With a direct focus on owner / operators in the lower-mid-market private companies throughout North America, We have actively invested our own capital and applied our operating knowledge to a diverse portfolio of companies – helping organizations fully realize their value and succession strategy.
Through our extensive experience, market intelligence and due diligence, we work closely with owners / Operators and management to develop a strong strategic vision for today and the long-term. A vision that aligns with owner and company values and will effectively sustain organizations through fluctuating market conditions while further positioning them for long-term success.
Alignment of interests and goals with management and ownership is essential to the successful growth, prosperity and succession of a business. Together, we will review operations and establish clear objectives to improve financial performance, drive greater efficiencies, create and detailed transition plan and enhance overall positioning in competitive markets.
As a long-term, value-added partner, we take this commitment very seriously – meaning collaboration is essential and every voice is always heard. Through the provision of strategic and operational support, relationships and capital to fund growth initiatives our investment in a company is an investment in true partnerships.
Through our extensive experience, we know when people are counting on their real-estate portfolio to help them achieve their financial goals during their transition. Our real-estate portfolio allows owners to achieve these goals and limit their risk for the future.
We invest in lower-mid-market private companies throughout Canada and US.