Investment Profile

BUILDING GREAT BUSINESSES THROUGH PEOPLE

BW Forsyth Partners (Forsyth) is a St. Louis-based investment firm with a perpetual investment horizon and permanent capital base. Forsyth focuses on acquiring and building enduring businesses through a people-centric approach to culture, programmatic acquisitions and operational strategy deployment.

Download PDF

UNIQUE “HYBRID” EQUITY MODEL

Evergreen source of capital
Perpetual investment horizon
Interim liquidity options
People-centric operating philosophy
Business building through culture, M&A, and operations

Criteria

$1-20MM EBITDA (no minimum for add-ons) in North America and Europe
Professional services and highly engineered products, equipment, and consumables
Preference for founder and family-owned businesses
Controlling interest (51% or more)
Preference for controlling interest (51% or more)

Current Portfolio & Add-on Focus

Afinitas
Equipment, products and services to underground (pipes, sewers) and above ground (bridges, roads, tunnels, buildings) infrastructure applications

Cor Partners
Insurance services for the Property and Casualty market, including loss adjusting and TPA services, forensic consulting and expert/technical advisory services and other post-loss outsourcing solutions

Machine Solutions, Inc.
Process automation equipment and design services for medical device manufacturers; Full-scale automation and integration systems serving the broader life science industry

Chapman & Co. Leadership Institute
Helps clients select, develop, and retain high-performing team members who align with company values. Guided by a team of organizational psychologists and consultants, the team identifies current environment, gaps, and a tailored path forward rooted in human behavioral science.

CARR Biosystems
Is a life science partner accelerating bioseparations to support the development and commercialization of advanced therapies.

WalkerHughes
A privately held, founder-led retail insurance brokerage business headquartered in Indianapolis, Indiana.

(10) Pitch Deck AdobeStock_178927656seashore (B&W)

Matter Family Office
Established in 1990, is an independent multi-family office dedicated to empowering UHNW families for long-term success.

Current New Platform Focus (Non-Exhaustive)

Highly-Engineered Products, Equipment & Consumables

FOOD PROCESSING EQUIPMENT
Secondary and further processing equipment serving the protein, bakery, dairy, produce and dry food markets
LABORATORY EQUIPMENT
Manufacturers of engineered laboratory equipment and related
consumables for laboratory, vivarium, and research facilities
MATERIAL PROCESSING EQUIPMENT
Engineered equipment for the processing of materials in infrastructure, recycling, and other end-markets

Professional Services

SPECIALTY INSURANCE DISTRIBUTION
Wholesalers, managing general agents (MGAs), and managing general underwriters to the insurance industry
INVESTIGATION SERVICES
Investigation service providers serving financial
services, legal, and insurance clients
PROFESSIONAL ADVISORY SERVICES
Accounting, tax, legal, and expert advisory services to personal and commercial clients

New Hampton Metal Fabrication

Aug 11, 2023, 08:21 PM

Company : New Hampton Metal Fabrication

Quotee name : Jamie Wegner

Quotee job position : President & Former Owner

I’ve been truly impressed by how Forsyth understands how family businesses function. It truly has been a pleasure working with the team. Their long-term focus, strategy and commitment to develop people, are the biggest reasons I made the decision to partner with them.