Alan Willis

Alan Willis is a Partner at P2 Capital Partners, LLC, an operational activist investment firm based in New York, NY, where he leads investment strategy and portfolio management focusing on small-cap public companies. His responsibilities include sourcing, evaluating, and managing concentrated ownership stakes, collaborating closely with management teams to implement value-creation initiatives typical of private equity practices.

Willis specializes in investments across sectors typical of small-cap markets, with a particular emphasis on high-quality businesses with median market capitalizations around $3 billion. At P2 Capital Partners, he is involved in leading take-out transactions and private equity deals within the public company universe, often leveraging LBO capabilities to enhance value realization.

Alan’s career spans roles as Senior Analyst at Karsch Capital Management and Senior Associate at Blum Capital Partners, LP, prior to joining P2 in 2006. He holds an MBA in Health Care Administration/Management from the Wharton School, University of Pennsylvania, and a Bachelor of Science in Business Administration from Washington & Lee University, bringing robust analytical and sectoral expertise to the investment industry.