Our Story

Citrus Capital Partners was founded in 2012 by Larry Shelley and Ken McKinnon. The two shared a long history of collaboration in serving the SME marketplace by guiding strategy, facilitating proper planning, providing relevant training and developing appropriate financial structures.

Citrus Capital was inspired by the luscious growth of lemon and orange trees in Southern California. This reflects exactly who we are…passionate people, with fresh ideas, delivered with excitement and clarity.

Since its inception, Citrus Capital has offered a wide variety of support to a wide variety of businesses. Our business is about relationships, and we mean it. In all that we do, we stand by one very serious guideline. We need to feel good about having dinner together on a Saturday night.

Today, our focus continues to be all about developing long-term, spectacular relationships with our clients and developing a world-class team of SME experts who share our passion and who can make a difference in the markets we serve.

OUR EXPERIENCE

We have experience managing, growing, and financing small to medium-sized businesses, making Citrus Capital the go-to resource for entrepreneurs in Western Canada.

Our experience includes work in corporate finance, private equity, energy, technology, retail, real estate, speciality manufacturing, marketing, master planning and economic development. We have guided businesses through acquisitions and divestitures, shareholder successions, and private equity investment.

Community Involvement

Volunteering in the community has always been a core value of the Citrus Capital team. Our team has long been involved in community organizations such as the Rotary Club of Calgary Downtown, Beakerhead, Cochrane Minor Hockey Association, Calgary Chamber, Ringette Alberta, REAP and the University of Calgary. We give back where we live and we believe that we can go further together.

Leadership Team

Matt - compress

Matt Buchholz


Managing Director,
Private Capital

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Lisa - compress 3

Lisa Shelley


Managing Director,
Strategic Advisory

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Adam - compress

Adam Hart


Manager,
Finance & Operations

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Kristen - compress

Kristen Rehn Adema


Manager,
Marketing

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Advisory Panel

Larry 2 - compress

Larry Shelley

Ken - compress

Ken McKinnon

Bob - compress

Dr. Bob Schulz

Now You Know Us...

We would love to know you.  Get in touch today!