
An operating partner for owners who build.
We are experienced operators, investors and advisors. We work with founders and family owners on the questions that decide the next twenty years - not the next quarter.
Immersion, not distance.
Most private capital sits outside the business it owns. We sit inside it.
We choose companies carefully because we work in each of them personally. Every mandate begins with weeks of listening. What follows is a partnership built on trust and shared authorship - of strategy, of leadership decisions, of the outcome.
We do not measure ourselves by transactions completed. We measure ourselves by businesses made stronger.
What we are here to do
A short, plain statement of the firm's purpose. Written once, revisited rarely, and used to say no when the discipline is required.

Mission
Build better businesses, together with the people who own them.
Partner with founders and families through the transitions that shape a business — growth, transformation, capital, succession.

Vision
To be the operating partner owners call first.
A firm known less for what it invests in, and more for how it partners. Recognised by owners as the standard for immersed, long-term partnership.

Values
Long term. Hands on. Honest.
Judgement over spectacle. Substance over polish. The obligation to tell the owner the truth, especially when it is inconvenient.
The Partners
Owners work with our partners directly. There is no analyst layer, no principal handoff. The people on the pitch remain on the account.

David Erickson
MANAGING PARTNER
David is a business builder, strategic operator, and growth partner with more than 30 years of experience helping organizations navigate transformation, accelerate growth, and create long-term enterprise value. His career spans Big Four consulting, executive leadership roles, and founder-led ventures across financial services, healthcare, hospitality, technology, and real estate.
David leads IMRSV Advisory and works most closely with owners on strategy, growth planning and transaction execution. He lives in Toronto.

Denise Albero, CFA, CPA
MANAGING PARTNER
Denise is a finance executive, strategist, and capital markets leader with more than 30 years of experience helping businesses scale, raise capital, and execute complex transformations. Her career spans Fortune 500 companies, high-growth private enterprises, and founder-led ventures, where she has helped raise billions of dollars in growth capital, consolidated and streamlined critical processes, and prepared companies for institutional investment.
Denise is an operating partner of two IMRSV portfolio companies. She lives in New York.
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