4 publicly disclosed transactions where Sagard played an advisory, financing or investing role, most recent first.
Jul 15, 2026
Sagard Credit Partners III
Fund manager · Private Credit
First close of Sagard's third direct lending fund at over US$1 billion from 16 institutional LPs, toward a US$2 billion target; about US$135 million had already been deployed across three loans.
Sep 23, 2025
Unigestion Private Equity Holding SA (private equity business of Unigestion)
Acquirer · Asset Management
Buyer Sagard · Seller Unigestion
Sagard combined Unigestion's roughly US$12.5 billion private equity business into Sagard Private Equity Solutions, creating a platform of about US$23 billion and lifting Sagard's AUM to roughly US$45 billion; Unigestion's non-PE businesses were excluded.
Apr 16, 2025
BEX Capital
Acquirer · Asset Management
Buyer Sagard
Sagard agreed to take a strategic stake in BEX Capital, a French private equity secondaries specialist with more than US$2 billion in assets; terms were not disclosed.
Dec 6, 2023
Performance Equity Management
Acquirer · Asset Management
Buyer Sagard
Sagard acquired a strategic stake in Performance Equity Management (about US$8.9 billion AUM at signing), completing in 2024; PEM was rebranded as Sagard Private Equity Solutions in November 2025.
