What We Do.

Our Strategy

WPEI is a private investment firm focused on growth-orientated opportunities in the lower middle market. We invest in individual and family owned companies, corporate carve-outs, and industry consolidation strategies.

We primarily focus on control investments in founder and management-owned businesses in targeted growth sectors where we have prior experience and industry relationships.

Our goal as a company owner is sustainable, long term value creation and we strive to be trusted partner at every stage of the investment process.

Investment Criteria

  • Lower middle market companies in the technology, industrials and business services sectors *

  • Control investments with approximately $2-$10 million of EBITDA

  • Family or individual owned businesses and corporate divestitures

  • Value creation opportunities through strategic investments and an operationally focused strategy

* While we primarily focus on these sectors, we are open to reviewing any leading, profitable, growing company with proprietary products or services.