STRATEGIC ARCHITECTURE private wealth & corporate advisory
old york financial™ is a multi-entity private investment and advisory platform serving private companies, family offices, private equity firms, holding companies and corporations. We operate with strategic precision, discretion, and results-driven focus, unlocking growth and long-term value across business, and wealth.
exclusive partners
THE MODERN PRIVATE MARKET DEMANDS PRECISION BEYOND CONVENTIONAL METHODOLOGY
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We support PE groups by sourcing off-market acquisition targets, screening opportunities, and providing discreet market intelligence to accelerate their investment pipeline.
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We help long-term acquirers identify stable, cash-flowing businesses, uncover add-on opportunities, and evaluate succession-driven sellers before they hit the open market.
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We act as a quiet sourcing partner, finding private deals, real estate opportunities, and strategic investments that align with multi-generational capital strategies.
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We assist corporate leaders with expansion by identifying acquisition targets, evaluating partnerships, and uncovering opportunities to increase operational scale and profitability.
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We guide founders through early-stage planning, valuation clarity, buyer alignment, and confidential introductions to qualified acquirers without disrupting day-to-day operations.
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We work with business owners who are ready to step out of day-to-day operations and build a company that runs on systems, leadership, and clear strategy freeing their time while positioning the business for scale or future succession.
WHO WE WORK WITH
we only engage where we can materially de-risk the business and create a durable path to value
Our advisory and sourcing capacity is extremely limited by design. we commit to only a few private equity or family office mandates at any time to ensure dedicated, proprietary deal flow. Simultaneously, we advise only a handful of select business owners through their optimization, bolt on acquisitions and or exit strategy.
why the strict limit? because ordinary, high-volume advisory fails. Industry data shows that business owners who lack proper preparation and professional support can lose up to 30% of their final sale price due to operational risks, messy financials, and failed due diligence.
We systematically de-risk operations and documentation so your business is positioned to capture full value.
by engaging on the sell-side for operational optimization, we do more than just help facilitate a transaction, we deliver a perfect opportunity. We resolve compliance gaps, simplify capital structures, and remove every possible due diligence risk.
The result for our buy-side partners is proprietary deal flow and principal co-investment that is pre-vetted, de-risked, and ready for immediate value creation.
acquire: We deliver clean, strategic bolt-on acquisitions and primary platform targets that perfectly match your investment thesis.
align: Our independent sponsorship ensures that our long-term success is permanently tied to the performance of your newly acquired asset.
if your mandate requires principal-led commitment, not a transactional brokerage, we invite you to inquire about our current capacity.
| info@oldyorkfinancial.com | contact us
our expertise
corporate advisory: Guiding business owners on strategy, growth, and exit planning
mergers & acquisitions: Sourcing, structuring, and executing strategic transactions
deal sourcing: Identifying high-value business opportunities for strategic partners
real estate: Acquiring and managing high-value properties for capital growth
private wealth partnership: co-investing alongside partners capital efficiently and securely
confidentiality is standard:
many of our engagements are conducted under strict non disclosure agreements, a mark of trust with high-net-worth and corporate partners.
schedule a confidential consultation:
info@oldyorkfinancial.com
connect with old york in canada
our edge
discreet & off-market — most of our opportunities never hit public listings.
founder-led — decisions are fast, interactions are serious.
national intelligence — we operate deeply in Canada’s industrial, services, and financial ecosystems.
Our approach is built around quiet, targeted execution. Because most of the opportunities we uncover never reach public markets, our clients gain access to conversations and deals that competitors simply never see. Working directly with a founder ensures fast decision-making, sharper alignment, and a level of seriousness that larger advisory firms can’t replicate. And with deep, on-the-ground intelligence across Canada’s industrial, services, and financial ecosystems, we understand where value is emerging long before it becomes visible to the broader market. This combination of discretion, speed, and local insight is what sets us apart.
why old york?
choosing Old York means working with a partner who knows how to uncover real opportunities—not surface-level listings. Our experience in acquisitions and deal structuring allows us to understand both the financial mechanics and the human dynamics behind every transaction. We adapt our engagement model to match your needs, whether you prefer ongoing search support, selective introductions, or opportunities where we invest alongside you. Above all, our relationships with partners and business owners are built on discretion, transparency, and a reputation for bringing forward deals that are genuinely worth pursuing. This is why sophisticated buyers trust us to source opportunities that others overlook.
proven track record of identifying high-potential business opportunities
hands-on experience in acquisitions and deal structuring
flexible engagement: retainer, or principal participation
trusted by partners and business owners alike
why confidential?
most of our work is confidential.
our mandates are conducted under strict non-disclosures agreements.
this is why we don’t show public case studies.
similar to how family offices operate.
driving operational excellence in lower–middle market Companies
Situation:
A small–mid market manufacturing business faces declining margins and operational inefficiencies, struggling to grow organically.
Action:
Through operational review, workflow optimization, and KPI implementation, a structured plan is implemented to improve supply chain, internal reporting, and pricing strategy.
Outcome:
Over 12 months, the business can expect improved profitability, streamlined processes, and enhanced management visibility — preparing the company for sustainable growth or a future transaction.
Disclaimer:
This example is illustrative. Results will vary based on company circumstances and execution.
start a confidential conversation about growth or transition
chairman & managing partner
connor a. Schroder
old york financial - foudner and chairman
old york advisory - business advisory specialist
old york capital partners - managing partner private wealth
info@oldyorkfinancial.com
picton, ontario
Monday–Friday
9:00am - 9:00pm
OLD YORK CAPITAL PARTNERS™
The General Partner of exclusive, invite-only private partnerships for accredited investors.
We follow a Buffett-style co-investment approach, focusing on long-term ownership of exceptional businesses with durable competitive advantages. Every investment is made alongside our Limited Partners, so interests are fully aligned. There are no management fees—profits above the preferred return are shared through carried interest. Our philosophy is simple: disciplined valuation, patience, and the power of compounding over time.
OLD YORK ADVISORY™
We help business owners unlock growth, optimize operations, and plan for the future. From strategic guidance to financial and operational insights, our advisory services are tailored for small and mid-sized businesses looking to increase value, streamline operations, or prepare for a successful succession or exit. Our goal is to provide clarity, actionable strategies, and long-term impact—always with discretion and integrity
When Old York participates financially in a transaction, we do so as a principal co-investor through Old York Capital Partners; we do not act as a public securities intermediary