Private equity financing for buying out a business partner, MBOs, shareholder realignments, succession transactions and family business ownership change.

The Succession Fund™ helps family business shareholders and owner operators realize their liquidity and succession planning objectives.

  • The Fund partners with continuing owner-managers, and provides ongoing strategic assistance to help create further value.

  • We give shareholders a practical way to sell shares without selling the entire business prematurely or incurring additional debt.

  • Once you start considering or implementing your business succession plan, we can work within your timeframe to structure the private equity financing that best suits your needs.

The Succession Fund helps shareholders of private companies take "Chips off the Table" without disrupting their business. We provide private equity financing to buy out a business partner, for family business ownership change, management buyouts, and for shareholders who want to achieve full or partial liquidity.

The Succession Fund:

  • Will invest $3 to $8 million in closely-held small and medium sized businesses.
  • Will complete secondary transactions with shareholders
  • Is prepared to hold significant minority positions. We acquire 35% to 50% equity ownership stakes.

We preserve continuity of leadership by building a partnership with operators. As such, The Succession Fund will only buy shares in companies where long-term management acquires or maintains a significant equity interest. And we only invest where we believe we can create value and make a real contribution to growth.

The Succession Fund responds to requests for financing in a timely and professional manner. We will clarify our level of interest and set out the due diligence and process timetable if we decide to proceed. The material terms of the proposed shareholders’ agreement will be tabled early in the process so prospective partners know which key conditions and exit provisions are of critical importance to the Fund.

Please note that we do not provide succession planning services. If you do not have the expert business or personal financial planning resources you need, contact us and we will make appropriate referrals.

To discuss how we can help, please contact Larry Klar.

Email: klar@argosypartners.com
The Succession Fund
141 Adelaide Street West
Suite 760
Toronto, Ontario
Canada, M5H 3L5
Phone: 416-867-8090
Fax: 416-367-3895

Argosy Partners' InvestmentsLinks

Click here to download our information sheet in PDF

When owner-managers want some cash out

Click here to download our brochure in PDF

Argosy Partners Brochure: The Succession Fund, Bridge Fund, and Shotgun Fund