TriWest Philosophy
We believe that an exceptional, experienced management team is critical to the success of a business. With this in mind, we look to partner with management teams who are committed to the future of the companies they run and offer such management teams an opportunity for meaningful financial upside.
Partnering with TriWest
The TriWest team consists of a small group of professionals with significant operational and transactional experience. We work closely with our management partners, together proactively putting in place a strategy that maximizes growth potential and value creation by emphasizing operational excellence and an efficient capital structure. TriWest acts as an effective sounding board for management without interfering in the day-to-day operations of the business.
TriWest has an extensive network of relationships within the financial markets, professional firms and business sectors across North America and around the world. These relationships have been built on trust; we deliver on our promises, treat others with respect and act with integrity. We are an action-oriented firm that moves quickly to bring transactions and other business initiatives to a successful conclusion.
The principals of TriWest have invested significant personal capital in each of our three funds and thereby have a vested interest in the success of every portfolio company.
Investment Characteristics
Industry Focus
TriWest makes significant investments in established, well-run companies with a proven track record of success and a sustainable competitive advantage. We have experience in a broad range of industries, including those in the service, manufacturing and distribution sectors, but exclude from our target focus businesses in real estate, technology and primary resource development.
Form of Investment
Our investments take the form of equity that can be used to finance a transaction (e.g. management buy-outs and corporate divestitures, etc.) or to fund growth opportunities (e.g. construction of a new facility, acquisition of a strategic competitor, etc.). With over $425 million of committed capital, TriWest is well positioned to provide follow-on equity capital to our portfolio companies if and when required.
Investment Size
We are seeking to make investments in companies with operating earnings in the range of $15 million to $40 million, or higher in certain circumstances. We are also interested in opportunities below this size range if they are a potential fit with one of our existing portfolio companies.
Investment Horizon
While we do not have a mandated timeframe for each investment, TriWest typically makes investments over a four to seven year time period. We believe that the best way to maximize the value of our investments is to position each company for continued success well beyond our typical investment horizon. Therefore, we focus on sustainable, long-term achievements rather than short-term financial gains.
