Where we Invest

Rundle invests in the Digital Transformation of the economy. We believe the broad-based digitization of industries and business models is in its early days, creating enduring tailwinds for companies poised to capitalize on this transformation.

We acquire small and medium-sized Canadian companies with tailwinds from digitization, strong fundamentals, significant growth potential, and $2-10m in EBITDA.

We are committed to investing in companies where we know we can be great owners and add significant value. Rundle brings unmatched experience and expertise in building successful companies that thrive on the Digital Transformation. 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:

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

    Investment Criteria

    When considering investing in a company, we 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
    • 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
    Contact Rundle