For Business Owners

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At Western, we are first and foremost business people–not financial desk jockeys. This differentiates us from most private equity firms. We have respect for people who build great businesses from the ground up because we’ve done it ourselves. We understand business and its challenges, and we want to add value.
 
Are you a business owner looking for a tax effective way to exit your business or simply looking at an equity injection from a partner that can provide both guidance and ongoing access to capital?
 
If you are a business owner, you may be looking at the future and wondering how to transition to retirement with no set succession plan in place. We can provide a tax effective rollover and allow you to choose your timing.
 
We want to allow our portfolio companies to operate exactly as they do now with the same management teams in place. We will provide guidance and capital as majority owners. When the time is right, you can retire and leave the company in solid hands.
 
We will also consider minority positions that allow you to take on a strong financial partner that can assist with the tools you need to grow. In this scenario, you also have the option to transition to retirement in a tax effective way with Western taking on a majority stake in the business.

We have identified particular commercial sectors of focus for investment:

Insurance and Financial Services
Insurance & Financial Services
Distribution and Retail
Distribution & Retail
Agriculture
Agriculture
Human Services
Human Services
Special Situations
Special Situations