Walter Global Asset Management
Overview
Walter Global Asset Management is a globally diversified private equity firm based in Canada. The firm specializes in delivering strategic expertise and development capital to high-potential investment managers and financial services firms within the asset management industry. By partnering with a select group of passionate entrepreneurs, Walter Global Asset Management aims to foster sustained and profitable growth across its portfolio. The firm's investment strategy focuses on creating customized long-term partnerships with each affiliate company, recognizing the unique nature of every business. Walter Global Asset Management emphasizes a collaborative ecosystem where investors, portfolio partners, and a team of industry veterans work together to accelerate growth plans and optimize returns. This approach extends beyond traditional asset management, aiming to create new horizons for investment management entrepreneurs. Walter Global Asset Management's portfolio includes a diverse range of firms operating in various sectors, such as asset management, financial services, and wealth management. The firm has established partnerships with companies like Auspice Capital Advisors, Brightspark, Innocap, Madryn Asset Management, Montrusco Bolton Investments, Samara, Saranac Partners, and Validus Risk Management. Each partnership is tailored to support the unique growth objectives of the affiliate, leveraging Walter Global Asset Management's resources and expertise to drive success. The firm's investment philosophy is rooted in patience and a commitment to long-term value creation. By providing both capital and strategic guidance, Walter Global Asset Management empowers its portfolio partners to achieve new levels of excellence. This approach is designed to enhance the scalability and profitability of each firm, ultimately benefiting investors through superior returns and sustainable growth. Walter Global Asset Management's team comprises seasoned investment professionals with extensive industry expertise. The firm's leadership includes Sylvain Brosseau, CEO and Founding Partner; Martin Dufresne, President and Managing Partner; Julie Lalonde, Managing Partner; Charles Lemay, Partner; Patrick Lorange, Partner; Avis Okolova, Director of Operations; Louis Levesque, Associate; and Guillaume Touze, Partner, European Development. Together, they drive the firm's mission to build a collaborative community of experts dedicated to the success of their portfolio partners and investors. Through its strategic partnerships and patient capital approach, Walter Global Asset Management continues to expand its presence in key markets, including the United States and Europe. The firm's commitment to innovation and growth is evident in its recent partnerships, such as the acquisition of a minority stake in Madryn Asset Management, a leading asset management firm specializing in innovative healthcare companies. This investment exemplifies Walter Global Asset Management's dedication to diversifying its portfolio and supporting high-potential firms across various sectors and geographies. In summary, Walter Global Asset Management is a private equity firm that combines strategic expertise with development capital to empower high-potential investment managers and financial services firms. Its collaborative approach, patient capital, and commitment to long-term value creation position it as a significant player in the asset management industry, fostering growth and success for its portfolio partners and investors alike.
Investment Focus
- High-potential investment managers
- Financial services firms
- Wealth management firms
- Boutique asset management firms
- Entrepreneurial asset management firms
- Innovative healthcare companies
- Companies specializing in unique and transformative products, technologies, and services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Walter Global Asset Management
What sectors does Walter Global Asset Management invest in?
Walter Global Asset Management invests in Financial Services, Technology, Healthcare, Real Estate, Infrastructure and Asset Management, and is based in Westmount, Canada. Walter Global Asset Management is listed as a private equity in the ConnectSafely investor database.
What stage does Walter Global Asset Management invest at?
Walter Global Asset Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Walter Global Asset Management invest in?
Walter Global Asset Management invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Walter Global Asset Management?
Team members listed for Walter Global Asset Management include Sylvain Brosseau (Chef de la direction et associé fondateur // CEO and Founding Partner) and Martin Dufresne (President and Managing Partner).
What companies has Walter Global Asset Management invested in?
Walter Global Asset Management's portfolio includes Samara, Auspice Capital Advisors, Brightspark, Innocap, Madryn Asset Management, Montrusco Bolton Investments, Saranac Partners and Validus Risk Management.
How do I contact Walter Global Asset Management?
Walter Global Asset Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
