FOR BUSINESS OWNERS

We are an entrepreneurial investment firm that invests in small and mid-sized businesses that we can help build and grow long term. As a part of our team, we have a best-in-class group of investors and collectively, we offer a wealth of experience, knowledge and investment capability. We will work closely with you to craft a customized deal to meet your objectives.

investment focus

We offer an attractive alternative to more traditional forms of exit and will help facilitate a liquidity event that is personalized to your individual needs and circumstances. With the right combination of experience and financial capital, we will ensure the continued success of your business.

Our extended team consists of serial entrepreneurs, operators and investment professionals, who have a collective wealth of experience investing in and growing businesses in North America. With a strong track record of executing successful M&A transactions on a strictly confidential basis, we know what it takes to ensure a seamless transition.


INDUSTRY

  • Growing and sizeable
  • High degree of recurring revenues
  • Fragmented market
  • Minimal cyclicality
  • Barriers to entry
  • Low disruption risk


COMPANY

  • History of profitability
  • Growth potential
  • Sustainable competitive advantage
  • Asset light operations
  • Diverse customer base
  • Strong relationships


FINANCIAL

  • $5 to $30 million of annual revenue
  • $1 to $5 million of annual cash flow
  • EBITDA margins over 15%
  • 3+ years of growth
conversation


CONTEXT

  • Owner seeking to expand and capitalize on growth opportunities
  • Owner seeking liquidity or diversification and looking to add management capabilities
  • Entrepreneur is looking to divest a non-core asset