50% of small business owners would prefer to keep running their business if they had the right support, resources, & succession plan.

We are seeking to partner with the 50%

Building Region-Based Scale-ups Not Roll-ups  

Rather than pursuing a national roll-up, we’re building region-based scale-ups made up of complementary, locally rooted companies

Vs

Key Components of Each Regional Portfolio

  • Businesses remain under the leadership of their existing management teams, supported by local operators with firsthand experience.

  • We maintain the original name, culture, and core values of each business to protect its legacy and customer trust.

  • Companies operate independently but benefit from shared services, operational synergies, and a unified back-office system.

  • Owners have access to profit-sharing opportunities, generating recurring distributions from the portfolio’s performance.

  • We focus on non-discretionary, essential services that are vital to the local economy—and strategically complementary to each other.

  • We're unburdened by traditional fund timelines and invest with the goal of keeping businesses thriving for decades, not years.

  • Our portfolios create cross-selling opportunities, unlock efficiencies, and generate scalable growth through local collaboration.

  • We layer in next-generation technology, marketing, and infrastructure to keep each business competitive and attract the next generation of customers.

We Are Removing Operational Burdens So Owners Can Focus on What They Do Best: Connecting With Their Customers

Each portfolio benefits from unified systems to streamline accounting, legal, and administrative functions, as well as future-proofing tools: providing access to next-generation technology and marketing solutions to ensure businesses remain competitive, adaptable, and connected to the next generation of customers.

Marketing & Advertising

Next-generation technology, marketing, and infrastructure to keep them competitive and connected to the next generation of customers 

Finance

Invoicing

Bookkeeping

Purchasing 

Payroll

Taxes

Reporting

Local Operational Support

Dedicated local operators who have built and run like-minded businesses at their disposal  

Legal 

Unified system for contracts, compliance, insurance, and liability 

The Network Effect Inside the Legacy Ecosystem

Bringing together essential, locally rooted companies under one hyper-local portfolio creates opportunities for growth, shared resources, cross-selling, and long-term stability for businesses and their communities

  • Cross-Selling

  • Human Capital

  • Diversified Risk

  • Market Leadership

  • Cost Synergies

  • Group Buying

  • Skilled Labour

  • Regulatory Tailwinds

Businesses We Like