Calistix Capital looks to acquire and actively manage small to medium-sized businesses in Canada or the U.S. Although we have the ability to invest in any industry or geographic region, we are primarily focused on opportunities with the following characteristics:
Business
- Sustainable competitive advantage
- Recurring revenue model
- Asset and working capital light
- Opportunities for future growth
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Industry
- Growing and sizeable market
- Limited cyclical exposure
- Barriers to entry
- Stable industry with low exogenous event risk (e.g., new technology, regulatory change, environmental liabilities, etc.)
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Financial
- Annual revenue of at least $3 million and up to $100 million
- Annual cash flow of at least $1 million and up to $10 million
- Operating margins of at least 10%
- History of stable revenue growth
- 3+ years of continuous historical profitability
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Situation
- Owners seeking a full or partial sale of their business along with a reduction in their day-to-day management responsibilities
- Owners looking to divest a non-core division of their business
- Owners looking to add extensive managerial and governance capabilities through a dedicated operating partner and an experienced board of directors
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Calistix Capital will pay a competitive referral fee to any intermediary that introduces us to a successful transaction. If you have an opportunity that meets the above criteria, please contact us.
