The Salem Investment Partners' Journey With Will Johnson

Will Johnson is a Principal at Salem Investment Partners, an investment firm with over $500 million in assets under management. Johnson has over 10 years of investing experience and is involved in the due diligence, underwriting, and execution of new investments, as well as the monitoring of the firm's investment portfolio. Salem Investment Partners specializes in mezzanine debt and equity investments in privately-held, lower middle-market businesses, with a focus on investing in the eastern half of the US. Johnson's previous experience includes working as an investment professional and as a tax professional. He holds a BA in Economics and an MA in Accountancy from Rhodes College and is a licensed CPA in Texas and North Carolina.

Will Johnson's role at Salem Investment Partners

Will Johnson is a Vice President at Salem Investment Partners, an investment firm based in North Carolina. Johnson has over 10 years of investing experience and is involved in the due diligence, underwriting and execution of new investments, as well as the monitoring of the firm's investment portfolio.

Prior to joining Salem, Johnson served as an investment professional at Rocky Point Ventures, a single-family office in Austin, Texas. At Rocky Point, his responsibilities included deal sourcing, due diligence, execution, and portfolio monitoring. Before that, Johnson worked for Flieller, Kruger & Skelton, LLP as a tax professional.

Johnson graduated from Rhodes College with a BA in Economics and an MA in Accountancy. He is a CPA licensed in the states of Texas and North Carolina.

Salem Investment Partners specializes in mezzanine debt and equity investments in privately-held businesses with $10-$75 million in revenue. The firm has over $350 million in assets under management and invests across a wide range of industries, primarily in the eastern half of the United States.

The firm's investment portfolio

Salem Investment Partners is an investment firm with over $500 million in assets under management. The company focuses on the lower middle market and is based in North Carolina. The firm's investment portfolio includes mezzanine debt and equity investments in privately held businesses with revenues ranging from $10 million to $75 million.

Salem Investment Partners has a collaborative, pragmatic approach to deal execution and monitoring, with deep partner involvement. The firm's principals have completed over 150 investment transactions across various sectors and business cycles. Their primary focus is on investing in the Southeast, Midwest, and Mid-Atlantic regions of the US, where they seek sustainable growth and value creation opportunities.

Will Johnson, a Vice President at Salem Investment Partners, plays a crucial role in the firm's investment portfolio. With over 10 years of investing experience, he is involved in due diligence, underwriting, and the execution of new investments, as well as monitoring the firm's investment portfolio. Johnson's previous experience includes working as an investment professional at Rocky Point Ventures and as a tax professional at Flieller, Kruger & Skelton, LLP.

Salem Investment Partners has a diverse range of investments, including interest-only, fixed-rate, subordinated debt, subordinated debt with nominally priced warrants, and minority equity co-investments. The firm provides subordinated debt and non-control equity to businesses across various industries in the United States, including finance, real estate, and healthcare.

Johnson's previous experience

Will Johnson is a Vice President at Salem Investment Partners with over 10 years of investing experience. Johnson's previous experience includes working as an investment professional with Rocky Point Ventures, a single-family office in Austin, Texas. At Rocky Point, he was responsible for deal sourcing, due diligence, execution, and portfolio monitoring.

Prior to his role at Rocky Point Ventures, Johnson worked for Flieller, Kruger & Skelton, LLP as a tax professional. He holds a BA in Economics and an MA in Accountancy from Rhodes College and is a licensed CPA in Texas and North Carolina. Johnson's experience and qualifications make him a valuable asset to Salem Investment Partners, where he plays a crucial role in the firm's investment strategies and portfolio management.

Johnson's tenure at Rocky Point Ventures equipped him with extensive knowledge in deal sourcing and execution. He was responsible for identifying and evaluating potential investment opportunities, conducting thorough due diligence, and executing deals. This experience laid the foundation for his ability to navigate complex investment processes and make informed decisions.

As a tax professional at Flieller, Kruger & Skelton, LLP, Johnson gained valuable insights into tax regulations and their implications for investments and financial strategies. His educational background in economics and accountancy, coupled with his professional experience, provides a strong base for his current role at Salem Investment Partners. Johnson's expertise in financial matters and his understanding of the regulatory landscape enable him to contribute significantly to the firm's investment decisions and portfolio management.

In addition to his professional experience, Johnson's academic achievements and personal qualities further enhance his capabilities. His summa cum laude distinction and valedictorian status at NC State Chemical Engineer demonstrate his exceptional intellectual abilities. Moreover, his passion for fostering strong connections and his involvement in various extracurricular activities indicate strong leadership skills and a well-rounded personality. Johnson's diverse skill set contributes to his success in the investment field and his ability to effectively collaborate with colleagues and clients.

Salem Investment Partners' investment strategy

Salem Investment Partners is an investment firm with over $500 million in assets under management. The company focuses on the lower middle market and has a collaborative, pragmatic approach to deal execution and monitoring.

Salem Investment Partners has a team with over 15 years of experience investing together. The company's principals have completed over 150 investment transactions across a variety of sectors and business cycles. They are licensed by the US Small Business Administration to participate in its Small Business Investment Company (SBIC) program, which aims to increase capital flow to emerging and middle-market companies.

Salem Investment Partners primarily invests in the Southeast, Midwest, and Mid-Atlantic regions of the US, with a focus on sustainable growth and value creation. They provide subordinated debt and non-control equity to businesses in various industries, including finance, business and healthcare services, and wholesale distribution.

The company typically invests in privately-held, lower middle-market businesses with a minimum revenue of $10 million and a minimum EBITDA of $1 million. They seek companies with sustainable free cash flow, proven management teams with at-risk capital, and diversified customers, markets, and suppliers.

Will Johnson, Vice President of Salem Investment Partners, is involved in the due diligence, underwriting, and execution of new investments, as well as the monitoring of the firm's investment portfolio. With over 10 years of investing experience, he plays a crucial role in the company's investment strategy and decision-making process.

The firm's location and reach

Salem Investment Partners is an investment firm with a focus on the lower middle market and over $500 million in assets under management. The company is based in Greensboro, North Carolina, with additional offices in Charlotte, North Carolina, and Winston-Salem, North Carolina.

Salem Investment Partners specialises in mezzanine debt and equity investments in privately held businesses with revenues ranging from $10 million to $75 million. The firm invests primarily in the eastern half of the United States, including the Southeast, Midwest, and Mid-Atlantic regions.

The company's partners have, on average, over 25 years of experience in various disciplines, including investment management, entrepreneurship, acquisitions, dispositions, and financings. Salem Investment Partners takes a collaborative and pragmatic approach to deal execution and monitoring, with deep partner involvement.

Will Johnson, a Vice President at Salem Investment Partners, has over 10 years of investing experience. He is involved in due diligence, underwriting, and the execution of new investments, as well as monitoring the firm's investment portfolio. Prior to joining Salem Investment Partners, Johnson gained experience in investment and tax roles at Rocky Point Ventures and Flieller, Kruger & Skelton, LLP, respectively.

Frequently asked questions