Supplying growth capital for small businesses.
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Investment Approach

 

Structure and Horizon

Williams & Gallagher has the flexibility to structure investments of all types. Included are situations where there is a change in ownership or control as well as situations where owner-managers are looking for investment partners to help grow their business. Williams & Gallagher will consider both control and minority investments and will tailor a structure to meet the needs of our partners and the specifics of a deal. Many of our investments are participations in larger financings. The firm has no set time horizon for exits and will consider short-term investments as well as permanent ownership stakes.

 

Investment Characteristics

 

Williams & Gallagher will consider a wide variety of possible investment situations and opportunities. Ideally an investment would have many of the characteristics below:

 
 

Strong Management Team


Conservative Balance Sheet


Stable Operating Margins


High Return Assets


Defensible Market Position


Distressed Characteristics


 

Investment Size

$200 thousand to $1 million

 

Target Industries

 

Distribution


Communications


retail


Business Services


Consumer Products & Services


radio/tv/cable


Healthcare


energy/chemical distribution


 

Investment Vehicles

Type of Investments


  • Buyout Financing
  • Acquisition Financing
  • Growth Financing
  • Restructuring
  • Note Purchase

  • Debt
  • Subordinated Debt
  • Preferred Stock
  • Common Stock