Waverly Capital specializes in investments in closely held companies and in selected new venture opportunities where there is the potential for substantial capital appreciation. We target investments in companies where a strong vision, superior business planning and focused execution can result in substantial growth and value appreciation even in mature industries.

Waverly believes that long-term value creation is a function of creating products and services that meet real customer needs, and of owners and managers who care about the future of their employees, their industry, and the markets in which they operate. We also look to create value without relying on undue amounts of debt to drive shareholder returns. This results in companies with stability and strength to grow over the long term.

Waverly is focused on partnering with managers who share our fundamental business philosophy, and our investments are typically structured to include a meaningful equity position for management.