Strategy

What We Look For

Investment Criteria

Established, profitable businesses

with $5M+ EBITDA and sustainable competitive advantages.

Exceptional management teams

willing to invest capital alongside TriWest.

Clear growth and diversification potential

through organic initiatives, M&A, or geographic expansion.

Partnership opportunities

where there is openness to a control investor.

How We Work

Deal DNA

Every opportunity we pursue must align with what we call our Deal DNA—four principles that define how we invest.

Partner of Choice
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We strive to be the partner that management teams, sellers, and investors want to work with. All investment opportunities need to present the opportunity for a successful partnership across all stakeholders.

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True Alignment of Interests

TriWest principals and management invest the same way—we don't use preferential structures. Significant personal capital from both sides ensures genuine skin in the game, and our equity structures ensure management shares meaningfully in the value we create together.

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Dynamic Support
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We don't believe in one-size-fits-all playbooks. We collaborate with each management team to develop bespoke value creation strategies, leveraging our extensive operating and transaction experience to support organic growth, strategic acquisitions, and operational excellence.

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Disciplined Execution
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We take a prudent approach to designing capital structures—avoiding over-leveraged structures. This discipline provides financial flexibility to support strategic initiatives and ensures multiple levers are available to drive value creation.

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Where We Focus

We invest across a broad range of sectors, with particular expertise in:

Industrial Services & Manufacturing

Distribution & Logistics

Technology & Software

Environmental & Energy Transition

Business & Financial Services

Housing & Building Products

Agriculture & Food Services

Consumer Focused

Why TriWest

26+ Years of Experience

Our track record speaks for itself: 51 platform investments, over 60 add-ons, and a reputation built on integrity and partnership.

Longstanding Team

Our partner group represents over 120 years of combined tenure, providing continuity, relationships, and deep sector expertise.

Western Canadian Focus

Based in Calgary, we understand the Canadian lower-mid & mid-market and bring strong local relationships and market knowledge.

Committed Capital

With C$1.75+ billion raised across seven funds, we have the resources to support growth initiatives, strategic M&A, and long-term value creation.

Partnership Potential

We seek businesses where there is openness to partner with a control investor and work collaboratively with management.

How We Invest

At TriWest, strategy is not formulaic—it's collaborative.

Investment Criteria