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Asset Management Company Investment Opportunity in Oakville, Canada

Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
This Business is on a Premium Plan
Established 5-10 year(s)
Employees 5 - 10
Legal Entity C Corporation
Reported Sales USD 1 million
Run Rate Sales USD 1.1 million
EBITDA Margin 15 %
Industries Asset Management
Locations  Oakville
Local Time 2:19 PM America / Toronto
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 500 thousand for 25.0% stake (Native Currency: CAD 685,000)
Reason: The funds will be allocated towards financing our growth, as we have a proven track record of succes... View More
Interested to connect with advisors
Name, Phone, Email
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Business Name
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Business Overview

- We are a well-rounded and complete service provider for asset management with a focus on real estate investing.

- The company has a proprietary technology platform internally used and might be scaled for a larger real estate investing and asset management audience.

- In contrast to traditional real estate investment companies, our primary focus is on providing customer-centric solutions.

- We have embraced digitalization, streamlining the entire investment process from the virtual data room to the finalization of deals, including the registration of share certificates and the distribution of share profits.

- The platform has the potential to grow into an AI-empowered real estate investing platform and/or real estate tokenization platform.

- We own our proprietary technology that can be further employed by other real estate development companies or real estate agents or teams.

- Our company is also considered a Halal investing and financing company, a niche that is underserved and with double-digit growth potential.

- Since inception, the company was able to source some quality investment opportunities and to complete several investment cycles resulting in satisfied investors who have enjoyed annual returns ranging from 10% to 15%.

- The team includes all Canadian citizens with top university degrees and experience in real estate, finance & banking.

- The team has successfully worked together for more than 4 years and is in great harmony.

Products & Services Overview

• Investment products: Commercial development of real estate, motel to apartment renovation, SME financing, and residential development.

• Financing product: Shariah private lender catering to a niche market that is currently underserved but shows significant growth potential in the double digits.

• Investing Technology products: including CRM, virtual data room and IRM investor relationship management.

Assets Overview

The business does not have any tangible or intangible assets.

Facilities Overview

Rented office in Oakville, Ontario (Toronto region, Canada).

Capitalization Overview

• Business is self-funded by the partners.

• There are currently no debts or loans.

• The operations are self-sufficient.

Recent Activity
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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