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Wakefield James Management Group LLC

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Equity Investments
The Wakefield James Management Group, LLC is a private equity firm specializing in the acquisition of high-end millwork and niche building product companies with revenues between $10 million and $100 million. We emphasize a buy-and-build strategy, whereby we acquire platform companies that have both internal growth opportunities and strategic add-on acquisitions opportunities.

For companies that we do not invest in, we offer strategic consulting services with the goal of improving their competitive positions and increasing their business value.

Our strength as a firm is our ability to partner with management and, when necessary, to take interim operating roles to increase shareholder value. Though we prefer to partner with senior management in our acquisitions, we will consider acquisition opportunities where the owner-operator is retiring and key employees must be recruited to fill critical management roles.

We are interested in companies and owners who share our long-term business philosophy, who live and breathe customer service, who care about their customers, and who worry about the future of their employees. In addition, we respect and understand the estate planning and tax considerations of an individual, who has most of his/her wealth tied up in a business.
Our investors are a group of senior business people, who have invested capital to acquire manufacturing and distribution companies in the Southeast. These individuals are active and involved in the business and civic community, and have built substantial enterprises. Moreover, they provide the management team with a wealth of advice and experience.

We are long term investors and believe business is based on trust, character, and hard work. Our experienced management team, combined with the understanding of our investors and advisors, makes The Wakefield James Management Group an attractive means by which to enjoy the fruits of your many years of hard work building your business.

Please download a copy of our executive summary.

© 2004 Wakefield James Management Group LLC