Democratizing Private Equity
Offering Accredited Investors fractional ownership in private businesses and a secondary market to trade their shares.
Offering Accredited Investors fractional ownership in private businesses and a secondary market to trade their shares.
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
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
Industry: Industrial Services Investment: Equity + debt Shareholding: 80% Deal Size: <$1M
Industry: Architectural services Investment: Equity Shareholding: 20% Deal Size: >$1M
Industry: Pet Services Investment: Equity Shareholding: 100% Deal Size: <$1M
Industry: Manufacturing Investment: Equity Shareholding: 51% Deal Size: <$1M
Industry: Industrial Services Investment: Equity Shareholding: 80% Deal Size: >$1M
Industry: Industrial Services Investment: Equity Shareholding: 100% Deal Size: >$10M
Industry: Financial services Investment: Debt Shareholding: N/A Deal Size: <$1M
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: >$1M
Industry: Healthcare Investment: Preferred Equity Shareholding: Minority Deal Size: >$2M
Industry: Confectionary Investment: Equity Shareholding: TBC Deal Size: >$1M
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: <$1M
Industry: Film equipment rental Investment: Equity Shareholding: 100% Deal Size: >$2M
Industry: Services Investment: Equity Shareholding: 100% Deal Size: >$1M
Industry: Waste removal service Investment: Equity Shareholding: 100% Deal Size: <$1M
Industry: Construction Investment: Equity Shareholding: Minority Deal Size: <$1M
Industry: Window cleaning Investment: Equity Shareholding: 100% Deal Size: >$1M
Industry: Food and beverage Investment: Equity Shareholding: Minority Deal Size: <$1M
Industry: Bakery Investment: Equity Shareholding: Majority Deal Size: >$1M
Industry: Window cleaning Investment: Debt + equity option Shareholding: N/A Deal Size: <$1M
Industry: Industrial Investment: Equity Shareholding: Majority Deal Size: >$1M
Industry: Search services Investment: Equity Shareholding: Minority Deal Size: <$1M
Industry: Manufacturing Investment: Equity Shareholding: Majority Deal Size: <$1M
Industry: Healthcare services Investment: Equity Shareholding: 100% Deal Size: >$5M
Industry: Industrial services Investment: Loan Shareholding: N/A Deal Size: $1M
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: >$1M
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: >$1M
Industry: Manufacturing Investment: Equity Shareholding: Minority Deal Size: >$1M
Industry: Services Investment: Debt Shareholding: N/A Deal Size: >$1M
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.