Our Approach

We search for opportunities to acquire and invest in high-quality businesses that exist where others aren’t looking. From there, we take an active role in each business we work with - investing our time, energy, and capital to contribute to its continued success.​

Fundamentals we look for in a business

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 relationships.

MISSION-DRIVEN TEAM

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

Competitive Differentiation

​We value the things that make a company special. We look for businesses with established or 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 profitability, sustained by strong unit economics. Our team specializes in transitioning businesses from growth-at-all-costs to enduring profitability.​

Transaction profiles we typically look at (* Opportunistic)

01

Founder Succession

​You’ve built a high-quality business, alongside a dedicated team, providing a product or service that creates lasting value for your customers. As you prepare for your next chapter, we work with you to design a succession plan that fits with your professional and personal priorities.​

02

* Corporate Carve-Out

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

03

* Venture Capital Exit

​Your company has gained traction with profitable unit economics. Ambitious venture targets or valuations leave you with little equity value. We work with you to structure a transaction to recapitalize the business, providing liquidity to investors and fair recognition for the valuable business you’ve built.​

Investment Criteria

Geography

  • Canada
  • United States

Industries of Interest

  • Tech-enabled services​
  • Software-as-a-service​
  • Data and analytics​
  • Fintech​
  • Business services

FINANCIAL

  • $500K - $5M EBITDA or
  • $2M - $50M Revenue

What we bring to the table

EXECUTION EXPERIENCE

As buyers, sellers, and advisors, we’ve sat on all sides of the table throughout the acquisition process and understand what it takes to facilitate a smooth transition for your business.​

Non-Zero-Sum Structures

As friendly partners, we approach opportunities with a win-win mindset, working with owners to design a transaction that aligns with their evolving priorities.​​

Hands-On Operators

As energetic entrepreneurs, we roll up our sleeves, offering day-to-day leadership and operational support tailored to the unique needs of each business we work with.​

VALUE CREATION​ AND PRESERVATION

As aligned owners, we provide dedicated resources to help build enduringly profitable businesses while preserving what makes your company special.​

If you have a company that could be a fit for Earl&, are interested in working with us, or would like to learn more, please reach out to us.

We’d love to hear from you.​