Investment Strategies

We believe that an exceptional, experienced management team is critical to the success of any business. With this in mind, we look to partner with management teams who are committed to the future of their business and we offer management teams equity linked incentives with meaningful financial upside.

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 the service, manufacturing and distribution sectors. We do not invest in companies that are primarily focused on real estate, technology and resource development.

Form of Investment

Our investments primarily take the form of equity (and debt in certain circumstances) that can be used to finance a transaction (e.g. management buy-outs and corporate divestitures) or to fund growth opportunities. Having raised over $1.6 billion ($CAD) 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/EBITDA in the range of $5 million to $100 million, or higher in certain circumstances. We are also interested in opportunities below this size range if they are a potential strategic fit with one of our existing portfolio companies.

Investment Horizon

TriWest does not have a mandated timeframe for each investment. That said, we have found that most investments span 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.