Focused Capital, Deep Relationships
Our business plan is focused and forthright: make initial $2 to $10 million equity investments in profitable, growing companies, then support their management teams with objective insights, incremental resources and introductions to prospective customers, add-on acquisitions, capital sources and other key relationships.
Through our $120 million private equity fund, we facilitate corporate growth, recapitalizations and management-led buyouts for companies generating $10 to $50 million of revenues in the following industries:
- Business & Financial Services
- Consumer Products & Services
- Niche Manufacturing
For most of the business owners we encounter, the transaction at hand is the only time they will either sell a business or look for a financial partner to help grow their company. Conversely, since 1980, our team of professionals has successfully acquired or invested in more than 80 companies. This experience, combined with our strong commitment to be active business partners and have open communication, translates into successful outcomes for all parties involved.
Roots Dating Back 50 Years
One of our affiliates, Wedbush Morgan Securities (WMS), is one of the largest investment banks and brokerage firms in the western United States. A privately-owned and operated business founded in 1955, WMS operates 35 offices and offers numerous benefits to our portfolio companies:
- WMS’s team of research experts actively covers several of our target industry sectors, including consumer products and services, industrials and financial services. These analysts readily provide sector intelligence, strategic introductions and other valuable insights to us and our portfolio companies. The senior management teams of our portfolio companies have unique access to the analysts.
- With 35 offices throughout the United States, including Hawaii and Alaska, WMS investment brokers are well-entrenched professionals in their respective geographies. Their deep relationships across a spectrum of attorneys, CPAs, capital sources, other service providers and high net worth individuals can lead to key introductions for our portfolio companies.
- A privately-owned and operated business, WMS’s culture resonates positively with our portfolio companies.
