Is Your Business Ready To Transition with Petwin Private Equity?
One of the first questions we are often asked at Petwin Private Equity is what we look for when making investments. While the answer could easily be “it depends” the fact is that we do have a set of characteristics across both operating, financial, and industry categories that guide us when looking at a business.
At Petwin Private Equity, we tend to look at a few fundamental characteristics of a business including:
We don’t use a formula or a scorecard to rank and assess these businesses, but rather use this to take a holistic view- is this an investment that would make sense for us, and would also make sense for the business owner?
We strive to find win-win situations, where the business owner can confidently transition their business, and where we can help add value and preserve the legacy of the business.
While the criteria we’ve noted here guides us, by no means are they absolute, hard and fast requirements. At Petwin Private Equity, we are always happy to talk to business owners and advisors, even if their business may not be a perfect match with our criteria. To find out more or discuss further, please fill out the contact form below, or call us at 1-403-269-9797.
Currently, we do not invest into early stage businesses, or those focused on resource extraction.
We focus on Western Canada and the Western US. That said, we are always open to expanding our network and geographic reach.
Petwin Bancorp Inc., is a family-owned, diversified real estate company, with operations in Calgary, Edmonton, Phoenix, Las Vegas, and Hawaii. Petwin Private Equity is the investment arm of PBI, and we are seeking opportunities to invest in innovative and exciting businesses owned by entrepreneurial-minded leaders throughout Canada and the US. Connect with Petwin PE, and let’s explore the possibilities with your business. Call us at 1-403-269-9797 today.
