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What is Lynx Equity Limited (“Lynx”)?
Lynx is a private equity firm that specializes in buying small to medium-sized businesses from owners who do not have a succession plan and are looking to retire. Since 2007, the team has successfully identified, acquired, and managed over 50 companies.
Where is Lynx located?
Lynx’s head office is in Toronto, Canada with portfolio companies across Canada, the United States, the UK, the Netherlands, and Denmark.
What type of companies does Lynx acquire?
Lynx’s portfolio comprises small to medium-sized businesses operating in mature industries with stable growth and returns, including: commercial services, manufacturing, commercial flooring, retail, wholesale, and signage.
Lynx targets businesses that meet the following criteria:
Small-to-medium-sized businesses (EBITDA: USD $2M - $7M)
Mature businesses with stable growth (0-10%)
Strong revenue defense and diversified customer base
- Stable transition plan and strong management team
What values drive Lynx’s operations?
Lynx prioritizes integrity, humility, and resiliency with a focus on building enduring partnerships and fostering sustainable growth while honouring the legacy of each portfolio company. Instead of enforcing rapid change, Lynx empowers its subsidiaries to grow at a sustainable pace and build lasting operations.
Is Lynx reliant on any single individual for its ongoing operations?
Lynx has implemented a strong and structured management team with defined roles and responsibilities, allowing the organization to function effectively without dependence on one individual. This structure supports operational continuity and long-term stability.
What is Lynx’s investment approach?
Unlike many private equity firms, Lynx’s buy-and-hold strategy focuses on owning each portfolio business for the long term. This approach involves ongoing support to each portfolio company and reduces operational disruptions, ideally allowing for steady growth over time.1
What sets Lynx apart from other private equity firms?
Lynx follows a long-term, buy-and-hold strategy that emphasizes stable growth over quick exits. Lynx reinvests in its businesses, preserves legacy brands, and works closely with management teams—leading to stronger operations and lower turnover.
As a Lynx investor, are you investing in the entire Lynx portfolio or a specific portfolio business[es]?
Investments are made at the Lynx parent-company level, not in any one particular portfolio businesses. With this investment model, investors benefit from diversified exposure across all businesses which are 100% owned by Lynx.
What structure and returns does Lynx offer investors?
The investment is a straight debt term loan and returns vary depending on the chosen fixed term. Lynx pays interest income monthly on the anniversary date of the loan advance by Electronic Funds Transfer (EFT).Lynx’s portfolio comprises small to medium-sized businesses operating in mature industries with stable growth and returns, including: commercial services, manufacturing, commercial flooring, retail, wholesale, and signage.
1 Year: 8%
2 Years: 9%
3, 4 or 5 Years: 10%
How does Lynx generate returns for investors?
Returns are generated through ongoing operating cash flow across the portfolio, with a focus on steady income and long-term capital appreciation due to Lynx’s buy-and-hold strategy.
Unlike traditional equity models, Lynx's investment approach is debt-based: loans from investors are fixed for a chosen term, with 100% of the principal returned at maturity if not renewed. Investors receive equal monthly interest payments throughout the term.
Has Lynx ever been unable to pay a scheduled payment?
Lynx has always met its scheduled payment obligations.1
How was Lynx impacted during COVID-19 lockdowns?
Due to the diversification of our portfolio, several portfolio companies thrived during COVID-19 lockdowns. We never missed a payment to investors, and aggregate revenue increased through the period.1 Some of our portfolio companies were classified as essential services and continued operating without interruption.
In addition, many businesses used office closures as an opportunity to complete renovation projects, which drove strong demand for our commercial flooring group and other service providers.
How does Lynx avoid large, simultaneous investor withdrawals?
Lynx investments are set to a fixed term at staggered time frames, minimizing the possibility of unmanageable redemptions all at one time. Presently, around 95% of investors choose to renew their investment at maturity, reducing the likelihood of significant simultaneous redemptions.2
Is this investment suitable for international investors?
Yes, Lynx welcomes investors from various jurisdictions, subject to local regulations and accreditation requirements. Please contact ir@lynxequity.com for specific eligibility.
How does Lynx finance its acquisitions?
