OUR
FOCUS
We invest in profitable service-oriented companies with a strong brand and competitive position.
Situations
We invest in businesses in transition including owner retirement, management buyout and partial exits involving retained equity and continued involvement by ownership. We prefer to purchase a controlling interest and partner with leaders who have run the business successfully.
We are also able to help craft a succession plan by drawing upon our relationships with operating managers seeking a leadership opportunity with equity participation.
Investment Criteria
We seek established service oriented companies headquartered in BC with at least $750K in annual pre-tax earnings and many of the following characteristics:
✔ Stable & diversified customer base
✔ Strong brand and reputation
✔ Niche expertise or competitive position
✔ Positive cash-flow
✔ Low capex requirements
✔ Recurring revenue
Target Industries
✔ Business-to-Business Services
✔ Building or Home Services
✔ Commercial/Industrial Sales & Services
✔ Value-added distribution
✔ Light Manufacturing & Assembly
✔ Healthcare Services