Succession Fund

At The Succession Fund, we understand the importance of building strong partnerships in the private company investing space. With over 25 years of experience in private company transactions, we have developed a unique approach to partnering with owner-managers of small and medium-sized businesses. Our goal is to provide liquidity for shareholders who want to take "chips off the table" and build value in their businesses.

Our Approach

We believe that partnership is key to building great businesses. That's why we focus on alignment and collaboration with our owner-manager partners. Our Alignment Agreement and Stepped Process are designed to create value throughout the investment, ensuring that all parties are working towards a common goal. We take the time to understand the needs and objectives of our partners, and develop a customized approach that meets their unique requirements.

Our Investment Criteria

We invest in a variety of businesses across different industries, with a focus on small and medium-sized enterprises with values ranging from $5M to $25M and sales between $10M to $50M. We look for businesses that are profitable, have been operating for at least three years, and have a strong management team in place. Our investment criteria are straightforward, and we only purchase shares that are priced and available for sale.

How We Can Help

Are you tired of dealing with shareholders who are not aligned with your vision? Do you want to take chips off the table and build value in your business? We can help. Our experienced team has a proven track record of buying out legacy shareholders and working with owner-managers to build, grow, and sell businesses. We can help you refine your strategy, build your team, and grow your business. And when the time is right, we can help you sell your business for a winning return.

Case Studies

We have had the privilege of working with some amazing companies over the years. One of our notable case studies is Insception Lifebank, where we worked closely with the management team to develop and support their strategic plan. The sale process resulted in meaningful returns for all stakeholders involved. We also worked with Celtrade Canada, where we helped the owner-manager build and sell the business for a significant return.

Why Us

At The Succession Fund, we are committed to building strong partnerships with our owner-manager partners. We believe that partnership is more important than ownership, and we work hard to ensure that our partners are aligned with our goals and objectives. We have a proven track record of success, and we are dedicated to helping our partners build and sell their businesses for a winning return.

Our Partners

We are proud to partner with some of the most talented and dedicated owner-managers in the industry. Our partners are the driving force behind our success, and we are committed to helping them achieve their goals and objectives. Together, we can build great businesses that create value for all stakeholders involved.