Stonebridge Financial

What Stonebridge Financial does

Stonebridge Financial Corporation is a Toronto-based, privately held Canadian private debt firm founded in 1998 that originates, structures, and administers private debt solutions for borrowers and manages private fixed-income strategies for institutional investors. The firm operates as an integrated three-line platform: Debt Financing provides tailored private credit solutions across infrastructure, renewable power, long-term care, real estate, and corporate sectors through both construction and operational phases; Investment Management delivers discretionary private credit funds (including Stonebridge Infrastructure Debt Fund I and II LPs), separately managed accounts, and co-investments to pension funds, insurers, municipalities, endowments, and government entities; and Credit & Trust Services provides independent loan administration, construction loan monitoring, covenant compliance, and collateral/security agent functions. The firm is regulated by the Ontario Securities Commission and the Financial Services Regulatory Authority as an Exempt Market Dealer, Portfolio Manager, and Investment Fund Manager, and operates under a PRI-aligned ESG framework referencing SASB, PCAF, and the GHG Protocol.

Stonebridge earns revenue through a fee-based model comprising financing arrangement fees on debt transactions, advisory fees, administrative agency fees for loan servicing and corporate trust work, and recurring fund management fees on its discretionary funds and separately managed accounts. As of March 31, 2025 the firm reported $3.5B in assets under management and administration and, as of December 31, 2025, $9.3B in cumulative financing commitments across 200+ transactions and 25+ years of operation, with 0.0% realized losses across its AUMA. The firm is led by Co-CEOs Cam Di Giorgio and Daniel Simunac (joined June 2023), with co-founder Robert M. Colliver serving as Executive Chairperson; the senior team draws on prior experience at Canada Life, Sun Life, TD Securities, Raymond James Bank, CIT, and Allied Irish Bank. In April 2022 Stonebridge spun off its bulk lease securitization division into Stonebridge Lease Financing Solutions Inc., and in 2021 the firm transitioned to 100% independent ownership.

Name

Stonebridge Financial

Legal name

Stonebridge Financial Corporation

Website

https://stonebridge.ca

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Stonebridge Financial is a Toronto-based private debt firm, founded in 1998, that originates, structures, and administers private credit solutions for borrowers and manages private fixed-income strategies for institutional investors across infrastructure, renewable power, long-term care, real estate, and corporate sectors in Canada.

Ownership category

akta.pro rank

Product category

Private Debt and Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Miscellaneous Business Credit Institution (6159), Investment Advice (6282)

akta.pro primary industry

Infrastructure & Project Finance Private Debt (FSANADAH)

akta.pro secondary industries

Infrastructure Debt Funds (FSANAEAL), Private Credit / Direct Lending (FSAAAHAG)

Keywords

• Private debt financing
• Institutional asset management
• Infrastructure lending
• Renewable power financing
• Credit administration services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Financing Arrangement Fees: Fees charged for arranging and structuring private debt financing transactions for borrowers. These fees are disclosed and agreed to by clients in advance.
2. Advisory Fees: Fees for financial advisory services provided to clients in connection with financing transactions.
3. Administrative Agency Fees: Fees for loan administration, servicing, and corporate trust services that safeguard lender and investor interests throughout the financing lifecycle.
4. Fund Management Fees: Stonebridge receives management fees for services as manager of the Stonebridge Infrastructure Debt Fund I LP and Stonebridge Infrastructure Debt Fund II LP. The firm manages discretionary private credit funds and separately managed accounts on behalf of institutional investors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Stonebridge Financial is a Canadian private debt firm that originates, structures, and administers private debt financing solutions for borrowers across infrastructure, renewable power, long-term care, real estate, and corporate sectors. The firm also manages discretionary private credit funds and separately managed accounts for institutional investors including pension funds, insurers, municipalities, endowments, and government entities. Core services span the full financing lifecycle from origination and structuring through syndication, loan administration, and corporate trust services.

Product overview

Stonebridge Financial is a Canadian private debt firm offering a unified platform of financing and investment management solutions. The core offerings consist of three integrated service lines: Debt Financing (tailored private debt solutions for borrowers across critical sectors), Investment Management (private fixed-income strategies for institutional investors through discretionary funds, separately managed accounts, and co-investments), and Credit & Trust Services (loan administration and corporate trust functions). These products operate as an integrated private credit platform connecting institutional capital with credit opportunities across infrastructure, renewable power, long-term care, real estate, and corporate sectors in Canada.

