We Are Active Investors: We are an investor group which acquires mid-market businesses, or substantial interests in them. TOM Capital was founded in 1995 and is based in Calgary. We are interested in enterprises that complement our existing “platforms” of similar businesses (including manufacturing, real estate, oil & gas and financial services) -- or have the potential to establish a new platform.

We Are Proactive With Management: In addition to capital and hands-on operational experience, our in-house team brings skills in a number of diverse areas, including human resources, law and finance to the table. We can proactively assist in specialized areas that management teams do not particularly enjoy or have expertise in; for example: new systems implementation; tax effective structuring; litigation management; and regulatory compliance. We are also agile in assessing and closing customized transactions. We also act as a sounding board, but do not micro-manage -- in the result, our partners have built their businesses and achieved extraordinary performance.

What We Are Not: To contrast us with other financial parties: we are not passive portfolio investors such as mutual funds which never have controlling interests; we are not venture capitalists looking to buy into unproven companies in hot sectors; we are not looking to replace a company’s traditional lender or project financier; and we are not typical private equity investors with defined, often short-term, exit strategies.

Our Long-Term Outlook: TOM acts as a principal investing our own capital, so we do not have the short-term focus that many others are required to take. Our interest is the long-term success of the business, which aligns with the focus we wish for in senior management. We also work at having friendly, respectful relationships with all of our investees – so we tackle business challenges together, as a team – and have fun doing so.

Our Typical Investment Criteria: Our managed investment portfolio is worth well in excess of half a billion dollars and our typical investment size is $5,000,000 to $50,000,000. Usually we only invest into new businesses that have at least $2,000,000 EBITDA (or have this near-term potential).

Special Situations: In addition to more standard acquisitions, we have particular capabilities to assess novel and/or complicated situations, including for example:

• Privatizations;
• Turnarounds;
• Opportunities featuring tax complexities; and
• Distressed situations featuring legal or receivership complications.

We welcome enquiries directly or via advisers. If there is a potential fit, the right members of our team would be pleased to visit your business and explore the possibilities.