Investment Focus


WHI Capital Partners generally targets investments with the following characteristics:

Company Revenue$10 to $100 Million; no minimums for add-on acquisitions

 
Company EBITDA$3 to $12 Million; no minimums for add-on acquisitions

 
Equity Investment$5 to $15 Million per deal with the ability to bring additional capital for larger transactions

 
ControlWill invest in both majority and minority transactions

 
BusinessesManagement and specific business characteristics serve as primary factors for us with industry preference as a secondary deal evaluation parameter. With that, we do have a particular interest in the following sectors:

  • Aerospace
  • Business Services
  • Consumer Products and Services
  • Food and Beverage
  • For-Profit Education and Training
  • Health Care Products and Services
  • Industrial/Manufacturing
  • Pet Food and Supplies
  • Specialty Insurance
  • Specialty Chemicals
  • Waste Collection, Disposal and Recycling

Sectors that we tend to avoid include:
  • Project Finance
  • Emerging Technology Companies
  • Energy Exploration

 
GeographyPrimarily U.S. and Canada

 

WHI Capital Partners targets investments with the following characteristics:

  • Mature companies with a consistently profitable operating history and a loyal customer base
  • Defensible market positions
  • Strong industry fundamentals
  • Opportunities to create value