Investment Criteria

INVESTMENT CRITERIA

TARGET PROFILES

  • Small-Cap privately-held companies with EBITDA in the $1,000,000 to $5,000,000 range.
  • Solid foundation, but with need for both capital and an enhancement of management skills and/or strategic approach in order to achieve the next level of success
  • “Buy and Build” philosophy, including add-on acquisitions
  • Management and capital structure control or co-control

 

TARGETED INDUSTRIES

  • Manufacturing
  • Distribution & International Marketing
  • Business Service Companies
  • Focused Energy – Special Opportunities

Contact Us

www.whiterockpe.com


Shawn T. Walsh
swalsh@whiterockpe.com
401 Congress Ave., Suite 1540
Austin, TX 78701
(o) 512-687-3415

W. Lane Pennington
lpennington@whiterockpe.com
110 W 7th Street, Suite 2710
Tulsa, OK 74119
(o) 918-749-6811