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Investment Profile

Wilby Securities seeks investment opportunities in companies that fulfill the following criteria:

Company Characteristics:

  • Offer essential products or services
  • Demonstrate recurring revenues or strong free cash flow
  • Possess robust management teams and investors with aligned interests
  • Hold meaningful competitive advantages, defendable market positions, and broad product acceptance
  • Exhibit financial structures that allow for reasonable margin of error
  • Present investment theses verifiable through thorough due diligence
  • Have identifiable acquirers even in less favorable operating environments
  • Be headquartered in North America, with potential international operations

Investment Size:

  • Ranging from $10 million to $125 million
  • Significantly larger amounts possible through co-investments and limited partners

Deal Types:

  • Management buyouts
  • Growth initiatives
  • Recapitalizations (including dividend recaps)
  • Balance sheet refinancing
  • Ownership transitions and generational transfers
  • Buy-and-build strategies
  • Acquisitions or industry consolidations

Company Size:

  • Enterprise value ranging from $10 million to $500 million


  • Offer a range of securities, including equity, subordinated debt, or a combination of both
  • Invest in subordinated debt only in transactions where we hold significant equity investment

Not Considered:

  • Startups, real estate financing, financial institutions or underwriters, energy products, and project finance