Our extensive experience and deep industry knowledge enable us to execute deals that deliver significant value to our clients.
Recent Transactions
Insurance Company - $100M M&A Advisory
Client Testimonial
"Our collaboration with Westmount Capital Partners has been a transformative journey, driving us towards our strategic goal of a $100 million acquisition. As a leading insurance solutions provider based in Florida, our objective was to find a partner who could understand our unique needs and help us achieve our ambitious targets.
Westmount Capital Partners proved to be that partner. Their deep expertise in strategic financial solutions and their commitment to our vision were crucial in navigating the complex landscape of acquisition financing. They facilitated the necessary preparations and provided invaluable advice.
This strategic partnership has not only enabled us to streamline our operations and enhance our service offerings but also positioned us as a prime acquisition target. With Westmount's guidance, we have seen a significant uptick in our market presence, revenue growth, and overall valuation.
We highly recommend Westmount Capital Partners to any company aiming for strategic growth through acquisitions. Their expertise and tailored financial solutions have been pivotal in our journey towards achieving our $100 million acquisition goal."
CEO of Insurance Company
Innovative Queue Management Manufacturer - $26M Mezzanine Financing
Client Testimonial
"Our experience with Westmount Capital Partners has been nothing short of transformative. As a UK-based manufacturer of innovative queue management solutions, we faced significant challenges in acquiring our US distributor due to the high acquisition cost and our existing bank loan. Traditional investment bankers recommended bringing in a private equity investor, which would have resulted in substantial dilution of our ownership stake—something we wanted to avoid.
Westmount Capital Partners provided an exceptional solution. They advised us to explore mezzanine financing, allowing us to secure the entire $26 million needed for the acquisition without losing control of our company. Thanks to their strategic guidance and expertise, we retained full ownership and control over our operations.
The results speak for themselves. Post-acquisition, our revenue tripled, and our profit increased sevenfold. Within three years, we sold the company at a valuation ten times higher than its pre-acquisition level. Had we followed the traditional route of bringing in an equity investor, we would have missed out on tens of millions of dollars upon the company's sale.
Westmount's innovative approach to financing not only preserved our ownership but also propelled our growth and profitability to new heights. We are incredibly grateful for their support and highly recommend their mezzanine financing solutions to any business seeking acquisition funding without equity dilution."
CEO of Innovative Queue Management Manufacturer
Commercial Check-Cashing Company - $7M Expansion Funding
Client Testimonial
"Our journey with Westmount Capital Partners has been a game-changer for our business. As a licensed commercial check-cashing company on Long Island, New York, we provide essential financial services to the local small business community. Despite our rapid growth, we faced significant challenges in securing the external capital needed to sustain our expansion. Traditional banks were hesitant to lend to us, and investment bankers suggested selling the company to raise capital—a move we felt was premature given our growth potential.
Westmount Capital Partners recognized our strong recurring cash flow and saw us as an ideal candidate for cash flow-based lending from a mezzanine lender. They helped us articulate and demonstrate the robustness of our cash flow and growth potential. Through their expertise and guidance, we successfully secured over $7 million in funding through two distinct transactions.
The impact of this funding has been extraordinary. Our revenue has more than tripled, and our profits have increased fourfold compared to pre-closing levels. With ample cash reserves, we are now exploring new avenues of growth and developing an innovative product that could revolutionize our business.
By avoiding a premature sale, we retained ownership and significantly increased our net worth. Westmount's innovative financing solutions and strategic support have been instrumental in our continued success. We highly recommend their mezzanine financing services to any business seeking growth capital without sacrificing ownership."
CFO of Commercial Check-Cashing Company
Healthcare Information Solutions Provider - $8M Mezzanine Loan for Acquisitions
Client Testimonial
"Our partnership with Westmount Capital Partners has been instrumental in driving our strategic growth through acquisitions. As a provider of healthcare information solutions, expanding through strategic acquisitions was pivotal to our growth strategy. However, securing external capital without significant equity dilution was a challenge we faced.
Westmount Capital Partners understood our unique needs and facilitated an $8 million mezzanine loan from a suitable lender. This funding enabled us to execute six strategic acquisitions seamlessly. The results were remarkable—our revenue surged by 12-fold, and our profits increased by an impressive 16-fold compared to the pre-acquisition period.
By avoiding large equity raises and preserving our ownership, we could reinvest our profits into developing innovative new products, further fueling our growth trajectory. Westmount's expertise in mezzanine financing and their strategic support were pivotal in our success. We highly recommend their tailored financing solutions to any business looking to expand through strategic acquisitions."
CEO of Healthcare Information Solutions Provider
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