Canyon Advisory Group builds companies of enduring value through both direct equity investment and financial advisory services. We are opportunistic investors focused on proprietary small to middle market opportunities, many with an international aspect, such as acquisitions, growth capital, recapitalizations and special situations. We target private, family-run, generational transfers, corporate orphans and spin-offs.
We promise to help you reach
your aspirations for your business.
We'll help you increase your business's acquisition and retention rates
and understand competitive consumer behavior and brand propensity.
We offer a systematic approach at estimating the strengths and weaknesses of your business in order to help you navigate the formation of joint ventures and alliances.
Canyon Advisory Group maintains a strategy of investing in companies with significant potential for market growth through organic and geographic expansion as well as strategic acquisitions. The firm is built on the proficiency of high performance principals whose long tenures in private equity and roles in operating companies provide a distinct advantage for both investors and portfolio companies.
Adherence to a rigorous diligence approach at the outset ensures consistent results throughout the investment cycle. Research-led diligence into demographics and market dynamics at both the global and sector levels form the basis of our investment strategy and allow us to build a knowledge-base in core industries.
The relationships between our investors, management teams and strategic partners have always been a cornerstone of our long-term investment approach. Understanding and aligning the goals and concerns of those we have partnered with is the foundation of our operating philosophy. Our firm is professionally and personally committed to the long-term success of our investments. We operate with reliability, integrity and vision toward creating value for all parties involved.
Canyon Advisory Group operates with a local perspective and maintains a thriving relationship with advisors and professionals in the intermountain west. In addition to our own highly talented teams, we have an extensive network of market professionals and leaders in the corporate and public sectors. Together, we have experience and knowledge across all markets - debt, equity and legal- providing us with the ability to deliver compelling value to our partners.
Canyon deploys a seasoned team of professionals from our management bench, co-investors and advisory council providing value-added resources to our portfolio companies. Our partnership approach, with a "hands-on" contribution to the operational and strategic initiatives of the business, allows us to help identify potential areas of concern and supplement with appropriate resources to ensure the success of each portfolio company.
Whether with private individuals or blue chip buy-side firms, Canyon Advisory Group maintains long standing successful investment partnerships due to relationships based on trust, integrity and historical performance.
As a leader in matching hundreds of businesses with investors and strategic buyers, we are here to assist you in discussing exit strategies and business valuations with your clients. Every year, successful entrepreneurs and executives choose to sell their businesses in order to retire, begin a new venture or make a lifestyle change. Accurate valuation, clear timelines and realistic expectations for the deal contribute to smooth and stress free transactions.
(Click on transaction image for more details)
“Working with Canyon Advisory Group on the equity transaction for Standard Fiber brought our company a strong financial partner. We now have the leverage and resources to increase market share and expand our production and distribution opportunities.”
Andy Li, President Standard Fiber
Canyon Advisory Group is an opportunistic investor in small to middle market companies. We do not participate in auction processes and typically invest in partnership with existing management in proprietary transactions sourced by our strategic network or in-house professionals. The breadth and depth of our available resources allows us to foster an environment of sustained value creation.
Canyon was a small a well established personal care agency in Salt Lake City, UT. CAG helped organically and through acquisitions build Canyon into one the largest Home Health and Hospice providers in the intermountain west. With over 13 locations in 5 states it is one of the fastest growing agencies in the Western United States.
Red Rock Pharmacy is long term care pharmacy with its main headquarter in Salt Lake City, UT. Red Rock Pharmacy has grown to 5 locations in 4 states. Red Rock will expand into Arizona this coming Fall.
Founded in 2012, Red Rock Medical Supply is a full-service durable medical equipment provider headquartered in Utah and serving the Rocky Mountain area. We work closely with a wide variety of care providers from hospitals, skilled nursing and assisted living facilities to home care providers, hospice organizations, and physician clinics.
Utah CNA Training Center, a for-profit educational school in the healthcare industry is headquartered in Salt Lake City, UT. The Company currently offers educational programs in: Certified Nursing Assistant, Medical Assistant, Emergency Medical Technician (Basic and Intermediate), Phlebotomy Technician and EKG Technician. The Company was seeking investment in order to expand training programs, add locations outside Utah and acquire other schools in the local and extended areas.
SuiteRx Intelligent Pharmacy Software (IPS) was developed by pharmacists for pharmacists to address the needs and challenges presented in the independent pharmacy market. Since 2008, it has been SuiteRx's mission to provide the most complete, fully integrated, intuitive and intelligent pharmacy business software.
“Canyon Advisory Group understands our goals and our projected expansion. They were able to raise equity in order to aggressively grow in our market and expand the programs we offer to our students.”
T. Holland, President Utah CNA Training Center
Canyon Advisory Group deploys a seasoned team of professionals from our management bench, co-investors and advisory council.
Our partnership approach, with a "hands-on" contribution to the operational and strategic initiatives of the business, allows us to help identify potential areas of concern and supplement with appropriate resources to ensure the success of each portfolio company.
Managing Partner
450 South 900 East Suite 100
Salt Lake City, Utah 84102
Phone: 801.485.6166
E-mail: support@canyonag.com
