Alan Perlis

Provides real estate services

Provides global investment banking services

Livia Capital Management (LCM) provides debt and equity to companies in most major industries with a focus on the manufacturing, service, retail, hospitality and recycling/energy sectors. The firm focuses on financing opportunities which arise from buyouts, turnarounds and expansions. Investments typically range from $1 million to $20 million. LCM seeks to partner with experienced management teams that possess strong industry knowledge. Investments are structured to meet the needs of each individual company and may include equity, convertible preferred shares and participating debentures. The firm takes a bottom-up approach to identifying industries and management teams that have the ability to support significant long-term growth. Their intention is to create special purpose private equity funds around these managers and companies.

Provides investment banking and brokerage services

The Rose Corp. provides capital through joint ventures with experienced builders and developers in the residential and commercial real estate sectors in Southern Ontario and other North American markets. The firm also provides mezzanine loans or loan guarantees for development projects. Rose Corp. also has several residual longer-term real estate holdings. For joint ventures, the Rose Corporation usually provides a disproportionate amount of capital required and assists in arranging the financing for the project, while the joint venture partner manages the development process and day-to-day operations. Investments typically range from $1 million to $10 million. For mezzanine financings, the Rose Corporation invests in real estate developers and builders who need additional equity to secure construction loans from banks or other institutional lenders. Financing typically consists of a loan and/or guarantee to the construction lender, secured by the project but subordinated to the senior lender(s). The firm finances both residential and commercial projects. The Rose Corp. looks for well-located projects in strong markets. There should be a meaningful cash equity contribution by the borrower. The project should be backed by experienced developers, exhibit healthy profit margins and have a defined exit strategy. Loans range from $1 million to $10 million and are structured with terms of 6 to 30 months. The Rose Corp. seeks annual returns of approximately 30%.