PE

Investment Philosophy

Wellbridge’s investment philosophy is to create long-term value for all stakeholders by investing in and improving quality businesses.

We target companies that meet most, if not all, of the key characteristics found in our Suitability Filter. By using the Suitability Filter to evaluate acquisition opportunities, we align our business interests from the outset, eliminating companies that appear to be incompatible with our convictions and business approach.

Companies that satisfy our criteria will generally compete more effectively, have management that has a more intimate understanding of customer needs and provide higher quality products or services at a better value.

Wellbridge seeks to add long-term value by:

Partnering with proven and motivated management (resident or external)
Implementing sophisticated management tools
Identifying & mitigating risk
Implementing process improvements
Monitoring & measuring progress

Investment Focus and Criteria

Wellbridge invests in “lower middle market” companies primarily in the Aerospace, Defense and Government Services (ADG) Industry.

We also seek to invest in transactions that have a high degree of commonality and convergence of domains between the ADG Industry and other industries. This includes a wide variety of companies that make, distribute or deliver products or services that address markets where our collective experience and professional networks can add value. It is our preference to acquire and expand companies in concert with existing management but we will selectively pursue opportunities that require management transition where appropriate.

Target Transaction Size:

Business Services$25-$100 million Enterprise Value
$5 - $20 million Cash Flow/EBITDA

Target Transactions Types:

Management Buyouts
Corporate Divestitures
Recapitalizations
Add-on Acquisitions
Growth Equity Investments

Target Industries:

Aerospace/Defense
Manufacturing
Industrials
Business Services

Investment Philosophy