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 $8 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.

Niche Manufacturing
  • Label / packaging converters
  • Replacement parts
  • Analytical instrumentation
  • Mechanical components
  • Electrical components
  • Other niche / IP protected manufacturing
Value Added Distribution
  • Label / packaging distributors
  • Replacement parts
  • Analytical instrumentation
  • Mechanical components
  • Electrical components
  • Other niche / exclusive distributor relationships
Business Services
  • Tech-enabled services
  • Software (SaaS)
  • Maintenance and repair
  • Environmental services
  • HVAC or other commercial services
  • Other B2B services