Overview
Grey Mountain Partners, LLC (“Grey Mountain”), a Delaware limited liability company,
is a private equity firm that specializes in middle market private companies. Grey Mountain
was founded in 2003. The principal owners of Grey Mountain are William Robert Wright
II and Jeffrey Kuo.
Grey Mountain’s investment advisory business is principally focused on private equity
buyout investments in North American-based, lower-middle market private companies in
basic industries (e.g., niche manufacturing, industrial services and business services). Grey
Mountain primarily seeks investment opportunities in companies where it can partner with
management teams to create value by improving operations.
Grey Mountain’s investment activity is primarily focused on majority investments in lower
- middle market companies with enterprise values from $30 million to $150 million in basic
industries (e.g., niche manufacturing, industrial services and business services) that have
manageable competitive dynamics and risk factors that may be mitigated through planning
and execution.
Grey Mountain provides the services described above to its advisory clients, including
Grey Mountain Partners Fund II, L.P. (“Fund II”), Grey Mountain Partners Fund III, L.P.
(“Fund III”), and Grey Mountain Partners Affiliates Fund III, L.P. (“Affiliates Fund III”)
which are private investment funds (each referred to as a “Fund,” and together as the
“Funds”).
A related person of Grey Mountain acts as the general partner of the Funds, and
Grey Mountain serves as investment adviser to the Funds. References to Grey Mountain in
this Brochure include, as the context requires, affiliates through which Grey Mountain
provides investment advisory services or that act in any capacity referenced in the previous
sentence.
Grey Mountain has tailored its advisory services to the specific investment objectives and
restrictions of the Funds, as set forth in the respective Fund’s limited partnership agreement
and management agreement. Investors and prospective investors of the Funds should refer
to the confidential private placement memorandum, limited partnership agreement,
management agreement and/or other governing documents (collectively, the “Governing
Documents”) of each Fund for complete information on the investment objectives and
investment restrictions with respect to that Fund. There is no assurance that any of a Fund’s
investment objectives will be achieved.
In accordance with common industry practice, the Funds and/or its general partner may
enter into “side letters” or similar agreements with certain investors pursuant to which the
general partner grants the investor specific rights, benefits, or privileges that are not made
available to investors generally.
As of December 31, 2022, Grey Mountain managed approximately $80.4 million in assets
on a discretionary basis.