Senior Principal, Capital Formation at Sagard

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Alternative InvestmentsIndustries

Requirements

(None specified)

Responsibilities

Design and execute a fundraising plan for institutional investors and platforms within the United States and select other markets opportunistically
Successfully source new LPs and AUM
Play a leadership role within Capital Formation on all capital raising activities for Sagard funds - be the “voice of the client” internally
Develop and cultivate LP relationships throughout the investment community to promote Sagard’s funds, brand, platform and capabilities
Articulate Sagard’s philosophy, products and platform including differentiating characteristics of the organization and commercially relevant fundraises
Support the execution of the go-to-market strategy established by the Head of Capital Formation. Act as a “Deal Captain” and lead fundraising assignments directly
Systematically map and target investors not presently invested with Sagard
Maintain a detailed engagement log and track progress and impact within the established CRM
Build relevant and trusted relationships with target limited partners in agreed upon coverage market (i.e. Pension, F&E, Single and Multi-Family office, Consul

Skills

Key technologies and capabilities for this role

FundraisingCapital RaisingLP SourcingInvestor RelationsCRMInstitutional InvestorsAsset ManagementGo-to-Market StrategyDeal LeadershipRelationship Management

Questions & Answers

Common questions about this position

Is this position remote?

Yes, the position is remote.

What is the salary for this role?

This information is not specified in the job description.

What skills or experience are required for this position?

This information is not specified in the job description.

What is the company culture like at Sagard?

Sagard has an entrepreneurial DNA across its team, is built by entrepreneurs for entrepreneurs, and focuses on long-term partnerships, empowering growth through a global network, while being a UN PRI signatory striving to measure social and economic impact.

What makes a strong candidate for this Senior Principal role?

A strong candidate would be a senior asset raising professional with experience supporting commercial activities for a North American Capital Formation team, capable of designing fundraising plans, sourcing LPs and AUM, leading capital raising, and cultivating investor relationships.

Sagard

Investment fund for midsized company development

About Sagard

Sagard provides equity capital to help midsized companies grow and develop. The fund focuses on investing in companies that are led by ambitious management teams, offering financial support to facilitate their expansion. Sagard operates by managing nearly €2.5 billion in funds and has a team of 10 professionals based in Paris. Since its inception in 2003, the firm has successfully completed 34 investment deals primarily in the industrial and service sectors across France, Belgium, and Switzerland. What sets Sagard apart from its competitors is its strong backing from the Desmarais family and other established industrial families, which provides a unique network and resources for the companies it invests in. The main goal of Sagard is to foster the growth of promising midsized companies, helping them achieve their full potential.

Paris, FranceHeadquarters

2005Year Founded

$148.4MTotal Funding

CORPORATE_ROUNDCompany Stage

Venture Capital, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Flexible Time Off

Paid Caregiver Leave Benefits

Commuter Benefits

College Tuition and Continuing Education Reimbursement

Mentorship and Leadership Development Opportunities

Paid Social and Engagement Events Throughout the Year

Risks

Increased competition in real estate may drive up prices and limit opportunities.

Expansion into MENA exposes Sagard to geopolitical and regulatory challenges.

Reliance on debt financing could increase financial risk if market conditions change.

Differentiation

Sagard uses a unique ecosystem approach combining capital, culture, and network.

Sagard has a strong presence in France, Belgium, and Switzerland with 34 deals completed.

Sagard's strategic focus includes AI-driven investments and supply chain management solutions.

Upsides

Sagard's expansion into the MENA region opens new investment opportunities in emerging markets.

The acquisition of industrial properties supports growth in e-commerce infrastructure demand.

Partnerships like the one with Värde Partners enhance Sagard's financial growth potential.

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