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Clairvest Group Inc. (CVG.TO)

CAD77.50 +0.00 (+0.00%)
CA TSX Financial Services Asset Management
Address 22 St. Clair Avenue East M4T 2S3
Toronto, ON, CA
CEO Kenneth Brice Rotman
IPO 1996-08-13
ISIN CA17965L1004

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Also trades on Other OTC · CVTGF (USD) Toronto Stock Exchange · CVG.TO (CAD)
Description

Clairvest Group Inc. operates as a private equity firm with a focus on middle-market transactions. Its investment strategies encompass growth equity, providing growth capital, leveraged buyouts, and facilitating industry consolidation through add-on acquisitions. The firm actively seeks investment opportunities within a broad spectrum of small and mid-sized companies, including sectors such as gaming (both casino and local), healthcare, equipment rental, facility services, oilfield services, waste management, business and consumer services, aerospace, automotive aftermarket, collision repair, food, beverage and co-packing, defense, document management, warranty, contract manufacturing, environmental services, rental services, residential HVAC, multiunit healthcare, insurance services, IT services, logistics and transportation, mining services, packaging, pest control, specialty aviation, education, mature software, textile rental, utility services, water, building products, government services, industrial distribution and services, information technology, media and marketing, non-destructive testing, renewable energy, property management, and restaurants. Geographically, Clairvest primarily focuses on companies operating within North America, specifically the United States and Canada. Equity investments typically range from CAD$25 million to CAD$100 million (approximately USD$19.53 million to USD$78.14 million) per portfolio company, with target companies usually exhibiting EBITDA figures between CAD$5 million and CAD$50 million (roughly USD$3.81 million to USD$39.07 million). Clairvest is flexible regarding ownership, pursuing both controlling and minority stakes, without a strict requirement for a majority position. The firm utilizes its proprietary capital for investments and typically aims for board representation within its portfolio companies, also engaging in co-investment opportunities. Exit strategies commonly involve public market offerings, strategic sales, or divestiture to other financial buyers. Established in 1987, Clairvest Group Inc. maintains its headquarters in Toronto, Canada.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
CAD77.50 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
673
Beta
-0.36
Float Shares
2.88M
Free Float %
21.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.04% -0.04% +1.25% +7.76% +6.62% +4.07% +8.10% -8.19% +19.64% +165.26% +880.26%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
77.50
DCF (Unlevered) 322.52 +316.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
5.77
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Operational MOAT
✓ MOAT relativo
  • Revenue growth Asset Management: +17.4%
    +334.7% Q4'25: +216.1% (vs Q4'24)
  • EPS growth Asset Management: +22.7%
    +3,782.6% Q4'25: +183.3% (vs Q4'24)
  • FCF margin FCF growth · Asset Management: +27.7%
    +59.0% Q4'25: +65.7% (vs Q4'24)
  • EBIT margin Asset Management: +50.6%
    +81.1% Q4'25: +93.3% (vs Q4'24)
  • ROIC Asset Management: +6.5%
    +11.4% Q4'25: +39.8% (vs Q4'24)
  • Share dilution Asset Management: +0.0%
    -3.0% Q4'25: -3.5% (vs Q4'24)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.00× Q4'25: 0.00× (vs Q4'24)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.35) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 322.52 Current price: 77.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-25 B- 2/5 1/5 2/5 5/5 1/5 2/5 3/5
2026-05-21 B- 2/5 1/5 2/5 5/5 1/5 2/5 3/5
2026-05-20 B- 2/5 1/5 2/5 5/5 1/5 2/5 3/5
2026-05-19 B- 2/5 1/5 2/5 5/5 1/5 2/5 3/5
2026-05-14 B- 2/5 1/5 2/5 5/5 1/5 2/5 3/5
2026-05-12 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-05-11 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-05-08 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-05-07 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-05-06 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-05-05 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-04-30 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-04-29 B- 3/5 1/5 2/5 5/5 1/5 2/5 4/5
2026-04-21 B 3/5 1/5 3/5 5/5 1/5 2/5 4/5
2026-04-20 B 3/5 1/5 3/5 5/5 1/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
68.61M
OE per share TTM
5.03
Owner's Yield
6.57%
Maintenance CapEx ratio
3.90%
Maint CapEx / Avg PPE
4.6%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
2.95M
Shares Outstanding
13.68M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Kenneth Brice Rotman Chief Executive Officer, MD & Member of Board of Directors 3M male
Michael Adam Wagman President, MD & Non-Independent Director 2M male
Daniel Cheng Chief Financial Officer & Partner 804.8K male
Mitchell S. Green Managing Director male
Robert Isenberg Managing Director male
Sebastien Dhonte Managing Director male
Angus Cole Managing Director male
Stephanie Lo Director of Investor Relations & Marketing female
James H. Miller Partner, General Counsel & Corporate Secretary male
Michael Castellarin Managing Director male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits