ATB Private Equity

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Contact the team

Let’s get growing

No one knows your business better than you. That’s why ATB Private Equity likes to keep investments simple. We take less—a minority stake—and give you more in capital and support.

If you're an Alberta based company with a proven business model, a strong management team and a sustainable competitive advantage, we're here to bring that next level into reach.

Whether you need growth financing or transition capital, we become your partner and invest in your success. That means providing both the capital and the support your business needs to grow.

Fund Overview

Focused on deploying capital to Alberta-based businesses. Learn more about Private Equity.

"Our partnership with ATB Private Equity has not only brought us financial support and a strong business acumen, but as important, they have a team of folks who truly care about our success."

Trevor Muir

CEO, Surepoint Group

Expertise you can trust

Terry Freeman

Terry Freeman

Head of Investments

Jan Cerny

Jan Cerny

Managing Director

Steve Dobbin

Steve Dobbin

Vice President

Nataliya Kovalenko

Vice President

It starts with a conversation.

If you’re a proven Alberta business that needs capital to expand, restructure, enter new markets or transition owners, we’d love to hear from you.

Portfolio overview

Apex Geoscience Ltd.

Apex is a well-established exploration and mining consulting firm with 30+ years of experience, providing geological consulting services to junior exploration companies, governments and NGOs.

Showbie Inc.

Founded in 2013, this hybrid learning platform is used by teachers, schools and school districts. Using a SaaS model, Showbie offers a suite of educational tools in a cloud-based, mobile-first, teacher friendly platform.

Virtuo Inc.

Virtuo provides a combination of human and tech-powered concierge services that eliminates the pain of homeownership. It makes moving, buying and selling stress-free and efficient.

Serious Labs Inc.

Serious Labs uses cutting edge technology to build learning products for heavy industry workers. Their extended reality training products blend VR with instructional design and experiential learning.

Foothills Creamery Ltd.

Foothills Creamery is a deeply-rooted ice cream and butter manufacturer and distributor in Western Canada.

Collective Waste Solutions Ltd.

Collective offers full-service waste disposal solutions, specializing in roll-off container rentals, front load bin and industrial waste services. It focuses on safety and minimizing impact.

Beyond Energy Services & Tech Corp.

Beyond Energy Services provides managed pressure drilling (MPD) services to oil exploration and production companies. MPD allows for safer and efficient drilling, decreased drilling time and reduced mud loss.

Nelson Lumber Company Ltd.

Nelson Lumber is a leading Alberta-based supplier of commercial and residential building supplies for renovations and new home construction, along with Nelson Homes, a manufacturer of ready-to-move and prefabricated homes.

Investment exits

Alberta Midland Railway Terminal

AMRT is a strategically located rail logistics center in Alberta’s Industrial Heartland. We invested in June 2017 and exited in October 2022.

Bits in Glass Inc.

Bits in Glass is an award-winning software consulting firm. We invested in April 2018 and exited in July 2019.

FYi Eye Care Services and Products

FYi is a cross-Canada network of eye doctors and glasses providers. We invested in February 2018 and exited in March 2020.

GlassMasters Autoglass Ltd.

GlassMasters is an auto glass company that provides same-day service for all makes and models of cars and trucks. We invested in December 2016 and exited in February 2022.

Surepoint Technologies Group Ltd.

Surepoint Group is an industrial contractor and one of the top distributors of compressor parts in Canada. We originally invested in December 2018 and exited in April 2023.

JL Filtration

An Alberta-based manufacturer and distributor of specialized water and air filtration products. We invested in February 2020 and exited in June 2023.

PureWeb Inc.

This technology company provides cloud-based, high definition, graphic extensive, smart streaming solutions to any device, anywhere. We invested in November 2020 and exited in January 2024.

Need help?

Our ATB Business Solutions team will be happy to assist.