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