Imperial Capital Review: Middle Market Private Equity
Complete guide to Imperial Capital: their investment criteria, portfolio companies, typical deal size, and how to prepare for investment from this middle market PE firm.
Key Takeaways
- •Based in Toronto, Canada
- •Founded in 1989
- •Focus on Healthcare, Business Services, Consumer companies
- •Investment range: $10M-$50M in equity
- •Mid-market buyouts in US and Canada
- •Partnership-oriented approach
About Imperial Capital
Imperial Capital is a Toronto-based private equity firm founded in 1989 with a focus on partnership opportunities in the US and Canadian mid-market. The firm targets healthcare, business services, and consumer companies through buy-out opportunities. Note: There is also an investment bank called Imperial Capital (Los Angeles) - verify which entity you are engaging with.
Investment Philosophy
- Partnership Approach — Working closely with management teams as true partners
- Operational Expertise — Significant operational resources to help companies grow
- Long-Term Perspective — Committed to building companies for the long term
Pro Tip
Portfolio Overview
Imperial Capital has built an impressive portfolio of mid-market investments across healthcare, business services, and consumer sectors. The firm has made numerous investments including dentalcorp, Stantec, and AmeriVet.
What Imperial Capital Looks For
- Strong management — Experienced management team with deep industry expertise
- Market position — Clear competitive differentiation
- Growth potential — Significant growth opportunities
- Proven financials — Strong financial track record
- Scale potential — Ability to scale significantly with additional capital
Pro Tip
PE Investment Readiness
- Growth Metrics: Revenue growth rates, EBITDA margins, Gross margins, Customer concentration
- Financial Data: EBITDA and cash flow, Balance sheet strength, Working capital needs, Capital expenditure plans
How Eagle Rock Helps
We help companies prepare for PE investment by building detailed financial models and investor-ready financials. Our fractional CFO services ensure your company is ready for due diligence.
Pro Tip
Frequently Asked Questions
What industries does Imperial Capital focus on?
Imperial Capital primarily invests in Healthcare, Business Services, and Consumer sectors in the US and Canadian mid-market.
What size companies does Imperial Capital acquire?
Imperial Capital typically invests $10M-$50M in equity, targeting companies with enterprise values in the mid-market range.
What is Imperial Capital's typical investment size?
The firm's equity investments generally range from $10M-$50M, positioning them as active investors who can provide meaningful capital for growth.
How long does Imperial Capital's due diligence process take?
Due diligence timelines vary by deal complexity, but Imperial Capital typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Imperial Capital?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does Imperial Capital work with portfolio companies?
Imperial Capital takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
Ready to Connect With Imperial Capital?
Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.
Learn MoreThis article is part of our Private equity firms | Eagle Rock CFO guide.
Related Topics: