Family Offices

Direct Investment Strategy and Approach

TrailWise Capital: Your trusted M&A advisory firm whether in Edmonton, Alberta and or across Western Canada. We provide divestiture, acquisition, and financing services for lower middle-market businesses. Learn about our expertise and approach.

TrailWise works with Family Offices to build diversified portfolios of high quality lower middle market investments through:

  • Partnering industry experienced executives, with family offices and high net worth investors who understand the importance of flexible and patient capital.
  • Investing on a deal by deal basis to create diversification, flexibility and a greater degree of control/direct governance for investors.
  • Structuring investments on mutually beneficial basis to fit the needs of investors, management teams and the company.

TrailWise helps family offices and high net worth investors understand and access direct investment in lower middle market operating companies:

  • We originate opportunities and guide investors through the various sources of deal flow across a variety of industries (excluding real estate and resource development).
  • We filter and qualify opportunities based on overall investment strategy.
  • Finally, we lead investors and management teams through all aspects of due diligence and transaction execution.
TrailWise Capital: Your trusted M&A advisory firm whether in Edmonton, Alberta and or across Western Canada. We provide divestiture, acquisition, and financing services for lower middle-market businesses. Learn about our expertise and approach.

Investment Criteria

Investment Scenarios

Capital required for management buyouts, the facilitation of transactions in family owned or closely held businesses with management transitions, founder or corporate divestitures, add on strategic acquisitions for platform companies.

Horizon

Structured to realize each specific investment opportunity based on its ultimate horizon, whether that is 5 years to 15 years or longer.

Strong Management

We understand the value of a strong management team and are committed to partnering with founders and management for the long-term growth of the company.

Industry

Broad industry interest with a preference for business services, manufacturing, value add distribution, industrial services and select consumer products/services. We do not invest in real estate or resource development.

Cash Flows

Preferred history of strong operating cash flow or EBITDA in the range of $2 million to $10 million (and larger with co-investors).

Business Types

Characterized by capable management teams, sustainable competitive advantages, a focus on long-term growth and value creation opportunities.

Growth Equity and Late Stage Venture Capital

While TrailWise is generally focused on mature companies, we are open to opportunities for established and rapidly growing companies focused on technology applications and products within various industries.

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Preserve and grow your legacy. Explore our expertise in divestitures, acquisitions, and wealth transfer strategies.

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