Building for
the Long Term
A permanent equity partner dedicated to building the premier service provider for the SMB economy.
Patient Capital.
Permanent Home.
We're building a business for the long term.
Canopy's investors have a long-term perspective and share our goal of building a lasting professional services platform. As a result, we are able to make decisions that are right for the business over decades, not quarters.
We invest in your team's development, deepen client relationships, and build infrastructure that pays off over time. We're not constrained by fund timelines, quarterly reporting or investor exit requirements.
When you partner with Canopy, there's no countdown clock. We're building a platform designed to support and grow your business for generations.
Operational Excellence
At Scale
Our vision is to build a platform where exceptional service scales. We handle the complexity of operations so our dedicated professionals can obsess over their clients.
Commitment to Excellence
We invest in building best-in-class systems and support functions that enable our service delivery teams. We handle the heavy lifting of operations so you can focus on the client experience.
- 01Centralized corporate services
- 02Technology infrastructure and security
- 03Strategic marketing and growth engines
- 04Client support and cross-selling collaboration
- 05A knowledge network of shared best practices
The Platform Advantage
By bringing together exceptional firms across IT, HR, and accounting, we create economies of scale and shared expertise that benefit everyone. Your firm gains access to enterprise-grade capabilities while maintaining its independence and client focus. Your clients gain access to a broader ecosystem of trusted services.
Operating Principles
These principles guide every decision we make and every partnership we form.
Protect What Matters
We safeguard your culture, client relationships, and the unique qualities that make your business successful.
High Standards, Consistent Execution
We focus on consistently executing the fundamentals to an exceptional standard, knowing that patient investments in quality yield exponential results over time.
Founder-First Philosophy
Your timeline, your terms. We support transitions that honor your legacy and your vision for the future.
Generational Mindset
We are building for the long term, not the next transaction. We prioritize decisions that will create a foundation for decades of success.
Different Paths to Partnership
There are several ways to partner or sell your business. Each has its place and purpose.
Strategic Consolidators
Larger competitors who acquire smaller firms to absorb their clients and reduce expenses.
Best for: Owners who want to maximize cash proceeds and are comfortable with their brand and culture being fully absorbed into the acquirer.
Traditional Private Equity
Investment firms that acquire businesses with a 3-5 year exit timeline, focused on rapid earnings growth and financial leverage.
Best for: Owners who want to sprint to a second exit and are comfortable with a control investor pushing for aggressive growth strategies.
Canopy Group
A permanent equity partner with no exit timeline, focused on building long-term value through operational excellence, a comprehensive service offering and exceptional customer service.
Best for: Owners seeking liquidity and flexibility in their ongoing role, who want to secure stability for their team, benefit from operational support and ensure their business thrives for decades to come.
The right choice depends on your goals, timeline, and what you want for your business's future. We're happy to discuss all these options candidly to help you find the right fit.
Let's Explore If
We're a Good Fit
Every business is different. Let's have a confidential conversation about your goals and see if our long-term approach aligns with what you're looking for.