Frequently

We focus exclusively on companies headquartered or based primarily in Canada, typically those generating at least $5 million in EBITDA. Our ideal partners are businesses with strong competitive positions, stable financial track records, and clear potential for growth through key levers such as geographic expansion, product innovation, targeted acquisitions, and operational improvement.

Our team has deep experience across a range of sectors including manufacturing, emergency equipment and services, food & beverage, education & training, defence, business & outsourcing services, consumer services & goods, and healthcare services. This breadth allows us to bring tailored operational insights to each investment.

We adopt a highly collaborative approach, working with management on strategic planning, operational improvements, and financial discipline. Management teams run the business – our goal is to be a value-added partner who supports leadership in unlocking growth opportunities while respecting their expertise, vision and day-to-day execution.

Our leadership brings decades of experience in executive roles at fast growing scale businesses, combined with consulting and private equity backgrounds. This blend equips us to offer enterprise-level guidance tailored to the unique challenges and opportunities of the mid-market.

No. While financial structuring is part of our toolkit, we prioritize creating lasting value through data-driven strategy, disciplined execution, and operational partnership. We believe great companies are built on real performance, not leverage.

We take a long-term view, often developing relationships with management over years before investing. Once invested, we focus on realizing the investment thesis and driving sustainable growth and value creation, which often extends past 5 years.

Many of our investments are proprietary, arising from long-term relationships and deep industry knowledge. We actively seek companies where we see alignment on strategy and value creation potential, often engaging in discussions well before formal transactions. We also rely on our long standing and valued partnerships with leading investment banks, accounting firms, past partners, and other referral sources.

We remain actively engaged as board members and strategic advisors. We collaborate closely with management on key value drivers, including strategic planning, capital allocation, operational improvements, and exit strategy, always aiming to maximize long-term success. At a minimum, we are engaged with our executive teams on a monthly basis, where we review financial performance and discuss strategies to continue fuelling business performance, both organically and via M&A. Many CEOs within our portfolio companies engage with us on a weekly basis, as our backgrounds and experience can offer them a unique perspective on the opportunities and challenges they may be faced with.