Walter Capital Partners

Strategy

Our Investment Criteria

Our focus: well-established small and medium-sized businesses looking to further their growth and in need of not only financial, but also human capital that will help support their development and drive their performance, particularly in global markets.

Specifically, we wish to contribute to the success of businesses based on the following criteria :

  • Business Model
    The company is anchored by a proven business model with a high growth potential and is led by a qualified management team.
  • Company Size
    It generates a recurring EBITDA of over $5 M, or has an enterprise value of more than $25 M.
  • Location
    We aim for geographic proximity transactions (Canadian and North-Eastern American markets); however, we might expand our territory in cases of proximity with the industry of the business we invest in.
  • Industry
    We are open to a range of industries as we believe the expertise we can provide to a business is relevant in various sectors.
Our average equity investment ranges from $10 million to $25 million.

Our Investment Opportunities

Opportunités
We see the following scenarios as opportunities to extend our growth capital :
  • Intergenerational transition and succession
  • Change in share ownership
  • Complete buyout / non control participation
  • Non-core business
  • Divestiture
  • Industry consolidation
  • Going private
  • Some turnaround situations

Our Portfolio Structures

Given our involvement in the companies we invest in, we favour a certain level of controlling/influenced ownership, which will need to be adapted to each situation. Ownership will be in full or partial if structured with a proper involvement into the selection of strategic projects and initiatives, as well as monitoring their execution.