About The Succession Fund
The Succession Fund is a Financial Services company based in Toronto (Canada) founded in 1999 by Jim Ambrose. It operates as a private equity fund that buys shares and helps grow owner-managed businesses. It operates on a B2B model. The Succession Fund has completed 1 acquisition, including Insception. The Succession Fund offers products and services including Succession Fund and Share Buyout Service. Its focus areas include Finance, Investment Tech, Financial Databases and Private Company Data.
Company details
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.
- Headquarters Toronto, Canada
- Founders Jim Ambrose
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website successionfund.com
- Social X
- Investments & Acquisitions
Products & Services of The Succession Fund
The Succession Fund offers a comprehensive portfolio of products and services, including Succession Fund and Share Buyout Service.
Provides liquidity by purchasing shares in private businesses for growth.
Assists in buying out shareholders to streamline business operations.
People of The Succession Fund
2 people are tracked at The Succession Fund (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jim Ambrose | ex-Co-Founder | Leadership |
Richard Reid | Partner | Leadership |
Complete people profiles for The Succession Fund
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by The Succession Fund
The Succession Fund has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Insception.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Largest cord blood program in Canada | insception.com | Mississauga, Canada | 1996 | Jan 2011 | •••• |
Complete acquisition details for The Succession Fund
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of The Succession Fund
2 dated milestones of The Succession Fund across 12 years, from founding to its latest funding, stage changes and deals.
- Founded The Succession Fund is founded.
- Acquisition Acquires Insception.
Top companies in Private Debt Funds
10 companies that operate in the same segment as The Succession Fund (Private Debt Funds), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Private debt investments are directed across multiple sectors. | 2013 | London, England, United Kingdom | USD 6.2 B | USD 130.32 M | 62 | |
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | – | USD 3.15 B | 3,200 | |
Private equity investments are directed toward multiple sectors. | 1986 | Washington, District Of Columbia, United States | – | USD 4.79 B | 2,300 | |
Provides mutual fund investments, SIP options, and financial planning services online. | 2009 | Mumbai, Maharashtra, India | – | – | 93,874 | |
Mezzanine financing and equity investments are provided by CVC. | 1981 | New York, New York, United States | – | USD 2.19 B | 1,260 | |
Customized lending solutions are provided for private equity-backed companies. | 1996 | Chicago, Illinois, United States | – | – | 389 | |
Investments are made in technology, consumer, healthcare, and service sectors. | 1985 | London, England, United Kingdom | – | – | – | |
Private debt fund focused on multiple sectors | 1967 | New York, New York, United States | – | USD 14.5 M | – |
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Frequently Asked Questions about The Succession Fund
The Succession Fund was founded in 1999.
The Succession Fund is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
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.
The Succession Fund offers Succession Fund and Share Buyout Service.
The Succession Fund has made 1 acquisition, including Insception.