West
Suite 403
Toronto, Ontario M5V 1J2
Canada
Primary contact
Caterina Papadakos Managing Director [email protected]
+1 (416) 308-6102
Recent debt financings
Name Deal type Deal date Deal location
Recon Instruments Debt - General Jun-2015 Vancouver, Canada
INETCO Systems Debt - General Jan-2014 Burnaby, Canada
FundRazr Debt - General Jan-2014 Vancouver, Canada
Recon Instruments Debt - General Jan-2014 Vancouver, Canada
Tagga Media Debt - General Jan-2014 Vancouver, Canada
Most recent fund
Espresso Capital Partners Investment Fund V
Type: Venture Debt
Size: $8M
Vintage: 2016
All debt financings by industry
43.3%
14.4%
4.9%
4.9%
4.6%
1.1%
26.8%
Enterprise Software/SaaS
Digital Media & Gaming
CleanTech
Consumer Software & SaaS
Life Science
Energy
Other Technology
17
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Evok Innovations Investor type: Other | Year founded: 2015
Evok Innovations is a cleantech fund that accelerates the development and commercialization of solutions to the most pressing environmental and economic challenges facing the oil and gas sector today. The firm aims to protect the environment and strengthen the economy by investing in the commercialization of clean technology.
Contact
200 - 560 Beatty Street
Vancouver, British Columbia V6B 2L3
Canada
Primary contact
Marty Reed Chief Executive Officer [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$100M 6 6
Recently closed investments
Name Deal type Deal date
Kelvin Early Stage VC (Series A) Dec-2016
Opus 12 Early Stage VC (Series A) Nov-2016
Metabolik Technologies Early Stage VC (Seed series) Sep-2016
Rotoliptic Technologies Early Stage VC (Series A) Sep-2016
DarkVision Early Stage VC (Series A) Sep-2016
Mosaic Materials Early Stage VC (Series A) Sep-2016
All investments by industry
33.3%33.3%33.3%
Business Products and Services (B2B)
Energy
Materials and Resources
18
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Export Development Canada Investor type: Other | Year founded: 1944
Export Development Canada is Canada’s export credit agency. They provide insurance and financial services, bonding products and small business solutions to Canadian exporters and investors and their international buyers. They also support Canadian direct investment abroad and investment into Canada. The firm was founded in 1944 and is headquartered in Ottawa, Canada.
Contact
150 Slater Street
Ottawa, Ontario K1A 1K3
Canada
+1 (613) 598-2500
Primary contact
Georges Nasr Investment Manager [email protected]
General statistics
Active private equity investments Total private equity investments
38 38 Recently closed investments
Name Deal type Deal date
Encycle Later Stage VC (Series A) Dec-2016
Zighra Seed Round Nov-2016
Decisive Farming Later Stage VC (Series A) Oct-2016
All investments by industry
10.1%
2.4%
26.3%
24.9%
34.3%
1.9%
Clean Tech
Extractive Industries
Information & Communications Technologies
Infrastructure and Environment
Light Manufacturing
Resources
19
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
GE Ventures Investor type: Corporate Venture Capital | Year founded: 2013
GE Ventures is a corporate venture arm of General Electric. The firm focuses on the software and analytics, healthcare, energy and advanced manufacturing sectors. It invests in early to mid as well as late stage companies. The firm was founded in 2013 and is headquartered in Menlo Park, California.
Contact
2882 Sand Hill Road
Suite 240
Menlo Park, CA 94025
United States
+1 (650) 233-3900
Primary contact
Ricardo Angel Managing Director, Energy Ventures [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$250M 106 138
Recently closed investments
Name Deal type Deal date
Xometry Later Stage VC Feb-2017
Arcadia Healthcare Solutions PE Growth/Expansion Jan-2017
Rethink Robotics Later Stage VC (Series E) Jan-2017
Sarcos Later Stage VC (Series A) Jan-2017
KWantera Later Stage VC Dec-2016
Most recent closed fund
GE Healthymagination Fund
Type: Venture Capital
Size: $250M
Vintage: 2009
All investments by industry
19.3%2.2%
16.6%19.9%
40.3%1.7%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
Materials and Resources
20
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Imaginea Energy Investor type: PE-Backed Company
Developer of oil and gas products in Canada. The company operates as a veteran of Canada's oil patch building and selling oil and gas companies.
