
In this episode of Getting to the Deal, host Krystyn Harrison sits down with Marcus Mitchell, founder of Shire Capital Management and former CIO of Bonnefield, Canada's largest farmland manager. Marcus has overseen more than a billion dollars worth of farmland acquisitions and made the bold decision in 2021 to leave his institutional role to start his own firm focused on healthy food production. His first acquisition - British Columbia's largest organic blueberry farm - has tripled in value since purchase, demonstrating how values-driven investing can deliver both financial returns and societal impact.
This conversation reveals Marcus's three-pillar deal evaluation framework: premium product focus, geographical moats that prevent oversupply, and bulletproof operator partnerships. He explains how the buyer's mindset differs fundamentally from the VC approach founders typically encounter, why he prioritizes evidence over promises, and how he's evolving from real estate ownership to operating business acquisitions. If you're a founder planning your exit and want to understand how strategic buyers think, Marcus provides an insider's perspective on deal evaluation, relationship building, and value creation beyond the initial acquisition.