Investment criteria

We help middle market businesses build for tomorrow

Investment parameters
Transaction types
  • Majority equity ownership positions in high-quality lower and middle market companies
  • We often partner with family, entrepreneur and employee-owned businesses. We are also interested in corporate carve-outs and companies owned by financial sponsors
Geography
  • North American Focus
Company size
  • EBITDA of $10 to $75M at initial investment
  • We are interested in add-on acquisitions to our existing platform investments. Add-ons can be of any size or geography
Characteristics

Wind Point investments possess a combination of the following characteristics:

  • Strong culture and values
  • Secure competitive position
  • History of growth in an attractive market
  • Recession resilient and inflation-protected
  • Strong free-cash-flow and margin profile
  • Opportunities for strategic M&A (e.g. fragmented industry or actionable acquisition targets)

Wind Point will often make significant investments to support a company’s growth, including hiring additional management talent to augment the existing team. We believe we are also well-suited to solve CEO succession given our executive-oriented partnership model.

Sectors

Business services

  • Engineering & Professional Services
  • Logistics & Route-Based Services
  • Maintenance Services

Consumer products

  • Food
  • Household Products
  • Pet

Industrial products

  • Chemicals & Specialty Materials
  • Engineered Products
  • Packaging
Add-on acquisitions

Add-on opportunities can be of any size or geography.

We often employ a “buy and build” approach to accelerate scale and strategic transformation. Wind Point investments will typically complete multiple add-on acquisitions during our ownership. As a result, we are always actively seeking interesting combination opportunities.

We welcome you to reference our Portfolio page and contact the team members listed should you have actionable investment opportunities for us to consider.