Investment Focus & Thesis

WILsquare Capital focuses on lower middle market companies with specific financial criteria and sector expertise: Financial Criteria $3-10M EBITDA, 10%+ EBITDA margins, modest working capital, low-modest capex. Geographic Focus Midwest and Southern United States headquarters. Business services — Professional and commercial services with recurring characteristics Technology infrastructure — IT services, software, and technology-enabled businesses Distribution — Value-added resellers and specialty distribution Niche manufacturing — Specialty manufacturing with technical differentiation Internet/catalog — E-commerce and digital businesses

Notable Portfolio Companies

WILsquare Capital has built a diverse portfolio across business services, digital marketing, manufacturing, and distribution: Company Sector Location OuterBox Solutions Digital Marketing Copley, OH TopSpot Digital Marketing Houston, TX Accelerated Digital Media Digital Marketing Chicago, IL Versare Solutions Manufacturing Minneapolis, MN EverBlock Systems Manufacturing New York, NY Screenflex Manufacturing Lake Zurich, IL Automotive Color & Supply Distribution Fort Wayne, IN WILsquare's portfolio includes multiple digital marketing agencies, demonstrating their expertise in the marketing services space, along with niche manufacturing and specialty distribution companies.

What WILsquare Looks For

Based on their investment criteria and patterns, WILsquare Capital evaluates opportunities based on: Strong market position — Companies with leading positions in stable industries Identifiable barriers to entry — Competitive advantages that protect market position Long-standing customer relationships — Low customer concentration with strong relationships Proven financials — 10%+ EBITDA margins with positive cash flows Growth potential — Clear pathways to growth through various strategies }> Pro Tip WILsquare has particular expertise in digital marketing agencies. If you're in this space, highlight your client retention, recurring revenue model, and digital capabilities.

How to Connect With WILsquare

Approaching WILsquare Capital requires demonstrating your company's profitability and growth potential: 1 Demonstrate Profitability Show 10%+ EBITDA margins and positive cash flows. WILsquare is disciplined on financial criteria. 2 Show Customer Diversification WILsquare emphasizes low customer concentration. Demonstrate balanced client relationships. 3 Present Growth Strategy Come prepared with clear ideas for sales expansion, new products, and potential add-on acquisitions. 4 Highlight Recurring Revenue Show contractual or recurring revenue characteristics that provide predictable cash flows.

The Value of Financial Preparedness

PE firms like WILsquare expect detailed financial information with specific attention to profitability metrics: Profitability Metrics • EBITDA margins (10%+ target) • Gross margins by service/product • Operating leverage • Cash flow generation Customer Data • Customer concentration • Client retention rates • Revenue by client • Pipeline analysis }> How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models, profitability analysis, and customer dashboards. Our fractional CFO services ensure your company is ready for WILsquare's due diligence.

Frequently Asked Questions