Contact
Jamieson Place 2621 308
4th Ave SW
Calgary, Alberta T2P 0H7
Canada
Primary contact
Suzanne West President & Chief Executive Officer [email protected]
21
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Kensington Capital Partners Investor type: PE/Buyout | Year founded: 1996
Kensington Capital Partners is an investment firm that does private equity, hedge funds, infrastructure, venture capital and BC tech fund with specialization in seed, early stage, later stage, mezzanine, buyout and growth capital investments. The firm prefers to invest in companies based in Canada, Latin America, Africa and developing South Asian countries. It seeks to invest in the energy, information technology, digital media, telecommunications and internet sectors. The firm was founded in 1996 and is based in Toronto, Canada with additional offices in Calgary, Canada and Montreal, Canada.
Contact
95 Saint Clair Avenue West
Suite 905
Toronto, Ontario M4V 1N6
Canada
+1 (416) 362-9000
Primary contact
Michelle Scarborough Senior Vice President [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$940M 24 50 $5M
Recently closed investments
Name Deal type Deal date
Mojio Early Stage VC (Series A) Dec-2016
Hubba Early Stage VC (Series B) Dec-2016
TouchBistro Later Stage VC (Series B) Oct-2016
White Swan Environmental PE Growth/Expansion Jun-2016
Q4 Later Stage VC (Series B) May-2016
Most recent closed fund
BC Tech Fund
Type: Venture Capital
Size: $76M
Vintage: 2016
All investments by industry
31.7%19.0%
6.3%3.2%
1.6%34.9%
3.2%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
22
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Kinetica Ventures Investor type: Accelerator/Incubator | Year founded: 2015
Kinetica Ventures is an accelerating firm based in Calgary, Canada. Kinetica Ventures works closely with energy industry partners to identify and prioritize innovation opportunities, and find solutions for these opportunities.
Contact
3553 31 Street North West
Calgary, Alberta T2L 2K7
Canada
+1 (403) 284-6400
Primary contact
Carrie Fanai Market Analyst & Technology Scout [email protected]
23
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Lux Research Investor type: VC-Backed Company | Year founded: 2004
Lux Research provides market intelligence and strategic advice for energy, cleantech, and science-driven innovation. The company is a research and advisory firm providing strategic advice and ongoing intelligence for emerging technologies.
Contact
100 Franklin Street
8th Floor
Boston, MA 02110
United States
+1 (617) 502-5300
Primary contact
Colleen Kennedy Lead Analyst [email protected]
24
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
McKinsey & Company Investor type: Limited Partner
McKinsey & Company is a worldwide management consulting firm that focuses on solving issues of concern to senior management. McKinsey serves as an advisor to the world’s leading businesses, governments, and institutions. It is widely recognized as a leader and one of the most prestigious firms in the management consulting industry.
Contact
55 East 52nd Street
21st Floor
New York, NY 10022
United States
+1 (212) 446-7000
Primary contact
Jason Green Partner [email protected]
General statistics
Active private equity investments Total private equity investments
3 12 Recently closed investments
Name Deal type Deal date
Veryday Merger/Acquisition Nov-2016
PriceMetrix Merger/Acquisition Sep-2016
QuantumBlack Visual Analytics Merger/Acquisition Dec-2015
Lunar Design Merger/Acquisition May-2015
Earn'd it Grant Nov-2014
All investments by industry
43.8%50.0%
6.3%
Business Products and Services (B2B)
Information Technology
Materials and Resources
25
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
McRock Capital Investor type: Venture Capital | Year founded: 2012
McRock Capital is a venture capital firm which focuses exclusively on the Industrial Internet of Things. The firm is based in Toronto, Canada and was founded in 2012. It invests across Canada and the United States in grid automation, digital oilfield, advanced manufacturing and smart city markets.
