ACQUIRE AND Operate a business
ACQUIRE
PE Gate Funds and Supports Acquisitions and Management Buy-outs
PE Gate partners with industry experts and investment professionals to lead buy-outs. PE Gate offers transactional support, access to funding and a templated process for due diligence, legal documentation and post-deal improvements. PE Gate’s partners earn operational fees, share performance fees and own direct equity.
Each Acquisition Partner has their own requirements and goals. That’s why PE Gate works closely with each Partner to find a model that is flexible and works best for both parties.
What Can PE Gate Help You With?
Funding
PE Gate and its network of Accredited Investors are ready to help you fund acquisitions.
Deal Support
PE Gate has extensive legal, operational, and financial experience to assist any current or aspiring operators acquire a business.
Management buy-out
PE Gate provides support and capital to enable employees seeking to acquire management equity.
Benefits to Acquisition Partners
Deal Support Receive support across from negotiations, templated agreements, due diligence, and legal
Financial Opportunity to share in carried interest, shares, and operating fees
Growth Benefit from PE Gate expertise in marketing, systems, people, acquisitions
Liquidity Enjoy the flexibility to sell shares through PE Gate’s platform
Funding Receive fast funding with favourable terms to support growth
Time/Cost Investment decisions made quickly with fair terms
Tax Advantage Proven structures to benefit on tax
Protection: As a registered Exempt Market Dealer with the Ontario Securities Commission, integrity is at the core of PE Gate’s mission.
Flexibility Allowing you to do what you enjoy
PE Gate’s 6-Step Process. Supporting Acquisition Partners and Operators Close Investments.
Identify & Evaluate Find an investment opportunity; vet the opportunity through a repeatable process; evaluate value addition
LOI / Set Terms Sign letter of intent and agree terms through templated process
Post / Share Conduct internal DD, post opportunity, secure commitments
Due Diligence Conduct thorough DD, finalize legal documents, prepare offering memo
Finalize & Close Secure final investor group, close transaction
Manage Portfolio Drive growth to systems, marketing and people, post reports, performance in platform, allow exit through platform, manage distributions, plan for exit