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At WP Global Partners, our strategy is to produce value backing enterprises that form the backbone of U.S. employment and economic growth. Our private market investment vehicles leverage a hybrid strategy of primary fund commitments, proactive direct investments, and selective secondary investments. Each portfolio is constructed with the following objectives:

1

Generate a risk-adjusted return that moves the needle

2

Deliver consistent performance across market cycles

3

Achieve distribution momentum early in the fund’s life

According to the U.S. Census Bureau, there are well over 500,000 small and medium businesses in the U.S. alone. We leverage our platform of complementary investment solutions to sift the market, aggregate industry knowledge, and foster operating executive relationships. Together, we believe these factors contribute to our ability to capture uncommon – at times customized – value for our partners and clients.

Investment Focus

Fund Size

$250 – 750M

Enterprise Value

< $500M

Company EBITDA

< $75M

Investment Amount

$5 – 25M

Thematic characteristics of our co-investments:

Recurring or backlogged revenue
Loyal and expanding customer base
Product, market or technology advantage
Clear opportunities to streamline operations or grow sales operations
Experienced managers with equity alignment
Fragmented markets with add-on acquisition potential
Demand for products and services is great, yet supply is constrained

Latest News All News

WP Global Partners Hires ACA Group, Lisa Walker, Chief Compliance Officer

Eric Assouad2023-04-10T14:39:07+00:00April 10th, 2023|

As a Senior Principal Consultant with ACA Group in the Investment Adviser division, Ms. Walker serves as an outsourced chief compliance officer (“CCO”) for WP [...]

WP Global Partners Hires Senior Advisor to Business Development Team

Eric Assouad2023-02-02T18:02:40+00:00February 2nd, 2023|

Mr. Fulmer began working with WP Global Partners in 2022. He is actively involved in the Firm’s business development efforts. Mr. Fulmer was the Athletic [...]

WP Global Partners Hires Senior Fund Accountant

Eric Assouad2022-10-30T19:38:08+00:00October 30th, 2022|

Ms. Merchant joined WP Global Partners in 2022. She handles accounting functions for various WP Global funds. Prior to joining WP Global she worked as [...]

“The WP Global team is consistently finding ways to add value – whether it's through introductions, providing strategic guidance or acting as a sounding board. Bottom line, they have been exceptional partners and share our passion for building a great company."

JOSH GOLDMAN / Co-Founder / CEO Australis

"We have been fortunate to have an active partner in WP Global who has not only provided critical guidance, but has opened doors to many prospective customers to help us grow. We couldn’t ask for a better partner in our journey."

FRANK MAYLETT / CEO / RizePoint

"As an entrepreneur you want your partners to help you refine your vision, help with capital and assist in making key business connections. WP Global has done this and more for AliveCor. We couldn't be happier working with their supportive team."

VIC GUNDOTRA / CEO / AliveCor

"My experience working with WP Global has been rewarding and productive. The experience and insight they bring to the board has been beneficial when determining the strategic direction of the company."

LESA FRANCIS / CEO / Supplemental Health Care

“We have a solid partnership with WP Global – their sophistication and depth of understanding means we can depend on them to provide excellent guidance.”

HAYNES GRIFFIN / CEO and Chairman / SmartSky Networks

“WP Global has not only been a valued investor, but they have also become a valuable resource. Their team has been instrumental in enabling Monogram to leverage their experience and network in an effort to drive future growth.”

KARL SCHLEDWITZ / CEO and Chairman / Monogram Foods

Testimonials are not made by WP Global client or investors. No compensation is provided for statement, however testimonial is made by a WP Global co-investment executive officer.

This website provides information about WP Global Partners, Inc. (“WP Global”) and is for informational purposes only and is not intended to be, and should not be used or considered as, an offer, recommendation or a solicitation to sell or an offer, recommendation or solicitation to buy or subscribe to any financial instruments or securities or any investment management or advisory services or products. An offer or solicitation will be made only through a final private placement memorandum, subscription agreement and other related documents with respect to a particular investment opportunity and will be subject to the terms and conditions contained in such documents, including the qualifications necessary to become an investor. Nothing on the website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.