Access. Autonomy. Liquidity.

Invest in established businesses through fractional ownership with $50,000 minimums. Select from vetted deals in our platform. Track your investments and sell shares through our secondary market for liquidity.

Interested in investing in a leading asset class?

For more information, please email ARA@pe-gate.com.

Industry: CPA Firms Background: We are raising $5-10 million in commitments to invest in CPA firms and have already secured over $1 million. Click here to view our one-pager on our CPA strategy.

We are looking to acquire minority or majority positions of targets in the range of $1.5 to $5 million in revenue.  We are also interested in supporting other CPAs pursuing their own roll-up strategies.

Our value additions are: 

• Operational improvements, using technology and AI

• Our secondary platform which allows gradual exits and employee ownership

• Creation of synergies between firms

We have recently: 

• Established a board of directors with high performing CPAs

• Hired an advisory firm to attract deal flow

• Initiated pursuit of several interesting opportunities 

Leadership group:

• Ara Sahakian, CPA, CA, ICD.D: Founder and Managing Partner of PE Gate. Ara brings over two decades of global transactional experience and deep expertise in strategic growth and operational improvements.

• Jean Desgagne, CPA, CA, ICD.D: Corporate Director and Former Senior Executive with extensive experience across major companies, including TMX Group, TD Bank, BMO, and UBS. Jean has served on the boards of Echelon Insurance, Canadian Depository for Securities, and CPA Ontario.

• Peter Jeewan, CPA, CA: Former President and CEO of Lannick Group, Canada’s largest regional finance firm, and President and CEO of Vaco Canada. He has held several board roles, including Chair of the Audit Committee for an international publicly traded investment holding company. Investment: Equity Deal Size: $10M Minimum Investment: $50,000 Deadline to Invest: Please email ara@pe-gate.com

For more information, please email sarmen@pe-gate.com.

Industry: Pet Services Background: Following the successful optimization of our Pet Services portfolio, which includes six award-winning pet grooming salons serving over 20,000 clients with an average Google rating of 4.7 from more than 1,200 reviews, we are now raising a second round to further execute our consolidation strategy.

Our current raise will support the acquisition and optimization of additional pet grooming locations. We are currently under contract for a seventh location in midtown Toronto and actively pursuing other strategic acquisition opportunities. Investment: Equity Shareholding: 100% Deal Size: $3M Minimum Investment: $50,000 Deadline to Invest: Please email sarmen@pe-gate.com

For more information, please email ARA@pe-gate.com.

Industry: HVAC Services Background: Project Garden offers the opportunity to invest in a leading HVAC supplier and installer in Prince Edward Island. Operating for over 21 years, the company provides a "one-stop solution" for HVAC needs and is one of only six Daikin Authorized Contractors in the region.

With a strong reputation, a diverse customer base, and a significant order backlog, the company is well-positioned for growth. Expansion opportunities include geographic coverage, service diversification, and tapping into recurring revenue streams through repair and maintenance services.

Investment: Equity

Shareholding: Majority

Deal Size: $800k total equity, with $250k currently being raised

Minimum Investment: $50,000

Deadline to Invest: December 31, 2024.

Contact: Please email ara@pe-gate.com for more information.

Get funding and support for acquisitions

Acquire and operate your target business. Leverage funding from accredited investors in our platform. Receive transactional and operational support. Access liquidity through our secondary market.

Found a business you wish to purchase or manage?

Data Room. Dashboards. Secondary Market.

Investors and acquisition partners use the GATE to browse investment opportunities, secure investment commitments, access data files and view performance dashboards. Members can anonymously sell shares in their direct investments, providing liquidity, creating a secondary market.