FACT SHEET

General Partner: Wellington Financial LP

Founded: 2000

Fund Name: WF Fund III Limited Partners (Fund III)

Fund III Inception Date: 2006

Fund III Size: $150 million in recirculating funding

Fund III Investment Program: $450 million of transactions

Transaction Size: $2 million - $10 million (ability to syndicate up to $30 million)

Investment Focus: 

• Knowledge-Based Industries including; Information Technology, Cleantech, Medical Devices, Advanced Manufacturing, Internet Infrastructure, Mobile/Telecom
• Environmental Services
• Aviation
• Special Situations

Investment Criteria: 

• $2 million to $30 million transaction size
• Balloon loans (interest-only), 2 to 4 years
• Minimum trailing revenue of $5 million required
• 30 days to close a transaction

Geographic Focus: North American, listed or sponsored.

Accountants: Ernst & Young LLP

Corporate Legal Counsel: Goodmans LLP

Previous Funds: Wellington Financial Fund I and Wellington Financial Fund II