Alaris Announces a $115.5 Million Investment into a New Partner

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CALGARY, Alberta, Nov. 06, 2025 (GLOBE NEWSWIRE) — (all numbers in this release are in Canadian dollars (CAN$) unless otherwise noted) 

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Alaris Equity Partners (TSX:AD.UN) (“Alaris” or the “Trust”) is pleased to announce that it has completed a $115.5 million investment into Optimus SBR Inc. and Optimus SBR Limited Partnership (together, “Optimus SBR” and the “Company”).

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Founded in 2010 and headquartered in Toronto, Optimus SBR is Canada’s largest independent management consulting firm. The Company partners with organizations to tackle complex operational, strategic, and technological challenges, combining insight with execution to deliver tangible, measurable results. Working across financial services, government, healthcare, and a broad range of industries across North America, Optimus SBR brings deep expertise and an unrelenting commitment to execution. The Company’s key practice areas include strategy, process management, program and project management, artificial intelligence (AI), digital transformation, data and analytics, technology consulting, and experience management. Distinguished by its execution-focused approach and a people-first culture, Optimus SBR helps clients move beyond strategy to achieve meaningful outcomes, empowering organizations to navigate change, enhance performance, and drive sustainable growth.

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“We’re delighted to welcome Alaris to the broader Optimus SBR team,” commented Kevin Gauci, CEO and Co-Founder of Optimus SBR. “Alaris’ commitment to empowering founders to continue their growth journey aligns perfectly with our own vision and values. This investment provides us with the flexibility to unlock our full potential and accelerate our growth as we help clients navigate the complex challenges of AI, digital transformation, and evolving regulatory environments. As a proud Canadian firm, finding a partner who shares our national pride, strong culture, bold attitude, and entrepreneurial spirit was essential. Steve King, President and CEO of Alaris, along with his team embody these values, and my leadership team and I are excited to collaborate with Alaris as we continue helping organizations get done what isn’t.”, concluded Mr, Gauci.

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Alaris’ investment consists of $85.0 million of preferred equity and $30.5 million of common equity. The preferred equity investment provides Alaris with an initial annualized distribution of $11.1 million, translating into a pre-tax annualized yield of 13%. The distribution will adjust annually based on the percent change in Optimus SBR’s annual revenue, subject to a collar of +/-8%. Optimus SBR has an earnings coverage ratio between 1.2x and 1.5x based on Optimus SBR’s trailing twelve-month financial results and giving effect to certain other changes to the Company’s capital structure. The Optimus SBR Investment will be used for partial liquidity to equity holders.

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“We are very excited to partner with Kevin and the Optimus team, our first new Canadian partner in more than six years” commented Steve King, President and CEO of Alaris. “As the largest independent management consulting company in Canada, this asset was highly sought after by private equity firms across North America.  Since its founding, Optimus has become an essential and sought after advisor to the Canadian banking industry, one of Canada’s most stable industries.  Similar to Alaris, Optimus’ growth and success is the result of the strong culture that it has created over the last 15 years, and we look forward to supporting the Company’s growth in the years to come,” concluded Mr. King.