- WORTH INVESTMENT GROUP, LLC -
A permanent-capital holding company. We buy profitable manufacturing, distribution, and business-services companies - and we hold them. No fund clock. No forced exists. Founded 2009.
WHO WE ARE
Worth Investment Group is a privately owned holding company that makes controlling acquisitions of middle-market businesses across North America. We partner with the management teams already in place and give them capital, patience, and operating support to build over decades - not quarters.
Our founder spent his early career in credit, workouts, and turnarounds before he ever bought a company. That discipline runs through everything we own: buy well, protect the downside, and let good businesses compound.
THE OPPORTUNITY
The largest ownership transition in U.S. business history is underway.
8
Millions of profitable, owner-operated companies are heading into transition this decade. Most have no succession plan and no buyer lined up.
These are strong, unglamorous businesses — the kind that don't make headlines. The capital chasing them is real, and most buyers get it wrong: they lead with price and speed. A founder who spent decades building something is choosing who to trust with their employees, their name, and their customers.
Worth was built for exactly this moment — and has been since 2009.
OUR APPROACH
01
We hold the companies we buy — often indefinitely. There's no ten-year fund clock forcing a sale, so a good business is never sold simply because a fund is winding down. Compounding works best when you stop interrupting it.
02
In 15 years and 14 acquisitions, we've never bought a company through an investment banker's auction. We source directly from owners, often years before they sell — which means disciplined entry prices, not bidding-war prices.
03
A background in credit and turnarounds taught us how businesses fail. We underwrite the worst year before the best one — concentration, owner-dependence, real debt capacity — so we can hold with confidence through cycles.
WHERE WE FOCUS
Manufacturing
Specialty and industrial manufacturers with defensible positions, real moats, and steady end-market demand.
Distribution
Value-added and specialty distributors — single-source suppliers with diversified, loyal customer bases.
Business Services
Industrial and value-added service companies with recurring revenue and durable customer relationships.
OUR FAMILY OF COMPANIES
Five operating companies. One long term owner.
Diversified across manufacturing, distribution, and specialty serviecs serving North American end markets.
American Copper & Brass
Qualite Sports Lighting
RIPCO, ULC
Curtis, LLC
Cascata Holdings
LEADERSHIP
M. Eric Boorom
Thirty years investing in manufacturing and distribution — on both the credit and equity sides. Eric came up through workouts, turnarounds, and restructurings before he ever bought a company, and built Worth around a single conviction: own and operate real businesses for the long term, rather than trade them.
FOR INVESTORS & ADVISORS
Invest alongside permanent capital.
Worth is raising a $1 billion evergreen private equity fund to acquire more profitable manufacturing, distribution, and business-services companies. The structure is built for investors who think in decades, not exit windows.
Offered to verified accredited investors only, under Rule 506(c).
| Structure | Evergreen · 506(c) |
| Maximum Offering | $1 Billion |
| Minimum Investment | $50,000 |
| Investor Qualification | Accredited Only |
| Preferred Return | 8.0% cumulative |
| Track Record | Founded 2009 |
FOR BUSINESS OWNERS
Thinking about what's next?
If you've built a profitable manufacturing, distribution, or service business and you're considering a transition, we'd welcome a confidential conversation — long before there's ever a deal.
Explore the opportunity.
Request the full investor package — a deck, the PPM, and recent materials — and see how permanent-capital private equity could fit an accredited client's allocation.
WORTH INVESTMENT GROUP
CONTACT
WORTH INVESTMENT GROUP
1000 William Hilton Parkway, Wexford Plaza, Suite 104, Hilton Head Island, SC 29928
Phone: (854) 264-5900
Fax: (517) 780-4996
investorrelations@worth-capital.com
worth-investments.com