INVESTMENT CRITERIA Mason Wells follows a consistent, disciplined strategy for investments, which we have refined over our extensive history. Our experience has taught us the utmost respect for the discretion and confidentiality required in private equity investing. We seek to be the lead equity investor with control positions in companies that meet the following criteria: Previous Financial Characteristics $25 to $300 million in total revenues Profitable, with minimum EBITDA of $5 million Industry Sectors Consumer Packaged Goods Engineered Products & Services Outsourced Business Services Packaging Materials & Converting Next 1 2 3 4 TRANSACTION TYPES Management buyout of a closely-held/family-owned business Backing members of management in buying ownership from senior family members or from outside shareholders of a closely-held business. By working with us in a succession transaction, active managers and/or certain family members continue to operate the business while gaining a strong financial partner to assist with capital needs and issues of strategic importance. In addition, the shareholders who sell achieve liquidity to meet their estate planning and net worth diversification objectives. Management buyout of a non-core division Helping managers acquire non-core divisions of parent companies. Corporations selling divisions require that a buyer has both ample funding and a track record of closing transactions quickly and efficiently. As a well-funded, experienced partner with a strong track record of closing transactions, Mason Wells adds financial credibility to managers in the eyes of corporate parents as they seek to acquire the division they run. Owner recapitalization Assisting an owner of a privately held company who wishes to sell a portion of his/her company for liquidity or estate planning purposes, while retaining significant equity ownership to participate in the company's growth. Without sacrificing all operating control of the company, the owner can achieve personal liquidity and gain a strong financial partner to assist with capital needs and issues of strategic importance. For business owners We seek to support existing senior management teams who would like to continue to manage their business and be rewarded through equity ownership. For Business Owners For intermediaries We work closely with a number of intermediaries and welcome their investment opportunities. Our partnership helps them offer their clients peace of mind. For intermediaries Mason Wells' Summary OverviewDownload as PDF © 2021 Mason Wells Inc Terms of UsePrivacy PolicySitemap Website Design by MVP Marketing + Design PROVEN. DISCIPLINED. FORTHRIGHT.