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Companies we work with

Transaction types

Every transaction begins with working alongside management to identify a company’s core strengths and the value to be unlocked.  We focus on companies with entrenched revenue streams and mature business models. These characteristics typically are present in businesses with over $1M in cash flow.  However, for select opportunities we will invest in companies with negative or negligible cash flows, where achievable growth is significant and our operational experience with removing bottlenecks and enhancing margins paves a controllable path to the desired cash flow. 

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Once invested, we strive to take our management teams and companies to the next level. Our collaborative, shoulder to shoulder relationships with management and our real-world proven methods for each stage of the investment lifecycle creates value enhancing strategies, performance driven cultures and identifies complementary add-on acquisitions.  By installing a culture focused on sourcing robust talent, engaged customer service, and budget discipline the conditions are set to develop customer loyalty and reduce waste.

Willis & Smith Capital will consider a variety of transaction types and structures, customized to each situation and unique goals of the business owner. Typical investment structures include:

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  • 100% buyouts

  • Majority recapitalizations

  • Corporate carve-outs

  • Management-led buyouts 

Industries we focus on

  • Manufacturing

  • Distribution

  • Logistics

  • Industrial service companies

  • Select engineering and construction

Company financial metrics 

  • $10M - $200M in Revenue

  • Negative - $15M of EBITDA

  • Established revenue streams and business model

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