A Tailored Succession Plan to Meet Your Objectives
Green Lake Capital Partners was formed by Alex Reznikov to acquire, operate and grow accounting and finance advisory practices
in Canada or the United States.
We will work with you to meet your unique objectives; whether you want to step back completely, transition over time, or stay involved.
Backed by a group of family offices and successful entrepreneurs who have been in your shoes and are ready to invest for the long-term.
We are looking for accounting and finance advisory practices with the following attributes:
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Revenue of $2 million+
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Majority of revenue is recurring; ideally through value-based, monthly billings
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Stable, consistent revenue growth
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Loyal customer base with low attrition
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Cloud-based firms are preferred but not a requirement
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Headquartered in Canada or the United States
Investment Criteria
Why Sell to Green Lake?
Flexible Terms
A flexible and efficient succession plan that meets your objectives. We want to understand your goals and "what success looks like" for you.
Long-Term Focus
We value sustainable growth over the long-term. Our investors are fully aligned with this approach and think in decades, not 5-year investment horizons.
Growth Oriented
We want to invest in your business and build on your legacy by implementing best practices, investing in your people, technology and systems so your business can reach its full potential.
Respect
We're committed to doing right by your employees and customers. We want to celebrate what you have built by respecting your legacy and the company's history. We'll do what we say, just like you.
About Me
Green Lake is named after the spot where I proposed to my wife almost 15 years ago, and we've been on an incredible journey together ever since.
My parents fled the USSR in the 1970s and settled in Israel where my brother and I were born. In 1990, we immigrated to Canada as the Gulf War was starting, and my parents re-started their lives again. I remember seeing snow for the first time, completely mesmerized and almost forgetting about how cold it was. It was cold! My parents got to work immediately, my mom as an engineer, my dad as an entrepreneur. From an early age my parents showed us the importance of hard work, perseverence and humility. That work ethic continues to drive me today.
I started my career at Deloitte before moving to Investment Banking at CIBC, where I spent 10 years advising clients on financing transactions and mergers & acquisitions. I earned my CPA and CFA designations along the way and had the privilege to work with companies of all sizes, across industries, and different stages of maturity. However, the work I enjoyed most was helping founders tackle their toughest challenges and grow their businesses. After the bank, I worked as an executive with an education business where revenue grew from $40 million to over $100 million, and most recently with an AI staffing company as their first CFO, where we grew revenue by 60% as we scaled the business.
I am ready to apply my full energy and expertise to your business. If you are considering retirement, I would love to hear from you!
Let's work together to find the right deal and ensure a bright future for your business.
Let's Chat!
For any inquiries, please email:
Alternatively
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All conversations are strictly confidential.