Realigned Ownership
for Great Businesses

 We partner with businesses that are ready to forge a new path forward: 
one that unlocks lasting value while preserving what makes your company special.

About Us

Earl& is an entrepreneurial investment firm looking to acquire and invest in small to medium sized businesses with no predetermined investment horizon.

Our firm was founded with the belief that there is an unmet need for bespoke ownership solutions for businesses overlooked by traditional investors due to size or circumstance.

OUR APPROACH

We search for opportunities to acquire or invest in businesses with strong fundamentals that exist where others aren't looking.

Here's what we look for

CUSTOMER-CENTRIC PRODUCT OR SERVICE

We like businesses that solve meaningful problems for their customers. Our focus is on companies with proven product-market fit, demonstrated through strong retention and expanding customer relationships.

MISSION-DRIVEN TEAM

We believe people are a business's most valuable asset. We want to work with teams who have conviction in their company's mission and possess the technical expertise and entrepreneurial drive to make it happen.

Competitive Differentiation

We value what makes a company special. We look for businesses with emerging competitive advantages, supported by a differentiated offering with defensible market positioning.

PROFIT-ABLE

We seek out companies that are profitable or have a clear path to doing so, supported by strong unit economics. Our team specializes in helping businesses transition from growth-at-all-costs to enduringly profitable business models.

Here's where we look

01

Venture Recapitalization

Your company has generated traction with profitable unit economics. Ambitious venture targets or valuations leave you with little equity value while investors seek an exit. We will structure a recapitalization, providing an exit to investors and fair recognition for the valuable business you’ve built.

02

Corporate Carve-Out

You oversee a non-core business unit that consumes your time, focus, and capital. We carve-out non-core subsidiaries into standalone businesses to free up your most valuable resources, which can be redeployed into the core business to create incremental value.

03

Founder Succession

You’ve built something special alongside a dedicated team, creating lasting value for your customers. As you plan for the next chapter, we work with you to design a succession plan that fits with your personal and professional priorities.

Investment Criteria

Structure

  • Buyouts
  • Recapitalizations

Focus Areas

  • Software-as-a-Service
  • Data and Analytics
  • FinTech
  • B2B Marketplaces
  • Tech-Enabled Services

Geography

  • Canada
  • United States

We pursue opportunities where we can contribute to the continued success of the business.

Here's how we help

01

Engagement

From minority recapitalizations to buyouts, we invest our time, energy, and capital into great businesses. As friendly partners, we approach every opportunity with a win-win mindset, prioritizing the interests of all stakeholders to create non-zero-sum outcomes.

02

Execution

We’re not afraid to get our hands dirty and do the work necessary to help our businesses during transformational periods. Whether its in a board seat or an operational role, we offer leadership and hands-on support tailored to the needs of each business we work with.

03

Value Creation

Our experience in strategic, operational, and financial advisory enables us to help businesses unlock lasting value. From there, we provide dedicated resources to build enduringly profitable businesses while preserving what makes your company special.

Interested in working with us or want to learn more?

Reach out to us - we’d love to hear from you.