Your .
Our Partnership.
About Us
Herencia is an investment firm focused on growing exceptional businesses in Canada and the US.
Her-en-cia is the Spanish word for Heritage. It represents how we think, how we partner, and how we create value. We are entrepreneurs, operators and investors driven by legacy, longevity and trust.
We partner with owners looking for more than just capital. We are an operationally inclined partner built to steward the next phase of business growth. We honor the legacy of owners and build upon the foundation of strong values and culture that make employees, customers, and ultimately, companies successful.
A Different Kind of Partner
We offer a better alternative than private equity and strategic buyers. We are an active partner with a “boots on the ground” management style. We give owners the confidence that their employees and customers are in good hands - we want to hold your business for a long term.
We are Long Term
Herencia is a hands-on partner, committed to excellence, seeking to create and grow business value over decades not years.
We are People First
We recognize the best way to build enduring businesses is by empowering great employees to drive even greater customer experiences.
We are Honorable
We operate with transparency and integrity in everything we do.
Our Unique Approach
We aim to create win-win solutions. All stakeholders should benefit from the transition of your business to the HP family of companies.
Business Owners
Employees and Community
Advisors
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We are committed to preserving an owners’ legacy, business culture, and customer relationships while retaining employees. Unlike private equity, we are long term oriented and growth focused, prioritizing sustainable growth over short-term profits or cost cutting.
We are a collaborative and flexible to structure transactions that makes sense for an owner and craft succession plans that helps owners transition from their day-to-day responsibilities.
We will join the management team of the companies we partner with and become active day-to-day managers, "rolling up our sleeves" alongside existing employees.
We believe talent is our most important resource. We value investing in people, processes, and systems to create more opportunities for employees to learn, develop and grow into leaders in the business over time.
We are credible investors with proven experience, backed by seasoned investors and operators to ensure deal success and deliver on the strategic vision.
We provide (1) Certainty of Execution, (2) Transparent, Fair and Honest Dialogue, (3) Efficient Closing and (4) A Secure Future for your Client
What We Look For
We partner with North American business owners looking for liquidity. We have a flexible mandate but primarily pursue high-quality B2B service with one or more of the following characteristics.
Business Ownership
Willingness to sell a majority stake (or 100%)
Seller seeking retirement or reduced day-to-day involvement
Ideally middle-level management talent
Industry
Services: Industrial, healthcare, technology, business services
Products: Consumable, aftermarket, replacement parts and supplies
Business Model
Recurring demand for services and products
Strong customer loyalty
High value-add services and products
Active Investments
Offers heating, ventilation, air conditioning, and refrigeration (HVACR) services to commercial and industrial clients across Canada
Our Team
Nate Goulbourne
Principal and Co-Founder
Nate has 10-years of experience in finance, serving more recently as an investor in a variety of sectors ranging from software to consumer across North America. He brings extensive experience in business strategy, and finance leadership.
Nate has worked across many organizations including Canada Pension Plan Investment Board, Onex, and BMO Capital Markets.
Nate received an M.B.A from Harvard Business School and B.A. in Accounting from Morehouse College.
Biggest Failure
Not getting into university the first or second time that I applied. Best thing that happened to me!
Favorite Destination
Tanzania and Japan
Favorite Book
Anti-Fragile by Nassim Taleb
Most Important Lesson I Learned
Perseverance builds character
Grew Up In
Jane and Finch, Toronto (iykyk!).
Most Admired Giant of Business
My Grandfather (Small Shop Owner). Mark Leonard (Constellation Software). Jorge Lemann (3G). Reginald Lewis (TLC Group). Dee Hock (Visa)
Ahmed Dipo Alimi
Principal and Co-Founder
Ahmed has over 10-year experience in Finance and Investing, focused on investing in and supporting the growth of small and medium scale businesses in emerging markets. Ahmed has worked with many founders across a variety of sectors, supporting them with solving business issues around strategy, growth, finance, marketing, and sales.
Ahmed’s prior roles spanned many leading international organizations including KPMG, McKinsey & Companies and Helios (an investee of Helios Fairfax Partners, a TSE listed entity), the Fund for Export Development in Africa (FEDA) as well as FBN Capital.
Ahmed received an MBA from Harvard Business School and BSc Actuarial Science from University of Lagos, Nigeria. He is a Chartered Accountant and a CFA Charter holder.
Biggest Failure
Not starting a business earlier; No school can teach leadership better than business
Favorite Destination
Lagos and Cape Town. Love the beauty of Cape and all, but nothing beats jollof rice!
Favorite Book
Originals by Adam Grant
Most Important Lesson I Learned
I’d choose an emotionally intelligent person over a smart person every time
Grew Up In
Lagos, Nigeria.
Most Admired Giant of Business
Warren Buffett
Our Advisors
Stephen Goddard
Advisor
- Managing Director at Kamylon
- Former CEO of Lifeline Ambulance Services and TransPac Aviation Academy.
Steve Divitkos
Advisor
- Founder/ CEO of Mineola Partners
- Former CEO of Microdea
Contact
We understand from experience how important it is to choose the right partner. Whether
you’re ready to sell now or in the future, we’d love to begin building a relationship.
Discussions will be kept strictly confidential.