Investment Criteria

Woerner Holdings is interested in making direct investments into private companies that have the following criteria:

  • Sustainable competitive advantage
  • Excellent management team
  • Consistent operating history
  • Positive cash flow

Our primary focus is in the food and agriculture industry. Additional criteria can be found in the table below. If you have a company you’d like to sell, or know of a company that fits our investment criteria, please contact Brian Choi at brian.choi@woernerholdings.com.

 

Corporate Investment Criteria

Size of Investment $5mm to $100mm
Size of Target Company EBITDA: $2mm to $30mm
Control At least 51% control
100% control preferred
Industry Focus Food & Agriculture:
Fresh produce marketing and distribution
Packing and storage facilities
Food processing
Farmland
Typical Hold Period Long term
Geography North America
Transaction Type Leveraged buyouts / Management buyouts
Buy and build / Roll-up Strategies