Investment Strategies

Real Estate

Private Equity

Willow Creek acquires undermanaged, underperforming, as well as stabilized properties at attractive in-place valuations. We employ an investment strategy that combines objective market analysis with local market expertise. We favor assets that underwrite to a clearly identifiable business plan.

Our investment strategy comprises three major components:

First, we identify markets with built-in demand drivers- primarily in secondary and tertiary markets where local market knowledge and relationships potentially give us an edge over competitors.
Next, we target middle market deals with a certain capitalization- potentially too small for institutional investors, yet too large for local players.
Finally, we aim to unlock value through disciplined underwriting and proactive management and business plan execution.

At Willow Creek Partners, our Private Equity team is a highly skilled group of investment professionals and former operating company executives who specialize in acquiring, scaling, and exiting companies. Our team’s unique blend of investment experience and operational expertise forms the foundation for our value-driven approach to portfolio management.

Whether it’s operational, revenue, back-office, HR, or any other discipline related to business growth, our team has the expertise to craft and execute tailored strategies that help our portfolio companies achieve their full potential, overcome challenges, and mitigate risks. We take a bespoke approach to every investment, recognizing that each company has unique strengths and challenges that require a personalized approach.

Our Private Equity team seeks to partner with small to mid-sized companies that have strong management teams, where our operational expertise combined with our capital can help execute their business plans and deliver long-term returns. We specialize in several sectors, including Government Services, Business Services, Real Estate, Construction, and Tech-enabled IT companies.

At Willow Creek Partners, our Private Equity team is committed to delivering value and long-term results for our portfolio companies and exceptional returns for our investors.

Government Services

The WCP Government Services team is led by a group of former executive leaders with proven operational, M&A and integration experience across the Defense, Intelligence and Federal Civilian markets.

The experience, deep network of industry relationships, and market relevance are the differentiating factors that our team provides to help entrepreneurs and their management staff streamline their operations and scale their businesses to the next level.

WCP seeks to partner with small to mid-size government services companies with strong management teams where our operational expertise combined with our capital will help them to better execute their business plan, create additional value, and deliver returns over the long term.

Sectors:

Consulting and Analytics
Digital Workplace
Cyber

Business and Professional Services

At Willow Creek Partners, our Business and Professional Services team is comprised of seasoned executives and entrepreneurs who have experienced sustained growth and profitability in their own companies for over 20 years. With prior experience in IT Services, Data Analytics, Software, and Construction, and Real Estate, our team can identify and develop common success strategies across multiple industries.

Our goal is to partner with strong management to create world-class organizations. As former business operators, we engage with management teams as peers, offering invaluable insights and expertise. We collaborate with them to create new KPIs, scale operations to meet growth demands, and develop responsible revenue growth plans that leverage the company’s strengths. Additionally, we provide ongoing financial analysis to assist with modeling, ROI calculation, acquisition analysis, and exit planning in alignment with the company’s long-term goals.

By leveraging the combined experiences of our team, we help management accelerate the learning curve on new strategies. This results in quicker execution of revenue growth plans, more efficient operations, and greater return on investment.

At Willow Creek Partners, we are committed to delivering exceptional value and long-term results for our portfolio companies and investors.

Sectors:

Construction and Real Estate
IT services
Data Analytics
Software