William Harris Investors

Overview

William Harris Investors (WHI) is a privately owned investment and wealth management firm based in Chicago, Illinois. Founded in 1976 by Irving B. Harris, the firm serves as the family office for the Irving B. Harris family, managing multi-generational assets and providing comprehensive investment and wealth management services. WHI's investment approach is diversified across various asset classes, including public and private equities, fixed income, venture capital, hedge funds, and real estate, aiming to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. The firm's investment strategy encompasses a broad spectrum of stages and structures, such as seed and early-stage investments, growth capital, buyouts, recapitalizations, mergers, and acquisitions. WHI's geographical focus is primarily within the United States, and it has a diverse industry focus, including healthcare, technology, consumer products, financial services, real estate, energy, industrials, media, telecommunications, retail, transportation, education, hospitality, pharmaceuticals, and biotechnology. This wide-ranging approach reflects WHI's commitment to identifying and capitalizing on opportunities across various sectors and stages. WHI's leadership is dedicated to maintaining the high levels of integrity, loyalty, and excellence that founder Irving B. Harris instilled in the firm nearly half a century ago. The firm continues to uphold his legacy of fairness, intelligence, and philanthropy, providing a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and philanthropic services. Additionally, WHI Trust Company, LLC, an affiliate of WHI, offers trustee and trust administration services for Harris family trusts and a select group of other clients.

Investment Focus

• Strong management teams
• Proven business models
• Scalable growth potential
• Competitive market positioning
• Clear exit strategies

Portfolio Companies