Approach
VCM invests alongside successful entrepreneurs and management teams in small and mid-sized growing companies with proven products, technologies and business models.
We require that our investee company’s leadership retain meaningful stakes in their businesses to promote alignment of interest. We prefer established companies whose business models enjoy both high barriers to entry and paths to organic revenue growth. Vukota’s management team is also experienced in creating value in portfolio companies via consolidation opportunities, technology development, and operational improvements.
Lower middle market focus:
Deal size up to $30 million
Equity investment size up to $30 million
Investment types:
Equity in private or publicly listed companies
Convertible debt
Investment style:
Control or minority investments
Constructive partnership with management teams
Target industries:
Industrial
Food and Agriculture
Insurance
Consumer Products
Financial Services
Geographic focus:
Companies based in North America
Companies based in Europe
Current Investments
MillTechFX
MillTechFX is an affiliate of Millennium Global Investments Ltd. (“Millennium Global”), one of the largest independent specialist currency managers. MillTechFX was created to allow corporates, institutions and asset managers to benefit from Millennium Global’s strong expertise in currency management and its access to the multi-bank FX market with a deep pool of liquidity.
Life Settlements
Life Settlements
Headquarters: Lyford Cay, The Bahamas
Status: Current
VCM Life Settlements Fund is focused on acquiring life insurance policies while seeking to deliver attractive returns with low volatility.
Islip Flow Controls Inc.
Islip Flow Controls Inc.
Investment Date: October 2011
Headquarters: Burlington, Ontario
Status: Current
Islip Flow Controls manufactures and distributes a wide assortment of engineered high pressure flow control products such as strainers, valves and connectors for the oil & gas, utility, industrial, and HVAC industries.
Delego Software
Delego Software
Investment Date: February 2013
Headquarters: London, Ontario
Status: Current
Delego Software is a leading provider of secure and integrated electronic payment solutions. With more than 50 clearinghouse partners worldwide, Delego has developed a wide range of middleware solutions that complete it’s clients’ payment ecosystem.
Citadel Capital Partners Ltd
Citadel Capital Partners Ltd
Investment Date: March 2010
Headquarters: Calgary, Alberta
Status: Current
VCM partnered with an experienced aviation parts and leasing management team to acquire and lease airplane engines to airlines and maintenance repair organizations.
Labyrinth Investments LP
Labyrinth Investments LP
Investment Date: October 2012
Headquarters: Montreal, Quebec
Status: Current
VCM partnered with a management team to acquire a stake in a Bombardier CRJ-900 regional airplane for $12 million. Based on extensive analysis, it was deemed that total parts value of the aircraft was ~$25 million. Strategy was to tear down the airplane, store parts, and register part serial numbers in a global database with a goal to sell all parts over a 5 to 6 year time-frame.
Coachman Energy Partners LLP
Coachman Energy Partners LLP
Headquarters: Greenwood Village, Colorado
Status: Current
VCM partnered with Coachman Energy Partners manager of private capital and provider of financial advisory services to several investment funds which invest in oil and gas. Coachman generates a reoccurring fee revenue of ~6.2 million from ~$200 million in capital under management.
Explore VCM Strategies
VCM Real Estate
VCM Real Estate identifies and acquires multifamily, medical office and lodging assets located in secondary and tertiary markets, and then employs top-class property management to add value.
VCM Private Equity
VCM Private Equity invests in established companies led by successful entrepreneurs and management teams in sectors with which we are intimately familiar.
