Investment Strategy

Our investment strategy is focused on significant minority investments in preferred equity securities of North American small and mid-capitalization businesses. We do not seek a control position, any change of ownership or management. Our approach is centered on investing in businesses that have strong growth potential, while seeking to minimize risk through significant minority preferred equity.

Investment Criteria

We invest in businesses that operate in the following sectors:

  • Consumer Products and Services
  • B2B Services
  • Manufacturing
  • Added-Value Distribution

Our investment focus is on North America, where we believe there are ample opportunities for growth and value creation.

We seek to invest in businesses with an EBITDA of between $2 million and $20 million. This ensures that our portfolio companies have a solid foundation and a proven track record of profitability.

Investment Philosophy 

Our approach is grounded in in-depth analysis and due diligence, as we seek to identify businesses that have a competitive advantage and a strong growth trajectory. We believe that by carefully evaluating each investment opportunity, we can identify businesses that have a competitive advantage and a strong growth trajectory.

We believe that we offer our investors a unique opportunity to generate consistent returns while minimizing risk, and we offer entrepreneurs reaching their short-term and long-term goals. 

 

 
 

Benefits to Companies

1. Providing liquidity to shareholders without change of control

The investment structure we propose, provides a way for shareholders to monetize their investments without giving up control of the company. This can be particularly beneficial for shareholders who want to cash out some of their investment while still retaining an ownership stake in the company.

2. Additional capital to fund growth and expansion plans

We can provide companies with the additional capital they need to fund their growth and expansion plans. Unlike traditional debt financing, preferred equity investments can offer greater flexibility in terms of repayment terms and can be structured to align with the company’s long-term goals.

3. A great alternative to debt financing

In a time of credit tightening and high interest rates, the investment structure we propose can be a great alternative to debt financing.