private equity
Westbrooke partners with experienced, financially aligned sponsors and operators who share our active investment approach and philosophy, investing into UK lower mid-market private businesses which satisfy Westbrooke’s private equity investment characteristics.
- Why Westbrooke
- Who we partner with
- Investment criteria
- Transactions
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why westbrooke
The Westbrooke Group has a strong, multi decade, private equity track record. Over our 20-year track record, Westbrooke has achieved an IRR in excess of 40% and a 10x multiple on capital invested on its private equity investments. Although Westbrooke will not necessarily be the lead sponsor in these co-investments, we add value to our sponsor partners and the underlying investments through our investment, strategic, operational and capital markets experience.
Partnership ethos
We embody a partnership-led, action-orientated, entrepreneurial and innovative culture, where our partners deal directly with the key decision makers
Strategic expertise
We have deep industry and commercial expertise with a particular skill in leading the development of long-term strategic plans appropriate to each investment, working closely with our sponsor partners and management to build investment-led strategic plans and frameworks. This has been key in building successful platforms and investments
Capital
In addition to its own balance sheet capital which Westbrooke invests into each opportunity, Westbrooke has access to deep pools of client capital. We have the financial resources to support organic and acquisitive growth
Track record
Westbrooke has a proven track record of building successful partnerships with visionary sponsor partners, founders and dynamic management teams in a wide range of industries. Together, we identify and implement long-term investment-led growth strategies that generate material shared value for all stakeholders, including shareholders and management, across multiple business cycles
contact us
Robert Grieve
robert@westbrooke.com
Justin Hubbard
justin@westbrooke.com
Adam Uria
adam@westbrooke.com -
partner characteristics
Independent sponsors
Operators (i.e. Operational sector specialists)
Mid-market private equity funds
partner criteria
- Demonstrable investing track record and an impeccable reputation
- Active involvement in driving and overseeing the implementation of the agreed strategy and business plan
- Financial alignment through:
- A material investment in the transaction (net of transaction fees)
- A performance-linked incentive (i.e. fees linked to investment performance and not management / transaction fees)
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typical investment criteria
EBITDA of £3m – £10m
A strong management team
Structurally advantaged business model driving strong, free cash flows
- High cash return on assets managed
- High gross profit margins, low costs and high EBITDA margins (or the ability to get there within our control)
- Low capital intensity (capex and networking capital cycle)
Likely to operate in a fragmented niche sector in the consumer (B2C) or commercial space (B2B – value-add import and distribution / light manufacturing / light processing)
Ability to grow revenue organically and through bolt-on acquisitions at (GDP plus inflation) x 2
Largely with predictable and/or recurring revenue streams selling relatively essential items to the customer
Will generally have financial metrics or characteristics that are better than industry average and which are relatively unknown within the industry
An ability for us to add strategic value based on our experience and track record
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example transactions
Equity co-investment alongside Bay Tree Private Equity and RMB Corvest for the management buyout and carve out of Hawco.
In partnership with:
(Formerly known as Freshcut Foods)
Significant equity co-investment in the UK’s leading value-added supplier of plant-based ingredient solutions with Flywheel Partners Ltd.
In partnership with:
Equity co-investment into one of the fastest growing parking managers in the UK alongside Trimountain Partners.
In partnership with:
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