Our Partners

Our focus is on developing enduring and trusted partnerships that maximize value for all stakeholders involved.

We have cultivated a reputation to be recognized as a leading lower middle-market sector focused private equity firm that creates and nurtures partnerships between management and capital.

Through our rigorous investment process, we partner and align with business owners, sector leaders, intermediaries and co-investors to achieve outstanding returns.

Building Trusted Working Relationships with Leading Investors

We prioritize the long-term success of every enterprise we work with. This means we structure each transaction with a capital structure that can support growth and meet the challenges and opportunities of the company.

Additionally, we invest our own capital in every transaction and maintain long-term relationships with institutional capital sources and select family offices for co-investment opportunities.

We pride ourselves on our rigorous approach to building profitable, growth-oriented enterprises with a high probability of success. Our sector leaders work as hands-on partners throughout the entire concept development and acquisition process, all the way through to closing.

Furthermore, through our trusted relationships with sector leaders, Westmount Ventures deploys human capital talent in a variety of roles, including boards of directors, special advisors, and interim and permanent senior executive roles, for both portfolio organizations and beyond as needed.

  • As a transaction represents a significant personal inflection point, we provide you with the control and options to structure the transaction to meet your goals and pursue your personal and business future as you wish.

    Many business owners with whom we work have a strong desire for the continued growth and success of their company and for the security of their employees. We are not financial buyers seeking to build value by subtraction; rather, we build value by growth, both organic growth and through acquisitions. With our commitment to the real growth of your business, you will have the security that your legacy will be protected and your employee’s futures secure.

    With deep domain and operating expertise, we don’t have to learn. We understand the industry challenges and opportunities, and have developed an investment strategy uniquely tailored to the industry sector.

    Each of our industry sectors is led by a world-class senior industry executive with extensive operating experience and a track record of building businesses and creating value within the sector. In working with Westmount, you work with operators; people who speak your language and have walked in your shoes. We also offer you the opportunity to reinvest a portion of the sale proceeds into the new company. Your choice.

  • At Westmount Ventures, we take a unique approach to investment decisions by leveraging our sector-led strategy and a diverse range of funding sources. Our investment framework is designed to evaluate each opportunity on its own merits and maximize value creation potential.

    Diverse Funding Sources:

    We are not reliant on one single funding source, which allows us to avoid being tied to a template of investment criteria.

    Our co-investment partners include private equity firms, hedge funds, family offices, and high-net-worth individuals who understand the power of the sector-led strategy.

    We invest our own capital alongside our co-investors to align interests and maximize returns.

    Investment Framework:

    We target platform companies with revenues between $25 million to $200 million.

    Our investment focus is on industrial specialty chemicals, supply chain and logistics, consumer foods and products, professional information services, healthcare, business services and other asset light business.

    Our investment decisions are supported by a vetted, validated investment thesis that clearly articulates a significant opportunity in markets.

    Competitive Advantage:

    Our accomplished, industry-leading sector leaders bring relevant domain expertise and a track record of success, creating a distinct competitive advantage.

    We leverage critical industry analysis to support decisions of portfolio companies.

    We generate and monitor critical numbers (KPIs) and implement a quarterly rhythm of meetings to ensure effective oversight and support.

    We provide continuing mentoring and education for executives of portfolio companies to support long-term business focus and vision.