WoodLake Group

WoodLake Group is a private investment firm with a focus on partnering with outstanding management teams to build exceptional lower middle market businesses Investment Approach We look for privately held, family-owned, unique companies that have room to grow in fragmented industries with actionable acquisitions. We rely a great deal on continuous, careful analysis. To minimize uncertainties, we conduct deep, 360-degree diligence of the major issues. The analysis identifies key metrics and incorporates them into our management reporting system. We create a knowledge base that is shared with management and other stakeholders, which facilitates decision-making, charting action plans, and establishing milestones. It also clearly identifies risks and rewards that we all understand. Investment Profile ▪ $30 - $200 million in Enterprise Value ▪ $5 million plus in EBITDA ▪ $25 million plus in Revenue ▪ 10% plus EBITDA margins ▪ Manageable CapEx, highly scalable model ▪ Building platforms and the availability of add-on acquisitions ▪ Transactions with EBITDA exceeding $25 million, e.g., public carve-out & divestment