Rooted In Canada
Having invested $1.4 billion in private equity over three decades, CAI has partnered with companies across North America. We are focused on Canada, a region where our connectivity offers a definitive edge.
Our longstanding Canadian roots make us alive to the possibilities in the Canadian lower middle market and a phone call away from the experts and partners who can accelerate growth for each of our portfolio companies.
In Canada’s close-knit business community, the reputation and relationships we’ve developed are among our greatest assets. We are Canadian – respectful in our approach, open in our thinking, and dogged in our determination.
Many of the past and present founders of portfolio companies in which we’ve invested trust us to manage their personal capital. Their endorsement speaks for itself.
Building Market Leaders
Our sustainable approach to value creation has led to substantial EBITDA growth across our portfolio companies. We seek control positions in founder-led businesses where we can drive growth by adding talent, professionalizing processes, investing in infrastructure, and identifying expansion opportunities.
$3 to $10 Million of EBITDA
Founder owned / led business
Business services or specialty manufacturing
Willingness to take a control investor
No prior institutional equity
There’s no substitute for experience and no shortcut to expertise.
Ms. McVicar has been recognized in Canada 150 Women (2017), 50 Most Influential Women in BC – BC Business (2015), WXN Canada’s Most Powerful Women - Top 100 (2014), Influential Women in Business Award – Business in Vancouver (2009), Association of Women in Finance PEAK Awards (2008), and Business in Vancouver Top 40 Under 40 (2007).
Ms. McVicar received a B.Comm (Finance) from the Sauder School of Business at the University of British Columbia. She is a Chartered Financial Analyst and has received the Institute Certified Director Designation (ICD.D) from the Institute of Corporate Directors.
Mr. Johansson received a B.Comm (Finance) from the Haskayne School of Business at the University of Calgary.
Mr. Herriott received a B.Comm (Finance) from the Sauder School of Business at the University of British Columbia and is a Chartered Financial Analyst.
Mr. Schopf received a B.Comm (Finance) from the Sauder School of Business at the University of British Columbia and is also a CFA Level III candidate.
Mr. Restler transferred leadership of the firm to Tracey McVicar in 2015 and is involved in the wind-up of CAI Fund III and CAI Fund IV.
Mr. Restler received a B.S. from the Wharton School of the University of Pennsylvania.
Ms. Yap received a B.Comm from the Sauder School of Business at the University of British Columbia. She is a Chartered Professional Accountant (CPA-CA).