Page 158 - 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.
BUSINESS IT SERVICES
Our partnership model is deeply rooted in investing with management teams 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 manage approximately $2.7
billion of committed capital across five funds.
HEALTHCARE IT SOFTWARE
& OUTSOURCING
Investment Philosophy and Criteria

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
INDUSTRIAL
We focus on companies which have the following attributes:

• Consistency and growth in historical financial performance
• Revenue of at least $10 million
• EBITDA between $3 and $25 million
WestView by
• Sustainable competitive advantages and market position
the Numbers

54
WestView Professionals
INVESTMENTS
Carlo von Schroeter Rick Williams Matthew Carroll Jonathan Hunnicutt
Managing Partner Managing Partner Managing Partner Managing Partner
[email protected] [email protected] [email protected] [email protected]
%
44 /56 %
John Turner Greg Thomas Kevin Daury Jeffrey Clark MINORITY / MAJORITY
Senior Advisor Partner CFO & CCO Principal
[email protected] [email protected] [email protected] [email protected]
%
38 +
Kevin Twomey Brett Rocheleau Joshua Kantor Thomas Gilligan
Principal Vice President Vice President Senior Associate AVERAGE MANAGEMENT
[email protected] [email protected] [email protected] [email protected] OWNERSHIP

Jeffrey Klofas Matthew Desforge Louie Steffens Cheryl Czyrklis-Coleman
Senior Associate Associate Associate Office Manager 40+
[email protected] [email protected] [email protected] [email protected]
PORTFOLIO EXECS
INVESTED IN OUR FUNDS
www.wvcapital.com
P: 617-261-2050 F: 617-261-2060 | 125 High Street, Suite 2612, Boston, MA 02110