As a family office, Willcrest Partners invests in businesses looking for an active strategic partner. We are highly selective in order to ensure each company gets the attention it needs to fully capitalize on opportunities. Post-investment work includes recruiting, sales support, technology development, operational improvement projects, corporate strategy initiatives and M&A.

Birch Risk Advisors provides sophisticated and streamlined tax insurance solutions, as well as renewable energy tax credit transfer services, to optimize value and mitigate risk. With deep expertise in tax credits, tax law, tax structuring, and insurance brokerage, Birch is a trusted strategic partner to help clients effectively manage complex tax risk.

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“Having had a great experience working with partners from Willcrest in my last business, they were my first call when I wanted to grow an exciting platform business in a new niche of the corporate tax services industry. They provide strategic guidance in addition to extra 'arms and legs' when we wanted to revamp our digital platform. Their depth of experience and overall business building wisdom continues to be an asset for us."
— Brandon Edwards, Partner

Pearce Services is a leading provider of repair, maintenance, engineering, installation and expansion solutions for distributed mission-critical electromechanical infrastructure assets, including wireless and wireline telecommunications, utility-scale wind and solar renewables, and electric vehicle charging station infrastructure.

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“The Willcrest team was professional, straight forward, and true to their word throughout the acquisition process. Pat, Bret, and Ben were hands-on and worked tirelessly to make the deal happen with the retiring owner. The team had multiple meetings with key managers to ensure a smooth transition and developed incentive plans that benefitted all parties. They cast a vision for Pearce Services that helped sharpen the focus of the management’s teams goals. Additionally, Willcrest was integral in implementing a robust CRM cloud based system freeing up resources, reducing processing times, and increasing work volumes. This was a transformative change for Pearce Services giving us a competitive advantage in our telecom space and a great platform to interface with our customers, vendors, and a nationally dispersed employee work force. I couldn’t be happier with Willcrest Partners.”
— Matt Gillette, Executive Vice President Wireline Services & Corporate Admin

Precision Aerospace LLC is a global supplier of build-to-print, complex machined sheet metal fabrications; including welded and mechanical assemblies supporting the aerospace industry, primarily for engine and exhaust applications.

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“The Willcrest team did a great job of quickly closing the transaction and aligning all the stakeholders on a the best path forward. Willcrest understood our needs and opportunities. With some much needed investment into our operations combined with sound decision making, we achieved some significant early wins and put the company on a new growth trajectory.”
— Marshall Hodge, President

Spear Power Systems provides both off the shelf and custom lithium ion cells, modules, battery packs, and integrated power solutions for defense, oil & gas, mining, marine, renewable energy, communications, and medical customers.
Sold to Sensata Technologies

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“Willcrest is much more than a financial partner. We have been impressed with their understanding of the underlying drivers of the business and their willingness to support management with problem solving and solutions. I trust the Willcrest team entirely and with their involvement, I am even more optimistic on our future.”
— Wiley Curran, President of Curran Companies, Lead Sponsor

Worldwide Healthstaff Solutions (WHS) recruits Nurses internationally and places them as direct hires in the leading US hospital chains. The company’s global, tech-enabled workflow facilities the recruiting, immigration, and relocation processes.
Sold to Medical Solutions

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“As an independent sponsor, I was able to use Willcrest's infrastructure and thought partnership to help source a company to buy and manage. Their ability to bring value pre-transaction and guidance post transaction helped me find a great company and dramatically accelerate its growth while doing right by employees and customers."
— Louis Brownstone, President