Beyond the
HORIZON

About Chartis

Who we are

Chartis Capital Inc. ("Chartis") was created through an iterative process and developed by like-minded individuals that had a passion for business and investing.  While not founded as Chartis, its current form is the creation of years of development, education and growth.​

The principal owners of Chartis each have over 15 years of experience in their respective fields, and have held senior positions in some of the world's top firms.​

At Chartis, we live by the motto that the most attractive investments are those that are often overlooked.  We seek to create value through the acquisition of lower middle market and small businesses and applying our knowledge to create efficient enterprises.

rEPRESENTATIVE iNVESTMENT

iNSURANCE SERVICES & OutsourcinG Solutions

One platform to manage all your outsourcing solutions
Introducing next-gen service platform to access, manage and track all your solutions - from
field inspections to automated claims processing

Learn more

Strategy

We typically make anchor investments in a sector followed by further aggregation of smaller complementary firms.​While we aren't beholden to a particular investment mandate, below are general parameters of the types of companies we target.

General Criteria

Our typical investment is a 100% buyout from entrepreneurs and family-owned businesses.​

No two transactions are alike, and we pride ourselves in our creativity, and our ability to solve complex problems

Industry Focus

We seek overlooked industries with few institutional competitors in the follow sectors:

  • Business Services
  • Insurance
  • Technology
  • Financial Services
  • Real Estate

Investment Parameters

With no rigid boundaries, our core investment is within the below criteria:

  • $750k+ EBITDA
  • $3m+ Enterprise Value
  • Efficient Operational Infrastructure
  • Strong Management Team
  • North American Geography