Business professionals reviewing acquisition documents

ForInvestors&CorporateBuyersSeekingtheRightOpportunities

Confidential, partner-led acquisition support that helps you find, evaluate, and secure the right mid-market businesses with clarity and precision.

0
Years Experience
0
In Transactions
0
Completed Deals
0
Nationwide
Overview

A More Disciplined Way to Source & Close Acquisitions

Acquiring a mid market business requires more than a target list. It demands focus, reliable intelligence, and a repeatable process. You need a structured search, real market intelligence, and an advisor who understands how to translate an investment thesis into high quality opportunities.

At Werner Partners, we work directly with private equity groups, family offices, and corporate development teams to build and execute targeted acquisition programs. We identify qualified companies, initiate direct conversations, screen fit, and guide your team from first call through closing.

Our Approach

Why Leading Acquirers Rely on Us

We help investors and corporate buyers convert their acquisition thesis into qualified opportunities.

Senior Attention at Every Stage
Partner-Led

Senior Attention at Every Stage

You work directly with experienced M&A advisors who understand the pace, pressure, and expectations of platform and add-on acquisitions.

Principal to Principal Sourcing

Principal to Principal Sourcing

Clear Evaluation and Market Insight

Clear Evaluation and Market Insight

Efficient, Controlled Process

Efficient, Controlled Process

Our Support

How We Support Buyers

Acquisition programs require focus, discipline, and judgment. We help you drive the work that creates results.

Target Identification

Market mapping and proactive identification of companies that match your investment criteria.

Direct Outreach

Confidential outreach to owners and leadership teams to gauge interest and fit.

Screening & Qualification

Early assessment of fit, financials, and strategic alignment to prioritize opportunities.

Thesis Alignment

Competitive positioning and thesis validation to sharpen your acquisition strategy.

Valuation Support

Structure comparison and valuation analysis to inform your offer approach.

Management Introductions

Coordinated meetings and deal pacing to build rapport and assess leadership fit.

Negotiation Support

Diligence coordination and negotiation guidance to protect your interests.

Close & Transition

Guidance through closing and transition to ensure a successful handoff.

Strategies

Acquisition Strategies We Build & Execute

Different buyers, different objectives. We build programs that match your goals.

Platform Acquisitions

Identify strong mid-market companies that align with your thesis and support long-term value creation.

Add-On or Bolt-On Acquisitions

Accelerate growth, expand capabilities, or deepen regional presence with strategic add-on targets.

Corporate Development Initiatives

Support for corporate buyers seeking acquisitions that strengthen product lines, service offerings, or market position.

Family Office Investment Programs

Direct sourcing aligned to patient capital, operational involvement, and long-term partnership strategies.

Our Process

A Structured Buy-Side Process Led by Trusted Advisors

Our disciplined methodology generates qualified opportunities aligned with your investment thesis.

Define your acquisition criteria, investment thesis, target profile, and constraints.

Private Equity Funds &
Independent Sponsors
Family Offices Pursuing
Direct Investments
Corporate Development
Teams
Strategic Acquirers
Expanding Capability
Investors Building
New Platforms
Multi-Location Operators
Seeking Add-Ons
01
PE & Sponsors

Private Equity Funds &Independent Sponsors

Lower middle-market and middle-market private equity firms executing platform and add-on acquisition strategies across targeted sectors.

Track Record

Selected Transactions

A curated sample of engagements that reflect our experience across the middle market.

01

IT Services & Cloud Security

Advised on the acquisition of cloud-security and compliance automation capabilities, strengthening managed services for regulated enterprises.

02

Industrial Distribution & MRO

Supported the acquisition of specialized industrial distribution capabilities, expanding integrated solutions for manufacturing clients.

03

Engineered Components & Manufacturing

Advised on transactions involving custom-engineered rubber and industrial components for OEM and specialty applications.

04

Safety Equipment & Compliance

Guided platform investments in mission-critical safety equipment and contamination-control supplies for regulated environments.

05

Precision Sensors & Motion Technology

Advised on the acquisition of advanced sensing technologies for aerospace, defense, and industrial OEM applications.

06

Residential HVAC & Home Services

Supported add-on acquisitions expanding HVAC, plumbing, and energy-efficiency capabilities across regional markets.

07

Industrial Maintenance & Field Services

Advised on platform investments in millwrighting, mechanical services, and mission-critical facility support.

08

Healthcare Technology & Remote Monitoring

Guided investments in advanced remote cardiac monitoring and medical device platforms for improved patient outcomes.

Professional consultation meeting
Background Paths
Start the Conversation

Ready to Talk About Your Next Move?

Whether you are launching a new platform, pursuing add-on acquisitions, or evaluating markets, a direct conversation with an expert advisor is the best place to begin.

Related Services

Explore Related Services

Learn how our advisory services can support your acquisition strategy.

Buy-Side Advisory

Buy-Side M&A Advisory

Proactive deal sourcing, target identification, and transaction execution for private equity firms, family offices, and corporate acquirers.

Learn More

Strategic Advisory

Strategic Advisory & Valuation

Independent insight for investors evaluating opportunities. Market analysis, valuation support, and strategic scenario planning.

Learn More