Contact
147 Liberty Street
Toronto, Ontario M6K 3G3
Canada
+1 (647) 478-9337
Primary contact
Jeremy Gilman Principal [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments Preferred Investment amount
$70M 5 5 $3M-$5M
Recently closed investments
Name Deal type Deal date
Decisive Farming Later Stage VC (Series A) Oct-2016
Serious Integrated Later Stage VC (Series A) Aug-2016
Invixium Early Stage VC (Series A) Oct-2015
mnubo Early Stage VC (Series B) May-2015
RtTech Software Early Stage VC (Series A) Feb-2015
Most recent closed fund
McRock iNFund
Type: Venture Capital
Size: $70M
Vintage: 2015
All investments by industry
83.3%16.7%
Information Technology
Materials and Resources
26
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
MEG Energy Investor type: Corporation | Year founded: 1999
Developer of oil sands in the regions of Alberta, Canada. The company is focused on oil sands development in the southern Athabasca oil sands region of Alberta, Canada. It is principally engaged in exploration and production of crude oil.
Contact
520 3rd Avenue SW
8th Floor
Calgary, Alberta T2P 0R3
Canada
+1 (403) 770-0446
Primary contact
Tom Corscadden Vice President, Marketing Engineering & Operations [email protected]
27
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Mithril Capital Management Investor type: Venture Capital | Year founded: 2012
Mithril Capital Management is a venture capital firm which seeks to invest in growth equity and late stage privately-held companies in a variety of sectors and across geographies. The firm was established in 2012 and is based in San Francisco, California.
Contact
1 Letterman Drive
Building A, Suite 4900
San Francisco, CA 94129
United States
+1 (415) 659-8940
Primary contact
Crystal McKellar Managing Director & General Counsel [email protected]
General statistics
Assets under management Active private equity investments Total private equity investments
$1.4B 15 16
Recently closed investments
Name Deal type Deal date
Classy Later Stage VC (Series C) Nov-2016
Avitide Later Stage VC (Series D) Sep-2016
Spaceflight Industries Later Stage VC (Series B) Jun-2016
Performance Horizon Later Stage VC (Series C) Jun-2016
Stem Later Stage VC (Series C) May-2016
Most recent closed fund
Mithril II
Type: Venture Capital
Size: $850M
Vintage: 2017
All investments by industry
15.0%5.0%
10.0%20.0%
50.0%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Healthcare
Information Technology
28
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Saudi Aramco Energy Ventures Investor type: Corporate Venture Capital | Year founded: 2012
Saudi Aramco Energy Ventures is the corporate venture capital arm of Saudi Aramco and is based in Dhahran, Saudi Arabia which invests globally in start-ups and high growth companies with technologies of importance to its parent, Saudi Aramco. The firm focuses on investing in upstream and downstream oil and gas, petrochemicals, renewables, energy efficiency and water sectors. SAEV was established in 2012 and is headquartered in Dhahran, Saudi Arabia with additional offices in North America, Europe and Asia.
Contact
Al-Midra Tower
East Wing
Dhahran, 31311
Saudi Arabia
Primary contact
Johanna Schmidtke Investment Director [email protected]
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
21 21 $1M-$30M
Recently closed investments
Name Deal type Deal date
CannSeal Later Stage VC Oct-2016
Airborne Oil & Gas PE Growth/Expansion Oct-2016
Geomec Later Stage VC Aug-2016
Zahroof Valves Later Stage VC (Series C) Jul-2016
Comitt Well Solutions Early Stage VC Jul-2016
All investments by industry
25.8%41.9%
19.4%12.9%
Business Products and Services (B2B)
Energy
Information Technology
Materials and Resources
29
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Schlumberger Technology Investments Investor type: Venture Capital | Year founded: 2008
Schlumberger Technology Investments is the investment arm of Schlumberger. The former is a technology based venture capital firm that seeks to invest in the early stage companies. The firm prefers to invest in the electronics, advanced materials, energy, clean-tech, robotics and automation, manufacturing and industrial sectors.
