Approach

Our Investment Strategy

Our differentiated approach provides a unique alternative for entrepreneurs and business owners seeking an aligned partner for the next phase of growth.
Identify opportunities to invest in companies operating in defensible market niches with strong competitive positions
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Form collaborative partnerships with business owners and management teams and mutually develop long-term growth plans
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Equip our leadership teams with the necessary strategic, financial and operational support while empowering their day-to-day autonomy
03
Consistently reinvest in our partner companies to achieve long-term earnings growth and value creation for the benefit of all stakeholders
04

Wareing & Co. Differentiators

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Longstanding Track Record
We have a multi-generational legacy of successfully investing in and building companies
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Patient and Flexible Capital
Our evergreen capital base allows for a truly long-term perspective and efficient decision making with no predetermined hold horizon
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Alignment of
Interests
We invest our personal capital, which is critical to creating economically aligned interests with our management partners and key stakeholders
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Focus on People and Culture
We believe a people-first approach that preserves the culture of our partner companies is the best way to create long-term, sustainable value
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Institutional Quality Resources
We understand how to align operational, strategic and financial resources to build and grow best-in-class companies
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Conservative Capital Structures
We utilize modest to no leverage in our investments as our strategy is centered around growing and reinvesting in businesses, not financial engineering