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.

SOFTWARE & Technology
  • Construction software
  • CPQ software
  • HCM software
  • Regulatory / compliance software
  • EHS Software
  • Tech-enabled business services
Business Services
  • Third party administrators
  • Warranty & claims management
  • EHS training & certification
  • Learning Management Systems (LMS)
  • Other B2B services