Investment Strategy

Event-Driven Growth

We partner with owners of fundamentally sound companies experiencing event-driven growth. In dealing with growth, management often faces increasingly more difficult strategic, financial and operational challenges. We understand these challenges, and we have developed strategies to successfully address and overcome them.

Event-driven opportunities include:

  • Rapid organic growth

  • Mergers and acquisitions

  • Consolidation opportunities

  • Management/leveraged buyouts

  • Spin-offs

  • Going private transactions

  • Recapitalizations

  • Succession

Industry Focus

As a generalist firm, we bring a broad perspective drawing from our experience in a number of industries.

Industries outside of our investment criteria include biotech, real estate and mining.

Investment Parameters

  • Strong management

  • Trailing revenue between $10 million and $200 million

  • Majority and minority equity investments

  • Companies headquartered in Canada and the northern United States

  • Private or public

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