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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 $20 to $500 million in revenue and $5 to $25 million of EBITDA. Our team’s extensive private equity experience includes over 80 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:

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• 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

 

REGIONAL FOCUS - NORTHWESTERN NORTH AMERICA FOCUS

 

We focus exclusively on smaller companies located in the Northwestern United States, and our founders and investment professionals — all Greater Seattle 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. On occasion we will expand our lens beyond our core regional focus for industries where we have deep expertise. 

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