Oct 30, 2026 · 16 min
Gerry Wimmer frames Caldwell Partners for microcap investors
Gerry Wimmer Pitches Caldwell Partners $CWL.TO at Planet MicroCap Toronto 2026
The episode establishes the experience and informational lens behind a public presentation of Caldwell Partners International.
- 1Gerry Wimmer draws on seven years in venture capital syndication and 14 years leading First Public Financial.
- 2His training spans economics, an MBA from the University of Toronto, and the Canadian Securities course.
- 3The presentation introduces Caldwell Partners International while explicitly separating company information from investment advice.
Don't miss
Wimmer clearly separates his Caldwell Partners International presentation from investment advice while establishing his microcap-market background.
The brief
Gerry Wimmer opens with the experience behind his Caldwell Partners International presentation: seven years in venture capital syndication and 14 years running First Public Financial.
His credentials combine an economics degree, an MBA from the University of Toronto, Canadian Securities training, and experience investing in microcap companies.
That background frames the presentation as an informed look at Caldwell Partners International, the Canadian executive-search and leadership-advisory firm.
The episode’s central boundary is explicit: the material is informational rather than investment advice, even as it introduces a publicly traded microcap company.
What was said on this episode
23 statements · 20 positive · 1 negative · 2 neutral
- Gerry Wimmeron Microcap investingPositive1:45
Long-term microcap investing can produce strong returns over five to ten years.
“It can be a five, ten-year process. But then you can get rewarded with some very nice returns.”
Listen at 1:45
- Gerry Wimmeron Microcap companiesNegative2:31
Gerry Wimmer recommends avoiding microcaps without strong balance sheets.
“I don't invest in a micro cap that doesn't have a very strong balance sheet.”
Listen at 2:31
- Gerry Wimmeron CodwellPositive7:26
Codwell operates in the elite segment of executive search.
“Codwell operates... in the elite quadrum of the executive search market”
Listen at 7:26
- Gerry Wimmeron Codwell partner countPositive7:59
Codwell is increasing its partner count toward the major firms.
“The only thing that distinguishes Caudwell from the major five is how many partners they have, but they're moving in that direction.”
Listen at 7:59
- Gerry Wimmeron Codwell KPIsPositive8:30
Codwell’s key performance indicators have been improving.
“Their KPIs have been trending higher.”
Listen at 8:30
- Gerry Wimmeron Codwell average fee assignmentNeutral8:42
Codwell’s Q3 average fee assignment was $185,000.
“If you look at Q3, their average fee assignment was $185,000.”
Listen at 8:42
- Gerry Wimmeron Codwell assignments per partnerNeutral8:48
Codwell averaged 12 assignments per partner annually.
“The average assignments per partner per year was 12.”
Listen at 8:48
- Gerry Wimmeron Codwell partnersPositive8:55
Codwell currently has 56 partners and the count is increasing.
“Currently, Caudill has 56 partners, which has been trending higher.”
Listen at 8:55
- Gerry Wimmeron Codwell fees per partnerPositive9:01
Codwell’s average annual fees per partner are $2 million and increasing.
“the average fees that each partner earns is $2 million for the company, which has also been trending higher.”
Listen at 9:01
- Gerry Wimmeron CodwellPositive11:37
Codwell has operated as a recognized brand for 50 years.
“they're coming to a company that's a 50-year brand.”
Listen at 11:37
- Gerry Wimmeron CodwellPositive11:45
Codwell is a global brand.
“it's a global brand.”
Listen at 11:45
- Gerry Wimmeron Codwell public-company transparencyPositive11:46
Codwell’s public listing provides public-company transparency.
“Codwell's public, so it has public company transparency.”
Listen at 11:46
- Gerry Wimmeron Codwell balance sheetPositive11:52
Codwell has a healthy balance sheet.
“Codwell has a very healthy balance sheet.”
Listen at 11:52
- Gerry Wimmeron Codwell off-limit conflictsPositive11:59
Codwell imposes fewer off-limit conflicts than larger competitors.
“there are less off-limit conflicts for a partner coming to Codwell than, say, working at Corner Ferry.”
Listen at 11:59
- Gerry Wimmeron Codwell compensation planPositive12:42
Codwell offers generous compensation to high-producing partners.
“the compensation plan for high produce earners is generous.”
Listen at 12:42
- Gerry Wimmeron Codwell partner compensationPositive12:48
Top-producing Codwell partners can earn more than comparable Corner Ferry partners.
“a person at Codwell who's a high top producer can earn more compensation than he does at Corner Ferry, for example.”
Listen at 12:48
- Gerry Wimmeron Caldwell Partners InternationalPositive13:23
Caldwell’s revenue, operating income, and net income increased while OPEX grew slower.
“trailing 12-month revenues as of May 31st, that's their nine months fiscal, up 12%. OPEX only up 4%. Operating income up 72%, net income up 42%.”
Listen at 13:23
- Gerry Wimmeron Caldwell Partners InternationalPositive13:48
Gerry Wimmer considers Caldwell’s stock valuation attractive.
“I find the company as attractive.”
Listen at 13:48
- Gerry Wimmeron Caldwell Partners InternationalPositive14:12
Caldwell has a strong balance sheet with substantial cash and no bank debt.
“the company has a very strong balance sheet”
Listen at 14:12
- Gerry Wimmeron Caldwell Partners InternationalPositive15:05
Caldwell is executing a visible partner-driven growth strategy.
“they're executing a growth strategy, and that strategy is very visible every time they add a partner and they're growing.”
Listen at 15:05
- Gerry Wimmeron Caldwell Partners InternationalPositive15:12
Caldwell’s revenue growth is driving operating leverage and higher profits.
“Revenue growth is beginning to drive operating leverage, and that's leading to higher profits.”
Listen at 15:12
- Gerry Wimmeron Caldwell Partners InternationalPositive15:42
Caldwell shareholders can earn a dividend yield above 5.5%.
“if you buy the stock, you'll earn a very generous payout, dividend payout, with a yield of over 5.5%”
Listen at 15:42
- Gerry Wimmeron Codwell stock dividendPositive15:43
Codwell stock offers a dividend yield above 5.5%.
“you'll earn a very generous payout, dividend payout, with a yield of over 5.5%”
Listen at 15:43
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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