Benefits of our approach
Appropriate Capital Structure
Proven Closing Capabilities
Management Equity Participation
Strategic & Analytical Support
Board Level Participation
Long-Term Growth Orientation
Additional Capital for Future Needs
Wafra Partners has been providing capital and strategic and operating support to middle market businesses & their management teams since 1990*.
We partner with management teams in seeking to build equity value through four key objectives: (i) accelerate growth, both organically and through acquisition; (ii) improve operating efficiencies; (iii) enhance cash flow; and (iv) position for attractive exit alternatives.
When considering a specific investment opportunity, typically important criteria include:
- A strong and committed management team with significant ownership opportunities post-closing
- A leadership position in technology, product line, cost position or distribution channel
- Growth opportunities, internal or by acquisition
- Diversity of products/services, customers, markets and suppliers
Over 25 years* of partnering with management teams to build stronger companies
Consolidation strategy in the middle market
Certainty to close
Focused on accelerating growth
The cornerstone of our long-standing approach is partnering with exceptional management teams who aspire to achieve industry leadership. Through our partnership, we provide strategic resources and capital, while management leads day-to-day operating decisions. Our long-term strategic view not only can align the incentives of the management team with shareholders, but also allows management to share in the value they create.
Intermediaries are critical to Wafra Partners’ long-standing success. We deeply value the trust of investment bankers, independent sponsors, business brokers, and other deal intermediaries who provide us with private equity investment opportunities. We offer candid and timely feedback with certainty to close.
We are always looking for accomplished executives who may be interested in full-time positions or advisory/board roles with our portfolio companies. Additionally, we welcome contact from accomplished executives interested in targeting fragmented, consolidating industry sectors and within the individual’s particular expertise. This could be in either a direct operating or advisory capacity.
The Wafra Partners team is readily available, understanding and pleasant. They understand the nuances of our business and our industry, and work with us accordingly. They are there when we need them and the partnership relationship that we have created is much stronger than I ever expected.
James M. Devaney, Ph.D.
Chairman | American Higher Education Development Corporation
Our ambitious strategic plan demands cooperation between our management team and investment partner. Wafra has made invaluable contributions to our vision for the future, and is quick to get to work leveraging their strengths and assets to execute our plan. Wafra meets challenges with discipline and resolve, which enables our growth.
Tom Harter, Jr.
CEO | Microdynamics Corporation
Integrity serves as a critical building block for a successful working relationship and it is best described as doing what you say you are going to do. Wafra Partners has very clearly lived up to that definition, which is why our business relationship is so solid.
CEO | Phelps Industries, LLC
^Please refer to Disclosures, sub-section Accuracy of Content/Opinions, for more information.