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

Robert A. Wilson

Robert A. Wilson

Executive V.P., KWI

Professional Associations

President, Wilson Air Center, LLC
Executive Board, Edwin L. Cox School of Business (SMU)
One of three recipients of the Legends in Aviation Award voted on by the local aviation community
Current member of the National Business Aviation Association Security Council
Past Board of Directors – Pilatus Owners and Pilots Association
National Business Aviation Association, John P. “Jack” Doswell Award

 

Military

Lt. Colonel Retired/ Pilot/Operations Group Commander: Tennessee Air National Guard

Family

Married to Susan Cooper Wilson of Memphis, TN

Education

East High School (1962)
Southern Methodist University (1967) B.B.A. Major – Marketing and General Business
Harvard Business School (1979) – Small Company Management Program

Hobbies & Interests:

Flying
Golf
Hunting
Fishing
Hiking
Nature Enthusiast

Contact me