What We Are Looking For

We focus on investing in companies with opportunities for organic and aquisition growth.

Approach

  • Supporting high quality businesses, supporting growth
  • Established businesses with an EBITDA over $1 million
  • Working with owners and management teams to achieve their strategic goals.
  • Ability to facilitating shareholder transitions.
  • Long term flexible investment solutions creating value for all parties
  • Alignment of all stakeholders, ensuring a committed strategic direction and future
    liquidity options.
  • We have a non-interfering approach, while we focus on initiatives where we can
    add significant value.

Ideally We Want:

  • Strong market position
  • Successful niche or moat
  • History of profitability.
  • Realistic growth prospects.
  • Mission-critical offerings or essential products/services.
  • Medium to high barriers to entry.
  • Robust management team
  • Recurring revenues.
  • Diversified earnings, customer base, and/or products and services.
  • High EBITDA to cash conversion.
  • Opportunity to reduce owner dependence.
  • Exit opportunities for maximizing value.

Target Company Size

  • EBITDA of $5 million, with a path to exceed this level.
  • Enterprise Value (EV) likely between $3 million and $30 million.

Industries Currently of Interest

  • Childcare
  • Fire and general Insurance
  • Finance brokers
  • Wealth management
  • Real estate
  • Property management
  • Commercial property

We are always interested in a conversation regardless of what industry you are in.