Lynx finances its acquisitions via a combination of new capital provided by individual investors, bank acquisition financing, and/or other institutional funds and profits from individual portfolio businesses.
What is the minimum investment amount?
To support both diversification and regulatory compliance, Lynx generally works with accredited investors starting at 100,000 CAD/USD, Pounds Sterling, DKK, or Euros.
What is the difference between Lynx Equity Limited and Lynx Equity Income Trust?
Whereas Lynx is an international company offering debt-based fixed loans for a chosen term, the Lynx Equity Income Trust is comprised exclusively of Lynx's U.S. portfolio of companies and offers a longer investment horizon, lower minimum investment, and eligibility for registered plans including RRSPs, TFSAs, LIRAs, LIFs, RRIFs, RESPs, and RDSPs.
The minimum investment for accredited Canadian investors in the Lynx Equity Income Trust is $10,000 CAD, while the minimum investment for Lynx is $100,000 CAD/USD. Investments in the Trust are only available to Canadians at this time, though investments in Lynx can be made by accredited investors across the globe.
What are the features of the Lynx Equity Income Trust?
In addition to the features noted above, the Lynx Equity Income Trust offers a contracted annual distribution yield paid quarterly.
Who can invest in Lynx?
Both accredited individuals and institutions can invest in Lynx’s diversified portfolio either through Lynx Equity Limited or the Lynx Equity Income Trust, which is comprised exclusively of Lynx's U.S. portfolio of companies. Lynx aims to provide consistent returns while preserving capital.
How can I learn more about investing in Lynx?
To learn more about investing at Lynx, download the Investor One Pager, or please contact: ir@lynxequity.com. To learn more about the features of the Lynx Equity Income Trust, please visit the Trust’s website or email info@lynxincometrust.com.
1Past performance is not indicative of future results. Any historical information, including prior returns, interest payments, or operating performance, is provided for illustrative purposes only and should not be relied upon as a guarantee of future outcomes.
2All financial information, estimates, and statistics are presented as of December 6, 2025, unless otherwise noted, and are subject to change without notice due to market conditions, operating results, or other factors.
How does Lynx work with its portfolio companies?
Lynx holds a deep respect for business owners and their dedicated employees. Recognizing the significant personal investment business owners make when building and growing their business, Lynx prioritizes continuity and preservation of the owner’s legacy. Leveraging their diverse expertise, Lynx builds upon existing company values, brands, and relationships to foster sustainable growth and long-term success. Lynx’s goal is for sellers to look back in 10 or 20 years and know that their business is still around and in good hands.
Lynx has curated a team of experienced people who can help support the growth of portfolio companies from all facets. Some areas include:
- Identify new growth opportunities
- Develop and implement strategic plans, budgets, and SWOT analyses
- Assist sales teams to expand into new markets within existing customer bases
- Enhance marketing strategies and digital growth
I'm a business owner considering retirement. How can Lynx Equity assist me?
Lynx Equity specializes in acquiring businesses from retiring owners, ensuring a smooth transition while preserving the company's legacy. Their long-term ownership model provides stability for employees and clients alike.
What happens to my employees after a sale to Lynx?
Lynx prioritizes employee continuity and development. We value the existing team and aim to keep employees in place, providing support and resources to help them thrive post-transition.
How long does the sale process typically take?
The sale process can range from a few months to over six months depending on the size and complexity of the business, quality of records, and readiness for due diligence. Lynx works efficiently to minimize disruptions and ensure a smooth process.
Does Lynx rebrand the companies it acquires?
No—Lynx believes in preserving the legacy and reputation of its portfolio companies. We keep the original brand intact and build on its strengths
Does Lynx ever sell or close the companies it acquires?
Lynx follows a long-term buy-and-hold strategy, with a focus on preserving and growing the businesses in our portfolio. While our intention is always to support sustainable, ongoing operations, there are rare instances where unforeseen circumstances necessitate a different approach. In such cases, Lynx may choose to sell or wind down a company—sometimes returning ownership to the original seller—based on what is in the best interest of the business and its stakeholders.
How can I learn more about selling my business at Lynx?
To learn more about selling your business, please download the Seller One Pager, or contact: sell@lynxequity.com
