Rainmaker Investment Advisory

Newlook Capital Industrial & Infrastructure Services Fund III

Why invest?

This Fund is designed for investors seeking diversified, income-generating alternatives that withstand economic downturns. The fund targets essential services with long-term, government-regulated contracts, positioning it for consistent performance across market cycles.

Recession-resilient and macro-trend agnostic
Diversified by industry, geography, and currency
Long-term, code-mandated contracts
8% targeted annual distribution (paid quarterly)

“We believe owning businesses that have a component of their revenue arising from recurring service requirements provides a stable source of recurring revenue that is resilient to macroeconomic trends.”

Key Performance highlights

The Fund has demonstrated strong financial performance, combining recurring income with capital appreciation. The fund’s total return in 2024 was ~20%, supported by robust EBITDA and revenue across a growing portfolio.

~$231MM 2024 revenue
$38.6MM 2024 EBITDA
~20% total return in 2024 (Series A/B)
8% annualized target distribution
7 platform companies, including 16 tuck-ins

‍

Past Performance

TRAILING AVERAGE SINCE INCEPTION*

8.00

%

Income & Growth

TRAILING 3 YEARS AVERAGE*

8.00

%

Income & Growth

TRAILING 1 YEAR AVERAGE*

8.00

%

Income & Growth

ASSETS UNDER MANAGEMENT (AUM)*

$

227 M

Income & Growth

Past performance does not guarantee future results

Investment Strategy & Structure

The Fund targets control investments in North American industrial businesses with strong recurring revenue, supporting value creation through operational optimization and strategic acquisitions.

Control investments in businesses with $1–25MM EBITDA
Targeting recurring, technical service revenue
Active post-acquisition management
Focus on essential services (e.g., water, fire safety)
Growth via organic initiatives and tuck-in acquisitions

“A resilient income fund with a track record of asset appreciation.”

Investor alignment & oversight

Newlook Capital aligns its interests with investors by co-investing in the fund and deploying a seasoned team to oversee operations and compliance. The fund operates under clear redemption and governance protocols.

Newlook Capital owns 5% of the fund
In-house operational and M&A expertise
Experienced team with 100+ completed transactions
Structured quarterly redemptions (subject to caps)
Strict compliance with offering memorandum provisions

Key Benefits for Canadian Investors

The Fund offers Canadian investors a compelling opportunity to gain exposure to essential infrastructure and industrial businesses, structured for income, tax efficiency, and long-term value.

DRIP with 2.5% discount
Income-generating through quarterly distributions
Investment in recession-resilient sectors
Dependable tax-deferred growth in RRSP, TFSA accounts

Links to investment documents

Click the links to view and / or download to learn even more

Newlook Industrial & Infrastructure Services Fund III - Fund Facts - May 2025

Newlook Industrial & Infrastructure Services Fund III - Presentation - May 2025

Offering Documents-

Ready to Explore This Opportunity?

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Investment summary details

Distribution Frequency
Quarterly
Currency
CAD, USD
Minimum Investment Amount
$
10000
Annual Rate of Return Target Minimum* (Income + Equity Growth Combined)
9
%
Annual Rate of Return Target* (Income Only)
8
%
Annual Rate of Return Target* (Equity Growth Only)
1
%
Hurdle rate for investors before management participates in profits
8
N/A
%
Split ratio paid to investors of additional profits (investors : Management)
85:15:00
N/A
Additional Profit Potential
No
Yes
Additional Profit Potential From Tax Efficient Distributions
No
Yes
Eligible for Registered Accounts (RRSP, LIRA, RIFF etc)
No
Yes
Early Redemption Options
Yes. Refer to offering documents
Accredited Investors Only
No
Yes
Commission % paid to Dealer (*Paid by the Issuer, Not the investor)
8.00
%
Trailer % paid to Dealer (*Paid by the Issuer, Not the investor)
%
(AUM) Assets Under Management of Issuer
$
227 M
Year issuer was founded
2010
Date investment originated
July 1, 2018
Date of offering documents
May 1, 2025

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