Page 189 - TACC 2023 Program

Overview
Sector Focused
WestView Capital Partners is a Boston-based private equity
firm focused on partnering with managers of growth-oriented
middle market companies.

Our partnership model is deeply rooted in investing with management teams BUSINESS IT SERVICES
SERVICES
who have a meaningful equity stake in their businesses. As a result of this core
aspect of our investment philosophy, we are equally comfortable investing in
minority and majority ownership situations. We were founded in 2004 and
manage approximately $2.7 billion of committed capital across five funds.

HEALTHCARE IT SOFTWARE
Investment Philosophy and Criteria & OUTSOURCING
We seek to invest $20 to $100 million utilizing our control-agnostic approach
which enables us to partner with exceptional managers across a variety of
transactions, including recapitalization, growth, buyout and consolidation
transactions.
GROWTH
We focus on companies which have the following attributes: INDUSTRIAL
• Consistency and growth in historical financial performance
• Revenue of at least $10 million
• EBITDA between $3 and $25 million
• Sustainable competitive advantages and market position WestView by
the Numbers

WestView Professionals
2004
Carlo von Schroeter Rick Williams Matthew Carroll Jonathan Hunnicutt
YEAR FOUNDED
Managing Partner Managing Partner Managing Partner Managing Partner
[email protected] [email protected] [email protected] [email protected]
60
John Turner Greg Thomas Kevin Daury Jeffrey Clark
Senior Advisor Partner CFO & CCO Principal INVESTMENTS
[email protected] [email protected] [email protected] [email protected]
%
47 /53 %
Kevin Twomey Brett Rocheleau Joshua Kantor Jeffrey Klofas
Principal Principal Vice President Vice President MINORITY / MAJORITY
[email protected] [email protected] [email protected] [email protected]
%
Thomas Gilligan Mary Kate Marino Matthew Desforge Anthony John 38 +
Vice President Senior Associate Senior Associate Associate
[email protected] [email protected] [email protected] [email protected] AVERAGE MANAGEMENT
OWNERSHIP
Isabella Floramo Cheryl Czyrklis-Coleman
40+
Associate Office Manager
[email protected] [email protected]
PORTFOLIO EXECUTIVES
INVESTED IN OUR FUNDS
www.wvcapital.com
P: 617-261-2050 F: 617-261-2060 | 125 High Street, Suite 2612, Boston, MA 02110