Wareing & Company

Overview

Wareing & Company is a Houston, Texas-based family office investment firm with a perpetual capital base that specializes in partnering with established founder- and family-owned businesses. The firm traces its history back to the 1990s when it invested in Gulf Coast Pre-Stress, a manufacturing company providing concrete products for transportation and petrochemical infrastructure along the Gulf Coast. The firm's investment strategy focuses on companies operating in defensible market niches with strong competitive positions. They form collaborative partnerships with business owners and management teams, mutually developing long-term growth plans. Wareing & Company equips leadership teams with strategic, financial, and operational support while empowering their day-to-day autonomy. They consistently reinvest in partner companies to achieve long-term earnings growth and value creation for all stakeholders. Wareing & Company differentiates itself through a longstanding track record, patient and flexible capital, alignment of interests, a focus on people and culture, institutional quality resources, and conservative capital structures. Their investment criteria include revenue of $10 to $150 million, EBITDA of $2 to $15 million, and transaction values ranging from $10 to $125 million. They primarily seek majority investments in U.S.-headquartered companies, preferring entrepreneur- or family-owned businesses seeking an aligned partner. Their investment horizon is patient and long-term, aligned with management’s goals.

Investment Focus

• Revenue: $10 to $150 million
• EBITDA: $2 to $15 million
• Transaction Value: $10 to $125 million
• Primarily majority investments
• Preference for entrepreneur- or family-owned businesses seeking aligned partner
• Patient, long-term outlook aligned with management’s goals

Portfolio Companies