Insights

Strategic acquisitions Private equity firm with a history of acquiring manufacturing and services businesses, suggesting potential for add-on acquisitions, roll-up opportunities, or advisory services in portfolio expansion.

Operational value Emphasizes operational expertise and owner alignment, signaling openness to consulting or value-creation services, bolt-on investments, and collaborative equity partnerships with growth-focused firms.

Growth financing Recent acquisitions indicate readiness to deploy capital for growth, carve-outs, or restructurings; potential sales targets include mid-market manufacturers and service providers seeking capital and operational support.

Tech footprint Tech stack includes modern SaaS and cloud tools which can enable scalable due diligence, deal management, and portfolio company optimization; opportunity to offer tech-enabled governance, cybersecurity, or integration services.

Financial profile Revenue in the low-to-mid single digits with a lean team suggests targets in a similar scale band; identify investment opportunities with measurable ROI, clear exit paths, and alignment with owner-led transitions.

Similar companies to Willis & Smith Capital

Willis & Smith Capital Tech Stack

Willis & Smith Capital uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Willis & Smith Capital's tech stack below.

Willis & Smith Capital's Email Address Formats

Willis & Smith Capital uses at least 2 email formats:
Willis & Smith Capital Email FormatsExamplePercentage
FLast@willis-smithcap.comJDoe@willis-smithcap.com
67%
First@willis-smithcap.comJohn@willis-smithcap.com
33%

Frequently Asked Questions

What is Willis & Smith Capital's official website and social media links?

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Willis & Smith Capital's official website is willis-smithcap.com and has social profiles on LinkedIn.

How much revenue does Willis & Smith Capital generate?

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As of September 2026, Willis & Smith Capital's annual revenue is estimated to be $1M - $10M.

What is Willis & Smith Capital's NAICS code?

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Willis & Smith Capital's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Willis & Smith Capital have currently?

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As of September 2026, Willis & Smith Capital has approximately 4 employees across 1 continents, including North America. Key team members include Co-Founder And Partner: T. S. Explore Willis & Smith Capital's employee directory with LeadIQ.

What industry does Willis & Smith Capital belong to?

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Willis & Smith Capital operates in the Investment Management industry.

What technology does Willis & Smith Capital use?

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Willis & Smith Capital's tech stack includes Wix, WordPress, Wix eCommerce, Amazon Simple Email Service, Microsoft 365, Google Cloud, Sentry and Vercel.

What is Willis & Smith Capital's email format?

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Willis & Smith Capital's email format typically follows the pattern of FLast@willis-smithcap.com. Find more Willis & Smith Capital email formats with LeadIQ.

When was Willis & Smith Capital founded?

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Willis & Smith Capital was founded in 2019.
Willis & Smith Capital logo

Willis & Smith Capital

Investment ManagementTexas, United States2-10 Employees

Willis & Smith Capital is an investment management firm founded by Eric Willis and Terry Smith, based in Plano, Texas. The company positions itself as a private equity partner that collaborates with successful business owners and management teams to leverage new capital and operational know-how for growth, succession planning, carve-outs, or restructures. Its approach emphasizes alignment of interests, as the founders commit their own capital to transactions to foster a true partnership with ownership teams. The firm operates in a niche that combines private equity expertise with experience outside traditional investment circles, and has pursued acquisitions such as Performance Stamping and R&B Grinding, signaling a focus on platform-building and strategic growth initiatives. The organization is small in size, operates within the investment management industry, and reflects a Plano-based, U.S.-focused private equity outlook.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2019
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Willis & Smith Capital's revenue is estimated to be in the range of $1M - $10M

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