Why Invest with CapitalWorks
Discipline
We invest in what we know. We follow a disciplined due diligence process and are known for doing what we say we will do. We monitor our companies carefully while giving managers the freedom to manage. When a deal is not right for us, we step aside.
Family
We embrace family, connection and community, from the companies we buy to the tax timing of transactions to how we personally work with clients. We serve entrepreneurial and high net worth families and individuals who want an active relationship with their private equity investments as part of a network of entrepreneurs and business executives.
Flexibility and Tax Sensitivity
Because our investors are individuals and families rather than institutions, we have greater flexibility on when we buy and sell a business. We can also be tax sensitive in our entity structures and deal timing to optimize after-tax returns.
Engaged Investors
We started this firm with the idea that welcoming investors inside our process would be a win for them and for us. Our investors are smart, successful and have considerable expertise and contacts within their industries. And they want to be connected, active and engaged. At CapitalWorks, they serve on our Industry Council and portfolio company advisory boards and boards of directors.
Track Record
CapitalWorks’ competitive advantage is the strength and depth of our team and network of limited partners. We have invested four private equity funds. Fund I and Fund II are top quartile performers. We are currently investing from our fourth committed fund of $125 million.