Investment Approach

Willcrest Partners is a family office focused on investing in emerging businesses that are looking for an active strategic and financial partner.  We are highly selective in the investments we make to ensure each company gets the attention it needs to fully capitalize on its opportunities. The work we do post-investment includes recruiting, corporate strategy initiatives, and operational improvement projects.

We enjoy working with business founders/owners and management teams that are:

  • Seeking to capitalize on significant growth potential via internal strategic initiatives or M&A activity;
  • Encountering challenges associated with managing growth or rapid change; and/or
  • Facing resource constraints, management issues, or other transitional challenges.

Collectively, our principals have been involved with over 20 direct investments and corporate transformations as advisors, board members and CEOs that have shaped our investment approach and viewpoint on affecting sustainable value creation.

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