operating companies

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Search fund CEOs are trailblazers as well as entrepreneurs. Their journey is their own but they also learn from others who have come before. Here's a collection of search fund companies we're backing every step of the way.

Sector
Year
Status

CEO(s)

Sector

Status

Message Digital

CEO(s)
Garrison Jones
Sector

B2B services

Status

Active

year

2026

Message Digital

CEOs
Sector
B2B services
Status
Active
Investment year
2026

Digital communication solutions for social impact organizations, agencies, and campaigns.

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Heartwood Family

CEO(s)
Susan Gaspar
Sector

Education

Status

Active

year

2026

Heartwood Family

CEOs
Sector
Education
Status
Active
Investment year
2026

Operator and acquirer of childcare centres in Canada and North America.

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Park Dietz & Associates

CEO(s)
Jineet Gandhi
Sector

B2B services

Status

Active

year

2026

Park Dietz & Associates

CEOs
Sector
B2B services
Status
Active
Investment year
2026

Forensic consulting firm specializing in providing expert testimony and consultation for civil and criminal litigation.

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CoFi

CEO(s)
Queris Au
Ashwin Kumar
Sector

Financial services

Status

Active

year

2026

CoFi

CEOs
Sector
Financial services
Status
Active
Investment year
2026

Multi-party payment platform designed for premium elective medical procedures.

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Merit Holdings

CEO(s)
John Burke
Sector

HoldCo

Status

Active

year

2026

Merit Holdings

CEOs
Sector
HoldCo
Status
Active
Investment year
2026

Acquires, manages and builds software businesses in niche verticals.

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A Personal Choice

CEO(s)
Kyle Simmons
Sector

Consumer services

Status

Active

year

2025

A Personal Choice

CEOs
Sector
Consumer services
Status
Active
Investment year
2025

Medical facility exclusively for tubal ligation reversal.

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FluidSecure

CEO(s)
Arnab Chatterjee
Ian Field
Jordan Freeman
Sector

Software

Status

Active

year

2025

FluidSecure

CEOs
Sector
Software
Status
Active
Investment year
2025

Fuel and fluid management technology company.

Read more

FreeBalance

CEO(s)
Adrian Bartha
Sector

Prof. services

Status

Active

year

2025

FreeBalance

CEOs
Sector
Prof. services
Status
Active
Investment year
2025

Specialized government technology firm providing public financial management software and advisory services.

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Sector 7 Energy

CEO(s)
Omar Garza
Sector

Prof. services

Status

Active

year

2025

Sector 7 Energy

CEOs
Sector
Prof. services
Status
Active
Investment year
2025

Comprehensive energy consulting firm.

Read more

CyberData Pros

CEO(s)
Keith Burns
Sector

Prof. services

Status

Active

year

2025

CyberData Pros

CEOs
Sector
Prof. services
Status
Active
Investment year
2025

Cybersecurity consulting firm specializing in data privacy and security services for businesses

Read more

O&W Heat Treat

CEO(s)
Ali Platon
Sector

B2B services

Status

Active

year

2025

O&W Heat Treat

CEOs
Sector
B2B services
Status
Active
Investment year
2025

Specialized heat treating and brazing services.

Read more

ADAS Safe

CEO(s)
Philip Brossy
Sector

Consumer services

Status

Active

year

2025

ADAS Safe

CEOs
Sector
Consumer services
Status
Active
Investment year
2025

Automotive service center specializing in Advanced Driver Assistance Systems (ADAS) calibration and recalibration.

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ASI Group

CEO(s)
Dave Ritchie
Sector

B2B services

Status

Active

year

2025

ASI Group

CEOs
Sector
B2B services
Status
Active
Investment year
2025

Underwater inspection, repair & maintenance.

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Wayleadr

CEO(s)
Alex Thinath
Sector

B2B services

Status

Active

year

2025

Wayleadr

CEOs
Sector
B2B services
Status
Active
Investment year
2025

Smart parking and arrival management platform.

Read more

Gendler Dermatology

CEO(s)
Kelsey Holland
Sector

Consumer services

Status

Active

year

2025

Gendler Dermatology

CEOs
Sector
Consumer services
Status
Active
Investment year
2025

Cosmetic and medical dermatology treatments.

Read more
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