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We combine hands-on management

with the resources and expertise


of world-class operators and investors
to make good companies better.

We founded Alpine Growth Partners on the belief that partnership


is a path to growth. By combining our operating and investing
experience in small- to medium-sized companies with an investor
team of highly successful owner-operators, we can help raise
your business to new heights.
We do this by taking on active, day-to-day roles and adding to
management bench strength in one business at a time. While we
can represent a succession solution to owner-operators, we seek
to collaborate with existing management to unite a company
behind a vision and strategy for long-term growth. In doing so,
we pay great attention to understanding a business, its people
and their interests.
Alpine Growth Partners approach rests upon the diligent
application of hard work, robust analysis and common sense. We
have a fundamental respect for what entrepreneurs have built
and nurtured, and look to add to this solid platform with financial
and management resources, governance best practices, as well
as the wisdom and experience of our investors who have built
their own successful businesses across many industries.
We invite you to reach out and chat with us. As we value honesty
and integrity, well provide our best advice on the path to take,
even if we dont happen to be the right partner for you.
Sincerely,

Daniel Forest

Toby Chang
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What Sets Us Apart


Partnering to drive growth and bring businesses to the next level
Because we invest personally, join the management team, and have a long-term time horizon,
we are fully aligned with owners and management teams.

Private Equity

Trade Buyers

Buyers Focus &


Objective

Growth and sustainability

High transaction volume


and quick exits

Driven by corporate
parents needs

Investment Horizon

Long term with no predetermined period

Typically 3-5 years

Subject to corporate
strategy

Commitment to Your
Company

Exclusive with full-time


management and dedicated
board of directors

Split between portfolio


companies; generally
board involvement only

Shared across divisions;


risk of cost cutting and
integration

Deal Terms

Flexible to meet seller needs

Driven by leverage and


fund structure

Bound by corporate
constraints

Source of Capital

Partnership of successful
entrepreneurs and operators
with strong capital base

Pension funds,
insurance companies
and other institutions

Diverse base of public


and/or private investors

Value Creation
Strategy

Grow revenues, operational


improvements, management
best practices

Largely financial
engineering

Synergies and costcutting

Owners Future Role

Flexible: full exit, consulting


role, equity partner

Varies from intense commitment under salary to


forced departure

Employees

Critical to the business and


for future growth plans

Simply viewed as a cost to be managed

What We Look For


We seek to make controlling investments in smallto medium-sized businesses that have potential for
long-term growth.

Company Characteristics
Privately-held and based in Canada or the U.S.
Sustainable competitive advantage
Strong growth prospects
Diverse and loyal customer base

Industry Characteristics
Large and growing
Limited business cyclicality
Barriers to entry
Fragmented competitive landscape
Low regulatory and technological risk

Financial
Stable, recurring revenue of $5 million to $50 million
Sustainable EBITDA of at least $1 million with
margins exceeding 10%
Low capital intensity

Management and Ownership Situation


Owner seeking to exit or reduce daily activities
Owner looking for capital and management
partners to help drive future growth
Divestiture from larger business
We do not invest in companies in serious financial
distress, start-ups, R&D-intensive or venture-stage
companies.

We have assembled a team of over a dozen


individual investors, each a successful
business owner and entrepreneur in their
own right.
These operators provide not only capital,
but also valuable expertise and advice.
Together, we share a common passion for
growing small- to medium-sized companies
in North America and beyond.

Partners
Daniel Forest, CPA, CA
Prior to co-founding Alpine
Growth Partners, Daniel was
a Director at BMO Capital
Partners, a leading mid-market
junior capital firm, where
he transacted in small and
middle-market
companies
across North America. While
at BMO, he invested $80M
in 13 transactions including
buyouts, tuck-in acquisitions
and growth equity in a variety
of industries consistent with
Alpine Growth Partners target
sectors.
Prior to BMO, Daniel earned his Chartered Accountant designation
while working with KPMG and PwC in both Toronto and Montreal.
Daniel holds an MBA from INSEAD, a B.Com (Major in Finance)
from McGill University, and is a Chartered Accountant (CPA, CA).
A Montreal native, Daniel is an avid skier and an ambitious golfer.

Toby Chang
Prior to co-founding Alpine
Growth Partners, Toby was a
Director at Decision Resources
Group, a leading health
information business owned
by Providence Equity. As a
senior leader of the medical
technologies subsidiary, Toby
led teams of over 100 staff,
and guided the restructuring
of global research operations.
Toby also lived in Asia to work
with his family business, a
global luxury menswear tailor
and retailer.
Toby holds an MBA with Distinction from INSEAD and a B.A.Sc.
(Mechanical Engineering) from University of Waterloo.
A Toronto native, Toby is an avid skier and hockey player, and sits
on the board of an arts non-profit organization.
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Daniel Forest

(514) 915-6775
daniel@alpinegp.ca

Toby Chang

(647) 871-9444
toby@alpinegp.ca

www.alpinegp.ca

123 Edward Street, Suite 1112


Toronto, Ontario M5G 1E2