Our story
Three Perspectives. One Investment Philosophy.
Our journey began in 2020, when three professionals from different industries came together through a common belief: exceptional businesses deserve thoughtful, long-term owners. Although our careers followed different paths, we each arrived at the same conclusion. Every enduring investment firm begins with a shared conviction.
Where We Came From
Different Disciplines.
A Shared Conviction.
Capital, Strategy & Growth
Roberto Lloren spent his career in commercial real estate development, where every project demanded disciplined capital allocation, strategic planning, and the patience to create lasting value. Experiencing both the opportunities and challenges of real estate development reinforced a simple principle: long-term success is built by investing in businesses and assets that provide essential value to the communities they serve.
Clinical & Operational Excellence
Dr. Walter Heidary built his career as both a dentist and entrepreneur. After successfully founding, growing, and selling his first dental practice, he continued expanding his portfolio of practices while building businesses across healthcare, education, marketing, and real estate. His experience provided firsthand insight into what makes exceptional healthcare businesses successful, the trust that exists between practitioners and their patients, and the importance of preserving that legacy through thoughtful succession.
Technology & Artificial Intelligence
Jag Basrai built his career helping organizations harness technology to improve performance, scalability, and customer experience. As digital transformation and artificial intelligence began reshaping every industry, he recognized that the future of healthcare would belong to organizations capable of integrating intelligent technology with exceptional human care. Technology would become a strategic advantage—not simply a support function.
Where We Came From
Different Disciplines. A Shared Conviction.
Capital, Strategy & Growth
Roberto Lloren spent his career in commercial real estate development, where every project demanded disciplined capital allocation, strategic planning, and the patience to create lasting value. Experiencing both the opportunities and challenges of real estate development reinforced a simple principle: long-term success is built by investing in businesses and assets that provide essential value to the communities they serve.
Clinical & Operational Excellence
Dr. Walter Heidary built his career as both a dentist and entrepreneur. After successfully founding, growing, and selling his first dental practice, he continued expanding his portfolio of practices while building businesses across healthcare, education, marketing, and real estate. His experience provided firsthand insight into what makes exceptional healthcare businesses successful, the trust that exists between practitioners and their patients, and the importance of preserving that legacy through thoughtful succession.
Technology & Artificial Intelligence
Jag Basrai built his career helping organizations harness technology to improve performance, scalability, and customer experience. As digital transformation and artificial intelligence began reshaping every industry, he recognized that the future of healthcare would belong to organizations capable of integrating intelligent technology with exceptional human care. Technology would become a strategic advantage—not simply a support function.
We believed there was an opportunity to build something different.
What We Saw
We believed there was an opportunity to build something different.
Not simply another acquisition company.
Not simply another private equity fund.
But a private investment firm which is committed to partnering with exceptional businesses, preserving what makes them successful, and helping them grow through disciplined capital, operational excellence, and innovation.
That vision became Curated Capital Partners.
Why “Curated Capital Partners”
Our Philosophy. Built Into Our Name.
The word “Curated” reflects our philosophy.
We believe great investment portfolios are not built through volume or speed. They are carefully curated through disciplined selection, trusted relationships, and a commitment to long-term ownership.
The word “Capital” represents more than financial resources. It reflects our responsibility to allocate capital thoughtfully, invest with patience, and create enduring value.
And “Partners” defines how we approach every relationship. Whether with business owners, investors, management teams, or advisors, we believe the strongest outcomes are built through alignment, trust, and shared purpose.
Our Philisophy In Action
Curated Healthcare
Our first investment strategy, Curated Healthcare, reflects these principles in action.
We believe healthcare represents one of Canada’s most resilient and enduring investment opportunities. Demographic trends, recurring demand, and highly fragmented ownership create an environment where thoughtful capital and responsible ownership can generate meaningful long-term value while strengthening the communities these businesses serve.
But our vision extends beyond a single industry.
Curated Capital Partners is being built as a long-term investment platform capable of investing across sectors where exceptional businesses, capable leadership, and enduring market fundamentals intersect.
How We Build
Three Disciplines for Building Lasting Enterprises.
Capital
Disciplined investment, strategic acquisitions, and responsible stewardship.
Clinical & Operational Excellence.
Deep industry expertise, exceptional leadership, and sustainable business performance.
Technology & Artificial Intelligence
Digital transformation, intelligent automation, and data-driven decision-making that strengthen businesses for the future.
Our leadership reflects three disciplines we believe are essential to building lasting enterprises. Together, these complementary strengths allow us to look beyond transactions and focus on building enduring enterprises.
Built for the Long Term
One Partnership. One Business.
One Generation at a Time.
We believe successful investing is not measured by the number of businesses acquired.
It is measured by the quality of the businesses we choose, the relationships we build, and the legacy we help preserve.
Our ambition is to build one of Canada’s most respected private investment firms—one partnership, one business, and one generation at a time.
This is the future we envisioned in 2020.
It is the future we are building today.
And it is the future we invite our investors and partners to build alongside us.