Opportunity Fund

We are investing dedicated capital resources and are able to provide business owners with a flexible transaction. We deploy capital with a long-term investment horizon and place tremendous value on the growth potential of the core management team.

Typical Investment

• $2 – $10 million (we have capacity for larger investments where neccesary).
• Combination of Debt and Equity.
• Minority or joint-control transactions preferred.
• Capital deployed with a long-term/permanent mindset.

Situation

• Outstanding management teams requiring financial support and ongoing mentorship to build industry leading companies.

• Business owners seeking to reduce their daily operating role and exit with an identified successor already in place.

• Private Equity funds or large corporations looking to carve out non-core or under-performing divisions in a simple flexible transaction.

Business Criteria

• Culture of honesty and integrity.

• Outstanding management team with demonstrated passion, determination and vision to build an industry leading company.

• Basic infrastructure in place to scale the business with opportunity for operational improvements.

• Stable employee group with ongoing opportunities for personal growth.

• Diverse customer base with predictable and recurring revenue.

• High growth potential in the USA.

• Preference for traditional businesses.

Financial Guideline

• Balance Sheet requiring “growth equity” to support next stages of expansion.

• $500k – $3 million of annual EBITDA.

• Continuous historical profitability.