We believe your succession is as much about your legacy as it is about a transaction.

Investment Criteria

We are seeking to acquire companies with the following characteristics.

Target Geographies
  • Canada
  • United States
Financial Criteria
  • $1.5 to $6 million in pre-tax profit (EBIT) OR Annual Recurring Revenue (ARR)
  • Predictable cash flow or high revenue visibility
Situation
  • Owner-operator(s) in need of succession plan
  • Partner(s) seeking exit from business
  • Corporate carveout
  • Serial entrepreneur looking to move on to next venture

Industries of Interest

We will opportunistically consider most industries except brick & mortar retail and highly cyclical or capital-intensive industries.

Business Process OutSourcing
  • Third party administrators
  • Warranty & claims management
  • Insurance brokerages
  • EHS training & certification
Repair & Maintenance
  • Industrial garage door maintenance
  • Industrial roller refurbishment
  • Material handling eqpt. maintenance
  • Industrial dust collector service
  • Home services
SOFTWARE & Technology
  • Construction software
  • CPQ software (sales enablement)
  • Learning management systems (LMS)
  • Regulatory / compliance software
  • Tech-enabled business services