Weller Equity Partners
- Company typePrivate
- Founded2015
- HeadquartersLouisville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Weller Equity Partners firmographics
Firmographics- Name
- Weller Equity Partners
- Legal name
- Weller Equity Partners
- Website
- https://wellerequity.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Weller Equity Partners industry classification
Industry- Product category
- Private Equity Investing
- NAICS
- Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Lower Mid-Market Buyout (FSANABAC)
- akta.pro secondary industries
- Multi-Sector / Generalist Growth Equity (FSANACAO), Industrials & Manufacturing Growth Equity (FSANACAF), Family/Founder Succession Buyout (FSANABAK)
Keywords
Where Weller Equity Partners is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Weller Equity Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Private Equity Returns: Weller generates returns through equity investments in lower middle-market companies. Revenue is derived from portfolio company value creation and successful exits via sales, recapitalizations, or IPOs. The firm makes majority and minority equity investments and provides subordinated/convertible debt. Transaction types include management buyouts, recapitalizations, and growth equity investments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | $1-10 million equity investments |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Weller Equity Partners product offering
Product offeringCore offering
Weller Equity Partners is a private equity firm that makes equity investments in lower middle-market companies located in Kentucky and the broader Mid-South region. The firm deploys $1-10 million per transaction in three structures: Growth Equity, Management Buyouts, and Majority Recapitalizations, and can also provide subordinated or convertible debt alongside majority or minority equity positions.
Product overview
Weller Equity Partners is a private equity firm (not a technology product company) that offers investment services through three primary transaction structures: Growth Equity, Management Buyouts, and Majority Recapitalizations. The firm invests in lower middle-market companies with $10-75 million in revenue and $1 million minimum EBITDA, focusing on Manufacturing, Healthcare, Information Technology, Food & Beverage, and Business Services sectors. The portfolio consists of six portfolio companies: Venminder (vendor risk management software), KFI Seating (commercial furniture), Vogt Ice (industrial ice equipment), Mirac (electronics manufacturing), Tailor Made Compounding (pharmacy services), and Tabtronics (electronics manufacturing, acquired by Mirac).
Differentiator
Problem solved
Functional benefit
Products and services
- Growth Equity Investments
Quantifiable outcome
- Multiple successful portfolio exits and add-on acquisitions (e.g., Mirac's acquisition of Tabtronics)
Companies that use Weller Equity Partners
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles1 record
Weller Equity Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Weller Equity Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mirac, LLCcorePortfolio company of Weller Equity Partners. Mirac acquired Tabtronics as an add-on acquisition to expand capacity, resources, and industry expertise in the electronics manufacturing services sector. Mirac is the largest employer in its region with nearly 70 employees.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Weller Equity Partners competitors and assessment
Company assessmentDirect peers
- Council Capital: Nashville-based private equity firm investing in healthcare and business services in the lower middle market, overlapping with Weller's regional geography and target company profile.
- Gen Cap America: Nashville-based lower middle-market buyout firm with strong manufacturing and industrial exposure, closely matching Weller's sector mix and equity check size range.
- Blue Point Capital Partners: Cleveland-based private equity firm focused on lower middle-market industrial and business services companies, directly comparable in deal size, regional footprint, and value-creation approach.
- River Associates Investments: Chattanooga-based lower middle-market buyout firm investing in manufacturing, distribution, and industrial services companies, with comparable check sizes and Southern/Mid-South regional overlap.
- Hammond Kennedy Whitney: Indianapolis-based lower middle-market private equity firm investing in Midwest industrial, business services, and consumer companies, with comparable equity check sizes and regional focus.
- Capital Alignment Partners: Nashville-based private equity firm focused on lower middle-market companies across the Mid-South and Southeast, with flexible capital structures and a similar transaction type mix to Weller.
- Trive Capital: Dallas-based private equity firm focused on lower middle-market special situations and operational value creation, comparable in deal size range and flexible capital structure philosophy.
- CID Capital: Indianapolis-based lower middle-market private equity firm investing in Midwest manufacturing, business services, and healthcare companies, directly comparable to Weller in deal size, regional focus, and sector mix.
Others
- Charter Capital Partners: Grand Rapids-based investment banking advisor that has executed transactions alongside Weller (e.g., KFI Seating); relevant ecosystem peer representing the M&A advisory channel that supports Weller's deal sourcing.
Broad incumbents
- Capitala Investment Advisors: The successor firm to CapitalSouth Partners, where Weller's co-founder Ken Berryman previously ran the Louisville office; operates a broader lower middle-market debt and equity strategy with significantly more AUM than Weller.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Weller Equity Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Weller Equity Partners leadership team
Management profileNumber of profiles
Profiles3 records
Weller Equity Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Weller Equity Partners M&A and investment
M&A and investmentM&A2 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Weller Equity Partners
What does Weller Equity Partners do?
Weller Equity Partners is a private equity firm that makes equity investments in lower middle-market companies located in Kentucky and the broader Mid-South region. The firm deploys $1-10 million per transaction in three structures: Growth Equity, Management Buyouts, and Majority Recapitalizations, and can also provide subordinated or convertible debt alongside majority or minority equity positions.
Is Weller Equity Partners a public or private company?
Weller Equity Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Weller Equity Partners founded?
Weller Equity Partners was founded in 2015. It employs 1 to 10 people.
Where is Weller Equity Partners based?
Weller Equity Partners is headquartered in Louisville, United States, in the North America region.
How does Weller Equity Partners make money?
One revenue line is on record: private Equity Returns.
Who are Weller Equity Partners's main competitors?
Direct peers on record are Council Capital, Gen Cap America, Blue Point Capital Partners, River Associates Investments, Hammond Kennedy Whitney, Capital Alignment Partners, Trive Capital and CID Capital. Charter Capital Partners is listed as an others. Capitala Investment Advisors is listed as a broad incumbent.
Does Weller Equity Partners have an API?
No public API is recorded for Weller Equity Partners.
What industry is Weller Equity Partners in?
Weller Equity Partners's product category is Private Equity Investing. Its primary akta.pro industry code is FSANABAC, Lower Mid-Market Buyout, with a secondary code of FSANACAO, Multi-Sector / Generalist Growth Equity. Its NAICS code is 523150 and its SIC code is 6211.