• We strive to be a preferred investment partner

  • We seek investments in established businesses

  • We strive to assist value creation

  • We work closely with management to facilitate strategy and growth

  • We strive to have interests aligned with management

  • Our investment partners are successful executives and entrepreneurs

Private Investments

Investment Philosophy

The investment philosophy is to take a partnership approach with managements that have aligned interests and view us as a strategic partner and trusted advisor. We strive to be a supportive and active resource to enhance the business strategy and maximize stakeholder value while leaving the day to day operations to management.

We bring access to a network of financial and business contacts that can be valuable in the growth and strategic development of the business either as a partner investor or in an advisory board capacity.

Our review of investment opportunities gives focus to:

  • Quality of management, employees, customers and suppliers
  • Industry fundamentals and growth potential
  • Capital structure and balance sheet
  • Competitive environment, availability of substitutes and barriers to entry
  • Sustainable competitive advantage through branding, quality, technology, proprietary production process, distribution or market channels, service, etc.
  • Cyclicality of business and corresponding sensitivities
  • Relative cost position and influence over costs
  • Ability to create value through operating efficiencies and synergies

Investment Structure

Our investment structure and time horizon for holding an investment are flexible.

Investment Situations

We are interested in a variety of investment opportunities.

Select Investment Examples

We have provided finance for a variety of Businesses and Real Estate

Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for the expertise and guidance that was provided. We felt that Kevin always had our interests at heart.

  Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia

I have worked with Kevin Budd on a number of M&A transactions over the past 20 years. He is a strong and trusted professional resource.

  Ted Koffman - Partner McCarthy Tetrault, Vancouver, BC

Monashee successfully structured the transaction to acquire the Canadian assets of Compower Systems Inc. to enable ATL to expand its service capabilities.

  Sam Wong - Former CFO, ATL, Vancouver, BC

We have worked with Monashee on a number of transactions and view the firm as a trusted resource.

  Steven Lukas - Partner, Harper Grey LLP

Kevin was an engaged and supportive Board member for our business since it was founded until it was sold to TC Transcontinental. 

  Marc Bray, President & CEO - Flexstar Packaging Inc., Richmond, BC

Kevin has been a supportive board member and advisor to Ryan Mortgage, Manchester Investments, and the Bluestripe Fund. Assets under management are near $600 million. In addition, Kevin is a trusted advisor to the AMUR Capital parent company. 

  Kurt Wipp, Chairman, AMUR Capital, Delta, British Columbia

We used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.

  Mark Schnarr, Former CEO, Alpha Technologies Ltd., Burnaby, British Columbia

Monashee advised us through our successful acquisition of Outback Power Systems and NavSemi Energy PTE, from the preparation of the LOIs through leading our due diligence process and negotiating the final agreements. Monashee provided structure and discipline during the acquisitions and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end.

  Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State

The guidance provided by Monashee facilitated our ability to obtain appropriate shareholder financing and assisted our Board to improve corporate governance.

  Chris Giffin, Founder, 30 Forensics, Toronto, Ontario