Contact
5599 San Felipe
Houston
Texas 77056
United States
Primary contact
Iain Cooper Manager Corporate Venturing [email protected]
+1 (713) 375-3471
General statistics
Active private equity investments Total private equity investments Preferred Investment amount
19 23 $1M-$10M
Recently closed investments
Name Deal type Deal date
Sarcos Early Stage VC (Series A) Dec-2016
Kite Power Systems Early Stage VC (Series A) Dec-2016
BiSN Early Stage VC (Series B2) Dec-2016
Parsable Early Stage VC (Series B) Jun-2016
Alphabet Energy Early Stage VC (Series C) Jun-2016
GHGSat Early Stage VC (Series A) May-2016
Houston Mechatronics Early Stage VC (Series A) Aug-2015
908 Devices Early Stage VC (Series C) May-2015
All investments by industry
26.7%20.0%
46.7%6.7%
Business Products and Services (B2B)
Energy
Information Technology
Materials and Resources
30
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Shell Technology Ventures Investor type: Corporate Venture Capital | Year founded: 1998
Shell Technology Ventures is the corporate venture capital arm of Shell Oil Company. The firm seeks to invest in early stage startup, growth and mid stage companies across all aspects of the energy industry regardless of stage of development. The firm was established in 1998 and is headquartered in The Hague, Netherlands.
Contact
910 Louisiana Street
5th Floor
Houston, Texas 77002
United States
Primary contact
Tyler Williams Technology Venturing Manager [email protected]
General statistics
Active private equity investments Total private equity investments
12 16
Recently closed investments
Name Deal type Deal date
Sense (Home Energy Management) Early Stage VC (Series A) Jan-2017
Kite Power Solutions Early Stage VC Dec-2016
Rocsole Early Stage VC Dec-2016
Growing Energy Labs Early Stage VC (Series A) Jul-2016
Maana Early Stage VC (Series B) May-2016
Most recent closed fund
Shell Technology Ventures Fund II
Type: Venture Capital
Vintage: 2012
All investments by industry
26.3%52.6%
5.3%15.8%
Business Products and Services (B2B)
Energy
Financial Services
Information Technology
31
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Surge Ventures Investor type: Venture Capital | Year founded: 2011
SURGE Ventures was a seed stage venture fund and mentor-driven accelerator based in Houston, Texas. The firm invested in early stage companies operating in the energy sector. It was founded in 2011.
Contact
177 West Gray Street
Houston, TX 77019
United States
Primary contact
Kirk Coburn
Founder & Managing Director
General statistics
Active private equity investments Total private equity investments
38 46 Recently closed investments
Name Deal type Deal date
Infinite Composites Technologies Early Stage VC Jun-2015
Hyliion Early Stage VC Apr-2015
ExpertKnowledge Accelerator/Incubator Feb-2015
CleanNG Accelerator/Incubator Feb-2015
Gnosys Global Accelerator/Incubator Feb-2015
All investments by industry
25.0%4.7%
17.2%53.1%
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Information Technology
32
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Sustainable Development Technology Canada Investor type: Government of Canada Funding
Sustainable Development Technology Canada (SDTC) is a not-for-profit foundation that funds development and demonstration projects focusing on clean technologies. The organization is based in Ottawa, Ontario and has multiple offices across Canada.
Contact
45 O'Connor Street
Suite 1850
Ottawa, Ontario K1P 1A4
Canada
+1 (613) 234-6313
Primary contact
Heather Campbell Regional Director, Partnerships [email protected]
General statistics
Assets under management Total portfolio projects
$938M 324 Recently closed investments Name Deal type Deal date
Hatch Grant Jun-2016
Opus One Solutions Energy Grant Jun-2016
Farmers Edge Grant Jun-2016
Hydrostor Grant Jun-2016
Advonex International Grant Jun-2016
Quantiam Technologies Grant Jun-2015
Cellufuel Inc Grant Jun-2015
Comet Biorefining Grant Jun-2015
Syscor Controls & Automation Inc Grant Jan-2015
General Fusion Grant Jun-2015
May-Ruben Thermal Solutions Grant Jun-2015
FORGE-Sombra Corporation Grant Jun-2015
Nsolv Corporation Grant Jun-2015
Smart Pipe Company Canada Grant Jun-2015
33
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Unconventional Capital Investor type: Early Stage | Year founded: 2015
Unconventional Capital is partnered with a leading oilfield services-focused private equity firm to build an integrated digital oilfield solutions provider through acquisitions and organic re-investment. It provides strategic, financial, operational and technical resources to help teams develop bigger visions of how to apply digital solutions to enhance customer operations.
Contact
2003 Vermont Street
Houston, TX 77019
United States
Primary contact
Alexander Robart Co-Founder & Managing Director [email protected]
34