Investment Strategy

EdgeStone seeks to invest in businesses with the following attributes:

• Existing businesses with an EBITDA range of $10 - $50 million and EV range of $50 - $250 million
• Start-ups by experienced management teams in established industries
• Light manufacturing business and consumer and financial services with a Canadian focus
• Equity and equity-like investments with flexibility in structuring
• Majority ownership/control positions and active board involvement
• Attractive business fundamentals with a high return on capital and strategic and/or organic growth opportunities
• Management buy-in or buy-out, acquisition and roll-up strategy, recapitalization, growth capital, divestiture of non-core business and succession planning
• Prefer long-term hold periods