Investments - Kemmons Wilson Companies

Investment Characteristics

We look for companies that meet all the criteria below and with our diverse operating history, we remain opportunistic to investing in businesses outside our seven key industries.

COMPANY

Profitable companies under $100 million in revenues
Significant, organic and/or acquisition growth potential
Leading market position with a defensible product or service that competes on more than price
Value-based employee culture with a customer and goal oriented focus

MARKET

Primarily Southeastern US but will consider anywhere in US
Industry neutral
Niche markets where the larger market participants are not as focused or cannot compete

OWNERSHIP / MANAGEMENT

Interested in the following investment-stage scenarios:
- GROWTH investing to enable profitable, growing companies to fund internal growth and/or acquisitions
- BUYOUTS where owners are looking to exit completely
- RECAPITALIZATION providing partial liquidation of the owner’s equity position
Interested in acquiring a majority or meaningful minority ownership stake, with board involvement
A strong management team with a successful track record,
and looking to retain a meaningful ownership stake
Situations where we are typically the first institutional investor

Our mission is to create long-term wealth by investing in a portfolio of highly select, non-publicly traded investment opportunities possessing the potential for significant appreciation at an appropriate level of risk. The objective will be to significantly outperform, over long time periods, the potential return of a prudently invested portfolio of marketable securities. The private investment objective places an emphasis on the creation of wealth through capital appreciation as opposed to current income.

View Investment Criteria

Focused on the Funding Gap

Provide capital for those companies either too small for institutional investors or too large for an individual investor, EBITDA between $2mm-$10mm

Delivering Value Beyond Capital

Offer substantial operating experience and active, value added management

Integrate core values into operating businesses – long history of stewardship and successful partnerships

Leverage an extensive network of contacts for the benefit of our partners and businesses

Creating Long-term Value

Build strong, lasting relationships with our management teams

Make decisions with a long-term time horizon allowing us flexibility to exit at the appropriate time

CURRENT INVESTMENTS

REALIZED INVESTMENTS