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MOGAN
EQUITY GROUP

Acquiring and growing exceptional small businesses across Canada

Mogan Equity Group partners with business owners seeking a thoughtful, flexible, and long-term transition. We focus on essential service businesses with stable demand, strong fundamentals, and room for operational growth.

Modern Glass Building

Ontario-focused Private investment firm

OVERVIEW

Preserving Legacy Through Stewardship

Mogan Equity Group is an Ontario-based private investment firm specializing in the acquisition and stewardship of established lower-middle market businesses. We faciliate orderly transitions for founders, providing a long-term capital solution focused on sustained operational excellence and multi-generational growth.

Investment Criteria

ANNUAL REVENUE

$1M – $8M

EBITDA MARGIN

15%+

MARKET FOCUS

Ontario

Investment Focus

Sectors of Expertise

Mogan Equity Group specializes in the acquisition of established, cash-generative service businesses within the Canadian lower-middle market. We prioritize defensive sectors with high visibility into recurring revenue and stable long-term outlooks.

HVAC & Climate Control

A core focus on mechanical service providers that benefit from recurring maintenance demand, regulatory tailwinds, and long-term customer retention across commercial environments.

Critical Infrastructure

Exposure to essential service verticals such as plumbing, water, and waste systems—industries underpinned by non-discretionary demand and long-term municipal and commercial reliance.

Electrical Power Systems

Selective investments in electrical service businesses with technical specialization, ongoing service requirements, and embedded relationships within institutional and industrial settings.

Commercial Facility Solutions

Businesses delivering critical cleaning and hygiene services where consistency, reliability, and contract retention drive predictable cash flow.

Exterior Property Services

Operators with dense service routes and recurring maintenance schedules, enabling efficient scaling and strong local market defensibility.

Integrated Fleet & Facility

A long-term strategy to consolidate complementary service lines into a unified platform, unlocking cross-selling opportunities and operational efficiencies.

$1M – $8M

Revenue

Acquisition criteria

EBITDA Margin

15%+

Positive

Cash Flow

Canada

Market Focus

4-Step ACQUISITION FRAMEWORK

Our Investment Process

At Mogan Equity Group, we follow a disciplined acquisition process to identify, acquire, and grow exceptional small businesses. Our approach focuses on long-term value creation while preserving the legacy of the companies we partner with.

Step 1

Deal Origination

We source acquisition opportunities through direct outreach, industry relationships, and referrals. Our focus is on established service businesses with stable cash flow and strong local reputations.

Step 2

Preliminary Screening

We evaluate potential opportunities based on financial performance, industry stability, operational structure, and long-term growth potential. Only businesses that meet our investment criteria move forward.

Step 3

Deal Structuring

Once a business aligns with our investment strategy, we work with the owner to structure a mutually beneficial transaction. This may include seller financing, investor capital, and flexible transition arrangements.

Step 4

Due Diligence & Closing

We conduct a thorough review of financial, operational, and legal information before completing the acquisition. After final agreements are signed, we focus on supporting the company’s continued growth.

Office Lobby Scene

Equity Partners and Co-Investment

Mogan Equity Group structures concentrated, long-term investments in essential service businesses. We prioritize cash-generative companies with durable margins and defensible market positions, establishing a foundation for institutional growth through operational excellence and disciplined M&A.

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