Mission
To build wealth in Quebec through the acquisition of existing manufacturing companies who lack viable succession plans in order to ensure their perennity through the optimization of their management framework and the development of their human capital, paving the way for the structured integration of a next generation of entrepreneurs.
Our investment approach in five steps
An innovative approach
Our goal is to create a fund for the purchase of Quebec manufacturing companies which have yearly sales of $5M -$ 25M and which have no viable succession plan in place.
Providing a Holistic Solution
Investment Criteria
The implementation of the criteria and principles of investment will be the responsibility of the Management Committee and the Investment Sub-Committee. Summarily, the investment criteria are as follows:
- Private, public or family owned Quebec manufacturing companies having sales of $5 – $25 Million.
- Companies whose ownership wants to sell or leave progressively.
- Companies needing strategic review, access to certain management specialties and a restructuring of either IT, Procurement, HR or Treasury.
- Companies needing financing in order to grow, ensure a successful succession plan or wanting to consolidate in their industry.
- B2B
- Line Manufacturing
- Custom Manufacturing
- Textile
-
Metal, Wood, Plastic:
Furniture, Case goods, Millwork, Kitchens,Tooling,
Equipment & Machinery, Construction Trade
Investment Timeline
Deployment – First round of financing: $25M
Governance
In line with its governing principle, Counsel Investors in the PERENNITAS Investment Fund will have the opportunity to participate in the Management Committee, to which all Managers shall report.
Sub-Committees, whose specific mandates are granted by the Management Committee, are composed of investors and act as forums that help managers attain their goals.
