Excel Private Equity Building Long-Term Value in Mid-Market Companies
We partner with owners to execute succession plans, improve operations, and accelerate profitable growth.
About us
- Excel Private Equity is a founder-aligned investment firm focused on partnering with owners and management teams through growth, transition, and succession. We invest with the intent to preserve what founders have built, while providing the capital, structure, and operational support needed for the next stage of growth.
- Our approach is rooted in alignment. We work alongside founders and leadership teams to strengthen operations, build scalable infrastructure, and develop internal talent—without disrupting culture or day-to-day execution. We believe long-term value is created through continuity, disciplined decision-making, and shared incentives.
- Excel supports businesses through:
- Founder and family succession planning
- Leadership development and team building
- Operational improvements and performance management
- Financial reporting, accounting discipline, and KPI visibility
- Strategic add-on acquisitions and integration support
- Governance and transaction execution in coordination with trusted advisors
We focus on established mid-market companies with strong fundamentals and committed leadership. Our role is to be a long-term partner—supporting founders through transition, enabling scalable growth, and helping build durable businesses that endure beyond ownership change.
Together, we unlock opportunity, accelerate performance, and create lasting value.
Key Focus Areas
Mid-Market Investments
Equity and partnership to scale mid-market companies and build durable enterprise value.
Investment Advisory
Strategic and transaction advisory supporting growth, succession, and capital planning.
Value-Creation Support
Financial, operational, and reporting discipline to expand margin and improve performance.
Management Partnership
Active collaboration with founders and leadership teams to support execution, transition, and scale.
Our Investment Focus
Excel Private Equity partners with founders and management teams to acquire, scale, and build long-term enterprise value. We focus on opportunities where operational discipline, leadership development, and aligned capital can materially improve performance—without disrupting culture or day-to-day execution.
Situations We Support
- Founder or family succession
- Management buyouts
- Partial liquidity for shareholders
- Growth capital for expansion initiatives
- Strategic add-on / bolt-on acquisition support
Typical Investment Criteria
EBITDA: generally $3M – $15MGeography: Canada and the United States
Industries of Focus:
- Business services
- Industrial and specialty services
- Niche manufacturing
- Digital and technology-enabled services
- Other sectors where operational value-creation can drive consolidation
Alignment, continuity, and shared incentives are central to our investment approach.
Founder & Management Alignment
We partner with leaders who value collaboration, transparency, and long-term growth over transactional capital. Our approach emphasizes continuity, shared incentives, and hands-on operational partnership—while respecting founder legacy and existing culture.
We look for management teams who want:
- Continued ownership alongside us
- A clear roadmap for growth and transition
- Support on systems, reporting, and scale
- A trusted partner—not day-to-day interference
Our role is to complement leadership, not replace it.
Our Role Post-Investment
Following an investment, we work alongside management to support execution—not control operations. Our involvement is focused on strengthening reporting, supporting leadership development, and helping teams scale at a sustainable pace.
Founders and management retain day-to-day control, with clear alignment on strategy, incentives, and long-term outcomes.
Founders and management retain day-to-day control, with clear alignment on strategy, incentives, and long-term outcomes.
Interested in Partnering with Us?
We review opportunities confidentially and efficiently.
Initial discussions are informal and handled with discretion.