Middle-market Private Equity Investment Expert is one of the
largest and most experienced
global private equity investors
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Private Equity Investors EXPERT TEAM We have established a team investment professionals,
focused on buyouts and growth equity investments.
MEET OUR TEAM
The most experienced Private Equity Investors Team

We have establishe a team investment profesionals, focused
on buyouts and growth equity investments.

Meet our team
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Development
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Design
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Concept

We connect capital with opportunity!

Why Checkmark Financial?

At Checkmark Financial, we go beyond capital. We partner with high-potential companies to accelerate performance, drive strategic transformation, and deliver long-term value across industries.

Our Investment Focus

At Checkmark Financial, we invest in well-positioned companies that demonstrate strong fundamentals and clear opportunities for operational or strategic improvement. We work hand-in-hand with management teams to unlock long-term value.

Lower Middle-Market Specialists

We target companies in the lower middle market—often overlooked by larger firms—where our capital and expertise can make the greatest impact. Our approach emphasizes sustainable revenue growth and earnings expansion through strategic collaboration.

“Operator-First” Philosophy

We believe great businesses are built by strong operators. That’s why we back proven management teams and equip them with the tools, capital, and strategic guidance needed to drive performance and scale responsibly.

What Our Clients Know About Us

Checkmark Financial is a trusted Canadian investment firm with deep experience in private lending and structured finance. We focus on well-positioned companies with untapped potential, partnering closely with management teams to drive operational excellence, strategic growth, and long-term value creation.

We have invested $2.4 billion in 150 transactions
across 11 countries”

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Advent has one of the world’s largest and most experienced private equity teams, with more than 170 investment professionals across four continents.

Make A Difference With Checkmark Financial