• 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 preferred approach is to assist in the strategic direction of the business and be viewed as a trusted advisor. We strive to be a supportive and active resource to enhance the business strategy 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

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 Blue Stripe Financial. Assets under management are now greater than $1 Billion. In addition, Kevin is a trusted advisor to the parent company AMUR Financial. 

  Kurt Wipp, Chairman, AMUR Financial, 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.

  Fred Kaiser, Founder of the Alpha Group of Companies

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