A tailored succession solution for your business
We are an investment firm focused on legacy and long-term growth.
The Cambria Group is led by Lew Davies, René Lajous, and Natalie Cryer.
The Cambria Group is a private equity firm which acquires and invests in small and mid-sized businesses across a wide range of industries and geographies. Since its founding, Cambria has invested in over 100 businesses. It seeks sound businesses with established operating histories, rather than startups and turnarounds. Cambria has earned a reputation for thoughtful analysis and assessment, fair dealing, candor, and, above all, integrity.
Its principals bring a blend of operating and finance experience and work closely in each situation with entrepreneurial management both to build the enterprises they run and to increase the value of those businesses.
Sage Capital is led by Jon Piurko and Glen Silvestri.
Sage is a Toronto based private investment fund that counts BMO Capital Partners and Mattamy Asset Management as investors.
Prior to co-founding Sage Capital with Glen, Jon held a variety of senior level positions in the legal industry, capital markets and the investment and finance industry. He started his career as a lawyer at Blake, Cassels & Graydon LLP in Toronto where his practice focused on M&A. He then moved on to Northwater Capital Management Inc., where he spent 14 years as Managing Director of the firm’s private equity and venture capital investment funds. Jon then founded and launched Monarch Bridge Financial Inc., a capital markets advisory business, in 2017 focused on succession planning and advising retiring business owners in respect of their capital raising options and succession plans. Glen held a number of senior positions in capital markets and in the investment and finance industry prior to Sage. He is a CA and started his career at Price water house before moving into private equity at Ontario Teachers’ Pension Plan.
Glen was with OTPP for 13 years and was head of TMT as well as Chair of the Investment Committee for private capital investments. He left OTPP and joined Imperial Capital Partners as Head of Business and Consumer Services, where he was involved in a number of small and mid-market PE investments, some involving Search Fund exits.
Peterson Partners was founded by Joel Peterson, a teacher of entrepreneurs, a long-time backer of entrepreneurs, and an entrepreneur himself. After helping to build Trammell Crow Company into a multi-billion dollar enterprise, eventually as Managing Partner, Joel left to teach at the Stanford Graduate School of Business and founded Peterson Partners, with the mission of helping entrepreneurs achieve their dreams.
Peterson Partners is an independent investment management firm with assets under management across a variety of alternative asset classes. They seek to be a true value-add partner to the entrepreneurs they back and look for entrepreneurs who desire more than just capital from an investment partner.
For over 15 years, Peterson Partners has been partnering with exceptional entrepreneurs and has invested in over 200 companies, primarily in the US, but also Canada, Europe, Mexico, Brazil, and India.
Maven Equity Partners is led by Neal Jacobs.
Neal brings a passion for entrepreneurship, a significant investment track record and a deep background in finance to Maven Equity Partners. Prior to founding Maven Equity Partners, Neal was a partner and co-portfolio manager at two public market investment firms, Cambrian Capital and Bodri Capital Management. Neal started his career at Goldman Sachs as a financial analyst and also held a number of operating roles at Jamcracker, Inc.
He holds a BA from Duke University and an MBA from Stanford Business School.
Trevor Lwin and Bruce Moszcelt acquired T-Base Communications, now renamed Allyant, in 2014. Over 6 years, Trevor and Bruce successfully grew T-Base from 30 to 350 employees, expanded from Canada into the US, Serbia, Australia, and Egypt, and established the company as North America’s leading full-service provider of accessible communications and document transformation solutions.
Trevor and Bruce then founded Blue Frame Capital Partners to invest equity capital alongside talented operating partners in unique, high potential mid-market companies. They leverage their own experiences with advice, support, and encouragement in an effort to drive operating partner success.
Trevor holds an MBA from the University of Chicago Booth School of Business, and was a CFA charter-holder from 2003 to 2013. Bruce has extensive experience in investing banking within the SMB space, were he was a managing director with the BMO mid market group. Bruce graduated from Ivey Business School at Western University.
Endurance Search Partners is led by Richard Augustyn, Larry Dunn, and Tiffany Clay.
Rich is a business builder who has founded, scaled and continues to manage Extensis Group and NIP Group, two market leading business services and insurance companies. Through Endurance Search Partners he has enjoyed partnering with over 100 exceptional search fund entrepreneurs, helping them find, buy and build great companies over the long term.
Rich is a current board member of Automotive Business Solutions, Briscoe Protective and FIMC and a former board member of Housing Wire, KGHP, Midwest Supplies, PEC Safety, Sage Data Systems and Windley Ely.
Larry is an accomplished financial professional with over 30 years of diverse operational and investing experience. He has generated substantial value in high growth environments by delivering solutions in a wide array of areas, including organizational strategy, capital management, process improvement, cost containment and financial reporting. In addition to his role at Endurance, Larry is the CFO of NIP Group and partners with Rich in its day to day operations. Prior to joining NIP Group, he was Managing Director at Ally Financial and a Director of M&A and Divisional CFO at AIG. He began his career with KPMG.
Larry, similar to Rich, enjoys working closely with searchers at every stage of their quest to acquire one great company and supporting their goals to build that company while becoming a highly successful CEO. He is committed to lend his expertise to, and generously collaborates with, all members of the search fund community.
Larry serves on the Board of Botanical Designs, Housing Wire, ABS Warranty, Briscoe Protective, and Lorman Education Services.
Tiffany has spent her career as a middle market and growth equity private equity investor working alongside driven leaders and management teams to build great companies. Prior to joining Endurance, Tiffany was an investor with the global private equity firms TPG Capital and L Catterton where she helped lead a number of buyout and growth equity investments as well as served on the Board of several operating companies. She started her career as a consultant with McKinsey & Co. where she served public and private sector clients throughout North America and the Middle East. Tiffany received her M.B.A. from Harvard Business School where she graduated with high distinction as a George F. Baker Scholar. She received a B.A. from Yale University where she graduated summa cum laude and was elected to Phi Beta Kappa.
Tiffany serves on the Boards of SafeLogic and Lorman Education Services. She is a former board member of Anuvia, Hanna Andersson, ReGen Holdings, Uncle Julio’s Mexican Restaurants, and the World Resources Institute, and past term member at the Council on Foreign Relations.
Like the rest of the Endurance team, Tiffany has a passion for the excitement and challenges of acquiring, operating and growing businesses, particularly in working with early career, talented, excellence-oriented operators and their investors.
Steve and Rameez launched Highland Creek Partners in 2013 and acquired dESCO, now renamed FieldEdge, a vertically focused SaaS company. As Co-CEOs, they grew FieldEdge more than 5x under their leadership. In 2018, they each received an Ernst and Young Entrepreneur of the Year award. Steve and Rameez went on to found AutoLeap, a provider of software to the automotive service industry.
Steve is also a Lecturer in Management at the University of Toronto and was a Partner at Whitecap Venture Partners, a venture capital firm focused on early stage investing. Steve spent his early career at CPPIB where he completed $11B in direct private equity transactions and at TD Securities in investment banking. He graduated with a Bachelors in Business Administration with High Distinction from the University of Toronto and earned a Masters in Business Administration from the Wharton Business School.
Rameez is a Director at Synergy Corporation, a family owned business focused on the energy sector in South Asia. Rameez is also a Lecturer in the Finance Department at the University of Toronto. Rameez spent his early career at the Boston Consulting Group where he provided corporate strategy and operational guidance to Fortune 500 clients. He graduated with a Bachelors in Business Administration with High Distinction from the University of Toronto and earned a Masters in Business Administration from the Graduate School of Business at Stanford.
David Berkal is the CEO of Banyan Software. David is an entrepreneur with experience in operations, M&A, strategy, sales and marketing. His passion for technology and working with small business owners led him to start Banyan Software. After leading growth efforts at VC-backed technology companies and working as a private equity investor, David was CEO at Medicat, the #1 patient health management system in the college market, serving over 4 million students. David is also the founder of Operation Groundswell, a social-enterprise in 12 countries with 50 employees. He holds an MBA from Stanford University and a BA from the University of Toronto.
Simon has been a passionate entrepreneur for almost 30 years. He launched the first search fund in the UK in 1992. In 1995, he acquired an orthotics and prosthetics business Rehabilitation Services Ltd, which he grew while serving as the CEO from £3.5m to £30m in sales over a 10-year period. Simon became the chairman of the industry association, representing the industry at the Government level. Simon remains entrepreneurial and he is committed to building businesses and currently has investments in, and serves as a director of, several companies. Simon is the chair of the IESE Search Fund Advisory Board, he teaches Entrepreneurship through Acquisition (ETA) at London Business School and Cambridge Judge Business School, and he holds an MBA from London Business School.
Rob Cherun and Sidney Sommer are entrepreneurs who currently run Stealth Monitoring (formerly UCIT), a video security business based in Toronto, Canada. Rob raised a search fund (Auxo Management) in 2010 to find a company to acquire and operate.
He found Sidney, who had founded UCIT and had grown it to an operation with 55 employees. Rob and his search fund partner, Erik, acquired most of UCIT and partnered with Sidney to continue to grow the business. The company now serves thousands of customers and has hundreds of employees in the field as well as offices in Toronto, Dallas, and Manila.
