New report examines the succession-driven opportunity created by retiring founders across North America, with a focus on Texas.

CALGARY, AB, CANADA, September 2, 2026 /EINPresswire.com/ -- Omnigence Asset Management (“Omnigence”) today announced the publication of a new market report by Arvore Partners LP (“Arvore”), its affiliated lower-middle-market private equity platform, examining the wave of founder and family-business retirements now reshaping North America’s small-business economy — the so-called “silver tsunami” — and why, in Arvore’s view, the Texas lower middle market represents one of the most significant expressions of that shift.

The report sets out how Arvore reads a demographic transition that is already underway: an unprecedented share of the privately held businesses that anchor local economies across the United States and Canada are approaching a change of ownership at roughly the same time, as the founders who built them reach retirement age. The paper argues that this is best understood not as a cyclical deal-flow story but as a once-in-a-generation question of stewardship — who will own, operate, and continue the small and mid-sized companies that employ a large share of the North American workforce.

Drawing on third-party research, the report frames the scale of the transition: roughly twelve million U.S. businesses are owned by baby boomers, representing an estimated $10 trillion in enterprise value expected to change hands over the coming years, with analysts projecting on the order of six million U.S. business ownership transitions by 2035. The middle market alone comprises some 200,000 companies and accounts for tens of millions of American jobs. Yet, the paper contends, the capital and operating capacity available to steward these transitions remains concentrated at the top of the market, chasing large buyouts, while the lower middle market — companies with roughly $1 million to $10 million in EBITDA — stays comparatively undercapitalized and, for many retiring founders, without a natural succession path.

That imbalance, Arvore argues, is precisely where the opportunity lies. The report notes that consolidation has become the dominant form of activity in the segment — the large majority of U.S. buyout activity in 2025 took the form of add-on acquisitions — and that founder-led businesses are most often acquired one relationship at a time, not through auctions. The paper positions disciplined, operationally-minded consolidation as both a commercial opportunity and a form of continuity for the employees, customers, and communities these businesses serve.

The report singles out Texas as one of the largest founder-owned business economies in North America. A deep, diversified base combined with sustained population and employment growth makes the state, in Arvore’s view, a natural first expression of the succession thesis in the U.S. market. The paper reads the Texas lower middle market as a concentrated version of the continent-wide pattern: a large supply of quality businesses reaching an ownership transition, and comparatively few professional buyers equipped to operate them well.

“The headlines call it a ‘silver tsunami,’ but for the founders living it, this is a deeply personal decision about what happens to a business they spent a lifetime building,” said Stephen Johnston, partner at Arvore and a director of Omnigence. “There are far more of these businesses coming up for transition than there are experienced operators ready to take them on. That gap is the story of the next decade, and we wrote this paper to describe it honestly — as a question of stewardship and investment opportunity.”

Arvore’s perspective is grounded in its own record. Since 2013, the firm, including its predecessor, has acquired, integrated, and operated founder-led businesses across North America, building a portfolio that today spans more than 200 locations across five industry verticals —building-products distribution, environmental services, automotive maintenance, master franchisors, and light industrial. That work is supported by EquiONE, Arvore’s proprietary operating platform, which integrates newly acquired companies in roughly eight weeks and monitors thousands of operational metrics in real time, and by a team of more than 30 investment and operating professionals.

The publication comes as Arvore extends its North American consolidation model to the United States, with an initial focus on the Texas lower middle market — applying the same operating playbook it has refined at home over more than a decade.

AVAILABILITY
The market report is available on request from Arvore Partners. Members of the media and interested readers may contact the firm using the details below.

About Arvore
Arvore is a hybrid evergreen private equity fund focused on consolidating lower mid-market businesses. Arvore acquires founder-led companies with a current focus on building products distribution, environmental services, automotive maintenance, master franchisors, and light industrial, and seeks to improve the businesses through, among other things, utilization of its technology-driven operating platform - EquiONE.

About Omnigence
Omnigence is a Canadian-based alternative investment platform focused on farmland, operational private equity, and secondaries with partner funds managing over $1.2 billion. The firm targets fragmented, unfinancialized investment thesis where scale, operational complexity, or size constraints limit participation from larger participants and therefore value is more compelling.

DISCLAIMER:
This document is for information only and is not intended to provide the basis of any credit or other evaluation, and does not constitute, nor should it be construed as, an offer to sell or a solicitation to buy securities of Omnigence, Arvore or any other entity, nor shall any part of this document form the basis of, or be relied on in connection with, any contract or investment decision in relation to any securities. This document may contain forward-looking information and statements (collectively, “forward-looking information”) within the meaning of applicable securities laws. Forward-looking information is provided for the purpose of providing information about the current expectations and plans of management of Omnigence and Arvore relating to the future. Readers are cautioned that such information may not be appropriate for other purposes. All statements other than statements of historical fact may be forward-looking information. More particularly and without limitation, this document contains forward-looking information relating to Omnigence’s and Arvore’s investment objectives and strategies, including, but not limited to, potential acquisition targets and strategies employed to improve acquired businesses post-acquisition. Forward-looking information is based upon a number of assumptions and involves a number of known and unknown risks and uncertainties, many of which are beyond Omnigence’s or Arvore’s control, which would cause actual results or events to differ materially from those that are disclosed in or implied by such forward-looking information. Although management believes that expectations reflected in such forward-looking information are reasonable, undue reliance should not be placed on forward-looking information since no assurance can be given that such information will prove to be accurate. Omnigence and Arvore do not undertake any obligation to publicly update or revise any forward-looking statements except as required by applicable securities laws. There is no guarantee of performance, and past or projected performance is not indicative of future results.

Matt Barr
Omnigence Asset Management
+1 587-393-0893
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