Winterford Capital

Overview

Winterford Capital is a Texas-based investment firm specializing in partnering with founder, family, or management-owned businesses to accelerate growth. The firm offers flexible capital solutions and value creation programs tailored to each business, fostering genuine partnerships with leading companies. Their core values are rooted in stewardship, integrity, grit, and family values. The firm focuses on sectors such as flow control manufacturing, electronic manufacturing services, engineered materials, waste management services, utility and infrastructure services, and specialty equipment rentals. They target companies with revenues between $10 million and $200 million and EBITDA between $2 million and $15 million. Investment checks range from $10 million to $250 million, primarily in majority recapitalizations and closely held businesses seeking first-time institutional capital. Winterford Capital's team comprises seasoned investors, operators, and advisors with decades of experience in supporting or operating businesses to achieve significant growth. They employ a hands-on, operational approach, assisting management teams in growing sales, improving operations, hiring talent, and executing inorganic growth strategies. Their disciplined approach to capital allocation focuses on investing in mature businesses with a proven track record of profitability and opportunities for continued growth. The firm has completed over 20 transactions totaling $2 billion in enterprise value, demonstrating a successful track record in the industrial sector. Their investment philosophy emphasizes a collaborative approach, working closely with management teams to drive sales growth and operational improvement, while staying true to their family values.

Investment Focus

• Family/Founder-Owned
• EBITDA between $2M - $15M
• Recurring Demand Profile
• High Customer Retention
• Stable earnings with strong margins
• Fragmented Markets

Portfolio Companies