Partnership criteria
Systemic Thinking. Award-Winning design. Long-term partnership
FOUNDER -LED BUSINESS
Families navigate succession, acquisition, merger, or transition.
LOCATION MATTERS
We have a strong team located in Canada and México. If the opportunity is viable, we partner with Spanish-speaking countries and the United States.
CASH FLOW POSITIVE
We prioritize businesses with consistent, sustainable free cash flow generation in the lower-middle market generating $3–20 million of EBITDA.
FRAGMENTED OPPORTUNITY
Our best work is within fragmented industries with consolidation potential and demographically backed demand for offerings.
BIAS FOR ACTION
Speed matters in business. Many decisions and actions are reversible and do not need extensive study. We value calculated risk-taking.
COMMITTED TO EXCELLENCE
Experience is valuable, as it is commitment to operational excellence and long-term growth.