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Making good businesses better

We invest in good companies led by strong managers, and together we work to make those businesses better.

About Us

Transitions can be tough. We’re here to help. We facilitate growth, succession planning, management buyouts, turnarounds and other business shifts. Fully aligned with the interests of the companies we work with, we bring flexible timelines and the full benefit of our experience, resources and relationships to every partnership.

With our hands-off but supportive approach, we aim to be the partner of choice for leading mid-market companies in Canada and the Pacific Northwest US.

We practice true partnership.

We believe the foundation of all successful deals is in creating fair, lasting partnerships with strong management teams whose values and goals align with our own.

We act like it’s our own skin in the game. Because it is.

Each member of Yellow Point has a significant portion of their personal wealth invested in our funds—which means we’re fully committed to your success, and our incentives are aligned with yours.

Our advisory committee offers deep expertise.

Our investor base, which includes CEOs from some of Canada’s most successful companies, are available to assist our portfolio companies with whatever you may need.

We have longer horizons than most.

Our 3 to 15 year hold period allows significant flexibility to realize your goals. We don’t attempt to dictate the timing of dispositions, but rather pursue timelines that work best for your business in collaboration with our management partners.

We are nimble, efficient and experienced.

Our small but seasoned team enables us to move swiftly to make decisions and pursue opportunities that unlock value for us—and for you.

Investment Criteria

We look for good businesses led by good people. Then we collaborate to make them even better.

Management

We believe strong companies are built by strong managers—leaders who have a vision for their company, are willing to take a material ownership stake, and operate with openness, honesty and integrity. These are the management partners we seek.

Industries

We invest in and support growth in a diverse array of industries, including business services, distribution, energy, healthcare, industrial, and manufacturing, to name a few. We do not invest in real estate, resource extraction, or early-stage start-ups.

Situation

We are open to a variety of opportunities, including management buyouts, succession planning, growth capital, recapitalizations, spin-offs and going private transactions.

Geography

Our focus is on companies in Canada and the Pacific Northwest United States.

Size

We typically gravitate towards companies with revenues between $20 million and $350 million (smaller for add-on acquisitions), strong free cash flow and considerable growth prospects.

Our Approach

The way we work is all about earning trust and unlocking value.

The Investment

We are a small and nimble team that works decisively and expeditiously to propose and close transactions. We structure relationships so our resources and skills complement those of our management partners.

The Partnership

We are enthusiastic partners who are hands-off day-to-day, but active when it comes to strategic decisions. As board members, we’re highly engaged, advising on strategy, providing access to specialist resources and talent, and participating in major financial decisions. We work openly and transparently with our partners, providing a supportive, friendly sounding board for ideas.

The Exit

We have extensive experience in capital market transactions and will generally lead disposition efforts, reducing the burden and distraction they can otherwise be for the leadership team.

Our Team

Our people bring experience, connections and a level of engagement that makes a real difference.

Brian Begert

Managing Partner

Dave Chapman

Managing Partner

David Phillips

Managing Partner

Brad Hill

Partner

Daniel Barends

Vice President

Tiffany Grisdale Kearnes

Controller

Rusty Goepel

Non-Executive Chairman

Community

Here are a few examples of how our portfolio companies are serving the communities they operate in.

Securiguard has built 18 Indigenous partnerships across Canada, with a focus on training, identification of business opportunities and cultural competency awareness to ensure it understands each nation’s unique history and heritage.
With their first-to-market zero-waste meal kit and commitment to carbon neutrality, Fresh Prep has established itself as among the most innovative and sustainable meal kit companies in North America. Fresh Prep is proud to be a certified B-corporation.
MacKay has formally committed to donating the equivalent of 5% or more of their revenues to charitable partners, including in-kind product donation. MacKay is passionate about ensuring that CEOs and executives from underrepresented populations —including women, members of the BIPOC community and leaders in the charitable sector—are able to participate in its programs, which they support by offering reduced barriers to membership for leaders within these groups. MacKay is also proud to be a certified B-corporation.
Nature’s is a dedicated community partner and is proud to be the title sponsor of the Run or Walk for Southlake, a fundraiser for Newmarket-based Southlake Regional Health Centre. The company is also focused on reducing its environmental footprint by moving towards biodegradable cutlery and containers and launching a fully reusable takeout container program.
Edo is committed to supporting numerous charitable organizations in its community. Each year the company donates a portion of proceeds from the sale of its spring rolls to support local food banks.

Our success is measured by the degree to which our partners succeed.

News

We’re always working on something new. Here’s what’s happening around the Yellow Point office lately.