Family-Owned Business is in our DNA.

WHO WE ARE

Winterford is an investment firm that partners with founder, family, or management-owned businesses. We provide flexible capital solutions and value creation programs tailored to each business to help accelerate growth. Winterford’s purpose is to foster genuine partnerships with leading businesses and take a stewardship-driven approach to create meaningful outcomes for the business, employees, and communities. Our core values are rooted in stewardship, transparency, and respect for all stakeholders. 

The firm is led by its founder, Amrit Bedi, who grew up working in a family business started by his grandfather. These formative experiences taught Amrit the importance of sincere hard work, dedication, and integrity that goes into serving customers, running operations, and nurturing employees. 

Our background working in a family business and investing in many founder/family-owned businesses gives us the unique ability to understand and form true partnerships with other founder/family-owned businesses. 

Focus Industries

Industrial Manufacturing & Services

Business Services

EBITDA Range

$2M to $15M+

Enterprise Value Range

$10M to $150M+

WHAT MAKES US UNIQUE

We get founder/family-owned businesses

Amrit grew up working in a family business and understands the dedication it takes to build and sustain a successful business. We honor and maintain the company culture and the owner’s legacy.

We have operations experience

Amrit has a successful track record as an operator with P&L and people responsibilities. We act as an extension of the management team and help with strategy, operations, and talent development.

We tend to obsess over customer service

We listen to customers carefully and are guided by their preferences and feedback. We partner with like-minded businesses that share our obsession over exemplary customer service. 

We are committed to employees’ growth

We provide personal and professional growth for employees through social recognition and sharing a meaningful portion of the financial upside. We believe everyone should get a seat at the table, including hardworking employees. 

We invest our personal capital

We invest our personal capital into the businesses we back. This commitment displays our alignment with our investors, management teams, and the broader employee base that we exist to help create the best win-win outcomes.

We are not financial engineers

While we like spreadsheets, we realize real value is created at the R&D lab, shop floor, and job site. We create long-term growth for businesses not through EBITDA engineering but through our extensive operational value creation program.

HOW WE ADD VALUE

Investment Strategy:

Our team of seasoned investors, operators, and advisors have spent decades helping businesses achieve significant and sustained growth. We leverage our team’s expertise in strategy, operations, and talent development to set businesses up for long-term success.  Our investment approach is embedded in seeking partnerships in sectors and situations where we have experience to navigate the journey of growth together. To that end, we like to think of ourselves as an extention of the management team in the formulation and implementation of our value creation program.  

Promise to Sellers:

Whether you are looking for growth capital, retirement/succession planning, partial or full exit, we have the capability and flexibility to provide capital solutions that suit your needs. Furthermore, we move quickly and undertake transactions with the utmost confidentiality.