For business owners seeking to diversify their wealth, achieve ambitious growth targets, facilitate business transitions to the next generation, execute management buyouts, or expand through acquisitions, Werner Partners stands as a premier provider of tailored liquidity and capital solutions.
Werner Partners distinguishes itself by offering business owners innovative and customized strategies designed to address their unique business needs while maximizing shareholder value. By partnering with Werner Partners, you gain access to the expertise necessary to make informed and strategic decisions regarding the optimal timing and structure for your transactions.
Our comprehensive suite of transaction services includes:
- Recapitalizations: Optimize your capital structure to unlock value and flexibility.
- Management Buyouts: Facilitate seamless transitions of ownership to existing management teams.
- Industry Consolidations: Drive growth and market leadership through strategic mergers and acquisitions.
- Family Succession / Next Generation Capital: Plan for the future by ensuring smooth business transitions to family members or future generations.
- 100% Buyouts: Achieve complete liquidity and realize the full value of your business.
- Growth Capital: Fuel expansion and capitalize on market opportunities with strategic capital infusions.
- Minority Investments: Access capital while retaining control and operational autonomy.
- Partner Retirement: Provide liquidity solutions for retiring partners, ensuring business continuity.
Case Study: Growth Capital and Recapitalization with Werner Partners
Consider Gary, a business owner who dedicated his career to building a successful consumer products company. After years of dedication, his company reached $45 million in revenue with strong 20% EBITDA margins. Gary, at 60, was not looking to sell but was facing a common challenge: a significant portion of his net worth was concentrated in the business.
Rapid growth necessitated a $7 million expansion. While the business could fund it, Gary was hesitant to commit further personal capital at this stage. Werner Partners stepped in to engineer a solution that not only fully funded the required expansion but also provided Gary with a substantial liquidity event, allowing him to diversify his personal portfolio. Crucially, Gary retained ownership and continued to lead the company’s daily operations. This case exemplifies Werner Partners’ commitment to crafting solutions that align with business owners’ personal and professional goals.