Mario is a Partner at Stikeman Elliott in both the Mergers and Acquisitions and the Private Equity and Venture Capital groups, and has extensively worked on numerous search funds. His practice focuses on business law, with an emphasis on acquisitions, dispositions, and reorganizations. Mario has extensive experience in working with private equity and venture capital firms, assisting them on a variety of acquisitions and dispositions.
He has worked on many Canadian private equity fund transactions for leading private equity firms, such as AEA Investors, Alpine Growth Partners, Arbor Investments, Auxo Management, Black Eagle Partners, Blue Point Capital, Centre Lane Partners, Clearview Capital, Harvest Partners, H.I.G. Capital, High Park Capital, Generation Partners, Goode Partners, Goldman Sachs Urban Investment Group, Greybrook Realty Partners, Imperial Capital Partners, Magnum Capital Partners, New Water Capital, Novacap Industries, Oakridge Capital, Sharp Capital, Sun Capital, Supply Chain Equity Partners, Turtle Holdings, Westview Capital Partners, White Wolf Capital and Wingate Partners.
We are an investment firm focused on legacy and long-term growth.
We are an investment firm focused on legacy and long-term growth.
Ability to take over day-to-day business operations
Decades of experience in acquiring and growing businesses
Proven investment strategy for business continuity
As a business owner, you have invested significant time, effort, and capital into your company, and you want to see it thrive. When it comes time to sell, you want a buyer who can build on the foundation that you've laid and take the business to new heights. Fairview Succession was founded to provide a solution for owners who want to exit or step back from their business without sacrificing value or the long-term success of their company.
We bring the necessary expertise, resources, and capital to ensure the continued growth of your business. We are committed to maintaining the culture and values that have made your business successful. We understand the importance of retaining key employees and customers, and we will work with you to ensure a smooth transition of ownership. Partnering with Fairview Success can ensure the continued success of your business under the stewardship of a proven and capable team. Contact us today and see how we can help you achieve a successful exit.
We offer a flexible and efficient exit plan for owner-operators. Whether you are looking to completely exit, transition over time, or reduce your day-to-day involvement, we’ll work with you to craft a plan that meets your goals.
We want to honour and grow your legacy over the long-term. We have no set investment horizon and intend to grow the business sustainably over time.
We are looking to acquire one outstanding business, not build a portfolio. Justin will relocate and manage daily operations as the company’s CEO, dedicating himself to the business.
You’ve poured in your time and energy to create something special. We will respect you, your employees, and your customers by building on your work and maintaining your legacy.
Mutual trust is critically important, and we will always communicate openly, honestly, and transparently. We hold ourselves to the highest ethical standards and expect the same of our partners.
We've designed our process to be as smooth and seamless as possible. Here's how it works:
We first determine if there is alignment between your goals, your business, and our investment criteria. This is followed by signing a non-disclosure agreement and sharing information about your business.
We will provide an offer for your business which outlines the purchase price, deal structure, and other key terms.
We will perform a detailed analysis of the business across commercial, financial, legal, and tax matters.
Legal documents are executed, funds are transferred, and the real work begins.
We seek to acquire a service-based business with a unique competitive advantage in Canada or the US. We’re looking for a company that meets most of the following criteria:
. Generating $1M+ EBITDA or $4M+ ARR
. Revenue that is recurring or predictable
. History of profitability and cash flow
. Diverse and loyal customer base
Please get in touch if you’d like a confidential conversation about how we can work together.Request a Conversation
Justin’s great grandfather, Douglas Watson, immigrated to Canada from Scotland in 1912. While the voyage from Scotland to Canada was fraught with risk in those days – the Titanic had made its perilous journey across the same stretch of ocean only one week earlier – Douglas made the journey because he believed in the hope, promise, and opportunity that Canada offered. Thankfully, Douglas made the journey successfully and ultimately settled in Edmonton, where he set up a family brick laying business. Justin shares this entrepreneurial spirit and sees the same promise and opportunity in acquiring and operating a business today.
Justin received his BSc. in Mechanical Engineering from the University of Alberta and an MBA from London Business School. He lives in Calgary with his wife and is ready to relocate to personally manage the right business opportunity.
Most recently, Justin worked with an internationally recognized entrepreneur and investor, Simon Webster, investing in SMBs across Canada, the US, UK, EU, and Latin America. Prior to this role, Justin was an Engagement Manager at McKinsey & Company, where he built up his strategic thinking and operational improvement abilities. Justin has also held a variety of engineering roles in areas such as utilities, renewable energy, robotics, and biomechanics.
The Fairview Succession investor group has deep hands-on experience taking mid-sized companies to the next level.