introduction to wilson perumal capital, llc
DESCRIPTION
Wilson Perumal Capital, LLC is a private equity firm uniquely positioned to discover opportunities and create value in today’s complex world. We help companies achieve their potential by providing needed capital and by utilizing the expertise of our consulting partner, Wilson Perumal & Company. Our value-add investment approach helps good companies become great. We are focused on investing in scalable growth companies across four core areas: Industrial & Energy, Consumer Products & Retail, Financial Services, and Healthcare. We seek to invest in companies with strong potential in a sizable market and prefer companies with prior twelve month’s revenue of $5 million to $75 million and an EBITDA (or operating profit) of $2 million to $25 million. Transactions are tailored to fit the circumstances and owners can cash-out or remain involved to profit from the next wave of growth.TRANSCRIPT
A private investment firm uniquely positioned to discover opportunities and create value in today’s complex world
Creating and sustaining value through transaction skills, judgment and experience
2
Our Strategy
We leverage our experience and expertise in strategy and operations to identify opportunities for value creation. We acquire or create a company that we can grow profitably by applying our proven methodologies to managing the business. We pull on the expertise of our consulting partner, Wilson Perumal & Company
Our Perspective
We understand what it takes to compete in a complex world – and how to ensure strong growth translates to high profits. We believe in creating a business model for scalable growth where fresh ideas and new approaches can create value. We are in for the long term
Our Expertise
We bring together the top performers from leading companies in industry, top strategy firms and the most challenging military programs to forge teams that can dramatically grow a business. Our people excel at identifying opportunities that others have missed, developing growth strategies, putting in place and sustaining world-class operations
www.wilsonperumalcapital.com
We acquire companies with scalable growth opportunities
3
Preferred Industries Energy, Consumer Products and Retail, Manufacturing, Healthcare, and Financial Services We usually acquire a controlling interest Enterprise value of $5 million to $100 million; EBITDA of $2 million to $25 million Primarily the United States but we consider investments in other countries We do not have defined holding periods, we are in until we reach the agreed growth objectives
Ownership
Location
Investment Size
www.wilsonperumalcapital.com
Holding period
Our value proposition to owners is clear – We help you take Your Company to the next level
4 www.wilsonperumalcapital.com
Take your business to the next level – be a market leader We give you more than capital, we are experienced operators, consultants and advisors that can support the next stage of development by filling key management positions and providing industry contacts, sound strategies, and operational improvement
Tailor the transaction around you – the freedom of success Cash out or remain involved and profit from the next wave of growth, up to you We do not constrain the owners with unachievable earn-outs or holding periods, our terms are clear and can be tailored to your needs
Fast transaction time – more time to grow the business Unlike other investment firms, our knowledge of your market and deep operational expertize allows us to quickly assess the potential, dramatically reducing diligence time and disruption Our committed investors and lenders can approve a transaction quickly and put capital to work
Our Executive Team
5
Andrei Perumal, Managing Partner Andrei is a seasoned advisor to senior leaders in both industry and government and an innovative thinker on complexity, strategy, and operations. He has deep business and technical expertise across a variety of disciplines, and draws from his broad base of experience to help clients solve their most critical strategic and operational issues.
Kelly Jones, Managing Partner Kelly brings over 20 years of experience in banking, investment and growth management, including senior executive, founder and advisor roles. As CFO of Beal Bank he led the acquisition of Southern Pacific Bank, an $800 million CA savings bank. Kelly founded Stampede Capital and co-founded two high growth companies, SunTech Processing and Melson Technologies.
Stephen Wilson, Managing Partner Stephen is Managing Partner and co-founder of Wilson Perumal & Company. He works with CEOs, COOs and other senior leaders, advising them on critical strategy and operations issue. Stephen is a thought-leader on the topics of complexity, cost-competitiveness and operational & organizational performance and has worked with clients in the US and Europe to achieve transformational results.
www.wilsonperumalcapital.com
North America Two Galleria Tower
13455 Noel Road, Suite 1000 Dallas, TX 75240
+1-972-716-3930 (tel) +1-972-851-7868 (fax)
www.wilsonperumalcapital.com [email protected]
Contact Us:
6 www.wilsonperumalcapital.com