Preserve Your Legacy With A Friendly And Flexible Exit Plan Solution
OUR MISSION
Our mission at Freda Capital is to acquire, operate and sustainably grow a privately held business.
We offer a liquidity opportunity for owner-operators looking to take a step back from their company’s day-to-day operations while preserving the legacy and mission of their business. We create a tailored exit-plan solution to meet their unique needs with opportunity to maintain equity, transition out of the business over a period of time, or completely exit.
We are more than just financial partners; we will personally operate the business to ensure its continued success and grow upon the foundation you have built by creating long-term, sustainable value. We will also preserve the things that make it so unique – including the employees, the culture, and the customers.
We prioritize businesses that generate a positive impact, whether directly through its operations or by giving back to the community. Our team is dedicated to principles of integrity, hard work and quality.
COMMON REASONS TO SELL YOUR BUSINESS
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RETIREMENT PLANNING
You’re ready for retirement and your kids (if any) won’t be taking over.
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PLATEAUED GROWTH
You’re proud of the growth you’ve achieved so far, but are no longer seeing results.
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IT'S TIME
You’re ready to take a step back or move onto a new venture.
Meet THE FREDA TEAM
LISA HOOEY
FOUNDER & MANAGING PARTNER
Lisa founded Freda to bridge her passion for entrepreneurship along with her experiences working with world-class companies and CEOs.
Prior to founding Freda, Lisa worked at Scotiabank where she held roles in Corporate Banking and Global Loan Syndications, helping middle-market and corporate companies grow by raising capital to support their unique financing needs. She also spent time managing various process efficiency improvement projects in the operations department while overseeing back office functions. Before Scotiabank, Lisa worked as an operator at the Target Corporation where she supported their groundbreaking expansion into Canada. Lisa obtained her MBA from Queen’s University and has a BCom from Ryerson University with a double major in Marketing and Finance.
Lisa is an avid athlete, former competitive volleyball player and travel enthusiast, having visited more than 40 countries to date. Lisa is passionate about giving back and volunteering in the community.
Lisa is friendly, trustworthy and reasonable—we are confident you will enjoy working together to preserve your legacy.
our name
Lisa is the first woman in Canada to independently raise and lead a traditional search fund, so it was important to her to acknowledge this milestone in the name. 'Freda' serves as a tribute to her late grandmother, one of the most formidable and inspirational women in her life.
Through Freda Capital, Lisa aspires to embody her grandmother's resiliency, strength, and leadership, as well as carry on her legacy—just as she will personally commit herself to carrying on the legacy of the acquired business.
INVESTORS and advisors
Freda has secured funding from a diverse group of investors who are excited to support Lisa in this journey. Most of them are successful entrepreneurs themselves with extensive experience buying and successfully growing small-to-medium enterprises over the long term.
OUR DIFFERENCE
Freda is an entrepreneur-focused firm, not to be confused with traditional private equity or strategic acquirers.
We have strong values of integrity and hard work. We want to work with you to structure an agreement that helps you achieve your goals so you can enjoy the next chapter of your life.
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One mission
We are looking for an outstanding business to personally operate and grow and are in it for the long term. Lisa will fully commit herself to ensuring the continued success of your business.
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Flexible Terms
We can offer a tailored solution based on your unique objectives. We avoid unnecessary complexity and don’t have rigid rules or portfolio requirements to answer to.
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Transition Your Way
Although we ask you to help ensure a smooth transition of the business, we are highly flexible and can provide the opportunity for owner-operators to maintain some equity or completely exit.
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Funding
Our ability to invest is not dependent on our most recent financial performance. We have a seasoned investor group who is ready and eager to deploy private capital right away.
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Sustainable Growth
Unlike other potential buyers, we are not looking to boost short-term results by reducing headcount and capital investment. We want to maintain quality while investing in employees, processes, and products/services to achieve sustainable growth.
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Strong Values
Lisa is committed to building a positive relationship with you, based on a foundation of transparency and trust. Pass your legacy onto good hands.
Focus
WE ARE SEARCHING FOR A SIMPLE AND PREDICTABLE BUSINESS LOCATED IN CANADA OR THE U.S.
IDEALLY, THE COMPANY WOULD HAVE THE FOLLOWING CHARACTERISTICS:
FINANCIAL
Long history of stable profits
$2-10 million annual EBITDA
Strong margins and free cash flow
Majority recurring or repeat revenue
BUSINESS
Motivated seller in need of a succession plan
Stake of 70-100% for sale
Strong middle management
Well-defined competitive advantage or market leader
INDUSTRY
Stable and growing industry
Fragmented market
Resilience to cyclicality
Low capital intensity