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Waud Capital Partners

Updated today

Total assets under management

$4,560,711,481

Total clients

0

Total advisors

0

of 65 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Waud Capital Partners (WCP) is an SEC‑registered investment adviser that manages pooled private equity funds and affiliated co‑investment vehicles for institutional limited partners, focusing on control‑oriented, growth equity investments in U.S. middle‑market companies within Healthcare and Software & Technology and their intersection. The firm’s advisory services cover sourcing and evaluating opportunities, negotiating and structuring transactions, supporting portfolio company management, and managing dispositions on behalf of its funds.

WCP follows a thesis‑driven, sector‑focused approach that emphasizes partnering with experienced management teams to build scalable platforms through organic growth and strategic add‑on acquisitions. Investment teams are supported by an established “Ecosystem” — including business intelligence, human capital, business development and a dedicated Operations Group — and WCP engages Third‑Party Professionals to provide operational and executive services to portfolio companies.

Compared with many peers, WCP’s marketing materials include the use of testimonials, endorsements and advertised third‑party ratings, practices that are uncommon among investment managers in this category. The firm also operates a range of co‑investment structures — including employee/affiliate‑only co‑invest funds and direct co‑investments — and routinely negotiates side‑letter arrangements and other investor‑specific terms that can provide certain limited partners with preferential reporting, co‑investment or governance rights.

Client services

Portfolio management Portfolio company management services

Expertise

Private / alternative investments Business exit / sale strategy Business ownership considerations Business Financial Management

Occupation focus

Founder/Business Owner

Fee options

Percentage

N/A - During investment period: 2.0% per annum of non-affiliated limited partners’ Commitments After investment period (stepdown period) - N/A: 2.0% per annum of non-affiliated limited partners’ invested capital less permanent write-downs N/A - N/A: Management fees are payable semi-annually, calculated as described above

Performance-based

Up to 20% carried interest of certain net realized profits in excess of an 8% annually compounded preferred return, subject to catch-up provisions

Main office location

Waud Capital Partners

300 North Lasalle Street, Suite 4900

Chicago IL 60654, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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