Investors

$2T in Opportunity

800,000 businesses will change hands in 10 years. We are built to buy and scale the best of them. Canadian business owners have underinvested in labour productivity for 40 years.

800,000businesses expected to change hands in 10 years
$35M+new EBITDA created by our operators
40%+CAGR across four businesses we have operated
Turning 20% to 30%+ margins

Operational excellence, measured in margin.

An illustrative view: slide the revenue to see what a 10-point margin improvement means for EBITDA.

20%
Typical today
30%+
With Operators Fund playbooks
EBITDA at 20% margin
$8.0M
EBITDA at 30% margin
$12.0M
Additional EBITDA per year
+$4.0M

Illustrative only. Not a forecast, a projection, or an offer to sell securities.

The model

Four forces. One flywheel.

Compounding value Talent Deals Capital Playbooks

What we do

Acquire great businesses. Transform them through AI, robotics, and operational excellence. Compound value through disciplined growth and strategic roll-ups.

Who we are

Operators who have built, scaled, and created real enterprise value, not financial engineers relying on spreadsheets alone.

The Physical Economy

The businesses that build, maintain, and move Canada.

We invest in industrials, B2B services, and logistics. Supported by long-term investment in infrastructure, industry, and defence, we create value through operational excellence, technology adoption, and disciplined execution.

Industrials
B2B Services
Logistics

Interested in partnering with us?

Reach out and we will share more about our approach and pipeline.

Get in touch →