DalFort Capital Partners
Morris H Wheeler is an accomplished venture capitalist and entrepreneur with extensive experience in investment management and advisory roles. As the Founder and Principal of Drummond Road Capital since 1996, Morris has led a firm recognized as one of the top seed investors in 2014. In addition, Morris serves as the Managing Member and Chief Investment Officer of Clarion Capital Ltd., overseeing diversified investment strategies. Morris co-founded and manages Clarion Direct Investment, focusing on private equity and real estate. Further involvement includes serving as a Senior Advisor at DalFort Capital Partners and Chairman of the Finance and Investment Committee for the Jewish Federation of Cleveland. Morris also contributes as a Lead Mentor at Techstars and has held various executive roles in other companies, enhancing strategic growth and development in the sectors of private equity and technology. Morris holds a JD from Yale Law School and a BA in Economics from the University of Massachusetts Amherst.
DalFort Capital Partners
DalFort Capital Partners is a sector-focused investment firm based in Dallas, Texas, specializing in partnering with entrepreneurs and management teams in the lower middle market. We work collaboratively to strengthen a company’s strategic and financial position through operational improvements and acquisitions of complementary businesses. We specialize in identifying and executing strategic add-on acquisitions for our portfolio companies that enhance the company’s relationship with existing customers and expand its reach into new geographies or market niches. Since inception in 2016, DalFort has executed transactions representing approximately $225 million in value. DalFort’s capital is sourced from family offices and institutions with permanent capital that have long-term investment horizons, with no contractual limitations on the holding period for an investment, unlike a traditional private equity firm. DalFort is further differentiated by its roster of operating partners with deep sector knowledge and relationships. DalFort is actively seeking add-on acquisitions for its existing portfolio and new platforms in its defined industries. INVESTMENT CRITERIA DalFort Capital Partners pursues acquisition opportunities throughout the United States, with an emphasis on investing first institutional capital. INDUSTRIES: Industrial manufacturing & services Specialty chemicals Building products Energy products & services Logistics & transportation REVENUE: $15 million to $100 million EBITDA: $3 million to $15 million ENTERPRISE VALUE: $15 million to $100 million TRANSACTION TYPES: Buyouts Majority Recapitalizations Corporate divestitures Strategic add-ons for platform companies