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Legacy Focused

Family Office Acquiring
Small Businesses.

We partner with owners for the long term bringing capital, operational expertise, and a commitment to preserving what you've built.

Our Services

Click on our services below to learn more about how we acquire businesses, connect owners with our network, and facilitate real estate deals.

Acquisitions

We acquire established small to mid-sized businesses in the $1-5M EBITDA range across fragmented, recession-resistant sectors.

Advisory & Partnership

We connect sellers with buyers and help operators modernize through AI—as acquirer, connector, or partner.

Real Estate

We broker commercial deals across Canada and invest in value-add industrial in the Southeast U.S.

Proven Track Record

Our numbers speak to our commitment to excellence and value creation

2

Active Investments

100%

Principal-Owned Capital

90

Days LOI to Close

60+

Years of Experience

About Us

We are a family office acquiring small to mid-sized businesses in the $1-5M EBITDA range. Our principals have built, operated, and exited businesses — we're not financial tourists, we're operators.

We believe the lower middle market remains underserved. Most sellers are stuck between "too small for PE" and "too big for individual buyers." We fill that gap with patient capital, operational expertise, and deal structures that actually work.

Strategic Approach

Our capital comes without fund deadlines. We hold businesses indefinitely, which means we're not optimizing for a 3-year flip — we're building for the long term.

We move fast when we see the right opportunity. Two decision-makers. No committees. No six-month diligence marathons. If we're a fit, you'll know quickly.

Our Partnership Process

A proven methodology that honors your legacy while unlocking future potential

01

Discovery & Analysis

We conduct thorough due diligence to understand your business, culture, and goals for the future.

02

Proposal & Structuring

Our team crafts a customized proposal that aligns with your objectives and preserves your legacy.

03

Partnership & Integration

We work closely with your team to ensure a smooth transition while maintaining operational excellence.

04

Growth & Value Creation

Together, we implement strategic initiatives to drive sustainable growth and maximize value.

Investment Criteria

Conserve|
Protect|
Return
01

Target Platform

$1-5M EBITDA in fragmented, recession-resistant sectors.

02

Company Characteristics

Established businesses with proven track records.

03

Seller Profile

Legacy-focused founders willing to transition.

04

Deal Economics

Creative financing structures that work.

Partner

Ready to explore opportunities? Let's discuss.