Our Firm
Wharton Court is an investment firm focused on acquiring and scaling businesses. We partner with founders and investors to create lasting enterprise value through active ownership.
Core Investment Pillars
Investment Criteria
Wharton Court seeks to acquire established businesses that demonstrate resilient operating performance, recurring demand, and opportunities for long term value creation.
Target Industries
Business Services
Technology & Software
Digital Infrastructure
Media & Marketing Services
Art Collections and Portfolios
Real Estate Operating Businesses
Specialty Consumer & B2B Services
Preferred Company Profile
Founder-owned or privately held
Recurring or predictable revenue
Strong free cash flow characteristics
Defensible market position
Experienced management team
Demonstrated history of profitability
Clear operational or strategic growth opportunities
Investment Parameters
Control acquisitions preferred
Majority recapitalizations
Corporate carve-outs
Founder succession transactions
Strategic growth capital
Opportunistic special situations
Private Equity Buyouts
Growth Equity
Real Estate Investments
Majority acquisitions for long-term value creation.
Strategic investment in scaling businesses.
Acquisition and management of high-value assets.
$5M–$25M
Target Annual Revenue
Real Estate Services and Technology
Acquisition Focus
7-10 Years
Patient Horizon
Initiate Strategic Transaction Dialogue
Connect with our team to explore partnership opportunities and discuss your capital needs.