Investment Criteria

WCR is focused on purchasing lower middle market businesses with the following characteristics:

Company Size:

  • Up to $100 million in Revenue.

Company Stage:

  • Established companies
  • No start-ups, early stage or distressed businesses.

Industry Focus:

  • Industry agnostic with a focus on basic industries, including but not limited to manufacturing, distribution, business services, multi-unit retail, e-commerce, consumer, and franchising.
  • No restaurants or hi-tech businesses.


  • Leaders in industry niche or geography.
  • Companies facing succession dilemmas.
  • Corporate divestitures.
  • Underperformers who can benefit from WCR’s operating expertise.


Our form Non-Disclosure Agreement can be found here.