Bedford Capital

About

Since 1982, Bedford has partnered with outstanding management teams to build industry leading companies.
We are equity investors in established businesses that typically have between $2 and $15 million of EBITDA. We initially invest between $5 million and $15 million in platform companies that ideally provide additional equity investment opportunities over time.

All investment decisions are made internally by the principals of Bedford Capital. We bring our financial resources, contacts and years of experience to each business in which we invest. Our team is composed of individuals with diverse backgrounds and direct operating experience. We create value by supporting management teams strategically and operationally.

Our track record of successful investing has been achieved by collaborating with management teams and by sharing the financial rewards of success.
Management buyouts

• Recapitalizations and shareholder buyouts
• Growth capital to enter new markets, build a new plant
or acquire a competitor
• Transfer of ownership from one generation to another
• Acquisition of a non-strategic division of a larger company
• Consolidation of a fragmented industry
• Taking a public company private

Source: Bedford Capital

Strategy

Structure: We are equity investors but can creatively structure our investments in the form of debt or other types of securities.

Investment Amount: We initially invest between $5 million and $15 million in platform companies that ideally offer additional equity investment opportunities over time. We are able to complete much larger transactions.

Company Size: EBITDA range of $2 million - $15 million.

Geography: In order to remain in close contact with management, we focus on businesses with head offices within three hours travel from Toronto. We do not have any geographical restrictions for follow-on investments for existing portfolio companies.

Ownership Interest: We prefer to be majority investors. However, we will acquire significant minority interests where we are aligned with management and other shareholders.

Source: Bedford Capital