Home
Investment Strategy
Meet the Partners
In the News
LP Information
Contact Us

Investment Strategy

Investments | Historical Performance

Since its inception Brynwood Partners has successfully and consistently applied its original strategy of portfolio investing.

The key components of this strategy are:

  • Obtaining outright or operating control of a limited number of platform companies
  • Using conservative leverage
  • Identifying niche market opportunities for the portfolio companies
  • Building long-term value through hands-on involvement in developing the business strategy
  • Working closely with the portfolio companies to drive operational improvements, identify strategic growth initiatives and monitor management’s performance

While the Fund will consider investments in a diverse range of industries, Brynwood's primary focus is on consumer products, light manufacturing in low capital intensive industries, service businesses (including transportation/logistics) and specialty retail companies. Brynwood targets companies that are underperforming and/or undervalued, failed leveraged buy-outs or companies that are under-financed and in need of an equity infusion. Brynwood’s investments have consistently adhered to this investment strategy as shown below:

Types of Investments

Underperforming Companies
at the Time of Acquisition

DeMet's Candy Company
(BP V)

DeMet's Candy Company
Richelieu Foods
(BP V)
Richelieu Foods
   
Stella D'oro**
(BP V)
Stella D'oro
Lincoln
 
Snacks
**
(BP III)
 
Poppycock
Genie
 
Company
**
(BP II)
 
Genie Company
J.B.
 
Williams
**
(BP II)
 
J.B. Williams
Undervalued Companies
at the Time of Acquisition
IJS Global
(BP V)
IJS Global
Metro Door
(BP V)
Metro Door

S. Walter
(BP V)

S. Walter
Boon Edam Tomsed**
(BP IV & V)
Tomsed
   
G & T
(BP IV)
G & T
   
Utrecht**
(BP III)
Utrecht
 
Failed LBOs
at the Time of
Acquisition
Best Friends
(BP IV)
Best Friends
.Equity Infusions
at the Time of Acquisition
AEI**
(BP I & II)
AEI
Hurco**
(BP I & II)
Genie Company

**Divested


8 Sound Shore Drive · Suite 265 · Greenwich, CT 06830 · Phone: 203-622-1790 · Fax: 203-622-0559