Transparent M&A Advisory,
Investments and Consulting Services
Word Equity Partners is a boutique firm providing M&A advisory, minority equity investments, and consulting services to owners and operators of lower middle market industrials and business services companies.
M&A Advisory
We support founders, family-owned, and closely held companies in the industrials and business services sectors through critical moments, whether selling a business, pursuing an acquisition, or assessing valuation.
Services
- Sell-Side Advisory – Full-process guidance for owners looking to exit
- Buy-Side Advisory – Helping first-time buyers or strategic acquirers make smart acquisitions
- Business Valuations – Market-based business valuations tailored for informed decision-making.
Differentiators
- Speed: Bids received within 2 months of engagement
- Transparency: Clear expectations from day one
- Experience: Private equity-backed diligence focus—no wasted time
Investments
We partner with founders, families, and management teams looking for a minority capital partner with real operational and transaction experience.
Investment Criteria
- EBITDA: $500K – $10MM
- Geography: U.S.
- Sectors: Industrials and Business Services
- Ownership: Founders/management staying in place
- Structure: Minority equity (5% to 45%)
Differentiators
- M&A and growth planning experience
- Operational input without micromanaging
- Strategic capital for bolt-ons or prep for future exit
- Assisting with key hires
- Optimizing IT systems and automation features
Consulting
We support independent sponsors, first-time acquirers, and small investment banks with the execution muscle needed to close high-quality deals.
Services
- Financial Modeling
- Investment Analysis
- Due Diligence Support
- Deal Staffing
- Acquisition Screening
Subsector Focus
- Industrials – Manufacturing, distribution, steel fabrication, automation, test & measurement, construction, recycling, packaging, automotive parts, robotics, aerospace & defense, material handling.
- Business Services – IT services, education services, staffing services, home services, logistics, commercial services, data & analytics, engineering, TICC, security & safety, software, AI and IoT.