proprietary deal flow, corporate advisory & private wealth

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, real estate, and capital.

  • We support PE groups by sourcing off-market acquisition targets, screening opportunities, and providing discreet market intelligence to accelerate their investment pipeline.

  • 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.

  • We act as a quiet sourcing partner, finding private deals, real estate opportunities, and strategic investments that align with multi-generational capital strategies.

  • We assist corporate leaders with expansion by identifying acquisition targets, evaluating partnerships, and uncovering opportunities to increase operational scale and profitability.ption

  • We guide founders through early-stage planning, valuation clarity, buyer alignment, and confidential introductions to qualified acquirers without disrupting day-to-day operations.escription

who we work with

we only engage when we can guarantee success

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 eliminate that risk.

by engaging on the sell-side for operational optimization, we do more than just 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 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 5% equity stake 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.

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 and real estate 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 clients and corporate partners.

schedule a confidential consultation:
info@oldyorkfinancial.com

our edge

  • discreet & off-market — 80% 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 real estate 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 real estate 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?

  • proven track record of identifying high-potential business opportunities

  • hands-on experience in acquisitions and deal structuring

  • flexible engagement: retainer, per-introduction, or principal participation

  • trusted by investors and business owners alike

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 investors 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.

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.

our companies

OLD YORK CAPITAL PARTNERS™

The General Partner of exclusive, invite-only investment 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 REAL ESTATE HOLDINGS™

We acquire income-generating rental properties from owners, identifying opportunities where value can be preserved and grown over the long term. Our focus is on smart, disciplined acquisitions that build a resilient portfolio, creating enduring real estate assets designed to generate lasting returns

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

overcome your obstacles

identify your starting point

What is step one when optimizing a business? It starts here.

bring your ideas to life

Remember those amazing ideas locked up inside your mind? Make them real.

become independent

Learn to have your business work for you, earn more and get your free time back.

expand your business

Break through walls to turn your small working business into an empire.