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Index/Startups & Founders/Angels, Exits, & Acquisitions
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How a Family Office Scaled & Sold Fast: Private Equity Exit Strategy

Angels, Exits, & Acquisitions · 2025-09-15 · 46 min

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Episode notes

What if your business could be built to sell - but you never intend to sell? In this episode of Angels, Exits & Acquisitions, we are with Josh Davis - an entrepreneur who scaled and exited a logistics company to private equity, and now runs his own family office . From sailing through literal storms to navigating business chaos, Josh shares powerful lessons on building scalable businesses, executing bolt-on acquisitions, and knowing when it’s time to exit. Josh reveals how he used creative deal structures and distressed acquisitions to fast-track growth - without outside capital. He and his wife turned a struggling startup into one of Canada’s fastest-growing logistics companies, leveraging systems, leadership development, and proprietary tech to dominate their niche. After their exit, Josh shifted focus to advising companies, investing via his family office, and helping other founders build businesses designed for legacy. If you're thinking about scaling fast, buying other businesses, or setting yourself up for a life-changing exit - this one’s packed with value.

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