Active investors in small to lower mid market companies

WestBay Capital is a Family Office that invests in small to lower mid market companies. We focus on established private companies where the vendor is reducing their time commitment or retiring.

We are hands on investors who can be active on a daily basis or provide strategic support to existing management. Our strengths lie in top line growth and refining company strategy. We are data driven and use information technology to support business decisions.

Investment Criteria

WestBay Capital’s IDEAL company includes:

  • Growth is slow and steady.
  • Revenue is recurring and not concentrated in a few customers.
  • Resistant to recession. Ideally, inelastic demand.
  • Under the radar – product/service is an important but non-critical input.
  • Reputation is excellent – among the top 3 competitors.
  • Owner can be made non critical – we avoid personal services.
  • Something that differentiates the company from the competition.

The metrics we look for :

  • Adjusted EBITDA: $500,000 to $2,000,000; larger is acceptable if management team in place.
  • Net Income>10% of Revenue.
  • 5 years of stable, positive earnings (adjusted).
  • Steady capital expenditure history.
  • 5 years of stable, positive cash flow.

Sectors

WestBay Capital typically looks for investment opportunities in:

  • B2B Services and Products
  • Consumer Products and Services
  • E Commerce
  • Education
  • Healthcare
  • Transport and Logistics
  • Geography: West Toronto – Kitchener/Waterloo – Niagara Falls

Contact

Let’s talk. Email us at info@westbaycapital.ca or send a message using the form below. We are located in Oakville, Ontario.

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