Private Equity Funds
Qualified Acquisition Opportunities and deal execution are critical
Werner Partners takes an active approach in providing business development services for Private Equity Groups that result in qualified investment opportunities. Our methods deliver strong results by operating from a unique perspective, staying committed to our purpose, and remaining focused on the middle market.
Werner has expertise in a wide variety of industries including; niche manufacturing, business and industrial services, value-added distribution, transportation, medical products, healthcare, building products, consumer and personal care products, and specialty food products.
Our clients have invested over $1 billion of capital as a result of our business development services. Please contact us for a listing of representative transactions. Typical transactions generated by our services include:
- Owner Recapitalizations
- Management Buy-outs
- Add-on Acquisitions
- Minority Investments
- Business Succession Capital
- Growth Capital
Business Development - Case Study
We were approached by a $400 million private equity firm seeking to make investments in privately held middle market companies.
The firm had a strong track record with over 110 transactions completed since inception, including 9 current portfolio companies. The firm was on its third fund and employed well qualified dealmakers having extensive middle market reach. Historically, business development had been a combination of professional contacts, deep industry knowledge, internal marketing efforts, and sell-side banking relationships. However, based on surplus capital in the market, a growing number of sell-side processes, and a more competitive landscape the firm was faced with a shortage of qualified investment opportunities.
After understanding the firm’s investment objectives, Werner proposed a pro-active prospecting program that targeted both platform and add-on investments.
For new platform targets, our research and prospecting efforts focused on specific subsets of large industrial sectors further broken down by manufacturing and service categories. In addition to targeting new platforms, Werner collaborated with four of the firm’s portfolio companies in order to expand their existing industry consolidation efforts.
The project has produced over a 22% increase in proprietary deal flow for new platform investments while significantly improving add-on acquisition opportunities. Over the course of 24 months, the firm has successfully invested in excess of $40 million in capital as a result of Werner’s business development services.