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No Offer of Securities – Disclosure of Interests The information on this website is provided for informational purposes. Under no circumstances should any material at this website be used in connection with or considered an offer, solicitation of an offer, or a recommendation to purchase or sell, any securities, nor does it constitute investment advice or an endorsement with respect to any investment strategy or company. OPE does not offer to provide any product or service in any jurisdiction, or to or for the account of any person in any jurisdiction, where OPE is not registered or where such an offer would be unlawful. This material serves to provide general information and is not intended to be, and should not be construed as, legal or tax advice, which can only be provided by qualified tax and legal counsel.
Forward-Looking Statements and Information This website and the other sources of information incorporated by reference herein may contain certain "forward-looking statements" and "forward-looking information". Forward-looking statements and forward-looking information are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. OPE undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.
Material to be Consulted in its Entirety All materials at this website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosures or hedge clauses apply to any partial document or material in the same manner as they do the whole, and will be deemed incorporated in the portion of any material or document that you consult or download.
No Warranty The materials in this website are provided “as is” without warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law. OPE further assumes no responsibility for, and makes no warranties that, functions contained at this website will be uninterrupted or error-free, that defects will be corrected, or that the website or the server that makes it available will be free of viruses or other harmful components. OPE shall not be liable for any damages to, viruses that may infect, or services, repairs or corrections that must be performed on, your computer or other property on account of your accessing or use of this website. Please note that some jurisdictions do not allow the exclusion of implied warranties. Thus, some or all of the above exclusions may not apply to you.
Global Dealing Restrictions OPE makes no representation that this website is appropriate for use in all locations, or that transactions, securities, products, instruments or services discussed on this website are available or appropriate for sale or use in all jurisdictions, or by all investors or counterparties. Those who access this website are responsible for compliance with applicable laws or regulations. No software on this website may be downloaded or otherwise exported in contravention of applicable laws or regulations.
Disclaimers The information contained herein is not investment advice. Any specific companies listed or discussed do not represent any or all companies purchased, sold or recommended since inception. One should not assume that all investments in the companies identified are or will be profitable or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Past performance is not indicative of future results.
Third Party Website Disclaimer Certain links in this website may link you to other websites on the World Wide Web. In providing such links, OPE does not represent to you that it has investigated the content of such third party websites. OPE does not warrant or guarantee the accuracy of any content included on third party websites nor does it endorse, credential or accredit any opinions, recommendations or information included on such third party websites. Your use of third party websites is at your own risk and subject to the terms and conditions of use for such websites.
OMERS Private Equity Europe Limited (“OPE Europe”) Guidelines for Disclosure and Transparency in Private Equity Introduction In 2007, the British Private Equity and Venture Capital Association (BVCA) asked Sir David Walker to perform a review of the adequacy of disclosure and transparency in private equity. This review resulted in the publication of a set of guidelines (the “Guidelines”) which require additional disclosure and communication to be made by private equity firms and their portfolio companies when certain criteria are met. The Guidelines Monitoring Group (now the “Private Equity Reporting Group”) was set up to monitor conformity with these Guidelines and to make recommendations to the BVCA for changes to the Guidelines if required. OPE Europe is a member of the BVCA and fully supports greater transparency and disclosure within the private equity industry, and will conform to the Guidelines on a “comply or explain” basis. OPE Europe encourages the same approach within OPE’s portfolio companies meeting the Guidelines’ criteria.
OMERS, OPE and OPE Europe Founded in 1962, OMERS is one of Canada's largest defined benefit pension plans with c. C$97 billion in net assets (as at December 31, 2018). With employees in Toronto and other major cities across North America, the UK, Europe, Asia and Australia, OMERS invests and administers pensions for almost half a million active, deferred and retired employees of nearly 1,000 municipalities, school boards, libraries, police and fire departments and other local agencies in communities across Ontario. OPE has been making private equity investments since 1987 on behalf of OMERS.
OPE’s core private equity approach is to acquire significant direct ownership interests in private companies (usually majority), primarily headquartered in North America and Europe, often with a global reach and with the objective of generating strong capital returns, while appropriately managing risk. OPE takes a thoughtful approach to capital deployment and invests in market-leading companies with resilient business models, strong financial performance, proven management teams, and multiple levers for growth. In addition, the private equity asset class includes an increasingly small and focused externally managed funds program to gain access to strategic geographies and sectors; and an innovation-based program, including investments in high potential start-up technology-based firms.
The OPE investment philosophy can be further described as follows:
Partner with incumbent management teams to grow businesses organically and by acquisition on a global basis;
Long-term and patient investor, focused on long-term value creation rather than near-term earnings; and
Permanent capital to invest behind organic and/or inorganic initiatives
OPE Europe has an experienced, growing and dedicated team of currently sixteen investment professionals with backgrounds in private equity, operations management, financial analysis and accounting, investment banking, consulting and law. Investment team biographies may be found here.
OPE Europe Limited Senior Management OPE Europe is led by Senior Managing Director and Head of Europe, Jonathan Mussellwhite.
Conflicts of Interest OPE Europe recognizes that from time to time conflicts of interest may arise in the course of conducting its business. OPE Europe therefore has established internal procedures to identify, manage and resolve these conflicts in a consistent and effective manner.
OPE Europe portfolio companies The OPE Europe portfolio companies subject to the Guidelines are:
Alexander Mann Solutions
Further details about these portfolio companies may be found on their respective websites.
Investor base OPE is a captive Private Equity firm. Key stakeholders are the employees and members of OMERS, on whose behalf OPE manages private equity assets in Canada, the United States and Europe.
Financial Conduct Authority OPE’s investments in Europe are sourced and arranged by OPE Europe which is authorized and regulated by the Financial Conduct Authority (United Kingdom).
Further details concerning OPE Europe 's authorization may be found on the Financial Conduct Authority’s website.