WHY WESTWARD?
Westward is an ideal partner for business owners who are looking to sell a stake in their business or who are interested in finding a financial partner for growth or succession planning purposes. Our successful track record, long-term perspective, significant experience, and regional focus set us apart from other private equity firms.
EXPERIENCE AND TRACK RECORD
Our founding Partners have spent their careers investing in and working with smaller companies throughout Western North America. We focus exclusively on smaller middle-market companies with $10 to $75 million in revenue. Together, our team has extensive private equity and investment banking experience having completed over 100 middle-market transactions with a combined value in excess of $2.5 billion.
LONG TERM PERSPECTIVE
We apply our extensive financial, management, strategic planning and operational experience to help our companies grow to their fullest potential. Based on past experience, we find that the only way to deliver on our commitment to adding value for our executive teams and investors is to be in close proximity to our portfolio companies.Our team delivers value to our portfolio companies in the following 7 areas:
- Strategic planning
- Mergers and acquisitions
- Structuring and raising debt and equity
- Succession planning
- Human resource development
- Financial analysis and budgeting
- Sharing best practices across Westward portfolio companies
WESTERN NORTH AMERICA FOCUS
We focus exclusively on smaller companies located in the Western United States and Western Canada. All three Partners are Northwest natives and maintain a large network of contacts in the region.