Strategy

Westward Capital invests in profitable, small to mid-sized businesses with significant growth potential, defensible market positions, and strong management teams. Our strategy for identifying and supporting such investments has several key components:

Industry Specialization

Westward is focused exclusively on the media, marketing services, information, and communications industries, where we have an expansive network of relationships and many years of experience as investors and advisors. One of our key advantages is our deep knowledge of both traditional and emerging business models within these focus industries. This enables the firm and its portfolio companies to best capitalize on industry shifts, as well as to identify attractive contrarian opportunities.

Broad Financial Expertise

Westward’s investing experience spans a wide range of transactions — including leveraged buyouts, recapitalizations, corporate divestitures, and growth equity investments — affording us a high degree of flexibility to structure the most appropriate transaction for a given situation. Because our experience is based in the smaller end of the middle market, we understand the specific issues faced by small to mid-sized companies and have the appropriate relationships to address their financing needs.

Proactive Approach

Due to our industry focus and expertise, Westward is able to identify specific market segments that are poised to benefit from current industry dynamics. Within those segments, we make a practice of proactively pursuing great companies and management teams. This approach enables us to make well-informed investment decisions, facilitate timely investment execution, and create proprietary opportunities for the firm and its portfolio companies.

Small-Cap Focus

We believe that established, small to mid-sized businesses provide the most attractive opportunities for building shareholder value. Such companies are typically underserved by traditional private equity and venture capital firms. However, Westward’s focused approach was designed specifically with these types of companies in mind.

Disciplined Methodology

Westward is very selective in its approach to investments, pursuing only the most compelling opportunities in partnership with management of the highest quality and character. Westward’s investment process is guided by an emphasis on focused investment theses, rigorous due diligence, and thorough industry analysis. The firm’s industry specialization greatly enhances this process, enabling us to make decisions more quickly and with better information.