WSC & COMPANY, LLC

Thesis

WSC & Company, LLC, founded in 2012 and operating as a Registered Investment Adviser (RIA), is a private investment firm headquartered in Charlotte, North Carolina. The firm specializes in partnering with entrepreneur-owned, middle-market businesses, focusing on acquiring and operating established, profitable companies with durable competitive advantages. Their investment strategy targets businesses with strong management teams seeking growth partners, healthy free cash flow, deep customer relationships, a culture of excellence, and those operating in fragmented, growing industries ripe for consolidation. Preferred sectors include Business Services, Home Services, Industrial Growth, and Healthcare, though they are industry-agnostic and highly selective, seeking businesses with recurring revenue, low customer concentration, resilient margins, and defensible market positions. They also support entrepreneurs through the search fund model. Geographically, they invest across the United States and internationally, with WSC | Heritage specifically targeting U.S.-based middle-market businesses. Their strategy is a 'talent-first, growth-driven approach,' utilizing a proprietary 'Industry DIRECTSM' framework. WSC | Heritage invests up to $50 million in businesses with $2 million to $15 million in EBITDA, while WSC & Company's general criteria include companies with $4 million to $15 million of EBITDA.

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• Series C+ Healthcare investors
• Series C+ investors based in Charlotte, NC