“The person that turns over the most rocks wins the game.”
Follis Private Investments.
An opportunistic private markets strategy to invest in value oriented companies with unconventional thinking.
Our Strategy.
Partner with Canadian-based management teams to buy, improve and build small-to-medium companies across enduring sectors.
Heritage
Entrepreneurial mindset coupled with investment flexibility and long-term value creation.
Partnership
Integrity and reputation are foundational to building lasting relationships with founders and management teams.
Expertise
Experienced team with product and sector expertise supported by a strong advisory board on industry veterans.
Search Access
Strong network and relationships across senior capital markets participants.
Investment Criteria.
Sectors
Business services
Commercial services
Home services
Light-manufacturing
Special situations (turnarounds)
Qualitative Factors
Low capex requirement
Limited customer concentration
Opportunity for organic sales and marketing growth
Inefficient capital structure
Quantitative Parameters
<$2 million of EBITDA
~70% LTV
Visibility to stable, recurring cash flow
Our Process.
Day 1: Introduction Call
We are eager to hear your story, especially as it relates to your journey with building your business.
Day 2: Information Share
Let us get under the hood and analyze your business drivers, focusing on long-term value creation and strategies for a value-oriented investment.
Day 3: Letter of Intent
Based on our preliminary analysis, we will provide a non-binding letter of intent to formalize the key terms of the transaction, focusing on long-term value creation.
Day 4: Due Diligence
Understanding the complexity of your business usually takes us 30-60 days. We move quickly, but we care about sustaining what you built.
Day 60: Sign & Close The Transaction
Once we sign the deal, we dive into our work, focusing on how we can drive long-term value creation and scale your business to the next level.
Portfolio.
Private Investments