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Pivot Financial
Pivot is a private lender established in 2015 and an asset manager that deploys funds on behalf of institutions, retail investors, high net worth individuals,...
Pivot Financial
Pivot is a private lender established in 2015 and an asset manager that deploys funds on behalf of institutions, retail investors, high net worth individuals, its management team and shareholders. It addresses the borrowing needs of small to mid sized enterprises in Canada, acting as an alternative to Canadian banks by providing senior secured lines of credit, term loans and subordinated debt. The firm targets lower mid market borrowers in Canada and manages origination, underwriting and ongoing portfolio management.
General information
Firm type
Generalist
Year founded
2015
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
25 Price Street, Toronto, ON M4W 1Z1, Canada
Principals
Ken Thomson
Founder and CEO
Dan Flaro
President and Co-founder
Sector focus
Frequently asked questions
What is Pivot Financial's known posture on co-investments alongside external investors?
Kensington Capital Partners is publicly identified as a co-investor in Pivot Financial, confirming the firm pools capital alongside institutional partners. The 2025 sale to Pivot Endgame Corp., a third-party fund affiliate, further demonstrates that Pivot operates within a sponsored-capital structure. Whether individual loans are syndicated to co-investors on a deal-by-deal basis is not publicly disclosed.
What investment stages or company sizes does Pivot typically target?
Pivot explicitly targets small to mid-sized enterprises in Canada with 1–100 employees and $1–$100 million in revenue. This places it in the lower middle market, serving borrowers that are too small or too bespoke for traditional bank underwriting but large enough to service structured private credit facilities. The firm does not publicly distinguish between growth-stage, maturity-stage, or distressed borrowers.
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