Private Yield Fund Investment Criteria

Private Yield Fund Investment Criteria

Profitability:

  • Minimum trailing EBITDA of $1.5 million, and most typically between $2-5 million.
  • Preference for companies with an asset base in excess of current senior debt, but not strictly necessary

Industry:

  • Any, excluding real estate and natural resource exploration/extraction

Geography:

  • Canada-wide
  • USA from New England to Chicago where the business has some meaningful connection to Canada

Our Target Cheque size:

  • $2-10 million per opportunity

Other:

  • Defensible market position, manageable risks to the company’s cashflows and an ability to service its debt without the need for further growth.