Wheatley Partners

Wheatley Partners is a well-established private equity firm based in Great Neck, New York, with a significant history in the technology investment landscape. Founded in 1996, the firm has consistently focused on opportunities within the technology sector, demonstrating a long-term commitment to this space. Their investment strategy primarily targets companies in software, information technology services, healthcare IT, and financial technology, reflecting a specialized approach to high-growth and mature tech businesses.

Unlike early-stage venture capital firms, Wheatley Partners specializes in later-stage investments, including growth equity, buyouts, and recapitalizations. This focus indicates their preference for companies with proven business models and established revenue streams, where they can provide capital for expansion, strategic acquisitions, or ownership transitions. Their approach involves taking significant equity stakes, often leading or co-leading investment rounds to facilitate substantial growth initiatives.

The firm's typical equity investments range from $10 million to $50 million, providing substantial capital to their portfolio companies. This range positions them to support mid-market technology companies seeking significant funding for their next phase of development. Over its operational history, Wheatley Partners has reportedly made approximately 15 investments, showcasing a selective yet impactful investment pace. Furthermore, the firm has achieved at least 4 exits, demonstrating a track record of successfully realizing value from its portfolio companies. Their long tenure and focused strategy suggest a disciplined and experienced investment team.