About the Lynx Equity Income Trust

7+

Years of
Experience

16

Current
Investments

5

Specialist
Industries

~$228M

Consolidated
Revenue

The Lynx Equity Income Trust (the Trust) is an open-ended mutual fund trust, operating as a subsidiary of Lynx Equity Limited. Established in 2016, the Trust serves as a conduit for individual investors seeking substantial and growing yields by participating in debt investments within Lynx Equity Limited's US portfolio. The Trust invests in a diverse range of 16 businesses operating across the United States (US). Over the years, the Trust has demonstrated remarkable growth, with consolidated revenue surging from $7M in 2013 to $288M in 2022. The Trust’s portfolio operates across various sectors; Flooring, Manufacturing, Retail, Service, and Wholesale. This diversity offers investors a well-rounded and resilient investment option. The Trust’s funds are allocated to Lynx Equity Limited's US portfolio, strengthening the firm's capacity to acquire businesses and fuel growth. To learn more about investing in the Trust, please click here.

Lynx Equity Limited (Lynx) is a private equity firm based in Toronto, Ontario and was founded in 2007 by Brad Nathan, Joanna Lipfeld, Marvin Pludwinski, and Judith Benattar. Lynx is one of Canada’s largest companies with $775M in consolidated revenue and 60+ acquisitions across North America, the UK, and Europe. Lynx’s portfolio grows by buying businesses from owners seeking to retire. Unlike other private equity firms, Lynx utilizes a buy-and-hold strategy that focuses on maintaining a company's legacy, evolving its established value, and supporting employees. In 2022, Lynx was ranked 478th on the Financial Post's List of Canada’s 500 largest companies. Lynx’s business is supported by over 1,400 investors, including pension funds, alternative asset managers, family offices, and high-net-worth investors. These investors choose Lynx due to its consistent investment returns which are structured as debt or participating debt. Investors have the security of knowing their capital is allocated to a diversified portfolio of mature, profitable companies.

Fiscal Timeline

  • 2013

    Lynx Equity Limited (“Lynx”) entered the US marketplace with its first American acquisition of Maverick Express in Battle Creek, Michigan.

  • 2014 - 2016

    Lynx continued its expansion into the US with nine more acquisitions in the following sectors: Flooring, Wholesale, Retail, Manufacturing, and Services.

  • 2016

    Lynx received significant financing from LiUNA. The Lynx Equity Income Trust (the “Trust”) was founded.

  • 2017

    Lynx acquired G&W Commercial Interiors in Kent, Washington and partnered with the Trust to fund the US portfolio. 

  • 2018

    Lynx acquired Flooring Solutions Inc. in Livermore, California.

  • 2021

    Lynx acquired Midwest Floor Covering Inc. and Shehadi Commercial Flooring. Lynx also received $50M of financing from WaFd Bank.

  • 2022

    Windsor Private Capital committed $100M in financing to Lynx, which was used to fund the Company's continued expansion. Lynx acquired Resource4Floors in Fort Lauderdale, Florida, its first acquisition in this state. 

  • 2023

    Lynx acquired Buse Timber & Sales Inc. in Everett, Washington.