Investment Focus & Thesis

Mason Wells focuses on industrial and consumer companies with strong fundamentals: Investment Range Equity investments typically ranging from $20M-$75M in companies with enterprise values of $60M-$250M+. Sector Focus Industrial manufacturing, packaging, and consumer products. Industrial Manufacturing — Specialized manufacturing and industrial production Packaging — Packaging solutions and materials Consumer Products — Branded consumer products and goods Value-Added Distribution — Industrial distribution and supply chain

Notable Portfolio Companies

Mason Wells has built a portfolio of successful industrial and consumer companies: Company Sector Notes Curwood Packaging Packaging solutions Nepak Packaging Flexible packaging Clamason Industrial Manufacturing Precision components S4 Industrial Manufacturing Industrial services Fischbein Packaging Bagging equipment Duo Consumer Products Consumer goods Mason Wells has completed successful exits through strategic sales and recapitalizations.

What Mason Wells Looks For

Based on their investment approach, Mason Wells evaluates companies based on: Proven business model — Established companies with track record of profitability Market position — Strong competitive position in attractive markets Operational excellence — Demonstrated operational efficiency and quality Growth potential — Clear opportunities for growth and margin improvement Management team — Experienced teams committed to operational excellence }> Pro Tip Mason Wells brings significant operational expertise and a collaborative approach to building portfolio companies.

How to Connect With Mason Wells

Approaching Mason Wells requires demonstrating operational excellence and growth potential: 1 Demonstrate Operational Excellence Show strong operational metrics, quality systems, and efficiency improvements. 2 Build Professional Financials Ensure clean financials with EBITDA of $5M+. Have detailed financial models ready. 3 Articulate Improvement Opportunities Be prepared to discuss specific operational improvements and growth initiatives. 4 Leverage Regional Networks Build relationships through regional investment bankers and advisors familiar with Mason Wells.

The Value of Financial Preparedness

Companies seeking Mason Wells investment must demonstrate strong financial infrastructure: Financial Metrics • EBITDA and cash flow • Revenue growth trajectory • Gross margins • Working capital efficiency Operational Metrics • Quality metrics • Production efficiency • Safety records • Capacity utilization }> How Eagle Rock Helps We help industrial and consumer companies prepare for Mason Wells investment by building robust financial infrastructure and operational metrics.

Frequently Asked Questions