Weller Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Weller Equity Partners’ most common sectors for investment aresemiconductors (34%) and furniture (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and venture (34%). In total, Weller Equity Partners has invested in 2 US states.

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Advisors 1

Weller Equity Partners

Preston Pointe 333 East Main Street, Suite 310,
Louisville, Kentucky 40202
United States
www.wellerequity.com
info@wellerequity.com

Weller Equity Partners is a private equity firm focused on buyouts, growth capital financings, and recapitalizations of lower middle-market companies in Kentucky and the Mid-South US. The Firm looks to invest $1 to $10 million in profitable companies with $10 to $75 million of revenue. Sectors of interest include healthcare, business services, information technology, manufacturing, and food/beverages. Weller Equity Partners was formed in 2015 and is based in Louisville, Kentucky.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Electrical Equipment, Food, Furniture, Healthcare Services, Information Technology, Machinery, Manufacturing, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 75
Target EBITDA 1 -
Investment Size 1 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Mirac, Inc. 2018-10-11 - Venture
Lynchburg, Ohio · www.miracinc.com
Vogt Ice LLC 2017-08-15 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.vogtice.com
KFI Studios 2016-07-29 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.kfiseating.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Furniture 1 (33%) - 1 (33%) -
Machinery 1 (33%) - 1 (33%) -
Semiconductors 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 3 (100%) -
  Kentucky 2 (67%) - 2 (67%) -
  Ohio 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (67%) - 2 (67%) -
Venture 1 (33%) - 1 (33%) -
Total 3 - 3 -

Top M&A Advisors

Legal Deals
Frost Brown Todd
 2

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2015

Specialist/Generalist

Generalist

Leadership

Dale Boden

Co-Founder & Managing Partner

Ken Berryman

Co-Founder & Managing Partner

Ross Jordan

Principal

FAQ

When was Weller Equity Partners founded?

Weller Equity Partners was founded in 2015.

What type of investor is Weller Equity Partners?

Weller Equity Partners is a private equity firm.

Where is Weller Equity Partners headquartered?

Weller Equity Partners is headquartered in Louisville, Kentucky.

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