Preserve Your Legacy With A Friendly And Flexible Exit Plan Solution

OUR MISSION

We help owner-operators take a step back from their company’s day-to-day operations while preserving the legacy and mission of their business.

We will personally operate the business to ensure its continued success and grow upon the foundation you have built by creating long-term, sustainable value. We will also preserve the things that make it so unique – including the employees, the culture, and the customers. 

We prioritize businesses that generate a positive impact, whether directly through its operations or by giving back to the community. Our team is dedicated to principles of integrity, hard work and quality.

COMMON REASONS TO SELL YOUR BUSINESS

  • RETIREMENT PLANNING

    You’re ready for retirement and your kids (if any) won’t be taking over.

  • PLATEAUED GROWTH

    You’re proud of the growth you’ve achieved so far, but are no longer seeing results.

  • IT'S TIME

    You’re ready to take a step back or move onto a new venture.

 


Meet THE FREDA TEAM

LISA HOOEY

FOUNDER & MANAGING PARTNER

Lisa founded Freda to bridge her passion for entrepreneurship along with her experiences working with world-class companies and CEOs.

Prior to founding Freda, Lisa worked at Scotiabank where she held roles in Corporate Banking and Global Loan Syndications, helping middle-market and corporate companies grow by raising capital to support their unique financing needs. She also spent time managing various process efficiency improvement projects in the operations department while overseeing back office functions. Before Scotiabank, Lisa worked as an operator at the Target Corporation where she supported their groundbreaking expansion into Canada. Lisa obtained her MBA from Queen’s University and has a BCom from Ryerson University with a double major in Marketing and Finance.

Lisa is an avid athlete, former competitive volleyball player and travel enthusiast, having visited more than 40 countries to date. Lisa is passionate about giving back and volunteering in the community.

Lisa is friendly, trustworthy and reasonable—we are confident you will enjoy working together to preserve your legacy.

our name

Lisa is the first woman in Canada to independently raise and lead a traditional search fund, so it was important to her to acknowledge this milestone in the name. 'Freda' serves as a tribute to her late grandmother, one of the most formidable and inspirational women in her life.

Through Freda Capital, Lisa aspires to embody her grandmother's resiliency, strength, and leadership, as well as carry on her legacy—just as she will personally commit herself to carrying on the legacy of the acquired business.

Our Partnership

Freda is a diverse group of partners who are excited to support Lisa in her journey to lead an organization into it’s next phase of growth. Most of them are successful entrepreneurs themselves with extensive experience acquiring and successfully operating small-to-medium enterprises over the long term.

 

OUR DIFFERENCE

Freda is an entrepreneurial firm, with strong values of integrity and hard work.

We want to work with you to structure an agreement that helps you achieve your goals so you can enjoy the next chapter of your life.

  • One mission

    We are looking for an outstanding business to personally operate and grow and are in it for the long term. Lisa will fully commit herself to ensuring the continued success of your business.

  • Flexible Terms

    We can offer a tailored solution based on your unique objectives. We avoid unnecessary complexity and don’t have rigid rules or portfolio requirements to answer to.

  • Transition Your Way

    Although we ask you to help ensure a smooth transition of the business, we are highly flexible and can provide the opportunity for owner-operators to maintain some equity or completely exit.

  • Funding

    Our capacity to be your successor is not tied to recent financial performance. We have a well-established group of backers who are prepared and enthusiastic about providing you with a liquidity opportunity immediately.

  • Sustainable Growth

    Unlike other potential buyers, we are not looking to boost short-term results by reducing headcount and capital investment. We want to maintain and improve quality while investing back into employees, processes, and services to achieve sustainable growth.

  • Strong Values

    Lisa is committed to building a positive relationship with you, based on a foundation of transparency and trust. Pass your legacy onto good hands.

 

Think you might be a good fit?

Let’s chat.

Please contact Lisa Hooey: lisa@fredacapital.com