Approach

Investment Strategy


Winterford Capital is a Texas-based investment firm that partners with founder, family, or management-owned businesses. Our collective team brings sector-focused investment experience in the industrial end-market, having completed over 20 transactions totaling $2 billion in enterprise value.

The Winterford team comprises of seasoned investors, operators, and advisors who have spent decades either supporting or operating businesses in achieving significant growth. We leverage our team’s expertise in strategy, operations, and talent development to set businesses up for long-term success. Our sector-focused, thematic investment approach is embedded in seeking partnerships in sectors and situations where we have experience in terms of prior investments, direct P&L responsibilities, and successful exits. To that end, we like to think of ourselves as an extension of the management team in the formulation and implementation of our value creation strategies.

Disciplined Approach to Capital Allocation


We invest in mature businesses with a proven track record of profitability, defensible competitive positioning, and opportunities for continued growth. Our disciplined approach stems from partnering with outstanding management teams that are capable of achieving meaningful growth.

Sector-Focused, Thematic Investments


We focus on the industrial sector, where we have decades of experience and a strong track record of successful outcomes. Focusing on a vertical we know allows us to go help support our partner companies with differentiated insights, expansive rolodex of experts, and operational know-how. Furthermore, we spend time to research and identify investment themes with strong, secular growth tailwinds within the industrial sector.

Hands-on, Operational Approach


We employ a hands-on approach, helping management teams grow sales, improve operations, hire talent, and execute on inorganic growth. We believe our hands-on operational approach is helpful since we have refined our operational toolkit over the decades, executing on successful value creation initiatives as investors and CEOs.

Value Creation Strategy


Our mission is simple in principle: partner with great businesses to make them even greater. To that end, our value creation strategy aims to widen the moat around our partner companies in the following ways.

Growth via M&A

People Development

Product & Service Enhancements

Operations Improvement

Sales Growth

Business Value at Closing

Growth Initiatives

Long-Term Business Value