Here to be the partner of choice for the owner who values seeing their business go to the right ‘forever home’

Chellis Capital invests in & operates small-mid sized North American businesses

We bring a highly flexible and tailored approach to structuring a transaction and managing the transition & operations post close

What makes us unique

  • We invest our own equity capital - there is no ‘third party’ approval needed to close a deal. This also means it is our skin in the game for the long term.

  • We are open to different owner / management transition scenarios. We have experience in both investing & operations meaning we can be as involved as desired based on the situation. We can work with either an active owner needing to be transitioned or working with an existing team in place.

  • We are open to various transaction structures and recognize that one size does not fit all.

We could be the right partner if

  • Your business generates $0.5-2.0M of EBITDA or free cash flow and has demonstrated reasonably consistent profitability over time.

  • Your company operates in an industry we can understand and provides a product or service that provides clear value to it’s customers (B2B or B2C).

  • You place value on finding the ‘right’ home for your business.

What we will (and won’t) do

Will Do

  • Do what we say 

  • Respond to you within 48 hours

  • Be polite, treat all parties with respect & maintain confidentiality

  • Provide the business with the financial & operational support to ensure it succeeds - your legacy and team are in good hands

  • We recognize no business is perfect, so we will take the time to understand the fundamentals

  • Work to create a win-win structure that is commercially reasonable and executable

Won’t Do

  • Not respond - If something is not for us, you will hear from us promptly and be given a reason why. Furthermore, if it not a fit for us, but we know someone who may be interested we will gladly help out

  • Provide an EOI / LOI that we are not able or willing to close on

  • ‘Retrade’, seek commercially unreasonably terms or not follow through on a commitment post close

  • ‘Flip’ a business or engage in activities designed to ‘dress it up’. We are long term holders & unlike private equity or search funds, we never need to sell

Investments

The largest owner & operator of vacation rental properties on Florida’s east coast

Passive minority investments in multiple privately held businesses

Who we are

Stephen Groff, CFA - Founder

Steve graduated from Wilfrid Laurier University and went on to spend 14 years in investment management at CI Investments & Fidelity Investments. As a portfolio manager directly managing multi-billion dollars of AUM across retail & institutional mandates, he won numerous awards including Morningstar Breakout Fund Manager of the Year, TopGun Investment Mind, Fundgrade A+ Awards & Lipper Fund Awards.

Driven by the desire to become more ‘hands on’, he made the transition and spent two years with a private equity group focused on the lower mid-market, where he was involved with operations and owner transitions. Steve has also been engaged in entrepreneurial ventures at various stages, helping further build out hands on operational experience.

Steve lives in Toronto with his wife, three children (who’s names combine to create the word Chellis) and 2 golden retrievers.

Interested in starting a conversation?

Give us a call at (647) 707-1576 or email us at steve@chelliscapital.com