FAQs

FAQs

Q:
How do I initiate conversations with Wedbush Capital?

A:
Call our office in Los Angeles at (213) 688-8018 and speak with any of our investment professionals.

Q:
What kinds of companies is Wedbush Capital interested in?

A:
As detailed in our Investment Guidelines, we are interested in profitable companies generating revenues between $10 million and $50 million located in the Western U.S. We invest in companies in the Business Services, Niche Manufacturing and Financial Services industries. Our personal relationships and knowledge enable us to add the most value to companies in these industries.

Q:
What does Wedbush Capital’s due diligence entail?

A:
The purpose of due diligence is to gain a deep understanding of your company’s roots and opportunities. We assess historical and projected financial performance and discuss areas for growth. We spend a lot of time with management to learn about their objectives and ascertain how we and our relationships can be helpful. We conduct independent market research, oftentimes gaining insights from the research analysts at our affiliate, Wedbush Securities.

Q:
What resources will I and my management team need to commit to the process?

A:
Since the owners and management teams of most of our prospects continue as our partners post-transaction, we all benefit from getting to know each other during due diligence. To ensure a smooth process, it helps to have a “point person” at the company to be our main point of contact, such as the owner, COO or controller. It is helpful if your financial statements and accounting systems are “clean” before we commence due diligence. Also, it is helpful if you have a concise business plan developed in advance.

Q:
How is Wedbush Capital involved post-closing?

A:
We are an incremental resource to management post-closing. One or two of our managing directors becomes an active member of the company’s board of directors. Our entire team is available to augment company management to maximize opportunities and institute best practices. As a group, we proactively share our resources to make introductions to industry experts, management candidates, prospective clients, and add-on acquisitions. We don’t look over management’s shoulders, but we are available to provide insight on any issues at any time.