Supplying growth capital for small businesses.

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





Business Services

Consumer Products & Services



energy/chemical distribution


Investment Vehicles

Type of Investments

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

  • Debt
  • Subordinated Debt
  • Preferred Stock
  • Common Stock