Philosophy
Charleswood grew from an idea of community integration and engagement. Based in Vancouver, Canada, we strive to create pathways for new Canadian investors to connect with the local economy, and assist the entrepreneurs and businesses that make up the grass-roots backbone of our society.
As a recent addition to Western Canada's private equity industry, we excel in strengthening established local small to medium-sized private businesses (SMEs) with a system to facilitate founder transition, optimize operation, and foster sustained growth. We bring a value proposition of financial, strategic, and operational expertise to every opportunity.
Criteria
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An established brand that creates a clear and unique value for its community and is respected by loyal customers and clients
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In the area of business services (B2B), adult education, and construction and property related services
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Demonstration of historical financial excellence
Strategy
Engagement
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Brokerage referrals
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Proprietary leads
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Indsutry connections
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Succession strategy
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Goodwill transformation
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Transition planning
FOUNDER TRANSITION
growth
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System modernization
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Operation streamlining
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Strategic growth plan
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Industry expansion
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Strategic acquisition
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Synergy sharing
integration
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Synergistic investment
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Institution and management buy-out
SUCCESSION
Offering long-term solutions rooted in practical expertise
We are a small, multi-disciplinary team with a mandate to help businesses explore and expand their potential. We bring industry insights, solution-driven expertise, and a creative spirit to every investment. Our value added proposition provides businesses with the marketing insights, system modernization, community development, and strategic framework needed to achieve and improve brand cohesion, operation efficiency, and cross-departmental synergy.
Creating Value via
Strategic Investment
See our Investment and Brands
Vincent Helton & Associates / Pacific Fountain Supply
Industry: Architectural and Engineering Services, wholesale
Founding Year: 1983
Location: Delta, BC
Vincent Helton is an award-winning architectural water feature designer in the Pacific Northwest. The Company has completed over one thousand water feature projects across North America.
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ProSafe Training & Supplies
Industry: Training/Education
Founding Year: 1999
Location: British Columbia
ProSafe is a leading employment training agency in BC in the area of first aid, and workplace safety training. The Company has four campus locations in the Lower Mainland.
Connecting with those who shape our communities
Follow our journey
