/ Our Strategy
PWP Growth Equity’s investment strategy is based on the collective 70 years of experience of the senior team. Our goal is to find quality investment opportunities where we partner with the business owners and management teams of lower middle market companies.
We target equity investments between $25 million and $100 million. We will consider both minority and control investments in a variety of structures, including growth capital, recapitalizations and management-led buyouts.
We seek to invest in businesses that have strong and differentiated competitive positions in their respective industries that with the leadership of strong management teams, offer the potential for significant continued growth.
We believe we are differentiated by:
Our strong desire to identify owners and management teams that are looking for a business partner who shares their vision for value creation
Value creation through organic or acquisition based growth and not through financial engineering
Conservative capital structures that do not use excess leverage and introduce unnecessary financial risk
Willingness to invest in either minority or control situations
Flexible structures that address the objectives and visions of the business owners and management teams
At PWP Growth Equity, we leverage our industry relationships and years of specific industry knowledge to help you make better decisions. Our experts stay on top of industry trends to help you maximize growth.
/ Our Approach
We partner with strong management teams in businesses that have differentiated, competitive positions in their respective sectors.
Our team has over 70 years of investment experience in a variety of minority and control transactions through numerous market cycles.
We pursue partnerships with business owners and management teams in companies that exhibit the following key characteristics:
Large addressable markets
Compelling margins and cash flow conversion
Differentiated products or services
Strong growth prospects
Ability to achieve and sustain a distinctive competitive position
Portfolio Company Interaction
Our team works closely with business owners and management teams to fully develop a growth plan that reflects a shared vision. We provide portfolio companies with the capital and ongoing support necessary to realize their full potential.
- Product or service development or enhancement
- Geographic expansion
- Market share growth
- Operational/cost improvements
- Constructing a Board of Directors that can serve as a sounding board and resource to management
- Recruiting additional management talent
- Developing incentive equity structures that align objectives of key management
- Systems implementation
Approach to Realizations
Our team works closely with management throughout our partnership to build value. We work hard to balance the needs of all the stakeholders and have historically shown tremendous flexibility both with the timing of a liquidity event and the structure of that transaction.
In the 60 companies the senior team have been involved with investing in, exit alternatives have been varied depending on what is ideal for the situation – we have exited through IPO, strategic sale, sale to another financial sponsor, or a management-led debt recapitalization.