PE  Wheelock Partners

http://www.wheelockpartners.com





     Office Locations:

213 School Street, Suite 301
Gardner, MA 01440
Fax: 978-632-9800

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Manufacturing & Industrial

  •  

    Description:

    Wheelock Partners, an operator-run investment firm, is dedicated to acquiring and managing existing New England manufacturing and service businesses with positive cash flows. Wheelock is particularly interested in situations where existing management teams are retiring or owners/operators are seeking an exit opportunity. The firm also targets companies that have been established for at least five years with annual revenues between $5 million and $50 million (with >5% EBITDA; minimum $500,000). The firm is not interested turnarounds or start-ups.



    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.
    Benjamin Robinson Managing Director
    David Robinson Managing Director
    Naren Nayak Associate

     

    Portfolio companies include:


      New England Peptide
        web link


      Sigma-Genosys
        web link


     

    Recent News: