Will Bermender Strategic Planning

Partnership

We seek to partner with US-based companies that have attractive growth prospects, but are facing special situations, which require a creative, flexible capital solution to reposition the business for growth.

Flexibility

We seek to invest throughout the capital structure in debt and equity securities across a variety of industries by providing tailored capital solutions that address the specific dynamics of each situation.

Value Creation

Through close collaboration with management and proper alignment of incentives, the WB Equity team leverages its financial, operational, and strategic resources to support portfolio companies and foster long-term, sustainable value creation.

Transition

Time to transition out of daily management or exit your business? WB Equity will consider both significant minority and control positions, corporate carve-outs, and PE-backed orphans.