W3Capital

W3Capital is a family-owned private equity investor. It looks for partnerships with founder-owned and family-owned companies in the lower middle market that are heading into an ownership transition.

Its investments are made with personal capital, and the firm says it is not tied to the usual fund timelines, so it invests with a long-term view. It typically seeks control positions.

What W3Capital does

• Transition capital: funding that lets owners hand over or sell while the business keeps growing.
• Operating support: working with management to raise enterprise value through operating improvements and added team members.
• Acquisition growth: backing complementary acquisitions alongside organic growth.
• Post-transaction access: partners work on every part of a deal and stay available afterwards.

Clients

Founder-owned and family-owned businesses, or corporate divestitures, headquartered in North America. It prefers recurring revenue, steady cash flow and low to medium capital intensity, and lists specialty and value-added distribution as one area of interest.

Key facts

• Ownership: family owned
• Partner offices: Boston and San Francisco
• Investment stance: control investments