Mission
Wheelock Partners LLC seeks to partner with existing companies, offering liquidity and providing the capital infusions and management talent required to build long term value for employees, customers, stakeholders and communities.
Values
We value and uphold honesty, integrity, respect and trust in all of our activities. By leveraging the traditions of work ethic, ingenuity and community in the New England region, our portfolio companies will compete and win in the global marketplace.
Process
We respect the corporate legacy built by existing owners. We manage the transition to maintain continuity in leadership and day-to-day operations while simultaneously positioning the company for continued growth. We recognize the unique needs and sensitive nature of each transaction. Our team has extensive experience successfully negotiating these inherent challenges in a diverse set of markets and circumstances. We will work with owners to craft a transition plan that addresses the distinct nature of each transaction. Our experience managing production and service operations provides the seller with the confidence that the firm is poised for continued success.
Seller Benefits
We recognize the significance of selling a business and are well positioned to create fair and timely exit opportunities for existing owners. A partnership with the Wheelock Partners LLC team offers the following benefits:
 
Experience required to anticipate and address issues and facilitate a smooth transition
Skills and track records needed to position company for future growth, allowing existing owners to seamlessly transition into desired level of involvement

 

Appreciation for the existing workforce and belief in investing in employee development
Understanding of the New England labor force and its capacity to drive long term growth
Ability to create flexible terms to accommodate owner's unique needs
Copyright 2004 Wheelock Partners All rights reserved.
Created by Scarpa Technology, Inc.