Highly Focused Investing

Willis Stein & Partners focuses on three vertical sectors of the economy - consumer services, education and specialized business services - all of which are sectors where the firm has deep industry knowledge and successful prior investment experience. Willis Stein's investment professionals are organized around these sectors, and transaction teams include a veteran industry executive advisor and a seasoned operating executive with experience managing in a leveraged environment. This approach aligns well with the current realities of the marketplace, where operating executives – a critically important resource – prefer to work with experienced private equity sponsors committed to their industries and bringing deep strategic, financial and transaction expertise to each investment. The same is true of financing sources and intermediaries. Willis Stein's core investment strategy reflects a proven approach for creating value that has been refined and strengthened over eighteen years of successful experience investing in middle market businesses.