Takota Asset Management

Quadrivium Capital Partners is an entrepreneurial investment firm located in Toronto, ON, dedicated to supporting small and medium-sized businesses across Canada. Their unique approach, known as Perpetual Entrepreneurship, involves partnering with a new generation of entrepreneurs to take over established Canadian businesses while honoring the legacy and values of the previous owners. The firm sets itself apart by collaborating with experienced operators to facilitate ownership successions, investing time, money, and resources into building exceptional companies with a focus on long-term sustainability. With a 15-year track record, Quadrivium Capital Partners has completed 15 acquisitions and currently manages 11 active investments, collectively generating over $120 million in revenue. Targeting businesses with sales ranging from $5 million to $25 million and cash flows of $1 million to $5 million, Quadrivium Capital Partners aims to provide a seamless succession solution for owner-operated businesses. By offering capital, deal expertise, and new management, they support owners in their retirement while ensuring the continued success of the business. Generated from the website content

Cidel Financial Group is a Canadian private bank specializing in wealth management, dedicated to partnering with high net worth individuals, their families, and institutions to effectively structure and grow wealth. Since its establishment in 1999, Cidel has maintained its independence, allowing it to focus on simplifying the complexities associated with substantial wealth. The firm is recognized for the quality of its personnel and its unique approach to wealth management, fostering long-term relationships with clients. Cidel combines significant capabilities with a personal touch, ensuring a tailored experience for each client. Generated from the website