Q-News
September 2008Trailing 12-Month Charts don't Lie
Posted in Mike's Commentary
September turned out to be a “relatively” strong month in terms of dollars invested. In fact, not since September of 2007 have we seen as much invested in Canadian private companies in a month. Looking at the accompanying chart one might begin to think that investment in Canadian private companies is beginning to trend positively but that is not the case. Looking at our trailing 12-month chart we can see that the number of transactions reported during the past year has not changed appreciably since June 2007 while the amount invested during the trailing period has not made any significant gains since January 2007. I guess the best that can be said at this point is that the decline appears to have flattened out and we are in a sideways pattern. It’s sad to see that the number of companies receiving capital over a 12-month period has decline by over 50% since December 2005. Meanwhile, larger transactions involving later stage companies are the play of the day.

On the positive side, it is encouraging to see ongoing foreign investment in