Differentiator

Problem solved

Functional benefit

Products and services

• Debt Financing Tailored private debt financing solutions for borrowers across infrastructure, long-term care, renewable energy, real estate, and corporate sectors, delivered through both construction and long-term operational phases. Includes project finance, acquisitions, refinancings, recapitalizations, and structured corporate transactions.
• Investment Management Private fixed-income strategies for institutional investors including pension funds, insurers, municipalities, endowments, and government entities. Delivered through discretionary funds, separately managed accounts, and co-investments focused on capital preservation, predictable income, and stable long-term returns.
• Credit & Trust Services Independent loan administration, servicing, and corporate trust services for private debt transactions. Includes loan portfolio management, construction loan monitoring, covenant compliance, and collateral/security agent functions to safeguard lender and investor interests throughout the financing lifecycle.
• Stonebridge Infrastructure Debt Fund I LP and Fund II LP Discretionary private credit fund vehicles focused on infrastructure financing, including renewable power projects and social infrastructure assets. Manage capital from institutional LP investors seeking predictable income and capital stability.
• Separately Managed Accounts (SMAs) Customized investment mandates structured around each institutional investor's specific objectives, risk profile, and sector focus in Canadian private debt.
• Co-Investments Direct participation opportunities for investors alongside Stonebridge-managed funds in select private debt transactions.

Quantifiable outcome

• 0.0% realized losses across AUMA demonstrating disciplined credit underwriting
• +5 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Quinn+PartnerscoreImplementation/ SI/ Consulting Partner · 29 July 2025Collaborated with Quinn+Partners to develop Stonebridge's inaugural award-winning 2024 Sustainability Report. The report won Silver at the Global Awards for Best Online ESG Report and was recognized by Environmental Finance.
• United Nations Principles for Responsible Investment (PRI)coreStrategic or Co-development PartnerStonebridge Financial is a signatory to the UN PRI, aligning its practices with recognized sustainability and governance standards. As a signatory, the firm incorporates ESG factors relevant to its investment activities and evaluates each financing transaction against its sustainability framework.
• Canadian Renewable Energy Association (CanREA)minorStrategic or Co-development PartnerMember of CanREA supporting commitment to renewable energy financing and Canada's clean energy transition.
• Canadian Council for Public-Private Partnerships (CCPPP)minorStrategic or Co-development PartnerStonebridge has been a longstanding supporter and sponsor of CCPPP's annual conference and awards. Denis Bourassa served as a director on the CCPPP Board.
• Indigenous Communities (Various)coreStrategic or Co-development PartnerStonebridge has built long-standing relationships with Indigenous communities across Canada, working collaboratively to support economic participation and capacity building. The firm completed Canada's first 100% Indigenous-owned power project financing in 2012 and has financed 50+ projects with Indigenous partners representing over $950M in capital deployed.

Scale indicators14 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Fiera Infrastructure: Canadian infrastructure equity and debt investor serving institutional clients with infrastructure mandates; competes directly with Stonebridge's infrastructure debt fund strategies.
• Fengate Asset Management: Canadian alternative asset manager with significant infrastructure debt and private credit strategies serving pension funds and institutional investors; comparable to Stonebridge in domestic focus, LP base, and infrastructure lending orientation.
• Northleaf Capital Partners: Toronto-based private equity, private credit, and infrastructure manager with multiple mid-market Canadian funds; directly comparable to Stonebridge in institutional fundraising and private debt origination across Canada.
• Addenda Capital: Canadian institutional investment manager offering fixed income and private debt mandates to pension and insurance clients; comparable LP base and emphasis on ESG-aligned fixed income strategies.
• Sagard: Canadian alternative asset manager with private credit, infrastructure, and private equity strategies; competes with Stonebridge for institutional Canadian mandates and mid-market infrastructure deals.

Broad incumbents

• Brookfield Asset Management (Infrastructure Debt): Global asset manager with massive infrastructure debt operations across renewables and social infrastructure; competes with Stonebridge for large-scale Canadian infrastructure financing opportunities.
• Caisse de dépôt et placement du Québec (CDPQ): Major Canadian institutional investor with significant private credit and infrastructure debt allocations; competes for high-quality Canadian infrastructure opportunities and is a potential LP for Stonebridge funds.

Regional players

• IMCO (Investment Management Corporation of Ontario): Canadian institutional asset manager that invests in private credit and infrastructure debt; comparable as both potential LP and competitor for direct origination in the Canadian market.
• British Columbia Investment Management Corporation (BCI): Large Canadian pension manager with infrastructure and private credit allocations; comparable as an LP/customer relationship and as a competitor in direct infrastructure investments.

Emerging players

• Whitecap Investments: Canadian private credit and special situations manager serving mid-market borrowers; comparable origination focus on Canadian corporate and infrastructure lending with overlapping customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/stonebridgecdn
• Facebookfacebook.com/stonebridgefinancialcorp
• LinkedInlinkedin.com/company/stonebridge-financial-corporatio

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stonebridge Financial