ADDING and REPLACING Performance Equity Management Rebrands as Sagard Private Equity Solutions

After joining forces with Sagard in 2024, the new name marks both continuity and deepening of the partnership

NEW YORK--(BUSINESS WIRE)--Add after last paragraph of release: Disclaimer

This press release may contain forward-looking statements, which reflect current expectations but involve risks and uncertainties. Actual results may vary significantly. Sagard disclaims any obligation to update these statements unless required by law.

¹ The Sagard-Unigestion transaction is expected to close in early 2026, pending regulatory approvals.

²As of June 30, 2025. Following the closing of the Sagard-Unigestion transaction, Sagard’s AUM is expected to reach ~$44B.

The updated release reads:

PERFORMANCE EQUITY MANAGEMENT REBRANDS AS SAGARD PRIVATE EQUITY SOLUTIONS

After joining forces with Sagard in 2024, the new name marks both continuity and deepening of the partnership

Performance Equity Management (PEM), a leading private equity solutions provider, today announced that it has rebranded as Sagard Private Equity Solutions (SPES). This marks the completion of its integration into Sagard’s global middle market private equity platform.

The transition builds on the partnership formed in 2024, when Sagard acquired a strategic stake in PEM to expand its private equity capabilities.

“Our partnership with the PEM team has delivered all the benefits we had hoped would materialize when we did the transaction in 2024, and then some,” said Jonathan Tétrault, Managing Partner of Sagard and CEO of Sagard Private Equity Solutions. “With this rebranding coming into effect, we mark our association more formally, and clearly signal our partnership in building a joint private equity platform that can grow with our clients and teams for decades to come.”

“Becoming Sagard Private Equity Solutions marks the next step in our evolution,” said John Clark, formerly President at PEM, now a member of the SPES executive committee. “Our investment philosophy, discipline, and client focus remain unchanged, and are now supported by Sagard’s global resources and network. We will continue to focus on delivering long-term value for our clients and deepening the partnerships that have helped define our approach and investment strategy.”

Founded in 2005, Performance Equity Management established a long-standing record of investing with leading private equity managers across buyout, growth and venture strategies. As Sagard Private Equity Solutions, the team will continue to manage its existing programs and mandates with the same investment discipline and leadership.

The transition is effective November 19, 2025.

About Sagard Private Equity Solutions

Sagard Private Equity Solutions is a global middle market private equity platform that brings together Sagard’s activities in primaries, secondaries and co-investment as well as venture capital, offering diversified, long-term exposure to private markets for institutional and private wealth investors across North America, Europe and Asia. Following the completion of the previously announced combinations with Performance Equity Management, BEX Capital and Unigestion’s private equity platforms, Sagard Private Equity Solutions will manage approximately US$23 billion in combined private equity assets.¹ The combination will create one of the largest middle market private equity solutions platforms globally, connecting more than 300 institutional investors and over 450 general partners through Sagard’s international network.

About Sagard

Sagard is a global multi-strategy alternative asset management firm with more than $32 billion USD² in assets under management, 190 portfolio companies, and 440 professionals. We invest in venture capital, private equity, private credit, and real estate. We deliver flexible capital, an entrepreneurial culture, and a global network of investors, commercial partners, advisors, and value creation experts. The firm has offices in Canada, the United States, Europe and the Middle East.

For more information, visit www.sagard.com/private-equity-solutions or follow us on LinkedIn.

Disclaimer

This press release may contain forward-looking statements, which reflect current expectations but involve risks and uncertainties. Actual results may vary significantly. Sagard disclaims any obligation to update these statements unless required by law.

¹ The Sagard-Unigestion transaction is expected to close in early 2026, pending regulatory approvals.

²As of June 30, 2025. Following the closing of the Sagard-Unigestion transaction, Sagard’s AUM is expected to reach ~$44B.