WestView Capital Partners is focused exclusively on partnering with managers of lower middle market companies in North America to help them achieve the strategic, financial and operational objectives of their businesses.

Industry Focus

We have the flexibility and capability to take advantage of the most attractive market opportunities across many industries. The WestView team has historically invested in, and has significant industry knowledge of, the following sectors:

Investment Size and Structure

We seek to invest $5 to $25 million in companies with exceptional managers. We have the willingness and ability to structure larger investments through the direct co-investment of our limited partners and other co-investors.

We focus on companies which have the following criteria:

• Consistency and growth in historical financial performance
• Operating profits between $3 and $15 million
• Sustainable competitive advantages and market position

We prefer to be the lead equity investor, but will always consider co-investing with others who share our investment thesis. We are equally comfortable as a majority or minority investor.

Transaction Types

The WestView team has well-balanced experience investing in multiple transaction types. We provide flexible financing structures that allow us to satisfy the unique needs of management and existing shareholders. As both majority and minority investors, we invest in the following types of transactions:

Recapitalizations

WestView can satisfy the needs of owners and managers who seek some liquidity for themselves and/or non-management shareholders, but desire to retain operational control and a meaningful equity position in their business. For lower middle market companies, we believe that majority or minority recapitalizations can provide an attractive alternative in a company’s lifecycle to an outright sale or public equity offering of the business.

Growth Financings

WestView can provide equity to enable companies to expand more rapidly through organic initiatives or finance acquisitions that require immediate capital. We will use our financial relationships to assist the company in securing debt financing, if appropriate, to supplement additional equity financing.

Leveraged Buyouts

WestView enables existing management teams to assume control and obtain significant ownership positions in companies that are acquired from corporations, inactive founders or other shareholders. We typically make an equity investment and acquire a majority stake in the company, provide management teams with substantial upside through equity participation, and utilize our longstanding financial relationships to assist the company in securing debt financing. We use the amount of leverage that is appropriate for the transaction, ensuring cash flow is available for future growth initiatives and maintaining our philosophy that growth, rather than leverage, should drive investment returns.

Consolidations

WestView actively seeks investment opportunities involving a consolidation strategy. We typically will partner with an existing management team in acquiring a solid initial platform and provide additional capital for subsequent acquisitions. We believe it is important to acquire an initial platform of meaningful scale to avoid integration issues as additional acquisitions are consummated. Given our resources and experience, we will assist management teams in identifying, conducting due diligence of, and negotiating with potential acquisition candidates.