Investment Criteria
Situation
Ownership Transition
Owner seeking to exit business completely due to retirement, succession planning, or other life change
Liquidity Event
Owner seeking to take a reduced role, take some chips off the table, or give up a controlling stake in the business
Corporate Divestiture
Corporate owner seeking to divest BC-based operations or division
Legacy
Owner seeking to ensure a long-term legacy of the business that they have built
Business Criteria
Revenue
Consistent revenues ranging between $5M - $50M
Cash Flow
Strong cash flow between $1M - $5M
Stable Profitability
Continuous profitability over the past 3+ years with operating margins over 10%
Loyal Customers
Strong customer base with high retention levels, possibly supported by long-term contracts