PFM Capital’s funds invest in small- and medium-sized  businesses, with the objective of achieving long-term capital appreciation, thus  contributing to the province’s economic growth and prosperity.  Each fund under management has its own investment mandate, which can be found under “Funds,” and in some cases may have geographical restrictions.

Key elements of the portfolios’ success include a balance between risk and return.  In general, most of the funds’ investments fit into one of the following stages of development:

Expansion Financing:

• to expand sales or production capacity, or to launch a new product or service;

Management/Employee Buyouts:

• to acquire control of a business that has significant expansion potential that can be realized by adding new management and capital;

Restructuring or Turnarounds:

• to facilitate changes in capital structure, management, staffing, operations or marketing strategies.