PE  Smith Whiley and Co.

http://www.smithwhiley.com





     Office Locations:

242 Trumbull St., 8th Floor
Hartford, CT 06103-1213
Phone: 860-548-2513
Fax: 860-548-2518

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Manufacturing & Industrial

  •  

    Description:

    Smith Whiley and Co. is an institutional investment advisory firm specializing in identifying, structuring, closing, managing and liquidating private equity and mezzanine debt investments. Smith Whiley & Company was formed through a strategic relationship with Aetna, Inc., one of the first such alliances in the investment management industry. Black Enterprise Magazine ranks Smith Whiley among the largest African-American owned private equity firms in the country. Smith Whiley specializes in providing mezzanine debt and private equity to small and middle market companies nationwide. The team collectively has a track record in excess of almost 200 years in the asset class, including $21 billion in managed assets and $9 billion in new investments. Smith Whiley currently manages three mezzanine and private equity partnerships called the SW Pelham Funds. The firm invests in companies with enterprise values of $25 million to $250 million, and invests $3 million to $15 million per transaction, with the ability to arrange larger transactions. Smith Whiley invests in the following sectors: food and beverage, consumer products and services, business services, health care products and services, industrial products and services, and communications and media technology. Smith Whiley has managed in excess of $500 million in alternative investments since its formation in 1994, and also maintains an office in Evanston, IL. A recent newspaper report stated that the firm has as cleared out of its downtown Hartford offices, and that the company was fined $1,800 in 2013 by the state of CT Department of Labor for failing to pay wages to six employees.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Colette Nakhoul Senior Managing Director
    George Thompson Associate
    Gwendolyn Smith Iloani President & CEO
    Kurt H. Nyman Managing Director
    Mark Evans Senior Vice President

     

    Portfolio companies include:


      Acme Industries
        web link


      Aerovox
        web link


      Brook & Whittle
        web link


      C&M Corporation
        web link


      Connors Bros
        web link


      Neat Wireless
        web link


      Process Equipment Company
        web link


      Spencer Enterprises
        web link


      Tooling Tech Group
        web link


      TouchPoint Print Solutions
        web link


      VanDeMark
        web link


      VSA Partners
        web link


      Western Express
        web link


     

    Recent News: