Investment Criteria
Flexible capital for ownership transition and growth.
Company size
Direct investments in operating companies with revenues of more than $10M and 40% operating margins.
Transaction Size
We seek to invest $10 to $50 million per transaction. We look for businesses with 30%+ EBITDA margins.
Situations
Ownership transitions, MBO/MBIs, M&A, growth capital and selective restructuring opportunities.
Portfolio
Seek 10 or fewer investments, so our principals can be active board members and advisors.
Real Estate
SouthPac looks to help businesses acquire real estate for operations or renovate existing buildings owned by the business.
Business type
Consumer services, multi-location operating businesses, and financial, technology and real estate services.
Geography
Seek investments in BC, Alberta, and Washington State.
We see a growing need for flexible capital to fund ownership transfer and company expansion. We bring specific expertise in real estate development, franchising and M&A. In special situations, we look at recreational properties operating as a business.