The Succession Fund

Toronto, Canada Founded: 1999 • Age: 27 yrs
Private equity fund that buys shares and helps grow owner-managed businesses.
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About The Succession Fund

The Succession Fund is a company based in Toronto (Canada) founded in 1999 by Jim Ambrose. It operates as a B2B. The Succession Fund has completed 1 acquisition, including Insception. The Succession Fund offers products and services including Succession Fund and Share Buyout Service.

  • Headquarter Toronto, Canada
  • Founders Jim Ambrose
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Private Capital & Alternative Investments
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of The Succession Fund

The Succession Fund offers a comprehensive portfolio of products and services, including Succession Fund and Share Buyout Service. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides liquidity by purchasing shares in private businesses for growth.

Assists in buying out shareholders to streamline business operations.

Funding Insights of The Succession Fund

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by The Succession Fund

The Succession Fund has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Insception. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Largest cord blood program in Canada
1996
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - The Succession Fund

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

The Succession Fund Comparisons

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Competitors of The Succession Fund

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on The Succession Fund

Frequently Asked Questions about The Succession Fund

When was The Succession Fund founded?

The Succession Fund was founded in 1999.

Where is The Succession Fund located?

The Succession Fund is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

What does The Succession Fund do?

Argosy Partners operates The Succession Fund, which provides liquidity to shareholders in private, owner-managed small and medium-sized businesses by purchasing their shares. They assist in building value through strategy refinement, team development, and business growth, ultimately aiding in sales processes. Based in Toronto, Canada, they have experience with various investments and work with management to achieve strategic goals, as seen in case studies like Insception Lifebank.

What products or services does The Succession Fund offer?

The Succession Fund offers Succession Fund and Share Buyout Service.

How many acquisitions has The Succession Fund made?

The Succession Fund has made 1 acquisition, including Insception.

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