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Empowering Legacies, Elevating Growth
NorthOak is an investment firm focused on partnering with and growing businesses in Canada and the Western US.
Our mission is simple: buy wonderful businesses, empower people, and drive outstanding results.
Our Focus
Geography
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Canada
USA
Sectors
Services
Healthcare
Software
Company
Stable growing market
Strong reputation
Fragmented industry
Majority sale
Financial
$1-6 million EBITDA
Healthy margins
Low capital intensity
Predictable revenue
Flexible Transaction Structures
1
Transition: Owner transitions the business to NorthOak, with confidence that the team, culture and legacy will be respected.
2
Partnership: Owner remains in the business and partners with NorthOak to accelerate growth.
Our Values
Integrity
We do what we say we are going to do, and we uphold the highest ethical standards in all our actions and decisions.
Long-term focus
We don’t take shortcuts. We focus on sustainable, enduring value creation, making decisions that prioritize long-term success over short-term gains.
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Partnership
We build strong, collaborative relationships with stakeholders, working together through trust and transparency to achieve mutual success and growth.
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Community
We care. Commitment to positively impacting our team members and the communities we are lucky to operate in.
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Innovation
We think outside of the box. We embrace creative thinking and new ideas to drive continuous improvement and maintain a competitive edge in our investments.
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Determination
We don’t quit. We persistently pursue our goals with unwavering commitment, overcoming challenges to achieve long-term success.
Our Approach
We know that selling a business can be tough, but it doesn’t need to be. We keep things simple and treat people with respect.
Introduction
1-2 weeks
In the introductory phase we focus on getting to know each other and learning about your business.
We discuss your desired transaction outcomes and your short, medium, and long-term goals, as well as your organizational culture. This step is critical in determining if we are a mutual fit.
Letter of Intent
1-2 weeks
We conduct preliminary due diligence on your business to determine a fair value and draft an LOI for your review.
Once signed we enter exclusivity and work to complete the transaction.
Closing
6 weeks
We complete commercial, financial and legal diligence.
We develop a post-closing plan in partnership with key employees to ensure a successful transition.
Finalize all legal documentation, administrative items and transfer funds.
Transition
Flexible
If you choose to sell the business outright, we’ll manage the transition, allowing you to step away and embrace the next chapter of your life. Rest assured, we will take excellent care of your company and its people.
If you decide to partner with us and remain involved, we’ll embark on an exciting journey together to achieve remarkable results.
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Team
Our team is dedicated to buying and building incredible businesses. We aren’t just investors; we are business owners and entrepreneurs.
$
bn+
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invested
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Completed transactions
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+
years M&A
experience
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Austin Buzzell, Partner
Email: austin@northoakcap.com Prior to co-founding NorthOak, Austin worked for GreyLion, a New York based private equity firm, where he focused on lower middle market investments primarily in services, healthcare and software companies. Previously, he was an investor at BCI, where he focused primarily on technology investments, and he also worked as an investment banker at RBC Capital Markets. Outside of work, Austin enjoys running, reading, traveling, and spending time with his family, friends, and golden doodle.
Aman Rosode, Partner
Email: aman@northoakcap.com Prior to co-founding NorthOak, Aman worked as a Partner at a Family Office and Tiny Capital, where he focused on lower middle market investments in software and services companies. In addition, Aman is a part-owner of a few businesses in Western Canada. Previously, he worked as a consultant at McKinsey, focused on growth, transformations, and private equity. Outside of work, Aman enjoys snowboarding, fitness, photography, reading and spending quality time with family, friends and his dog.
