“Bedford facilitated the management buyout of our business from a large US parent. They believed in us, and continue to do so. We would not have been able to do the deal without their strong support.”
 

Valerie Stranix
Chief Marketing Officer
and Partner
Spring Air Sommex

 

HOME EXPERIENCE FUND III FUND IV INVESTMENT TYPES CRITERIA WHAT WE LOOK FOR TEAM CONTACT

Criteria


Structure: We are equity investors but can creatively structure our investments in the form of debt or other types of securities.

Investment Amount: We initially invest between $5 million and $15 million in platform companies that ideally offer additional equity investment opportunities over time. We are able to complete much larger transactions.

Company Size: EBITDA range of $2 million - $15 million.

Geography: In order to remain in close contact with management, we focus on businesses with head offices within three hours travel from Toronto. We do not have any geographical restrictions for follow-on investments for existing portfolio companies.

Ownership Interest: We prefer to be majority investors. However, we will acquire significant minority interests where we are aligned with management and other shareholders.