About

Founded in 2016, the team has managed projects and advised clients on four continents and 18 U.S. States. with enterprise value exceeding $5 billion. The company’s long-term mission is to provide value to its clients and investors through the team’s extensive background in investment management and corporate operations.

WFM Capital is committed to achieving its mission through three integral business segments: investment and asset management, consulting and advisory, and mergers and acquisitions focused on small to lower middle market companies.

In the investment and asset management area, we leverage our extensive market knowledge to uncover unique investment opportunities tailored to meet the specific objectives of our clients. Our consulting and advisory services provide strategic insights that guide our clients in making informed decisions, while our expertise in mergers and acquisitions facilitates the growth and transition of businesses, aligning with market needs and trends.

By integrating these three segments, WFM Capital ensures a comprehensive approach that drives value, optimizes returns, and promotes sustainable growth for investors and stakeholders alike.