Approach
Investment Criteria
We seek to create long-term operational relationships with growing lower middle market cos as well as those in a turnaround situation. We are an opportunistic investor, but our target companies possess the following characteristics:
PARTICIPATION IN STABILIZED OR GROWING MARKETS
UNDERPERFORMING OR DISTRESSED WITH CLEAR POTENTIAL FOR GROWTH
PRODUCERS OF TANGIBLE GOODS OR SERVICES
POSSIBILITY FOR STRONG RETURNS
EBITDA OF $0 - $3,000,000
Operational Involvement
Our partners bring direct operating experience across our target industries, empowering our value-added approach:
Turnaround teams provide management & technology for distressed cos
Established executive networks support new or existing management
Insight into industry-specific issues lead to informed execution of innovative solutions
Ongoing performance management facilitates a goal-oriented approach and clear accountability
Building Symbiotic Partnerships
We believe aligned interests are a cornerstone for successful partnerships. At WCI we:
Form close partnerships with management teams to create & promote growth strategies
Formulate equity positions that protect & encourage aligned goals & interests
Provide strategic partnerships, mentorship & human resources
Provide capital investments of $500,000 - $5,000,000
ENGAGE WITH WALNUT CREEK
Are you or your firm a fit for WCI?