IN GOOD COMPANY. For our contributions to financing and advancing renewable power and other sustainable infrastructure projects across the Canada, Stonebridge Financial Corporation is honoured to be an award finalist in the category of “Climate Change Partner” at the upcoming Institutional Connect Awards Gala being held later this month in Toronto.

We are pleased to be recognized among such distinguished Canadian and global peers, which include several of our lending partners and LP investors, each having been shortlisted across various other strategies and award categories.

Congratulations and good luck to all!

Stonebridge Financial’s Executive Chairperson, Robert M. Colliver,
Recipient of the Clean50 Lifetime Achievement Award

Stonebridge has been a pioneer of financing social and sustainable infrastructure
projects across Canada for nearly 25 years

Toronto, Canada – Stonebridge Financial (“Stonebridge”), a preeminent Canadian financial institution and investment management firm in ESG-oriented private credit, is pleased to announce that Robert M. Colliver, Co-Founder & Executive Chairperson of Stonebridge, has been honoured with the prestigious “Clean50 Lifetime Achievement Award” for his contributions to sustainable infrastructure and clean energy investments across Canada. This lifetime of contribution award category recognizes Mr. Colliver’s extraordinary career and the significant impact that Stonebridge has had on the country’s environmental and social landscape.

Since 1999, Stonebridge has grown to become a leading provider of financing solutions, dedicated to advancing the energy transition toward renewable sources and other social impact sectors. Over the last decade, Stonebridge has financed $1.75 billion in loans to over 50 sustainable energy projects, generating 800 megawatts (MW) of clean energy. This includes 19 projects totaling 300MW owned by various Indigenous groups.

Overall, Stonebridge’s financings have not only generated enough green electricity to power more than 200,000 homes, but also contributed to the reduction of 500,000 tonnes of greenhouse gas (GHG) emissions annually, advancing Canada’s sustainability goals. Aside from having financed wind, solar, hydroelectric and bio-based power generating projects, Stonebridge has also played a pivotal role in financing the expansion of two electrified light-rail transit (LRT) systems (Ottawa and Toronto) totaling 32 kilometres, reducing commuter reliance on automobiles, thus lowering GHG emissions further.

Gavin Pitchford, CEO of Delta Management Group and Canada’s Clean50 organization, commended Mr. Colliver’s accomplishments, stating, “Robert M. Colliver was chosen after rigorous screening and research by Delta Management, with advice from internal researchers and external advisors, and was among honourees selected from an initial pool of over 1,000 well-qualified nominees.”

The achievement of this award is further underscored by Stonebridge’s status as a Principles for Responsible Investment (PRI) signatory which aligns with Clean50’s mission to recognize leaders who drive and inspire positive environmental change. Now in its 13^th year, other recipients of 2024 Clean50 awards include two of Stonebridge’s longstanding clients for their industry leadership: David Eva, CEO of Capstone Infrastructure, as well as Rob Stein, President of Skyline Energy.

In accepting the award, Mr. Colliver expressed his appreciation, saying, “On behalf of myself and the entire Stonebridge team, I’m honoured to receive this Clean50 award. Stonebridge’s achievements over the last quarter century have been focused on sustainability and social impact. We believe in the power of responsible financing and this award reaffirms our commitment to a green future.”

About Stonebridge Financial
Founded in 1999 and headquartered in Toronto, Canada, Stonebridge is a regulated financial institution and investment management firm focused on providing ESG-oriented private credit and other capital solutions to public, private and institutional clients across Canada, the United States and abroad.
With $3.4 billion in assets under administration, Stonebridge and affiliates have cumulatively committed in excess of $7.6 billion towards over 200 project financings since inception (all figures are as of August 31, 2023). Stonebridge manages various discretionary private credit funds, separately managed accounts and other lending relationships on behalf of its financial partners, which include many of North America’s largest insurance companies, pension funds, government agencies, endowments, asset managers, banks and other local as well as foreign-based regulated financial institutions.
Stonebridge has been a longstanding promoter of environmentally sustainable and socially conscious alternative investments and values in North America since the firm’s inception, nearly a quarter century ago. For more information, visit Stonebridge.ca.

About Delta Management Group / Canada’s Clean50

Canada’s Clean50 Awards and Summit were founded in 2011 by Canada’s leading clean tech and sustainability executive search firm, Delta Management Group and its CEO Gavin Pitchford, in response to a trend the firm noted when performing executive searches on behalf of clients. The Clean50 Awards were created as a way to identify leaders from various industries, and the Clean50 Summit as a way to bring those same leaders together in order to work together to address the solutions needed for climate change. Each fall, Canada’s Clean50 list has marked the accomplishments of sustainability leaders in 19 different categories. For more information, visit Clean50.com.

