Public Equity


Investment Criteria

Representative Transactions

Since 1980, WEDBUSH has used its private equity discipline to invest in under-valued and capital constrained public and private companies that have a significant potential for appreciation. The firm invests with high quality management teams with domain expertise and expects management to retain or make a personally significant equity investment.

WEDBUSH seeks fundamentally sound smaller public companies that have attractive business prospects and will likely require equity capital from non-traditional sources. These companies and management teams are often under-appreciated by Wall Street analysts and institutional investors due to their size, industry or recent disappointing performance. WEDBUSH maintains a longer-term view toward deploying capital to support management's initiatives for organic growth, acquisitions or recapitalizations.

Typically, the firm builds an equity position through public market purchases or privately negotiated transactions. Companies and their Boards of Directors often partner with WEDBUSH to pursue privately negotiated transactions including recapitalizations, structured equity investments or to help facilitate a block trade.

Wedbush Opportunity Partners is an alternative investment fund that follows the above strategy, and is available to prospective investors that meet certain criteria. Please contact Jeremy Zhu at (213) 688-8082 for more information.

WEDBUSH does not participate in hostile transactions.

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