Investment Criteria

Transaction Dynamic

We make majority, control investments where our partnership model works best including:

  • Staged Succession: an owner-operator may be looking to take a step back from the operations of the business and transition over time.
  • Immediate Retirement: an owner-operator is looking to retire on closing and exit the business completely.
  • Management / Employee Buy-Out: an existing group of managers or employees would like to purchase the company from the owner they currently work for and are seeking a strategic partner for the transaction.
  • Carve Out: a larger corporation would like to carve out a segment of their business that is deemed non-core or simply believes the segment is better suited as a stand-alone business.

Business Characteristics

We seek to invest in smaller, entrepreneurial businesses that have some (or all) of the following characteristics:

  • Long-term, loyal employee and customer base that we can grow alongside
  • Strong competitive position within its niche – has a distinct reason to exist and outperforms their market
  • Revenue of $5+ million
  • EBITDA of $1-5 million
  • History of profitability

Industry Focus

We partner with companies where we have experience, including, but not limited to:

  • Light manufacturing and assembly
  • Value added distribution
  • Consumer products and services
  • Business products and services


  • Canada-wide