William E. Simon & Sons

Overview

William E. Simon & Sons is a Los Angeles-based private equity firm specializing in investments across various sectors, including consumer products and services. The firm has a consistent team, focus, and strategy for nearly four decades, with over 250 investments and an aggregate transaction value of over $28 billion. It partners with strong management teams to help grow their businesses and has raised $7 billion of capital since its founding. The firm's investment strategy encompasses buyouts, growth capital, and distressed investments, focusing on sectors such as consumer products, services, distribution, healthcare, technology, media, telecommunications, retail, energy, financial services, real estate, industrial, consumer goods, education, and transportation. It primarily invests in the United States, with a minimum investment size of $10 million and a maximum of $500 million. Since its inception, William E. Simon & Sons has managed a diversified portfolio of public and private investments, as well as direct investments in companies, real estate, and distressed debt. The firm has served as a cornerstone investor in third-party funds in all three areas, demonstrating a commitment to creating sustainable value through operational improvements and strategic growth initiatives.

Investment Focus

• Strong management teams
• Established market presence
• Potential for growth and operational improvement

Portfolio Companies