Investment Approach
Mason Wells’ investment approach begins with a special emphasis on originating our own investment opportunities by proactively identifying and researching attractive market segments within the firm’s targeted industry sectors and regional geographical focus. Mason Wells seeks companies that can benefit from a partnership with Mason Wells to compete and perform more effectively. Mason Wells also seeks to partner with proven senior management teams who are willing to invest alongside us.

We focus on building supportive relationships with the senior management team and bringing numerous resources to execute a transaction thoroughly and quickly. During the due diligence process, Mason Wells investment professionals work closely with existing senior management teams to address operational, managerial and market dynamics so that the transition to Mason Wells ownership is as seamless as possible with minimal distractions to the business.

Once the transaction is closed, Mason Wells deploys our proven Value Creation System to accelerate the growth of all of our portfolio companies. Driven by strategic planning and action, the Value Creation System is a rigorous process that leverages our industry-focused expertise to drive operational improvements and profitable growth. We work closely with senior management and our network of specialized executive partners to cultivate corporate cultures that reward performance. While Mason Wells does not get involved with the day-to-day management of the businesses in which we invest, as board members and shareholders, we act as advisors and confidants to senior management on strategic matters.

Motivated management is critical to the success of the Value Creation System. That’s why we implement attractive equity incentive plans for our senior management teams in the form of equity purchase opportunities and incentive equity plans all on the same basis as Mason Wells’ investment. In this way, management can benefit from the Company’s shareholder value creation over the course of its partnership with Mason Wells.

Mason Wells’ fundamental goal in every investment is to increase the intrinsic value of each portfolio company by taking a long-term approach towards creating sustainable profitable growth, margin improvement and improved capital management, which in turn drive earnings growth and debt reduction. Mason Wells typically invests in a company for 4 – 7 years, but may invest for longer periods of time depending upon the company’s financial performance, management team, operational requirements and the economic cycle. Mason Wells has extensive experience in properly exiting portfolio companies to maximize investment returns. Each exit decision is made through a careful joint evaluation with management and takes into account the optimal strategic interests of the company’s employees, customers and suppliers.