Investment Approach

Investment Approach

Mason Wells' investment approach begins with a special emphasis on originating its own investment opportunities by proactively identifying and researching attractive market segments within Mason Wells' 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.

Our Sectors

Mason Wells has a long history of investing in consumer packaged goods companies. We seek companies producing, packaging, and marketing consumables for a number of markets including:

Personal Care


To learn more about examples of Mason Wells investments in a consumer packaged goods company, please see the Paris Presents or Pacon Corporation Case Studies. 

Mason Wells has a long history of investing in engineered products and services companies. We seek companies that design and manufacture high value added products with a preference for high recurring aftermarket services or consumables focused on a variety of markets including:

Building Products
Flow Control
Foodservice Equipment
Healthcare Products
Specialty Chemicals
Test & Measurement

To learn more about an example of a Mason Wells investment in an engineered products and services company, please see the Aquion, Inc. Case Study.

Mason Wells has a long history of investing in outsourced business services companies. We seek Business Process Outsourcing (BPO) and/or recurring revenue companies that utilize information technology to service a vertical market including:

Energy & Utilities
Financial Services

To learn more about an example of a Mason Wells investment in an outsourced business services company, please see the Prime Distribution Services or Qualus Power Services Case Study. 

Mason Wells has a long history of investing in packaging materials and converting companies. We seek flexible or rigid packaging and converting companies that produce plastic or paper-based products serving primarily consumer-driven, growth markets including:

Health & Beauty


To learn more about an example of a Mason Wells investment in a packaging materials and converting company, please see either the AWT Labels & PackagingCharter NEX Films, Mullinix Packages, Inc., Nelipak Healthcare Packaging, or Oliver Products Case Studies.

Investment criteria

Our investment criteria has stayed largely consistent since our founding in 1998.

Go to investment criteria

For business owners

We seek to support existing senior management teams who would like to continue to manage their business and be rewarded through equity ownership.

For business owners

Case studies

Mason Wells has a long track record of helping to build leading companies across a number of industries. Here are some of these stories.

See our case studies

For intermediaries

We work closely with a number of intermediaries and welcome their investment opportunities. Our partnership helps them offer their clients peace of mind.

For intermediaries

Mason Wells' Summary Overview

Summary Overview

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