Western Heritage Capital

AboutWESTERN HERITAGE CAPITAL

With strong relationships in New York City and Salt Lake City, Utah, Western Heritage Capital has a supportive network consisting of some of the most recognizable family offices, financial services companies, and private investment firms in the country who are interested in helping growing businesses stay ahead of the curve. We possess unique skills and a specialized business platform to enable us to work closely with small and medium-sized family-owned companies that operate within the Mountain West region. Our team consists of experienced, reputable professionals and a "Who's Who" advisory board possessing world-class leadership credentials in business and government, allowing us to add value to companies by leveraging our experience and relationships to help them prosper.

NEW YORK TRACK RECORD, WESTERN HERITAGE

The pioneer spirit that resulted in the western migration more than a century and a half ago is the same spirit that governs our approach to partnership. We are willing to take risks and work hard to realize future promise.
We bring more than two decades of experience, including partnership rolls at top-tier New York investment firms.
We have relationships at the highest levels of corporate finance within the global insurance and capital markets, including with some of the largest, most prominent insurance companies and New York investment banking firms.

A LOYAL AND COMMITTED PARTNER

Long-term, relationship-oriented approach. We view capital as a mechanism to grow and improve companies. We are not bound to any particular horizon or exit strategy, and we are a flexible partner.
Sector expertise. We have deep specialty knowledge within the industry sectors where we target opportunities, enabling us to add strategic value to the businesses we partner with.
Integrity. We have a reputation for integrity and trustworthiness in the deal business, making us a preferred partner on deals.
Management-centric. We rely on and work with management teams, not against them. We are owner-operator friendly.

QUALITIES WE LOOK FOR IN A TARGET BUSINESS

We are an ideal partner for profitable and growing family-owned companies operating in the Mountain West region of the United States. Businesses we target have the following characteristics:

High quality, experienced, passionate operators who lead the business.
Niche, specialized business models that are difficult to replicate, and that leverage technology.
Pre-identified revenue expansion and/or margin improvement opportunities.
Transparent financial statements with no room for guesswork on profit margins.