FWCap YIR2017 Infographic k1-r9Web - First West...
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Expertise beyond the deal® FIRSTWESTCAPITAL.CA SIGN UP TO RECEIVE OUR EMAILS FOLLOW US ABOUT FIRST WEST CAPITAL First West Capital specializes in innovative junior capital solutions for mid-market businesses across all industries in Canada. We’re a small, dynamic group of financial professionals who understand entrepreneurs - because we’re entrepreneurs too. We empower our clients by eliminating financial hurdles, providing flexibility and creating strong partnerships. We're passionate about helping businesses grow, acquire or transition. CLIENT HIGHLIGHTS Throughout 2017, we have supported dynamic and diverse businesses as they grow, acquire and transition. We're really proud of our innovative and industry-leading clients. Here's a look at a few of the amazing entrepreneurs we get to work with every day: MBO | BRITISH COLUMBIA FOOD SERVICES “Financing from First West Capital allows us to take a long-term view of our growth and pursue future opportunities." - Taylor Gemmel, Owner, Anita's Organic Mill “ “ We decided to work with First West Capital because they were willing to be creative and were very clear on what they do best – addressing our funding gap with speed and certainty. - Oliver Steffen, Owner, G3 $ 43M TRANSACTIONS FUNDED TO DATE FUNDED $ 208M 21 TRANSACTION SIZE LARGEST $ 7.5M SMALLEST $ 600,000 AVERAGE TRANSACTION $ 2.26M TYPES OF DEALS GROWTH | BRITISH COLUMBIA SKI EQUIPMENT MANUFACTURER 38% Working Capital & Growth 9.5% MBO 9.5% Shareholder Buyout 4.7% Dividend Takeout 4.7% Equity 9.5% Re- Fi 14.5% Acquisition 9.5% Real Estate • Provide entrepreneurs with a full suite of junior capital solutions across Canada, and selectively, the United States. • Support exciting, rapidly growing companies by being a solutions-based partner . • Expand our team's capacity and recruit best-in-class talent. 2018 OUTLOOK 2017 HIGHLIGHTS 2017 CVCA TED ANDERSON COMMUNITY LEADERSHIP AWARD National Managing Director, Kristi Miller, was recognised for her outstanding commitment to community and was presented with the 2017 CVCA Ted Anderson Community Leadership Award. Implemented a new organizational structure to create operational efficiencies, increase professional development of our team and to better serve our clients. BETTER SERVING OUR CLIENTS Participated in a follow-on round for our first equity investment, Espro. Completed our second US-based deal, AlterG. 2017 Expertise beyond the deal® YEAR IN REVIEW MBO | BRITISH COLUMBIA CONSTRUCTION $7.5 MILLION Our largest deal was in Alberta MBO | BRITISH COLUMBIA FLOORING RETAILER GROWTH | ONTARIO FOOD SERVICES Completed two deals using convertible debentures, including Anita’s Organic Mill.
Transcript of FWCap YIR2017 Infographic k1-r9Web - First West...
Expertise beyond the deal®
FIRSTWESTCAPITAL.CASIGN UP TO RECEIVE OUR EMAILS FOLLOW US
ABOUT FIRST WEST CAPITAL
First West Capital specializes in innovative junior capital solutions for mid-market businesses across all industries in Canada. We’re a small, dynamic group of financial professionals who understand entrepreneurs - because we’re entrepreneurs too.
We empower our clients by eliminating financial hurdles, providing flexibility and creating strong partnerships. We're passionate about helping businesses grow, acquire or transition.
CLIENT HIGHLIGHTSThroughout 2017, we have supported dynamic and diverse businesses as they grow, acquire and transition. We're really proud of our innovative and industry-leading clients. Here's a look at
a few of the amazing entrepreneurs we get to work with every day:
MBO | BRITISH COLUMBIAFOOD SERVICES
“Financing from First West Capital allows us to take a long-term view of our growth and pursue future opportunities."
- Taylor Gemmel, Owner,Anita's Organic Mill
““ We decided to work with First West Capital because they were willing to be creative and were very clear on what they do best – addressing our funding gap with speed and certainty.
- Oliver Ste�en, Owner, G3
$43M
TRANSACTIONS FUNDEDTO DATEFUNDED
$208M21
TRANSACTION SIZELARGEST $7.5M
SMALLEST $600,000
AVERAGE TRANSACTION
$2.26M
TYPES OF DEALS
GROWTH | BRITISH COLUMBIASKI EQUIPMENT MANUFACTURER
38%Working Capital & Growth
9.5%MBO
9.5%Shareholder
Buyout
4.7%Dividend Takeout
4.7%Equity
9.5%Re- Fi
14.5%Acquisition
9.5%Real Estate
• Provide entrepreneurs with a full suite of junior capital solutions across Canada, and selectively, the United States.• Support exciting, rapidly growing companies by being a solutions-based partner.• Expand our team's capacity and recruit best-in-class talent.
2018 OUTLOOK
2017 HIGHLIGHTS
2017 CVCA TED ANDERSON COMMUNITY LEADERSHIP AWARD
National Managing Director, Kristi Miller, was recognised for her outstanding commitment to community and was presented with the 2017 CVCA Ted Anderson Community Leadership Award.
Implemented a new organizational structure to create operational e�iciencies, increase professional development of our team and to better serve our clients.
BETTER SERVING OUR CLIENTS
Participated in a follow-on round for our first equity investment, Espro.
Completed our second US-based deal, AlterG.
2017Expertise beyond the deal®
YEAR IN
REVIEW
MBO | BRITISH COLUMBIACONSTRUCTION
$7.5 MILLION
Our largest deal was in Alberta
MBO | BRITISH COLUMBIAFLOORING RETAILER
GROWTH | ONTARIOFOOD SERVICES
Completed two deals using convertible debentures, including Anita’s Organic Mill.
