COMPANY PROFILE

WISSAHICKON PARTNERS (WP) is a private investment firm engaged in the business of making strategic investments in established operating companies and, once an investment is made, actively participating in the building of these businesses. WP seeks companies that have unique market or product opportunities, which are not yet adequately exploited. Members of the firm bring a fresh perspective to the company and work with management to realize the full potential of these businesses by focusing on increasing market share, improving margins and introducing new products. Emphasis is placed on providing a sound platform for growth, concentrating on systems that maximize the business formula. To promote a better utilization of company resources, WP works closely with management by providing input into the financial and strategic planning process. In this way WP complements senior executives where appropriate, while encouraging management to operate autonomously in the company’s day to day operations.

CANDIDATES

Companies of interest to the firm generally exist in industries, which have compelling investment characteristics, such as inherent high rates of growth or consolidating trends. WP looks for companies that have potential to become leaders in their industries. Acquisition or investment candidates, therefore, have significant potential to grow internally or to provide a strong foundation from which to expand through future acquisitions. Once strategic goals have been achieved, R. Bruce Dalglish, Principal of Wissahickon Partners, and members of the firm will work with the company to determine an appropriate exit strategy, either through a private sale or public offering.

Potential to gain significant or dominant market position
Potential to increase profitability through optimization of processes
Potential growth of the industry or within another industry
Sales in excess of $10 million
CRITERIA
The firm’s general investment criteria include:
  • Direct negotiated equity investments of $1-5 million. WP will bring in partners from prior transactions for larger equity requirements.
  • Later-stage venture capital financing
  • Private companies or small public companies (under $100 million market capitalization)
  • Majority control or significant minority positions
  • Non-venture capital-backed companies
  • Active participation at the Board level

Funding

Wissahickon Partners funds its investments with its own capital; however, WP occasionally augments its capital on an ad hoc basis by bringing in partners from prior investments. Members of the firm have experience in structuring a variety of complex transactions and maintain a network of bank and other funding sources.

Bruce Dalglish, Principal

Mr. R. Bruce Dalglish is responsible for the initiation, consummation and subsequent management of the firm’s private equity investments. He has actively managed acquired properties and served as Chairman, President and/or Director of WP’s portfolio companies. Prior to founding Wissahickon Partners, he was a Managing Director of Morse Partners Ltd. from 1988 to 2008, where he managed the firm’s private equity investing activities, worked on healthcare transactions, and served as Chairman or President of the firm’s portfolio companies. He was also the Managing Partner of CA Equity Partners and Chestnut Partners. He was a partner in Dimeling, Schreiber and Dalglish and held positions with Magnatex Corporation and Bank of America. Mr. Dalglish served as a Director of Retail Options, LLC, an investment firm funded by Sears Roebuck, Carrefour, Federated Department Stores, Organic, and St. Paul Venture Capital and served on Governor Ed Rendell’s Transition Committee for the Pennsylvania State Employees’ Retirement System (SERS) and the Public School Employees’ Retirement System (PSERS). From 2008 to 2013, Mr. Dalglish served on the Public Policy Committee of the National Hospice and Palliative Care Organization (NHPCO) and is currently Chairman and CEO of Alliance Hospice LLC, which is headquartered in greater Philadelphia. Mr. Dalglish received his B.A. from Harvard College and his M.B.A. from the Wharton School of the University of Pennsylvania

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