Weller Equity Partners

About Weller Equity Partners

Weller Equity Partners is a private equity firm based in Louisville, Kentucky, that invests in lower middle-market companies throughout the Mid-South region of the U.S. Weller focuses on companies that have talented and committed management teams and significant growth opportunities. Our mission is to address the capital and liquidity objectives of smaller private companies by providing flexible funding structures and private equity expertise to their owners. The Weller team is committed to producing long-term value in its portfolio companies through a combined 60+ years of broad finance, investment, and management experience. Investment Criteria Investment Structure -$1 – $10 million investments -Common equity, preferred equity, subordinated debt -Majority and minority positions Transactions Types -Management buyouts -Recapitalizations -Growth equity Target Companies -$10 – $75 million revenue -$1 million minimum EBITDA -Must have the ability to grow profits with the existing pipeline of sales -Strong management teams with relevant experience and vested in company success -Identifiable competitive advantage in target markets Target Industries -Manufacturing -Healthcare -Information Technology -Food & Beverage -Business Services
People
  • Ross Jordan, Principal