Cheverny Capital Inc.

What Cheverny Capital Inc. does

Cheverny Capital Inc. is a Canadian Exempt Market Dealer founded in 2016 and headquartered in Montreal, Quebec. The firm is principally regulated by the Autorité des marchés financiers (AMF) in Quebec and operates across six Canadian provincial jurisdictions: Quebec, Ontario, British Columbia, Alberta, Manitoba, and Newfoundland & Labrador. Cheverny is privately held, with a Board of Directors composed of Jean-François Sauvé and Cédric Garnier-Landurie, and a Chief Compliance Officer, Vincent Mascolo.

The company operates three complementary service lines for institutional and permitted clients under Canadian prospectus exemptions. The first is Fund Distribution, providing Canadian institutional and permitted clients access to non-Canadian specialist funds across private equity, private credit, and real assets. The second is M&A Advisory, offering mergers and acquisitions advisory services to mid to large-sized corporations. The third is Capital Raising, executing private placement capital solutions across the full capital structure for the same corporate client base. Retail investors are explicitly excluded from the firm's services.

Cheverny generates revenue through placement commissions on securities distributed under prospectus exemptions, transaction fees on M&A and capital market activities, and other service-related fees disclosed in applicable agreements and offering documents. Distribution is conducted exclusively through direct sales by three registered Dealing Representatives (Jean-François Sauvé, Marc Godin, Jamie Kiernan) to qualified institutional and permitted clients. The firm maintains a documented compliance framework covering KYC/KYP, suitability, AML/ATF, privacy (PIPEDA, Quebec Law 25, PIPA Alberta, PIPA BC), and complaints handling, and has an affiliated corporate relationship with Cordiant Capital Inc. for business purposes.

Name

Cheverny Capital Inc.

Legal name

Cheverny Capital Inc.

Website

https://chevernycapital.ca

Company type

Private

Founded year

2016

Operating status

Operating

Short description

Cheverny Capital Inc. is a Montreal-based Canadian Exempt Market Dealer, founded in 2016, providing non-Canadian fund distribution, M&A advisory, and private capital raising to institutional and permitted clients across six Canadian provinces.

Ownership category

akta.pro rank

Product category

Capital Markets Advisory

NAICS

Finance and Insurance (52)

akta.pro primary industry

Private Placement Agents (Reg D/144A) (FSAEALAA)

Keywords

• Exempt market dealing
• Private capital markets
• Fund distribution services
• M&A advisory
• Private placement capital raising

Headquarters

HQ city

Montreal

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, Others

Revenue model

1. Placement Commissions: Cheverny receives placement commissions for distributing securities under prospectus exemptions to institutional and permitted clients. These fees are disclosed in applicable agreements and offering documents.
2. Transaction Fees: The firm earns transaction fees related to securities transactions and capital market activities, including M&A advisory and private placement capital raising services.
3. Service-Related Fees: Other service-related fees associated with M&A advisory, capital raising, and fund distribution activities are charged and disclosed in applicable agreements and offering documents.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cheverny Capital Inc. is a Canadian Exempt Market Dealer that distributes non-Canadian specialist funds (private equity, private credit, real assets) to institutional and permitted clients under prospectus exemptions. It also provides M&A advisory and private placement capital raising services to mid and large-sized corporations across Canada.

Product overview

Cheverny Capital Inc. operates as an Exempt Market Dealer offering a unified suite of three complementary capital markets services: Fund Distribution (distribution of non-Canadian specialist funds), M&A Advisory (mergers and acquisitions advisory), and Capital Raising (private placement services). These three service lines work together to serve institutional and permitted clients seeking access to private capital markets and real assets under prospectus exemptions.

Differentiator

Problem solved

Functional benefit

Products and services

• Fund Distribution Distribution of non-Canadian specialist funds to Canadian institutional and permitted clients under applicable prospectus exemptions, providing access to differentiated strategies across private equity, private credit, and real assets.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• Cordiant Capital Inc.minorOthersCordiant Capital Inc. is identified as an affiliated company of Cheverny Capital. Under Cheverny's privacy policy, personal information may be disclosed to affiliated companies including Cordiant Capital Inc. for business purposes. This represents an affiliated corporate relationship within the Cheverny organizational structure.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• Northleaf Capital Partners: Canadian private markets investment firm managing private equity, private credit, and infrastructure commitments for institutional investors. Comparable as a Canadian-headquartered firm operating across the same PE/credit/real assets categories that Cheverny distributes.
• Origin Merchant Partners: Canadian independent M&A advisory boutique focused on mid-market transactions. Comparable to Cheverny's M&A advisory line for mid-sized Canadian corporations, though without the fund distribution layer.

Direct peers

• Mackie Research Capital: Canadian independent investment dealer with capital markets, institutional sales, and exempt market activities. Comparable to Cheverny in offering private placement and advisory services to mid-market Canadian corporates and institutional clients.
• Leede Jones Gable: Canadian boutique investment dealer providing institutional sales, trading, and capital markets services including private placements and advisory. Comparable to Cheverny in being a non-bulge Canadian dealer serving institutional and permitted clients.
• PI Financial: Canadian boutique investment dealer focused on institutional, retail wealth, and capital markets services including exempt market and private placements. Comparable in size and product mix to Cheverny's Canadian EMD positioning.
• Canaccord Genuity: Canadian investment dealer with capital markets, private placement, and M&A advisory capabilities serving mid-market and institutional clients. Directly comparable to Cheverny in offering private placement and advisory services, though at materially larger scale.
• Echelon Wealth Partners: Canadian independent dealer offering institutional wealth management, capital markets, and exempt market services. Comparable as a Canadian EMD-equivalent serving institutional and high-net-worth permitted clients with private placement activity.
• Industrial Alliance Securities: Canadian securities dealer affiliated with iA Financial Group, providing institutional and retail wealth services including exempt market distribution. Comparable to Cheverny in distributing private market products to Canadian institutional clients.

Broad incumbents

• BMO Capital Markets: Major Canadian capital markets franchise within Bank of Montreal offering full-suite M&A advisory, private placement, and institutional distribution. Competes with Cheverny across all three service lines, though at significantly larger scale and balance sheet capacity.
• National Bank Financial Markets: Canadian bulge-bracket capital markets platform within National Bank of Canada providing M&A advisory, equity capital markets, and debt underwriting. Competes with Cheverny's advisory and capital raising lines for larger mid-market mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Cheverny Capital Inc.