Petwin Private Equity: Empowering Entrepreneurship through Strategic Investments

Name: Petwin PE
Telephone: 1-403-269-9797
Rating: 5

About Us

Petwin Private Equity is the investment arm of family-owned Petwin Bancorp Inc., a diversified investment company with operations in Calgary, Edmonton, Phoenix, Las Vegas, and Hawaii. We are seeking opportunities throughout Canada and the US to invest in innovative and exciting businesses owned by entrepreneurial-minded leaders.

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The Petwin Advantage

Family-owned, patient, and prioritizing a collaborative model of investment, Petwin is the preferred investor for mid-sized businesses in Canada and the US looking for a partner to carry on the success and legacy of their business. We add value by leveraging our significant business, transaction, financial, and governance experience and our carefully cultivated business development network to help businesses realize their potential. This is the Petwin Private Equity Advantage.

Value Alignment

Petwin Private Equity operates under Petwin Bancorp Inc., a family-owned, diversified real estate company. We are driven to pursue value alignment with like-minded, entrepreneurial business owners. We understand what you do and why you do it.

50+ Years Experience

When you choose Petwin Private Equity you benefit from the 50+ years combined experience of our management team and leverage vast additional resources available through the Petwin Group of Companies, including our strong balance sheet and our robust business development network.

Financial Stability

Petwin Private Equity boasts a strong balance sheet to facilitate flexible deals and accelerated closing and decision timelines. We are a financially stable investment partner with access to additional capital resources through our parent company Petwin Bancorp Inc.

Low-Profile Investment

As a family-owned, private equity company, Petwin Private Equity delivers the advantage of a low-profile investment partner with no investment horizon. We don’t even need to sell the business; instead we look for opportunities where we can leverage our experience to create value and play the long game.

Collaborative Approach

Petwin Private Equity is a non-invasive investor with a collaborative approach to increasing value by driving growth throughout industry and market verticals and supporting the management team through transition with equity interest incentives and compensation, continued mentorship, strategic support, and education.

Market Strongholds

Petwin Private Equity and our parent company, Petwin Bancorp Inc. (PBI), have established holdings, operations, and robust, cooperative business development networks in several markets throughout Canada and the US. We leverage our existing strongholds to drive growth for our new investment partners.

Let’s Talk

Are you looking for a strategic investment partner or to sell your Canadian or US-based business?
Do you have a management team in-place and willing to transition and pursue paths towards equity interests?
Is your business poised to grow with the right leadership, professionalization, and process improvements?
Would your business benefit from a partnership with existing operations in Canada and the US that can help drive growth and create opportunities for expansion?

Call Petwin Private Equity… let’s talk.

What Do We Look For?

Our investment criteria is clearly defined, deliberate, and simple. We invest in businesses that align with our vision and our values; businesses where we know we can add value for mutual success. We prioritize mid-sized businesses in Canada and the US, where our experience and collaborative approach can drive growth.

Financial Characteristics

Operating Characteristics

Industry Preferences

Deal Breakers

EBITDA between $2MM and $5MM, with a track record of stability
High cash conversion from EBITDA
Ability to service a reasonable amount of leverage
Some degree of revenue certainty (either recurring, contractual, or historical)

Strong management team who will remain post-closing and are interested in paths towards equity interests
Some form of “secret sauce” that provides a competitive advantage
Some ability for Petwin to add value via professionalization and process improvements

Generally agnostic but less inclined to pursue real estate/ construction related businesses given existing business exposure
Business-to-business preferred
Ideally, one that has limited disruption risk, or where the disruption risk is known/underway
Possibility for consolidation/bolt-on acquisitions

Petwin will not consider opportunities when:

The target business is resource extraction, cannabis, and start-up/early stage businesses
No existing management team in place or a lack of cultural alignment between Petwin and the management team

Our Team

Unlimited Investment Horizons With Petwin Private Equity

Petwin Bancorp Inc., is a family-owned, diversified real estate company, with operations in Calgary, Edmonton, Phoenix, Las Vegas, and Hawaii. Petwin Private Equity is the investment arm of PBI, and we are seeking opportunities to invest in innovative and exciting businesses owned by entrepreneurial-minded leaders throughout Canada and the US. Connect with Petwin PE, and let’s explore the possibilities with your business. Call us at 1-403-269-9797 today.

Petwin Private Equity: Empowering Entrepreneurship through Strategic Investments

About Us