Page 159 - TACC 2023 Program

WILsquare Capital is a Private Equity firm established by private equity and
operational executives to dedicate financial capital and operating experience
to lower-middle market companies.

INVESTMENT FOCUS

BUSINESS CRITERIA: FINANCIAL CRITERIA:

▪ Strong market position in stable industry ▪ EBITDA $3mm to $10mm (for platforms)
▪ Identifiable barriers to entry ▪ EBITDA margins ≥ 10%
▪ Long standing customer relationships with ▪ Modest working capital requirements
minimal, or mitigated, concentration
▪ Low to moderate ongoing capital expenditures
▪ High return on customer acquisition efforts
▪ History of positive cash flows
▪ Headquartered in Midwest or Southern U.S.

INDUSTRIES OF INTEREST: GROWTH OPPORTUNITIES:

▪ Business services ▪ Increasing sales and marketing presence
▪ Technology infrastructure and services ▪ Gaining access to alternative sales channels
▪ Differentiated distribution / value added resellers ▪ New product development
▪ Niche manufacturing ▪ Utilization of web-based tools
▪ Internet and catalog-based enterprises ▪ Industry buildup through add-on acquisitions
(no geographic constraints)

INVESTMENTS

PLATFORM ADD-ONS DESCRIPTION STATUS

Resident Essentials – A catalog and eCommerce-based marketer of
Evaluating products serving senior care facilities and their residents Current
Weymouth, MA (residentessentials.com).

OuterBox – A leading, performance-driven digital marketing agency
Evaluating Current
serving B2B and B2C brands (outerboxdesign.com).
Copley, OH
TekBrands – A leading designer and eCommerce-based marketer of
Evaluating branded products to quilting and crafting enthusiasts and retailers Current
Omaha, NE (tekbrandsllc.com).

Rock Energy Systems – A leading designer, manufacturer, and
Evaluating distributor of highly engineered heating and air movement solutions Current
Janesville, WI (rockenergysystems.com).

Versare Solutions – Manufacturer and eCommerce-based marketer of Current
branded space efficiency and acoustical products (versare.com).
Minneapolis, MN
QuestX – Outsourced solutions for auto insurance and vehicle warranty
Evaluating companies, providing emergency roadside assistance, glass Current
St. Johns, MI management and claims reporting services (questx.tech).

Three CityPlace Drive, Suite 1090, St. Louis, MO 63141 ■ (314) 925-7650 ■ WILsquare.com ■ [email protected]