Overview

• Succession Planning & Monetization

• Community & Stakeholder Commitment

• Professional Advisors & Patient Investors

White Spruce Partners is a family office style private investment firm focused on helping owners of leading small-to-medium sized businesses achieve their desired succession planning goals. We look to work with existing ownership to find flexible business transition solutions, with the end goal of retirement.

Headquartered in Winnipeg, Manitoba, and established in 2020, White Spruce Partners is a well-capitalized firm with a diverse group of professionals with significant operational, financial, IT, legal and transactional experience.

philosophy

• Owners Seeking Liquidity

• Family and Management Transition

• Maintaining Business Legacy & Employment
  

Within the Prairies, there is a large market of well-run, underappreciated owner-operated businesses that have limited private capital and succession options. At White Spruce Partners we look to provide a solution for business owners who want to sell and monetize the value in their business, with the end goal of transitioning away from the daily operations.

We believe working collaboratively with existing ownership and management in an exit strategy tailored to a desired succession plan can ensure a smooth transition of ownership with limited business interruption.

Most importantly, at White Spruce Partners we listen to existing ownership and management in an effort to maintain current operations. We encourage open discussions on potential business improvements and growth initiatives. That said, we are confident we can assume existing operations, secure current employment and advance growth, which is the foundation for a successful change in ownership for all stakeholders.

Strategy

• Succession Planning

• Ownership & Management-led Buyouts
  

• Growth Investment & Recapitalization
  

White Spruce Partners provides businesses the opportunity to sell and realize their equity ownership, and begin the transition for retirement by reducing day-to-day operational responsibilities.

We also welcome the opportunity to help with management-led buyouts requiring equity capital, growth capital for strategic initiatives and balance sheet restructurings for liquidity.

Investment Criteria

• Operating Earnings of $500,000 to $5 million

• Recurring Sales & Historical Track Record of Profitability

• Manitoba-Based with Sales or Interest in Central Canada

At White Spruce Partners, we seek to achieve disciplined long-term financial returns for stakeholders while maintaining and fostering local employment. We look to create value through potential operational improvements, capital structure optimization, investments in growth and through add-on acquisitions.

Select Business Industries Include: Industrial Wholesale & Warehousing, Supply Chain & Transportation, Manufacturing, Healthcare Services, Information Technology Services, Agriculture, Specialized Consumer Retail.

Portfolio

Contact

Whether you are a business owner, a business broker, an interested investor or anything in between, please do not hesitate to reach out.