Wexler Gray
Valtrix Holdings
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Stewardship

Roman Vestrel

Senior Partner · Investment Committee · reports to Lia Korvell

3 direct reports: Devin Kasprey, Sonia Delbrant, Rafael Vessik

$1.32B

Capital under stewardship

13.2% of firm deployed

10

Companies accountable for

3 sectors

30%

In the largest holding

of this book’s capital

10.9%

Of committed capital

firm total $12.1B

Condition of this book

By company

4
1
3
2

By capital

$684M
$395M
$190M
Deteriorating4Elevated1Watching3Improving0Stable2No coverage0

Portfolio difficulty

Turnaround / underperformer / pre-exit3 of 10
Vehicles this book spansFund I $598M · Fund II $718M
SectorsHVAC / Mechanical Services, Industrial Manufacturing, Testing & Inspection
Other roles heldIC sponsor ×4

Management response

12

Open escalations

6

Companies open > 8 weeks

1

Directions published

0/3

Actions complete

10 companies

All 107 across the firm →

Portfolio performance

10 companies · sorted by attention