SUPPORTING INDIGENOUS COMMUNITIES. On National Day for Truth & Reconciliation, Stonebridge Financial Corporation reflects on its contributions to First Nations communities and is proud of the partnerships and measurable impact it has made to date.

Among its $7.6 billion in financings, Stonebridge has provided more than $640 million in loans to 19 different renewable power projects on behalf of 15 First Nation communities and their partners across Canada. These include wind, solar and hydroelectric projects generating over 300 megawatts of clean, sustainable energy.

The first transaction was in 2012 – Stonebridge provided financing to the Alderville First Nation of the Ojibways to construct a 5.7 megawatt solar farm near Cobourg, Ontario. Notably, this was the first project in Canada to be 100% owned by a First Nation – a excellent example of both energy and economic sovereignty. Not only does this asset generate clean power for their homes, it also generates cash flows to reinvest into their community.

If you are looking to finance your next power, infrastructure or other project, contact Stonebridge to discuss how it may assist in realizing it.

PEOPLECARE: CARING FOR PEOPLE. Congratulations to our long-standing client in the seniors housing long-term care sector, peopleCare Communities, in exceeding its target of raising over six-figures in donations in support of MEDA (Mennonite Economic Development Associates).

Members of our Stonebridge Financial Corporation team were pleased to attend and sponsor peopleCare’s annual charity golf tournament benefitting this worthy cause.

For over 70 years, MEDA has been creating business solutions to poverty that are sustainable, scalable, measurable and replicable.

A recently published Winnipeg Free Press article features interviews with Cam Di Giorgio and Dan Simunac, Co-CEOs at Stonebridge Financial, on the future of infrastructure Debt investment in Canada. Click here to read more.

Respected industry veterans to shepherd Stonebridge through its next chapter of growth, including additional “resilient credit” asset classes

Toronto, Canada – Tuesday, June 13, 2023 – Stonebridge Financial Corporation (“Stonebridge”), a preeminent Canadian financial institution and investment management firm in ESG-oriented private credit, is pleased to announce executive leadership changes and a broadened focus for a new era of expansion.

Stonebridge’s board of directors has appointed Cam Di Giorgio and Daniel Simunac as Co-Chief Executive Officers. Providing additional depth and strength to the executive team, Cormac Mac Lochlainn has been appointed Executive Vice President. Robert M. Colliver, the firm’s original co-founder, will transition to the role of Executive Chairperson, while continuing to oversee Stonebridge’s existing debt funds and separately managed accounts.

Cam joined Stonebridge in 2009 and has since held progressively senior positions, most recently as Executive Vice President. He leads the firm’s project finance business in the areas of renewable power, infrastructure and long-term care in the seniors housing sector. His team is involved in originating, structuring and syndicating financings for and on behalf of various institutional investors. Cam has over 35 years of industry experience including prior roles at Sun Life Financial, CIT Structured Finance/Newcourt Capital and Canada Life.

“From wind and solar farms to hospitals and highways, to data centres and fibre-optic networks, our focus on sustainability and other community-enhancing projects that improve our collective futures has allowed us to remain at the forefront of the infrastructure finance industry for nearly a quarter-century,” said Mr. Di Giorgio. “With the growth of our team, offerings and ongoing market needs for various forms of infrastructure, we are well-positioned to assist borrowers with financing solutions as well as investors seeking exposure to such areas of private credit.”

In addition to reinforcing its significant market presence in the above areas of expertise, the firm is adding new verticals to include additional forms of “resilient credit” across various real estate asset classes, as well as asset-backed and cash-flow based diversified industries. This will expand and enhance Stonebridge’s platform for its next phase of growth and success.

Daniel joins Stonebridge from Raymond James Bank, where he served as Principal Officer & Country Head for Canada, a platform he founded in 2012. There, he specialized in lending to commercial and institutional borrowers across Canada and the United States focusing on real estate & REITs, renewable power & infrastructure and founder-owned, publicly traded and sponsor-backed businesses. Under his leadership, over the last decade, Raymond James committed over $8 billion towards various financings, growing it to be among the most efficient and profitable commercial banks in Canada and top-25 in the country by assets. Daniel brings over 20 years of industry experience with prior roles at Allied Irish Bank (“AIB”) Canada, TD Securities/TD Bank, Sun Life Financial and Travelers Canada.

