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
  • $10 to 30 million in revenue
  • $1.5 to $6 million in pre-tax profit (EBIT).
  • Predictable cash flow or high revenue visibility
Sectors
  • Software OR SaaS
  • Energy management
  • Business services
  • Healthcare IT & information systems
  • Environmental services
  • Distribution
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

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