Private Equity

We are individual investors collectively looking to buy. We are professionals with experience in legal, management, consulting, finance and operations that we will use to continue your business. Collectively, we have owned, operated and sold businesses in a variety of industries in North America.

We help baby boomers retire from the ownership of their business while keeping in place their brand, reputation, employees, and legacy in the community. We also are willing to purchase minority stakes in the right businesses.

Since we are nimble, we do not require outside capital. We offer fast closes and opportunity for current owners to participate in the decade ahead. We are open to strategic long-term capital for the right partners (i.e., family offices, hnw to uhnw individuals) and will create appropriate tax efficient vehicles for the right limited partners.

We bring direct operational & capital markets experience, along with friend and family business owner connections and expertise - some of whom have owned mid-size family businesses (i.e., 1000+ employees) that have lasted a lifetime (i.e. >100+ years). A very rare trait among small private equity firms and one that can be evidenced, including proof of >100+ years operations.

Financial Criteria

  • Revenue is $1-10mm per year
  • EBITDA is $500k-$2MM per year
  • Predictable history of positive cashflow with good profit margins
  • Minimal sustaining capital expenditures
  • Asset light businesses

Operational Criteria

  • Privately held, long established and ideally family business
  • Employees in place that are willing to stay on
  • No start-ups, no distress, no turn arounds or high technology businesses
  • Preference for US over Canada
  • Defendable competitive advantage
  • Culture fit with current long term modus operandi

What we bring to the table

  • Long term value creation
  • Shared knowledge across industries
  • Strategic alignment
  • Talent and human capital connections
  • Capital markets