Stated: EBITDA $3.0M to $15.0M · EV $100M to $1.0B · majority · Business services, Healthcare, Education
Industries: Media and telecom (36 companies) · Business services (18 companies) · Healthcare services (15 companies)
Lower middle market2024 PE fund GAV $51.1M9 PE funds of 21, latest vintage 20201 platform26 investment professionalslast event Aug 13, 2026
We are an independently owned boutique investment firm, with an established track record of success.
Lower middle market2024 PE fund GAV $17.2M1 PE fund of 1, latest vintage 202414 investment professionalslast event May 5, 2026
Watts Gwilliam & Company is a fee-only, fiduciary financial advisory firm headquartered in Gilbert, Arizona but serving investors nationwide.
Stated: Consumer
Industries: Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $3.2M1 PE fund of 2, latest vintage 2024investment professionals not trackedlast event Dec 2, 2011
Lower middle market2024 PE fund GAV $6.4M4 PE funds of 41 investment professionallast event Feb 13, 2014
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Middle market2024 PE fund GAV $469M2 PE funds of 3, latest vintage 20251 investment professionallast event Nov 30, 2001
Lower middle market2024 PE fund GAV $1.5M3 PE funds of 6, latest vintage 20161 investment professionallast event Mar 31, 2026
Industries: Manufacturing (1 company)
Lower middle market2024 PE fund GAV $885M4 PE funds of 7, latest vintage 2024investment professionals not trackedlast event Aug 31, 2026
unsized2024 PE fund GAV not reported40 PE funds of 43, latest vintage 20223 investment professionalslast event Mar 30, 2012
unsized2024 PE fund GAV not reported2 PE funds of 2, latest vintage 20131 investment professionallast event Sep 1, 2026
••• Locked
Stated: EV $20.0M to $500M · Financial services
Industries: Financial services (stated)
unsized2024 PE fund GAV not reported0 PE funds of 2, latest vintage 20166 investment professionalslast event Feb 1, 2012
••• Locked
Lower middle market2024 PE fund GAV $69.1M22 PE funds of 23, latest vintage 20202 investment professionalslast event May 20, 2026
••• Locked
Stated: Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported14 PE funds of 21, latest vintage 20182 investment professionalslast event Sep 1, 2026
Lower middle market2024 PE fund GAV $4.7M2 PE funds of 2, latest vintage 20021 investment professionallast event Jun 29, 2026
••• Locked
Lower middle market2024 PE fund GAV $344M26 PE funds of 45, latest vintage 20245 investment professionalslast event Mar 31, 2026
Lower middle market2024 PE fund GAV $32.4M2 PE funds of 2, latest vintage 20221 investment professionallast event Sep 1, 2026
••• Locked
Stated: Software, Technology, Financial services, Building products
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
unsized2024 PE fund GAV not reported1 PE fund of 1, latest vintage 20151 investment professionallast event Mar 15, 2012
••• Locked
Lower middle market2024 PE fund GAV not reported2 PE funds of 4, latest vintage 20192 investment professionalslast event Sep 1, 2026