Since 1980, WEDBUSH has used its private equity discipline to investing in under-valued and capital constrained public companies. The firm invests with high quality management teams with domain expertise and expects management to retain or make a personally significant equity investment.
WEDBUSH seeks fundamentally sound smaller public companies that have attractive business prospects and will likely require equity capital from non-traditional sources. These companies and management teams are often under-appreciated by Wall Street analysts and institutional investors due to their size, industry or recent disappointing performance. WEDBUSH maintains a longer-term view toward deploying capital to support management's initiatives for organic growth, acquisitions or recapitalizations.
Typically, the firm builds an equity position through public market purchases or privately negotiated transactions and then approaches management to express support for the company. These companies and their Boards of Directors often partner with WEDBUSH to pursue privately negotiated transactions including recapitalizations, structured equity investments or to help facilitate a block trade.
WEDBUSH does not participate in hostile transactions.