We are long-term, collaborative investors. We've founded, led, acquired, and sold small businesses and we know this space. Our goal is to ensure the businesses we buy are capable of withstanding the tests of time.
“Time is the friend of the wonderful business, the enemy of the mediocre.”
OUR IDEAL BUSINESS
At least one of the following:
Specialized industry/product niche
Regional leader in a fragmented market
Proven management team
Proprietary/unique product or service
Annual EBITDA / Cash Flow of $500,000 to $3,000,000**
Based anywhere in North America
Committed management & employees
Profitable, with a long operating history
Non-cyclical, non-competitive market
*We occasionally look to acquire much larger companies if they are otherwise a perfect strategic fit with our mandate; in these cases, we partner or co-invest with one of the exceptional family office investors in our network
**We occasionally make minority or growth investments in compelling opportunities, particularly when they are within an industry where we have an existing interest or strong opinions about future potential
MANAGEMENT TRANSITION
Most of the business owners we meet are planning to eventually transition out of their management role to pursue other personal goals. However, we realize that every situation is unique. While some owners transition fairly quickly, others prefer to remain long-term to share in the rewards of a successful business. Our top priority is the long-term legacy and success of the business, but we are also flexible and will work with you to understand and appreciate your personal circumstances.
TYPICAL TRANSACTIONS
We value creativity. For the right business, we'll find a structure to meet the needs of all parties. If you have a business that fits our criteria, reach out and we'll work collaboratively to develop a suitable strategy.
Acquisitions
Management buy-outs
Recapitalizations
Spin-offs
Generational transfers
Succession planning
