Properly partners and operates with Canadian businesses and entrepreneurs.
We are private, long-term capital.
Our mission is to support our teams on their entrepreneurial journey. With no pre-established exit date, we can match capital and resources to the business requirements.
Our focus is on building better operations.
Our philosophy is simple: we look for great operators with runway to deploy and redeploy their skills.
What are we looking for?
Types of Companies: Diversified Businesses
Size: $2m+ in pretax income (>15% margins)
People: A competent team in place
Some sectors we’re particularly interested in are below:
Leasing Businesses
Home/Industrial services – HVAC, Plumbing, Property Management, Fire Suppression and Safety, Janitorial Cleaning/Supplies
Distributors
Win/win partnerships
Why Us?
We’ve operated businesses in automotive, leasing, energy services and real estate. We were helped along the way and we know the importance those relationships had in shaping our success.
Whether we’re able to provide perspective, an introduction, operating assistance or an investment, we’re happy to have a conversation to see if we can help - we’d love for you to get in touch with us at matt@properlyinvestments.com
As a partner, you can expect the following from us:
Radical Transparency
Deep Commitment to Professional Development
Focus on Operational Excellence
What situations can we help in?
Succession
You’ve bootstrapped the family business and your family won’t be taking over.
Management Buyout
You have great managers who need assistance in buying your share of the business.
GROWTH
You have ideas and growth ambitions but need capital and help executing.
What makes us different?
Competitor
✓ Partial cash payment
✘ 6-12 month process
✘ Owner is locked into earnout
✘ Your price, their terms
✘ Rebrand your company and bring in their people
✘ Risk they are only fishing for information
Private Equity
✓ Large valuation
✘ 6-12 month process
✘ Owner commits to 5+ years
✘ Complicated deal structure that puts your money at risk
✘ Pressure to grow returns and cut costs
✘ Flip the company in 3-5 years
Properly
✓ Full or partial cash payment
✓ You dictate timing
✓ Owner can stay or go
✓ Simple structure
✓ Company operates as is
✓ No plans to sell
Portfolio
Partnership Philosophy
Properly Investment Company philosophy is simple: we look for great operators with runway to deploy and redeploy their skills.
In public markets we passively invest in companies that share these characteristics.
In private markets we actively look to partner with operators who require capital and expertise to get their business to the next level.
We choose to invest this way because at our core we are operators ourselves. We know the challenges of the journey. We were mentored and helped along the way and we know the importance those relationships had in shaping our success.
The title of operator is one that is earned and not given. They demonstrate an intense commitment to their craft. They have a keen sense of awareness. A humility to face the inevitable challenges. A clarity of vision. And they know their numbers inside and out.
If this describes you and your team...we’d love to meet.
Get in touch
Thank you for your interest in Properly Investment Company. Our team of dedicated staff are headquartered in Calgary, Alberta. You may reach us by filling out the form below.