Westward Partners Mergers and Acquisitions Summary

Private Equity Profile

Westward Partners’ most common sectors for investment are business services (50%) and automotive (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Westward Partners has invested in 3 US states and 2 different countries.

In the last 3 years, Westward Partners has exited 1 company. The Firm’s most common exit type is unknown (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 2

Westward Partners

2412 Westlake Avenue North Suite 4,
Seattle, Washington 98109
United States
(206) 659-8953
www.westwardpartnersllc.com
info@westwardpartnersllc.com

Westward Partners is a private equity firm focused on investing in lower middle-market companies in the Western-US and Canada. Target companies typically have revenues of $10 to $75 million and up to $10 million of EBITDA. Sectors of interest include business services, consumer products, energy services, forest products, manufacturing, packaging, and transportation/logistics. Westward Partners was formed in 2010 and is based in Seattle, Washington.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Construction, Consumer Products, Distribution, Energy Services and Equipment, Forest Products, Manufacturing, Packaging, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue 15 200
Target EBITDA 3 12
Investment Size 10 -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 7 1 - - - - 8
Sell (0.2/yr) # - - - 1 - - 1
  9

Most Recent M&A

Company Date Value Type
Jmb Crushing Systems, Inc. 2018-11-22 - Unknown
Bonnyville, Alberta · www.jmbcrush.com
Osw Equipment & Repair, Inc. 2016-12-22 - Buyout (LBO, MBO, MBI)
Snohomish, Washington · www.oswequipment.com
Classic Vacuum Truck Ltd. 2014-02-10 - Buyout (LBO, MBO, MBI)
Alida, Saskatchewan · www.classicvacuumtruck.com
Curtis Construction Co., Inc. 2013-08-09 - Buyout (LBO, MBO, MBI)
Kinston, North Carolina · www.curtiscc.com
Axis Crane LLC 2013-05-20 - Buyout (LBO, MBO, MBI)
Hubbard, Oregon · www.axiscrane.com
Medicine Valley Transport Ltd. 2012-09-17 - Buyout (LBO, MBO, MBI)
Eckville, Alberta · www.medicinevalley.ca
Dlm Oilfield Enterprises Ltd. 2012-04-16 - Buyout (LBO, MBO, MBI)
Bonnyville, Alberta · www.dlmoilfield.com
Jmb Crushing Systems, Inc. 2011-06-01 - Buyout (LBO, MBO, MBI)
Bonnyville, Alberta · www.jmbcrush.com
Benchmark Industrial Services 2010-12-31 - Buyout (LBO, MBO, MBI)
Portland, Oregon · www.benchmark-industrial.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Osw Equipment & Repair, Inc. 2016-12-22 Western Truck Body Mfg, Ltd. 2019-07-02 2
Snohomish, Washington · www.oswequipment.com Edmonton, Alberta · www.westerntruckbody.com
Osw Equipment & Repair, Inc. 2016-12-22 Northend Truck Equipment, Inc. 2019-05-10 1
Snohomish, Washington · www.oswequipment.com Marysville, Washington · www.northendtruck.com
Axis Crane LLC 2013-05-20 Metro Machinery Rigging, Inc. 2016-06-01 1
Hubbard, Oregon · www.axiscrane.com Tualatin, Oregon · www.metrorigging.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (33%) - 4 (50%) -
Automotive 1 (33%) - 1 (13%) -
Construction 1 (33%) - 1 (13%) -
Manufacturing - - 1 (13%) -
Transportation - - 1 (13%) -
Total 3 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 4 (50%) -
  Oregon 1 (33%) - 2 (25%) -
  Washington 1 (33%) - 1 (13%) -
  North Carolina 1 (33%) - 1 (13%) -
Canada - - 4 (50%) -
  Alberta - - 3 (38%) -
  Saskatchewan - - 1 (13%) -
Total 3 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (100%) - 8 (100%) -
Total 3 - 8 -

Exits by Deal Type

Type Total # Value
Unknown 1 (100%) -
Total 1 -

Investor Summary

Size

Small

Established

2010

Specialist/Generalist

Generalist

Leadership

Andy Baldridge

Co-Founder & Partner

Erik Tolzmann

Co-Founder & Partner

Blake Araki

Partner

Erik Lawler

Vice President

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