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

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.