Eaton Partners Acts as Exclusive Placement Agent for Warren Equity Partners


ROWAYTON, Conn., Jan. 16, 2019 (GLOBE NEWSWIRE) -- Eaton Partners, one of the world’s leading private capital advisory and fund placement firms and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to have acted as exclusive placement agent for Warren Equity Partners’ first institutional fund. 

Warren Equity Partners Fund II, L.P. (the “Fund”) reached its hard cap of $310 million in capital commitments, with the majority of capital raised in less than seven months from the first close. The oversubscribed fund received strong support from a diverse range of institutional investors, including top-tier endowments, foundations, asset managers, family offices, and pension plans.

Founded in mid-2015 by Steven Wacaster, Scott Bruckmann, and Henrik Dahlback, Warren Equity Partners is a private equity firm that invests in lower middle market companies with $3-$15 million of EBITDA, primarily in North America. The firm favors established companies where additional capital and operating resources can accelerate growth, targeting the industrial and business services sectors with a focus on aging infrastructure trends.  Warren Equity Partners has completed 19 transactions, including 8 platform companies, since inception.

"Warren Equity Partners employs a value-oriented investment approach that prioritizes disciplined valuations and stable, recurring cash flows," said Eric Deyle, Managing Director at Eaton Partners.

“With average purchase price multiples in buyout pushing record levels, Warren Equity Partners’ disciplined investment strategy with a focus on organic growth and operational value creation was in high demand from institutional investors,” added Peter Martenson, Partner at Eaton Partners. “It has been our pleasure to partner with the Warren team on a successful fundraise.”

“We are thrilled to have achieved this important milestone and are excited to partner with the blue-chip institutions that comprise our investor base,” said Steven Wacaster, Managing Partner at Warren Equity Partners. “We are grateful for Eaton Partners’ support during the successful raise of the Fund.  Their work ethic, energy, and knowledge within the institutional investor community were invaluable.”

Over the past two years, Eaton Partners has successfully closed 26 funds, totaling $22 billion in capital commitments.

About Eaton Partners 
Eaton Partners, a Stifel Company, is one of the world’s leading fund advisory and capital placement agents, having raised more than $100 billion across more than 125 highly differentiated alternative investment funds and offerings. Founded in 1983, Eaton advises and raises institutional capital for investment managers across alternative strategies – private equity, private credit, real assets, real estate, and hedge funds/public market – in both the primary and secondary markets. Eaton Partners maintains offices and operates throughout North America, Europe and Asia.

Eaton Partners is a division of Stifel, Nicolaus & Company, Incorporated, Member SIPC and NYSE. Eaton Partners subsidiary Eaton Partners (U.K.) LLP is authorized and regulated by the Financial Conduct Authority (FCA). Eaton Partners subsidiary Eaton Partners Advisors (HK) Limited is approved as a Type 1-licensed company under the Securities and Futures Commission (SFC) in Hong Kong. Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company. ® Eaton Partners, 2018.  For more information, please visit https://eaton-partners.com/.

About Warren Equity Partners
Warren Equity Partners is a private equity firm that invests in small and middle market operating companies primarily in North America. The firm invests in established companies where additional capital and operating resources can accelerate growth, targeting companies in the industrial, infrastructure, and business services sectors. Warren Equity invests in the form of buyouts, growth equity, and recapitalizations. For more information, please visit www.warrenequity.com.

Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries.  Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; Century Securities Associates, Inc., and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited.  The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.  Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.  Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services.  To learn more about Stifel, please visit the Company’s website at www.stifel.com.

Media Contact for Eaton Partners
Neil Shapiro    
212-271-3447
shapiron@stifel.com