What We Do
- Provide steady ownership for founder-led companies.
- Work alongside teams to keep culture and customer promises strong.
- Invest for the long term, not the next quarter.
Who We Are
Our family has operated businesses across several industries. We understand the responsibility that comes with handing leadership to the next generation, and we take that trust seriously.
Who We Partner With
Owner-operators who want continuity, stability, and a partner that will respect what they have built. We prefer companies with strong local roots and teams that care for their customers, recurring revenue from commercial or government clients, and ideal targets generating $750K–$1.5M in seller’s discretionary earnings (SDE).
- Recurring or compliance-driven revenue.
- 50–60% gross margins and strong cash conversion.
- Low customer and employee churn.
- Defensible moat (e.g., licensing, regulation, or specialized know-how).
- Attractive ROA and stable free cash flow.
Connect With Us
If you are beginning succession planning or want to learn more, please write to will@wellrockgroup.com.