Investment Criteria

At Canopy, we seek to acquire and operate businesses with strong foundations and growth potential. Our goal is to help fellow entrepreneurs transition ownership while preserving their legacy and ensuring the well-being of their employees.

We target companies whose owners are ready to retire, have outgrown their business, or are otherwise prepared for a change in leadership. We focus on opportunities that align with long-term operational success and strategic growth.

Financial Attributes

  • Revenue: $2 to $20 million
  • Positive cash flow with three or more years of profitability
  • EBITDA: $1 million or more
  • EBITDA margins: 15% or higher

Industry/Company Characteristics

  • Operates within a fragmented, large, and growing industry
  • Strong potential for organic growth or industry consolidation
  • Preference for companies with significant recurring revenue
  • Diverse customer base with high retention rates
  • Clear value proposition and distinct competitive advantage

Management Profile

  • Owner seeking liquidity and transition of ownership
  • Willingness to assist during the transition period
  • Strong middle management team eager to remain with the company
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