Where we Invest

Rundle invests in the growth and renewal of the Canadian economy.

We acquire small and medium-sized Canadian companies with strong fundamentals and significant growth potential, typically with $2-15m in EBITDA. 

We are committed to investing in companies where we know we can be great owners and add significant value. As owners, we contribute resources, talent, and proven playbooks to help growth-oriented Canadian companies grow and win.

Our preferred investment structure is control acquisitions with ongoing equity participation by the seller.

    Target Sectors

    The shift to digital spans sectors and business models. We invest in sectors as diverse as:

    • Tech-enabled Services
    • B2B Software (and Hardware + SaaS)
    • Education & Training
    • Professional Services
    • Consumer and marketplaces
    • Healthcare
    • Wealth Management
    • Networks and industrial tech

    Investment Criteria

    When considering investing in a company, we typically look for:

    • Founder or Family owned. Majority owner is interested in selling or partnering
    • Growing, scalable businesses. With a vision to grow at least 3 – 5x over the long-term
    • Profitable. $2-10m EBITDA, >10% ebitda margin
    • Tailwinds: Strong tailwinds from shifts to digital & technology or other sources
    • Strong reputation. Respected by customers and partners
    • Skilled & proven management team. With key leaders and staff staying on
    • Canadian HQ. Or a sizeable share of revenue in Canada

    Our investment criteria on ownership and profitability are relaxed for VC-backed companies with strong fundamentals and a path to positive cash flows.

    Contact Rundle