Overview

Calistix Capital is a privately-held, entrepreneurial investment firm looking to acquire and actively manage small to medium-sized businesses in Canada or the U.S. We are focused on opportunities where owners are seeking a full or partial sale of their business along with a reduction in their day-to-day management responsibilities.
Upon completing an acquisition, Calistix will take an active management role in the operations of the business with a focus on driving long-term sustainable growth. Through consistent collaboration with owners along the process, we will ensure the continued success of the business and maintain continuity for employees and customers. We are long-term investors who believe lasting success is rooted in integrity, dedication and teamwork.
Given our unique investment mandate and dedicated investor base, Calistix is able to offer business owners more flexibility than traditional exit options when it comes to structuring the transaction. We understand that the decision to sell a business comes with many considerations and that is why we work alongside owners to find a solution that meets both their personal and professional needs.
Calistix, along with its financial backers and advisors, form an experienced group of operators, entrepreneurs and investors who are focused on adding value throughout the transaction process and in the long-term management of the business.


Why Partner With Calistix Capital

When dealing with Calistix Capital, business owners can expect the following benefits:

  • Integrity – we are committed to transparency and integrity in all of our interactions, business and personal

  • Dedication – our goal is to acquire a single great company and we plan to dedicate all of our time, experience, and network to grow that business over the long-term

  • Flexibility – we offer flexibility throughout the process and will work alongside you to find a transaction structure and operating role that meets your personal and professional needs

  • Focus – we are long-term investors who are focused on driving sustainable revenue growth and operational improvements across the organization

  • Continuity – we value your legacy and will transition the business in a way that minimizes disruption while maintaining continuity for employees and customers

  • Experience Calistix and its advisors form a diverse team that offers a multitude of managerial and investing experience across a wide-range of industries and geographies


An Alternative Approach

Calistix offers owners a compelling alternative to traditional exit opportunities:

Private Equity Strategic Buyer
Approach to Value Creation
  • Learn the business and its culture through direct involvement with day-to-day operations
  • Focus on long-term sustainable growth
  • Mandate is to maximize returns while taking on minimal risk which is often achieved through financial engineering and cost cutting
  • Need to show investors acquisition is accretive in nature
  • Immediate focus on achieving identified synergies and cutting costs
Investment Horizon
  • Long-term, no predetermined timeline
  • Typically 3-5 years
  • Varies
Deal Terms
  • Flexible – we will structure the deal in a way that meets your personal and professional needs
  • Firm terms based on precedents with little to no room for negotiation
  • Structured in favour of the purchasing corporation
Source of Capital
  • Diverse group of proven business leaders including operators, entrepreneurs and investors
  • Large institutional investors whose approval is not required prior to acquisition and are not incentivized to understand your business
  • Limited based on the current financial constraints of the purchasing corporation
 Commitment
  • We will take leadership roles within your organization and dedicate meaningful time into learning and growing your company
  • One of many investments within a fund
  • Strategic decisions dictated by the structure, timeline and aggregate performance of the fund
  • Likely to be one of many business units or divisions
  • The success and growth of your business is secondary to that of the acquirer