Who Will You Pass the Baton To?

Ivertex Capital

At Ivertex Capital, we understand that you have worked hard and are proud of the team and the company you have built. Like you, we want to see it continue to be successful, even as you begin to relinquish some of your responsibilities. Now that you have decided it is time to pass the baton, who will you hand it to?

Ivertex Capital can help. We look to purchase light manufacturing or distribution businesses from owners that do not have a succession plan. We know this transition is important to you and, if willing, we encourage you to stay involved as key leadership, a board member or a consultant.

Investment Criteria

Business Types

  • Manufacturers and/or distributors of high value add products.
  • Companies located in the U.S.

Business Size

  • Sales Revenue from $750,000 to $25,000,000
  • EBITDA from $250,000 to $4,000,000

Markets of Interest

  • Automotive Aftermarket
  • High Performance Composites
  • High Performance Flexible Materials
  • Industrial Products
  • Medical Device or Components
  • Packaging Materials
  • Test Equipment or Lab Services
  • Thermoplastics
  • Water and Air Filtration

About Me

Joe Wiliams

President

Joe Williams is the Founder and President of Ivertex Capital located in Cleveland, Ohio. His expertise and favorite part of his work is identifying and developing talent.

Prior to founding Ivertex Capital, Joe was President & CEO of The Dunstone Company, a manufacturer of heat shrinkable films for the aerospace composite industry, from 2005 to 2017. Joe and his partners acquired the company from an owner interested in seeing his key employees remain in place and the business remain in Charlotte, NC. During his 12 years of leadership, the team at Dunstone quadrupled the sales of the company, exceeding the previous owner's expectations.

Joe's experience in the light manufacturing and distribution industry began back in 1990 where Joe worked in the summer as a machine operator for Electrolock, Inc. Joe graduated from Ohio University with a Bachelor of Science in Electrical Engineering in 1996. In 1997, he returned to Electrolock where he had the opportunity to work in almost every role in the business including outside technical sales, product and process development, accounting, operations manager, and VP of Sales. Concurrent to working at Electrolock, Joe completed his Masters in Business Administration from the Weatherhead School of Management, Case Western Reserve University.

Joe is a board member and minority shareholder of Performance Plastics in Cincinnati, OH and RMB Products in Fountain, CO. He also volunteers his time on the board of Notre Dame Schools in Chardon, OH and was a past board member of United Cerebral Palsy of Cleveland.

When Joe is not at work, you can find him playing golf, downhill skiing, cooking and spending time with his family.

Image of Joe Williams IV

Contact Me