Investment Guidelines

Investment Size: $0.50 Million - $25Million

Revenue: > $3 Million

EBITDA: > $0.50 Million and above

Equities

● Common Equity

● Preferred Equity

● Debts / Warrants

● Secured Debts

● Credits

Company Types:

● Experienced Management Team: Demonstrated historical Success

● Identified Growth Opportunity: Organic, Geographic Expansion, Product Development

● Attractive Expanding Margins

Strong Management: While we work with exiting owner-operators to transition themselves out of the day-to-day operations, we look for a strong second tier of managers that can operate the businesses and benefit from exposure to a new professional CEO.

Process Excellence: Businesses that are profitable and operate well but could benefit from a professionalization of the management team and improvement of operational processes.

Geographies: Canada and Western USA

Target Industry:

● Healthcare

● Financial Services

● Consumer & Retail

● E-commerce

● Technology

● Real Estate

● Internet & Digital Media

● Manufacturing

● Education Services

● Technical Services

● Warehousing & Distribution

● Construction Management

Engagement Strategy

● Organic Growth

● Mergers & Acquisition

● Recapitalization

● Management Buyouts

● Corporate Divestitures