Where we Invest

At Rundle, we are investing in the growth of the Canadian economy.

We partner with founders and owners to acquire small and medium-sized Canadian companies with strong fundamentals and significant growth potential, typically with $3-15m in EBITDA. 

We invest with a “tech-enabled modernization” thesis and leverage our unique experience and network – from building global-scale high-growth companies (Uber, Shopify) and advising Fortune 500 Boards / CEOs (Bain & Co) – to drive exceptional returns in our portfolio.

We focus on investing in companies where we can be great owners and add significant value. As investors, we contribute resources, talent, and proven playbooks to help our Canadian portfolio companies grow and win.

    Investment Criteria

    We acquire small, profitable, growth-oriented Canadian companies with a commitment to service excellence and innovation.

    • Financial: $3M – $15M EBITDA
    • Profile: Growth-oriented, scalable companies
    • Situation: Succession / Transition or Corporate Carve Outs
    • Characteristics: Service-oriented and Innovative culture
    • Structure: Majority Buyout
    • Geography: Canadian HQ (or significant Canadian presence)
    Contact Rundle

    Target Sectors

    We focus on sectors and business models where excellence in go-to-market, technology, and operations determine success.

    High Conviction Sectors:

    • Business and Professional Services
    • Healthcare Services
    • Software and Tech Services
    • Consumer and Home Services
    • Ecomm amd Retail
    • Light Manufacturing
    • Education & Training

    Sectors we Avoid:

    • Heavy Manufacturing
    • Construction
    • Waste Services
    • Hard tech
    • Distribution