WHO WE ARE

Established since 1999, A leading venture capital and private equity firm with over 500 million in assets under management. Founded over 18 years ago, Ledger Capital has an uncompromising vision to build long-term value for investors in a broad range of investment funds. Our comprehensive approach to fund management aligns identified capital sources with specific investment opportunities to create unique and highly successful niche investment funds.

We are different from many other investors. Ledger pioneered an approach to private equity investing that recognizes the power of combining a flexible time horizon with an intense focus on value creation. We appreciate the limitations of traditional private equity and set out to build a firm dedicated to building great businesses, thoughtfully and purposefully, in partnership with outstanding management teams.

As investors, our objective is to generate excellent returns. We do this by being discerning in our choice of businesses, and dedicated in our ownership of them. Each year we evaluate a large number of opportunities to identify one or two that are compelling.

Our objective is to realize on our efforts with each business not when our time is up, but when our work is done. This allows us to make strategic decisions for each business with a view toward significant and sustainable value creation.

As investors, our objective is to generate excellent returns. We do this by being discerning in our choice of businesses, and dedicated in our ownership of them. Each year we evaluate a large number of opportunities to identify one or two that are compelling.

Our objective is to realize on our efforts with each business not when our time is up, but when our work is done. This allows us to make strategic decisions for each business with a view toward significant and sustainable value creation.

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Our Mission

“We are accountable to our clients to provide professional fund management for all asset classes, exercising the highest standards of prudence and fiduciary responsibility. We deliver to our clients the highest return for a given level of risk, at a reasonable cost, while recognizing our responsibility to the broader society through our governance, social and environmental related activities.”

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Citizenship

We are committed to social responsibility as a core component of our investment process.

We work with companies that operate in a lawful, transparent and sustainable manner, without violating human rights or environmental guidelines. We actively work with our portfolio companies to enhance corporate governance.

Environmental, Social and Governance considerations are central to our investment process, and if applicable, included in investment documentation from concept paper through to final investment recommendation.

Our Philanthropy Committee supports charitable organizations in our local communities, giving our teams the opportunity to give back to the people and places in which we live and work

For over 19 years, our active management approach and relationship based business has generated attractive returns for investors.

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Investment Philosophy

STRATEGIC GROWTH PARTNERS

At Ledger Capital we understand what it takes to start and grow a successful company because we did just that in early 1999 when we opened the doors for the first time. Ledger Capital is a true entrepreneurial growth partner where Ledger owners are willing to share skill sets with other owners for mutual financial benefit.

At Ledger Capital we have an excellent track record of helping entrepreneurs to increase stakeholder value by providing the right amount of capital in the form of debt or equity, adding mentorship only when required, and being prepared to share the playbook that will maintain the discipline of compliance to a strategic plan. Ledger Capital works with management and ownership to identify and understand value creating goals and objectives. Ledger Capital will facilitate the go forward strategic plan by making the necessary direct investment in real dollars. Bond Capital will be available to help management execute their strategy during the periods following the initial transaction closing date. You should know that Ledger Capital puts the full resources of its entire firm behind each investment that we make. This means our partners “you” gain access to our experience, our network of associates, and the Ledger Capital financial structure formula. Working with an experienced financial growth partner like Ledger Capital means that you will make more money faster.

INVESTMENT PHILOSOPHY

Ledger Capital invests in the moral character of the owners who approach us for financing. We want to build trust and seek out common values long before the transaction appears on the horizon. We are available to dialogue with companies wishing to be guided towards a sustainable competitive advantage evidenced by growing positive cash flow, and good governance practices.

Ledger Capital is guided by fairness, transparency, and directness. We seek partners with similar values. Ledger Capital is a growth oriented value investor willing to provide the necessary stewardship resources both financial and otherwise.

We specifically avoid significant invasive change to any Ledger Capital investee business. We wish to collaborate by providing best practices dialogue as an invited observer at the Board of Directors level. Ledger Capital has a history of relying on management to operate the business while we specialize on banking, finance and when requested mentorship.

CODE OF CONDUCT

Ledger Capital promotes ethical practices amongst its employees, stakeholders, associates and partners. We maintain a vision of the highest professional standards based on privacy, integrity, fidelity, and transparency. This means that we will treat our relationship with you and any personal or business information shared by you or entrusted to us as proprietary and confidential.

We will not disclose this information to anyone without first consulting you to obtain your express written consent. Furthermore, we have policies and procedures in place to safekeep any information provided to us by you.

At Ledger Capital we take ethics and privacy very seriously and see our necessary fiduciary relationship as both a privilege and a responsibility.