Focus & Investment Criteria

Middle Market

Earn More

Grow Faster

Strategic Moves

Our Focus

World's Fair Capital focuses on companies in the middle market, a segment we find particularly attractive, as middle-market funds have historically enjoyed higher returns than mega funds and market indexes while still allowing for sizable investments. In addition, middle-market companies are less subject to credit market cycles, and we have a better ability to have a significant positive impact on them through strategic and operational initiatives. While the majority of our partner’s activity is middle-market leveraged buyouts, they also make select growth equity investments and strategic investments in mid-cap companies in both the private and public sectors. We also concentrate on domestic opportunities but consider select international opportunities sourced through existing relationships.

We are industry agnostic and the principals of World's Fair Capital have a long and successful history of investing across a wide range of industries, including:
  • Aerospace and Defense
  • Chemicals
  • Construction
  • Consumer Products
  • Electronics
  • Energy
  • Financial Services
  • Health and Wellness
  • Healthcare
  • IT Services
  • Manufacturing
  • Media
  • Multi-level Marketing
  • Oil and Gas
  • Retail
  • Software

Investment Criteria

Our Partners will invest in companies backed by world-class management teams that generally meet the following investment profile:


  • Company Size
  • $75 million to $1 billion in revenues, $20 million to $75 million EBITDA or cash flow.
    Investment Amount/Type
  • $25 million to $100 million in equity per transaction.


Geography

  • Primarily North America but will consider international opportunities.


Transaction Types

  • Leveraged buyouts, recapitalization, growth equity investments, public to private, corporate carve-outs

 

Understanding your goals

We meet with you and perhaps your advisors to understand your future goals. There can be many situations that could be present. Important issues include:


  • Your company is growing and you need capital.
  • Your company is growing and you need expertise to take it to the next level.,
  • You would like to take some chips off the table.
  • You need to retire and there are no family successors.
  • There are family successors and they will need capital and/or expertise.
  • You have been approached by your competition to sell your business.
  • There is an industry consolidation happening.
  • The marketplace is changing and you cannot or are not willing to invest to keep up.

 

Valuation

World's Fair Capital  can help you understand how much the company worth! Important issues include:


  • Should I pay for a valuation? How much? 
  • What multiple applies to my business?
  • What methods or rules of thumb are used in our industry?
  • Do assets matter?
  • Do you apply gross sales
  • What are the tax implications?

 

Due Diligence

50% of unmanaged deals die in due diligence. World's Fair Capital  will quarterback this process and keep everyone in the game. Important issues include:


  • What information is necessary?
  • Where is due diligence done?
  • What to do when the buyer asks you to cut out the intermediary, your attorney, or CPA?

 

Close The Deal

 

Once due diligence is over, World's Fair Capital will work tirelessly to get the transaction closed!


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