We have seasoned partnerships with several family offices and institutional capital organizations to help deploy patient capital in the highly attractive lower middle market. We also co-invest our personal capital to show true alignment of incentives across the cap table. Furthermore, we have tenured relationships with lenders who understand our investment mandate and are supportive of providing financing with speed and certainty in mind.

The Winterford team of investors and operators bring an impressive track record of completing over 20 transactions with $2 billion in enterprise value. We have led buy-and-builds, organic growth strategies across various industrial sub-sectors and have completed four exits to financial or strategic buyers.

We understand your client’s personal, professional, and economic goals are dependent on a variety of factors. We are here to help with a flexible capital structure – from a full exit to retaining significant ownership interest, our flexibility can help your clients achieve their goals. We have executed on a variety of different structures and take the owner’s needs in full consideration when structuring a transaction.