Investment Criteria

We partner with proven businesses ready for their next chapter.

investment criteria

How we invest

We specialize in partnering with family-owned and owner-operated businesses navigating succession or transition.

We partner with experienced management teams committed to operational excellence and long-term growth.

We partner with experienced management teams committed to operational excellence and long-term growth.

Our investments are primarily Canada-based, with selective opportunities in the United States.

Our investments are primarily Canada-based, with selective opportunities in the United States.

We invest in stable, mature, and fragmented industries with long-term demand and consolidation potential.

We prioritize businesses with consistent, sustainable free cash flow generation.

We prioritize businesses with consistent, sustainable free cash flow generation.

We invest in lower-middle market businesses generating $5–20 million of EBITDA, with flexibility to pursue smaller tuck-in opportunities.

We invest in lower-middle market businesses generating $5–20 million of EBITDA, with flexibility to pursue smaller tuck-in opportunities.