Cormac also joins Stonebridge from Raymond James Bank Canada, where he was Senior Vice President, Corporate & Real Estate Banking, focused on lending to mid-market and large cap borrowers across commercial, corporate and private equity-backed industries, together with covering

renewable power & infrastructure and specialty finance sectors. Cormac brings over 15 years of industry experience with prior roles at AIB covering the North American corporate & leveraged finance sectors and at Smith Barney (now Morgan Stanley) in U.S. quantitative research.

“I have known the Stonebridge team and followed their growth since 2007 and we are thrilled to be joining and help lead its future,” said Mr. Simunac. “Stonebridge was an early adopter of responsible investing themes such as clean energy, decarbonization, seniors housing and Indigenous and other social impact investments dating back nearly 25 years. Leveraging our team’s collective depth of expertise, broad networks and best practices will allow us to bolster Stonebridge’s existing capabilities and relationships, while also adding and forging new ones.”

“On behalf of our board, staff, and myself, we are delighted on Cam’s well-deserved promotion, together with the addition of Daniel and Cormac to our executive leadership team. Each brings exceptional expertise that deepens the strength within Stonebridge’s existing verticals as well as adding new sectors of focus and complementary market relationships,” said Mr. Colliver. “This expansion represents Stonebridge’s commitment to our next chapter of growth that will provide a broader suite of offerings to our borrowing clients and lending partners and investors.”

Stonebridge prides itself on high values of integrity, trust, and innovation, which form the cornerstone of its philosophy in delivering well-structured financial solutions for its stakeholders.

About Stonebridge Financial Corporation

Founded in 1999 and headquartered in Toronto, Canada, Stonebridge is a regulated financial institution and investment management firm focused on providing ESG-oriented private credit and other capital solutions to public, private and institutional clients across Canada, the United States and abroad.

With $3.2 billion in assets under administration, Stonebridge and affiliates have cumulatively committed in excess of $7.5 billion towards over 200 project financings since inception, including over $600 million to community-enhancing projects for Indigenous communities across Canada (all figures are as of March 31, 2023). Stonebridge manages various discretionary funds, separately managed accounts and other structures on behalf of its financial partners, which include many of North America’s largest insurance companies, pension funds, banks, credit unions, asset managers and other local as well as foreign-based regulated financial institutions.

Stonebridge has been a longstanding promoter of environmentally sustainable and socially conscious alternative investments and values in North America since the firm’s inception, nearly a quarter century ago. For more information, please visit Stonebridge.ca.

For more information, please contact:

Cam Di Giorgio, Co-CEO

CDiGiorgio@Stonebridge.ca

416-364-3001

Daniel Simunac, Co-CEO

DSimunac@Stonebridge.ca

416-519-6161

Cormac Mac Lochlainn, EVP

CMacLochlainn@Stonebridge.ca

647-928-8444

Robert M. Colliver, Executive Chairperson

RColliver@Stonebridge.ca

416-364-3001

Stonebridge is very pleased to announce that Angela Valdes has been promoted to Vice President, Private Debt Asset Management.

Angela joined Stonebridge in 2014 and has since held several positions on the Private Debt Asset Management team, each with the assumption of progressively increasing levels of responsibility.

In her current role as Vice President, Private Debt Asset Management, Angela is responsible for the evaluation and recommendation of new investment opportunities for Stonebridge Infrastructure Debt Funds and Separately Managed Accounts, and related portfolio management and investor reporting and communication, as well supporting fundraising activities.

Prior to joining Stonebridge, Angela spent several years working in corporate banking for Grupo Financiero Banorte. She holds a Master’s degree in Business Administration from the University of Ottawa, as well as a Master’s degree in Finance from the Universidad Regiomontana.

After more than two years of remote working and virtual communication, the team at Stonebridge Financial Corporation said hello to summer at the Toronto Cricket, Skating and Curling Club. The day was spent mastering the game of croquet and resulted in some friendly competition as teams played for the Stonebridge Challenge Cup.

Stonebridge Financial Corporation (“Stonebridge”) is pleased to announce the sale of its bulk lease securitization division to a separately owned and operated entity, Stonebridge Lease Financing Solutions Inc. (“SLFS”).  The transaction presented a unique opportunity for senior management of the bulk lease securitization division to take a controlling interest in the new company and to guide the long-term growth and success of the bulk lease securitization business.

Stonebridge Financial Corporation is a specialized financial services company with a proven reputation and expertise in arranging and structuring debt financings for syndication in the Canadian institutional marketplace with a focus in the energy, infrastructure, and health care sectors. As an exempt market dealer and asset manager, Stonebridge also provides financial advisory services, asset management, and a host of agency services.

Stonebridge Lease Financing Solutions Inc. is an industry leading provider of independent bulk lease financing solutions to the Canadian leasing market.