Q: What is Old York Financial?

A: Old York Financial is a Prince Edward County–based investment and advisory firm that provides corporate advisory, private investment partnerships, and deal-sourcing services for local business owners, investors, and family offices.

Q: Who runs Old York Financial?

A: Connor Schroder is the CEO and Chairman. He leads all advisory engagements and investment activities, focusing on high-quality businesses.

Q: What regions does Old York Financial serve?

A: While headquartered in Prince Edward County, Old York Financial works with businesses and investors throughout Ontario and select cross-border opportunities.

Q: What services does your advisory division offer?

A: We provide business valuation, succession planning, operational optimization, structuring, and strategic guidance for growth or exit.

Q: Who are your typical advisory clients?

A: Business owners, high-net-worth individuals, family offices, and holding companies seeking growth, efficiency, or exit strategies.

Q: Do you charge advisory fees?

A: Advisory engagements are structured on a project or retainer basis, tailored to the client’s needs.

Q: What is your private investment partnership?

A: Old York Associates LP is a private investment partnership focused on acquiring high-quality, undervalued businesses. Limited partners earn a preferred return, with profits above the hurdle shared through carried interest.

Q: Can anyone invest in your partnerships?

A: Investments are limited to accredited investors who meet the legal requirements set out in the partnership agreement.

Q: How are investments managed?

A: The General Partner, Old York GP Inc., manages all investment decisions, focusing on long-term value creation through operational improvement and strategic acquisitions.

Q: Do you buy businesses directly?

A: Yes. Old York Financial acquires businesses selectively. Our focus is on businesses with strong fundamentals and growth potential.

Q: Can you help me sell my business?

A: Absolutely. Our advisory division provides end-to-end support for owners preparing to sell, including valuation estimates, operational improvements and support from our network of business partners

Q: Do I need to be a broker to work with you?

A: No. Old York Financial acts as the parent company of an advisory and a investment firm. We do not operate as a licensed real estate or business broker.

Q: How do I get in touch with Old York Financial?

A: You can contact us via email at info@oldyorkfinancial.com or through the contact form on our website.

Q: Do you offer consultations?

A: Yes. We provide consultations for business owners, accredited investors, and advisors interested in partnerships, acquisitions, or strategic planning.

Q: How does Old York Financial add value to local businesses?

A: We provide professional advisory services usually available only to large firms, helping small and medium-sized businesses improve operations, increase valuation, and plan for growth or exit.