Westward is an ideal partner for business owners who are interested in selling a stake in their business or looking for a financial partner to stimulate growth or help them plan for succession. What sets us apart from other private equity firms is our experience and track record, our long-term perspective, and our regional focus.
EXPERIENCE AND TRACK RECORD
Our founding Partners have spent their careers investing in and working with companies throughout Northwestern North America. We focus exclusively on smaller and middle-market companies with $15 to $200 million in revenue and $3 to $12 million of EBITDA. Our team’s extensive private equity experience includes over 75 private equity transactions with a combined value of over $5 billion.
LONG TERM PERSPECTIVE
We are committed to helping our companies grow to their fullest potential, and that means staying focused on long-term outcomes. We focus exclusively on partnerships in which we believe we can add value beyond our investment. Our experience has shown us that the only way to deliver that value for our executive teams and investors is to be in close proximity to our portfolio companies. Our extensive experience enables us to deliver value to our portfolio companies in seven key areas:
Mergers and acquisitions
Structuring and raising debt and equity
Human resource development
Financial analysis and budgeting
Sharing best practices across Westward portfolio companies
REGIONAL FOCUS - NORTHWESTERN NORTH AMERICA FOCUS
We focus exclusively on smaller companies located in the Northwestern United States and Western Canada, and our founders—Northwest natives— maintain a large network of contacts in the area. By keeping our focus regional, we are able to work more closely with our partners and maintain a deep understanding of local markets.