Investment Approach and Criteria

We are open to acquiring a majority stake in any remarkable mid-market business in North America, with a preference for Canadian companies.

Here is what the sellers can expect from us:

• A fair price for your business: the price that meets your reasonable expectations and gives us the best chance to succeed as the steward of your business;
• Assurance that your business will continue as the status quo: your brand, culture, employees, customer relationships, and legacy will remain intact;
• A transparent acquisition process: We will apprise you of what to expect in the process, including a clear and realistic timeline, diligence list, and work required from you and your team throughout the process;
• Clean transition: We will work with you on the exact position and involvement that you will have in the go-forward business, respecting your wishes and what makes sense for the company.

Here is our investment criteria:

• Founder-led or family-owned business,
• Consistently profitable business,
• Strong core management team in place or identified,
• Defensible business niche with a sustainable competitive advantage,
• Either ARR of at least $2.5 million or revenue greater than $6 million
• EBITDA of at least $1.8 million
• No limits for add-ons

Here are some of the sectors and industries we invest in:

Focus

• Information Technology: SaaS, Enterprise Software, Data Analytics, Education & Training, Services
• Communications: Wireless technology and services
• Business Services

Opportunistic

• Transportation, Distribution, and Logistics: Niche supply chain
• Industrials and Manufacturing: Potable water and wastewater; Other
• Healthcare: Laboratory and medical device services

Contact us if you are looking for a fair, trustworthy, and flexible capital and operating partner for a business whose characteristics align with our investment criteria.