Document background
The Co-Investment Agreement is a fundamental document used when multiple investors wish to participate in investment opportunities together, typically alongside a lead investor or fund manager. This agreement is particularly relevant in the Canadian market where institutional investors, pension funds, and private equity firms frequently collaborate on large-scale investments. The document addresses key aspects such as investment strategy, capital commitments, governance rights, transfer restrictions, and exit provisions, while ensuring compliance with Canadian securities laws, tax regulations, and foreign investment rules. It becomes especially important in scenarios involving complex investment structures, multiple stakeholder interests, and regulated industries. The agreement must carefully balance the interests of all parties while maintaining flexibility for future investment opportunities and exit scenarios.
