West Allen Capital

Overview

West Allen Capital is a private equity firm supported by institutional and family office capital, specializing in control equity investments in family-owned and privately held businesses within the lower middle market. The firm seeks to partner with strong management teams to generate systematic growth for portfolio companies and create value for investors. With over a decade of experience, West Allen Capital focuses on organic growth and assisting management teams in executing readily available growth initiatives that have been identified but not pursued historically. The firm's investment criteria include targeting companies with revenues exceeding $7.5 million, EBITDA between $1.0 to $4.0 million, and an EBITDA margin greater than 10%. Industries of primary focus are niche manufacturing, distribution, chemicals, and packaging, with secondary consideration given to business services. Geographically, West Allen Capital concentrates on companies headquartered east of the Rocky Mountains in the United States. The firm aims to be the first institutional capital invested in lower middle market companies, emphasizing predictable and defensible cash flows, some level of recurring revenue, and easy-to-understand business models. Transaction types supported by West Allen Capital encompass exit and succession planning, management buyouts, corporate divestitures, and recapitalizations. The firm has a history of partnering with management teams to facilitate business transitions and growth, exemplified by its investments in The Ruscoe Company, a chemical manufacturer in Akron, OH, and Stealth Manufacturing, a manufacturer of burner components in Savage, MN. These investments highlight West Allen Capital's commitment to fostering growth and value creation in its portfolio companies.