Wheelhouse

Wheelhouse is a private investment firm based in New York City, specializing in opportunistic investments across multiple sectors. The firm seeks unique and compelling stories, providing equity capital, strategic advice, and management expertise to underperforming, distressed, or undercapitalized companies. Wheelhouse is backed by experienced investors, angel investors, high-net-worth individuals, and family offices.

The firm's investment strategy is industry-agnostic, focusing on compelling narratives rather than specific sectors. Wheelhouse has invested in deals ranging from real estate to startups, generally avoiding sectors like oil and gas, banking, and high-tech. They are one of the few private equity firms in the Southwest willing to work on transactions valued under $10 million. While they prefer profitable businesses with positive EBITDA, Wheelhouse is also open to investing in small companies that are losing money or have a troubled operating history. The firm brings significant operational expertise to its portfolio company investments through active board-level involvement.

Wheelhouse remains flexible and can structure opportunities creatively, backing proven management teams to allow shareholders to stay active in the business and continue to participate as owners, or replacing senior management with proven operating executives if desired. Given the favorable regulatory and business environment and their experience in Texas, Wheelhouse prefers opportunities within the state but is open to deals anywhere in the United States. Their approach is best defined as 'opportunistic,' betting on people and being willing to take on risk, emphasizing that the story and the team are more important than the specific industry.