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Investment Approach
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Investment Approach
VALUE CREATION
Turning Complexity into Opportunity
West Lane Partners targets often overlooked yet attractive businesses that may be operating suboptimally or facing significant complexity. We create value by partnering with management teams and providing financial and operational expertise, as needed, to generate substantial long-term value.
Investment Criteria
Investment Size
Control and non-control equity investments typically range from $25 - $75 million.
Company Size
$75 million - $750 million Enterprise Value
Geography
North America
Investment Approach
We maximize risk-adjusted returns by utilizing a value-investing approach, targeting
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Companies facing challenged liquidity and inability to obtain credit in the current environment
Complex capital structures or liability dynamics
Secularly protected industries facing cyclical headwinds
Operational turnarounds with well-defined value creation plans in coordination with operating partners
Corporate carve-outs, management disputes or litigation
Restructurings, bankruptcies, liquidations and corporate reorganizations.
Industry Focus
Healthcare
Technology
Financial Services
Industrials
Strategic Advantage
Key Differentiating Factors
Experienced Leadership Team: More than 150 years of collective private equity and restructuring experience across market cycles.
Complex Deal Expertise: Opportunity in complexity
Operational Turnaround Expertise: Add-on acquisitions and/or capital investments, while driving operational improvements.
Restructuring & Bankruptcy Lineage: In-house expertise to develop and implement effective restructuring solutions.
Deep Industry Knowledge: Experience across key North American sectors including Healthcare, Technology, Financial Services and Industrials.
Extensive Network: Strong relationships with leading restructuring advisors and law firms.
Proprietary Deal Flow: Access to compelling, non-auction opportunities.
Focus on Generating Attractive Risk-Adjusted Returns: Risk mitigation.
Uncommon Blend of Experience: Top-tier expertise with extensive middle-market experience, enabling identification of complex investment opportunities in the Middle Market that are often less competitive.
Methodology to Create Value
Leverage Premier Restructuring
and Middle Market PE Expertise
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Experienced and successful team
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Sector expertise in Healthcare, Technology, Financial Services and Industrials
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Investment team's successful track record in complex situations
Acquire Undervalued Companies
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Companies experiencing stress, distress, bankruptcy or that are underperforming
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Credit-starved companies
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Turnaround potential or are special situations
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Complex capital structures and/or elevated leverage profiles
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Underserved and niche markets
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Proprietary deal flow
Drive Value Creation
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Identify core business and growth opportunity
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Evaluate and update management team
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Restructure liability stack
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Utilize creative structures
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Drive growth initiatives through add-on acquisitions and capital investment, while driving operational improvement
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Value creation plan prior to acquisition