WE LOOK FOR DEALS WITH UNIQUE AND COMPELLING STORIES
We are best defined as "opportunistic" by nature and look for deals with a unique and compelling stories. We invest in "good companies with underperforming balance sheets." Wheelhouse seeks to partner with management teams in companies where opportunities exist to grow revenues and maintain and enhance profitability internally and through acquisitions.
Because we are entrepreneurs ourselves, we understand how tricky growing a business can be and further understand that not every situation or opportunity fits within a defined box. Wheelhouse Ventures was born out of the idea of investing in options that may not work in the limiting boxes of most private equity firms.
Our Expertise
Our Philosophy
WE’RE A PRIVATE INVESTMENT FIRM FOCUSING ON OPPORTUNISTIC INVESTMENTS.
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We are one of the few private equity firms in the Southwest focused on transactions valued under $10 million.
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Because we do not deploy fund based capital, we are incredibly flexible in the types of deals we can pursue and the kinds of structures we can work within. We are patient investors not looking to flip companies.
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We are industry agnostic, and this remains one of the least-critical deal evaluation parameters at Wheelhouse. A compelling story and specific business characteristics will always serve as the primary metric for judging potential opportunities. We have invested in options ranging from real estate to start-ups and everything in between. We generally shy away from deals in oil and gas, banking, and high-tech.
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While we prefer profitable businesses with a positive EBITDA, Wheelhouse is one of the few private equity firms nationwide that will invest in small companies that are losing money or have a troubled operating history.
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We bring significant operational expertise to our portfolio company investments through active board-level involvement.
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We can structure opportunities creatively, backing proven management teams to allow selling shareholders to remain active in the business and continue to participate as owners, or we can replace senior management with proven operating executives if desired.