For business owners

The sale of a company is a high-impact transaction with jobs, legacies and millions of dollars at stake. Business owners considering a sale or recapitalization must be confident in the integrity and expertise of the prospective buyer or financial partner.

That’s why business owners in a variety of industries turn to Mason Wells. When they work with us, these leaders know they’ll get a fair and proper valuation.
 

  • They value our skill in working with management to secure a smooth transition.
  • They appreciate our proven ability to efficiently execute complicated transactions and build on their business legacies.
     

Most of all, business owners who work with Mason Wells do so because they know confidentiality will be carefully maintained and they'll be treated in a straightforward manner every step of the way.

Business owners FAQ

Why would I want to consider private equity and partnering with Mason Wells?

Business owners typically consider private equity for two reasons: liquidity or business growth. Owners may be looking to achieve partial or full liquidity on their equity ownership to diversify their net worth for estate planning purposes. Business owners may also seek investment capital to pursue capital expenditures or other growth initiatives that may be in excess of what could be secured through other forms of financing. In addition to providing equity capital, Mason Wells also has a network of resources to assist management teams in achieving their strategic objectives and we are committed to a high level of integrity in all of our private equity transactions. 

What is Mason Wells' investment strategy?

We focus on investing in businesses and industries where we have relevant experience and can be a strategic partner. These include consumer packaged goods, engineered products and services, outsourced business services, and packaging materials and converting. We target companies with at least $5 million of annual EBITDA and revenues between $25 million and $300 million with a preference for a company with a Midwestern U.S. headquarters. We seek to partner with self-starting, motivated management teams that have a proven ability to excel in a performance-based culture and wish to share meaningfully in the potential rewards of success.

How can I be sure Mason Wells will keep the information I share confidential?

We believe that successful investment partnerships are based on mutual trust. As such, we carefully protect our reputation for professionalism and integrity as well as respect the confidentiality of our discussions with you. After getting a brief overview of your business, we will sign a confidentiality/nondisclosure agreement if we both conclude that it makes sense to share additional information. 

When I am ready to sell, do I need to sell 100% of my business?

While Mason Wells seeks majority ownership positions in all of our transactions, it is possible to retain a significant ownership stake (typically 5 – 30%). This allows you to benefit from the opportunity for possible future growth and value appreciation of the business. We have a high degree of freedom and flexibility in structuring a transaction, which means that business owners and/or family ownership groups can tailor a transaction to meet the needs of all owner group members.

If I sell my business, will I no longer be able to be involved?

You will have an opportunity to continue to be involved with the business going forward. Owners involved in the day-to-day management of the business can often remain in that capacity if they so desire. For owners who do not wish to remain involved in day-to-day management, we often will ask the key shareholders or founders to serve in an advisory or consulting capacity to the business for a period of time, either sitting on the board of directors or acting as a strategic resource for the company. 

If I sell my business, will my employees leave or be terminated by Mason Wells?

Each exit decision takes into account the interests of the company’s employees, customers and suppliers. Since we seek to partner with strong management teams and talented employees, it makes good business sense to retain a company’s employee base. One of our primary investment philosophies is to “invest in people”. To that end, we seek to achieve investment returns by growing the business in part by retaining talented employees and providing equity and bonus incentive programs.

How long does it take Mason Wells to close on an investment decision?

Depending on the complexity of the situation and the type of transaction, we can typically provide a Letter of Intent (LOI) a few weeks after an initial meeting and can complete the transaction within 60 days after open access to the management team and company information. We believe in thorough due diligence, but this doesn’t prevent us from moving quickly. 

How can I get comfortable that Mason Wells can and will close on a transaction?

Mason Wells maintains a very strong reputation in the marketplace for being straightforward and forthright in all of our transactions. This is evidenced by our firm’s history of closing on almost every LOI we have ever issued. Currently investing through Mason Wells Buyout Fund IV, a $615 million fund, we have the ability to quickly close transactions. 

Does Mason Wells operate businesses?

We do not get actively involved in the day-to-day management of the businesses in which we invest. As board members and shareholders, we act as advisors and confidants to senior management. We work closely with senior management to set the strategic direction of the business. We deliberately make a small number of large investments so we can commit time and resources to help each company in our portfolio achieve its goals. We typically have at least two partners on the board of every portfolio company so that our companies and management partners get the attention and support they deserve. 

How does Mason Wells help create value over the course of its ownership?

Most of our involvement comes in the form of strategic planning and access to additional resources to help improve and build the business. Additionally, we maintain a network of specialized Executive Operating Partners who have worked with us in the past, have relevant experience and are available to serve as board members or consultants to our portfolio companies. 

Footnote: Executive Operating Partners are independent contractors who work with a Mason Wells general partner or Fund portfolio company. They are not partners, employees, or otherwise affiliated with Mason Wells.

What is Mason Wells’ investment horizon and preferred exit strategy?

Mason Wells is a long-term investor. Our investment horizon is usually between four and seven years, but we may remain invested for longer periods of time depending upon the company’s financial performance, operational requirements and/or the economic cycle. While Mason Wells typically exits via a sale, merger or recapitalization, each exit decision is made through a careful joint evaluation with management and takes into account the optimal interests of the company’s owners, employees, customers and suppliers.

For intermediaries

We work closely with a number of intermediaries and welcome their investment opportunities. Our partnership helps them offer their clients peace of mind.

For intermediaries

Case studies

Mason Wells has a long track record of helping to build leading companies across a number of industries. Here are some of these stories.

See our case studies

Mason Wells' Summary Overview

Summary Overview

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