We Build Relationships with Stable, Profitable Businesses

We structure our deals to provide management significant ownership. This allows us to ensure a long-term alignment of interests with an ongoing focus on quality of management and stability of earnings.

Most people will only build and sell a business once in their lifetime. We can help you through the steps and keep your management team forefront in the process.

Our
Process

Find Target Companies

  • Research industry trends, markets, and new developments

  • Select target industries and companies

  • Leverage network of financial, legal and industry professionals

 Pre-Offer Due Diligence

  • Determine value (financial analysis and modelling, market factors, etc)

  • Build relationships with key individuals

  • Carefully investigate: structure, management, product, market

 Negotiations/Offer

  • Structure win-win deal

  • Make fair offer to seller(s) and provide terms that
    ensure the long-term satisfaction of management

Post-Offer Due Diligence

  • Retain external professionals (lawyer, accountant)

  • In-depth review of historical financials, legal documents, supporting data, background checks, and more

  • Spend the time and money necessary to fully understand the acquisition

Close Investment

  • Assume control of Board of Directors

  • Retain key management with equity

  • Empower management to run business and make decisions

Ongoing Support & Reporting

  • Offer Board level support and strategic guidance as needed

  • Provide ongoing expansion financing as needed

  • Review monthly, quarterly, and annual financial statements

  • Mature businesses with a stable operating history

  • $2M to $20M EBITDA

  • Historically consistent cash flow

  • Industry agnostic and headquartered in North America

  • A strong management team in place

  • An owner who wants to have their legacy continue

What we're looking for

What sets us apart

  • We typically invest in companies with the plan to hold those investments indefinitely

  • We focus on companies that have a value that is below the minimum threshold of many large PE firms

  • We aim to take a hands-off approach, keeping our involvement to the board level and trusting our management partners

  • Our acquisition program allows for creative and flexible equity structures, normally with significant allocations to management

Unlock the
Potential of Your Investments Today

Let's strategize, grow, and succeed together.
Reach out to us now and take the first step
towards maximizing your returns.

Contact us Today!