Hammond, Kennedy, Whitney & Company, Inc.

PE/Buy-Out · Dallas (United States)

PE/Buy-Out

Series D

Growth Capital

AI

Cloud/SaaS

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About

Hammond, Kennedy, Whitney & Company, Inc. is a private equity firm specializing in in small and lower middle market companies with low risk of technological obsolescence, emerging growth and middle market investments. The firm specializes in Industry consolidations, corporate divestitures, generational changes in ownership, management buy-outs & recapitalizations. The firm is a generalist that seeks to invest in the medical devices; aerospace and defense; water infrastructure, oil and natural gas; telecommunication services; information technology; materials; specialty and recreational vehicles; automation processing equipment; industrial burners and combustion equipment; financials; healthcare; energy; fintech; logistics ;nuclear; coal; niche manufacturing; transportation software; government software and utility related infrastructure. In health & wellness the firm prefers to invest in healthcare supplies and distribution, better-for-you consumer products and services, pet products and services & food & beverage; in business services it prefers to invest in tech-enabled business services, IOT, infrastructure services, electric grid services and products & training and education. The firm prefers to invest in software and horizontal software companies with high recurring revenue. The firm prefers to invest in companies in Canada, North America along with United States of America. It seeks to invest from $5 million and more than $150 million in companies having an enterprise value between $10 million and $175 million. The firm seeks to invest in companies generating revenues between $20 million and $200 million, having an EBITDA between $5 million and $30 million, and having operating cash flow of at least $2 million. The platform transaction range is between $20 million to over $150 million with no minimum for add-on acquisitions. It typically makes equity investments that result in acquisition of control and does not have a minimum criterion for add-on acquisitions. It does not seek day-to-day control. Hammond, Kennedy, Whitney & Company, Inc. was founded in 1903 and is based in Dallas, Texas with additional offices in New York, New York; Maine, United States; Chicago, Illinois; Boston, Massachusetts and Shanghai, China.

Investment Criteria