Investment Criteria

HKW seeks to invest in North American-based companies with revenues between $20 million and $200+ million. HKW looks for market-leading companies with talented and honest management teams who want to own equity.

Types of Transactions

  • Industry consolidations, corporate divestitures, generational changes in ownership, growth equity, management buy-outs and recapitalizations
  • Platform transaction range $20 million to $200+ million (no minimum for add-on acquisitions)
  • Equity investments which result in an acquisition of control

Profile of Typical Investment Candidates

  • Companies with honest and talented management teams who want to own equity
  • Private and public companies, or divisions of larger companies, headquartered within North America
  • Companies with revenues between $20 million and $200+ million (no minimum for add-on acquisitions)
  • Companies with EBITDA between $5 million and $30 million
  • Companies with low risk of technological obsolescence
  • Companies with a sustainable competitive advantage and defined growth strategy

News & Announcements

  • Indianapolis, IN – Hammond, Kennedy, Whitney & Company, Inc. (“HKW”) announced that it closed on the recapitalization of Protect Plus Air Holdings, LLC (“Protect Plus … Read More +

Portfolio Spotlight:
Protect Plus Air Holdings, LLC

The company is a top manufacturer and distributor of retail air filters and related products for home HVAC systems.

Portfolio Spotlight:
Allied Vision Group, Inc.

A leading distributor of contact lenses, optical products, and pet medication products.

Portfolio Spotlight:
Xirgo Technologies, Inc.

Xirgo is a leading provider of wireless telematics modules for tracking, monitoring, protecting and controlling remote assets and workers supporting the Internet of Things (“IoT”) growth sector.

Portfolio Spotlight:
Gatekeeper Systems, Inc.

Gatekeeper offers a product suite of intelligent cart solutions to minimize merchandise loss and reduce asset and labor expenditures.

Portfolio Spotlight:
PANOS Brands, LLC

A consumer packaged goods company with a unique portfolio of specialty food and beverage brands.

Portfolio Spotlight:
Health Resources, Inc.

Leading provider of dental benefit programs to employers across Indiana and Kentucky.

Portfolio Spotlight:
Partners in Leadership, Inc.

Provider of accountability and cultural transition training services to blue chip companies. PIL utilizes a combination of business line level, results-focused training and C-suite focused, enterprisewide solutions.

Portfolio Spotlight:
ProAct Services Corporation

ProAct specializes in providing innovative air and water treatment solutions customized to meet the requirements of specific environmental issues.

Portfolio Spotlight:
Specialized Desanders, Inc.

Provider of engineered de-sanding solutions to high pressure oil and gas wells.

Portfolio Spotlight:
Brant Instore Corporation

Full service provider (including prepress and design support, printing, finishing, fulfillment and distribution) of in-store and shopper marketing solutions and related products for leading retailers in the U.S. and Canada.

Portfolio Spotlight:
Royal Camp Services Ltd.

Royal Camp is a leading provider of workforce accommodations, catering and complementary services (“Camp and Catering” services) to customers operating in the oil, natural gas and mining industries in western Canada.