TriWest Capital Partners

About

TriWest Capital Partners is a private equity firm specializing in equity investments in management buyouts, growth capital, succession planning, corporate divestiture, established businesses, and special situation transactions.

It also provides follow-on equity capital. The firm does not invest in primary resource sectors such as oil and gas, mining, and forestry; real estate; and technologies, including biotech. It prefers to make investments in service, manufacturing, and distribution sectors.

The firm also invests in firepower, industrials including capital goods; construction and engineering, prefabricated buildings and components; machinery including industrial machinery, industrial heating and ventilation, industrial heat generating equipment; trading companies and distributors; commercial services and supplies; packaged foods and meats; frozen vegetables The firm seeks to invest in mid-tier western Canadian companies.

It typically invests in companies with annual revenues between $40 million and $200 million, operating income in excess of $2 million and EBITDA in the range of $2 million to $50.79 million, however, it can also consider opportunities outside this range. Most of its investments span a four- to seven-year time period


Source: TriWest Capital Partners

Strategy

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 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) or to fund growth opportunities. Having raised over $1.25 billion 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 $10 million to $50 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.


Source: TriWest Capital Partners


  • Industry Focus
    Diversified
  • Year Founded
    1998
  • Address
    4600, 400 3rd Ave. SW
    Calgary, AB T2P 4H2
  • Key Personnel
    Mr. Ronald A. Jackson - Senior Advisor, Co- Founder, and Member of the Investment Committee
    Mr. Lorne H. Jacobson - Senior Managing Director, Co- Founder, and Member of the Investment Committee
    Mr. Cody T. Church - Senior Managing Director, Co-Founder, and Member of the Investment Committee
    Ms. Brenda Weiss CFP - Vice President of Finance and Administration