We have proven experience in corporate transactions. Whether in a bankruptcy reorganization, a spinoff of a corporate division, the restructuring of a nonprofit entity or the transition of a family owned company to institutional ownership, we strive to lead our portfolio companies through their structural issues to build a foundation for strategic and sustained growth.
When a company is exploring its strategic options, we confidently structure transactions and harness talent to identify areas for improvement, refine strategic vision and put in place the building blocks of sustainable growth. We invest responsibly, act with transparency and lead by example. After an acquisition, we continue to lead at the board level as an active, engaged owner. We rely on strong management teams to lead our portfolio companies and partner with them to continue a path of growth through operational excellence and strategic analysis.
"Blue Wolf had the vision to commit when most investors were running for the exits."
"The market was begging for world class management and capital to rebuild."
"World class operations are the price of admission in our markets."
"Our customers needed us to get into the 21st century – fast."
Blue Wolf investments often follow complex negotiations across multi-party teams of stakeholders.
These outcomes may include agreements containing profit-sharing, productivity enhancement, and similar provisions. Often, we integrate new approaches to regulatory and environmental compliance into a company’s business plan. We seek to accelerate the growth of healthy companies and can transform the trajectory of companies facing challenges. In addition to conventional business relationships, we have deep experience with innovative partnerships: we have created successful alliances between our portfolio companies and government agencies, as well as trade associations, nonprofit organizations and unions.
Our experience managing collective bargaining, pension, environmental and regulatory issues and our track record of successful partnerships with economic development agencies and other sources of government support are critical to our ability to create successful outcomes.
“After 50 years as a family business, we needed the right partner.”
“When you are the largest employer in the county, every decision has to be the right one.”
"Blue Wolf’s commitment to responsible investing built Northern Pulp while competitors were closing."
"When the Province helped us buy 475,000 acres of timberland, we stabilized the industry."
Transformation is a skill. It requires carefully defining a company’s current state and having a vision for the future with a clear strategy to guide the path from one to the other.
This requires coordination of governance, cost structure and operations, as well as employee and external relationships. As investors, we partner with companies to guide transformational change in environments characterized by both risk and opportunity.
“When Healthcare Laundry Systems changed from a not-for-profit to a business, we worked with managers, customers and employees – once we got them aligned, the business took off."
"Everyone wanted the company to succeed – we gave them the tools to do it."
Labor unions and management teams often seek out Blue Wolf to provide creative insights into potential transactions involving unionized companies.
Our team has participated in the successful negotiation of dozens of collective bargaining agreements and especially agreements reached in the context of change-of-control transactions. Many of these agreements contained profit-sharing, productivity-enhancement, ESOP, and similar provisions. Some have been in bankruptcy or pre-bankruptcy situations.
As a result of our experience, we have extensive relationships with most international, national and regional unions’ leaderships. This allows us to assess quickly the viability of negotiating and seeking ratification of new labor agreements in troubled situations.
“Our entire region needed us to get it right – and Blue Wolf backed us up.”
“Tim and his team knew how to run the operations – they needed partners with capital and commitment”
Blue Wolf has an unusual combination of experience as successful investors in businesses in which government plays an important role in the value chain, as union advisors and officials and as senior government officials. We believe our experience in government allows us to assess and to manage complex situations where other investors may flounder or turn away.
Government contractors and companies in industries driven by government procurement, policies or subsidies have a set of common issues which we specialize in addressing.
A private equity investor must have the patience to understand long sales cycles. We have the patience, experience, relationships and skills.
Few middle market private equity firms have the experience and insight to assess and value political risks. We do.
The participation of federal, state and local governments and governmental agencies often means unpredictable and lumpy cash flows. This can lead to unusual financing challenges. We have experience in structuring around these challenges.
"Blue Wolf found a way to build a business
State objectives in neighborhoods where
medicaid is important."
"The demand was there – but no one in Brooklyn had the capital to meet it."