We are looking to acquire, operate, and preserve the legacy of one great business.

Who We Are

Sun Harbor Capital is named after the founder Liz’s grandmother Sonny (pronounced “Sunny”). Sun Harbor Capital aims to emulate grandma Sonny’s warmth and resilience while providing a safe harbor for a company to shelter and flourish.

Sun Harbor Capital is an experienced team of entrepreneurs, investors, and current / former CEOs of small and medium-sized businesses with a diverse set of experiences and skills. We have collectively worked with numerous business owners and invested in founders. We know what it takes to foster teams, maintain and enhance culture, and grow businesses for the long-term.

Our Mission

Our mission is to invest in a single company in North America with an established track record and growth potential while preserving your legacy and reputation in the community. We believe value is generated over time, and that’s why we invest for the long-term.

We will partner with the management team to understand what made the company successful and work towards addressing challenges and obstacles to unlock the next phase of growth. Sun Harbor Capital’s management will operate the business on a day-to-day basis, allowing the current owner to take a step back when he or she is ready.

  • LONG TERM PARTNERSHIP

    We are not a private equity or venture capital firm. We are committed to taking your business to its next level of growth and success.

  • PEOPLE FIRST

    We want to preserve the foundation that makes a company great. We believe that employees are a company’s most valued asset and we are dedicated to maintaining your founding vision and culture.

  • GROWTH ORIENTATION

    Growth is the main part of our strategy. We are committed to aligning the organization and employees to create stable value and grow the reach of your business. We will additionally apply our experience and network of leveraging technology and data to grow the reach of your business.

  • LEGACY PRESERVATION

    We know how much your company means to you and we are dedicated to carrying on your legacy, protecting your people and community, and further growing your business.

Partnering with Sun Harbor Capital

Personalized

Every business owner has their own path. We’re here to support you wherever you are in your journey – whether you’re looking to stay involved, step back, or keep a stake in the business to share in future growth.

Transparent

We promise to maintain transparency as we get to know your business and share how we can support you.

Informative

Our goal is to add value at every step throughout the process, including offering insights into your business and identifying opportunities to grow.

What can you expect from us?

CONFIDENTIALITY

We know the concerns of privately held and family-owned business owners and pledge to keep our discussions completely confidential.

TIMELY TRANSACTION

We understand the value of time and pride ourselves on our ability to make expeditious investment decisions.  

FLEXIBLE TERMS

We have the flexibility to structure a deal that works for you - from working on the actual deal terms to implementing a post-acquisition role.

OPERATIONAL EXCELLENCE

We bring decades of financial and operational experience, across a wide range of industries and geographies, with a focus on long-term growth and expansion.

What We’re Looking For

While we are industry agnostic, we rigorously apply a set of investment criteria when evaluating opportunities. We recognize the unique characteristics of every business and believe that a strong foundation is essential for every successful venture.

Industry Overview

  • Stable and growing industry with low cyclicality

  • Large addressable market

  • Strategic competitive advantage

Business Profile

  • Primarily B2B with a loyal and diverse customer base

  • Great product or service with clear growth opportunities

  • Motivated seller and compelling team

Financial Criteria

  • $2-10M EBITDA

  • Profitable for >3 years

  • Strong margins and free cash flow

Interested in connecting?

If you are a business owner and exploring the possibility of making a transition into the next stage of your life and believe that your business might be a good fit for us, we would love to connect. We know this is a big decision. By learning more about us, we hope that you will find us to be the right partners to help you make this life-changing transition. 

All conversations will be strictly confidential.