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An Investment Bank with 20+ Years of Delivering Value for Our Clients

Let us Help You Take the Next Step to Achieve Your Financial and Personal Objectives

$20M+

Transactions from $20 million to $250+ million

20+ years

Delivering value for our clients for 20+ years

$6+ billion

Hundreds of businesses worth over $6 billion sold by our bankers

Our Services

Comprehensive Investment Banking Solutions

We’ll partner with you to:

  • Help you confirm your short-term and long-term goals
  • Craft a transaction strategy to achieve those goals
  • Apply our disciplined process so you can continue to focus on your business
  • Create a competitive environment among buyers to generate strong offers

With our broad network and deep relationships with leading institutional sources of capital, we’ll work with you to:

  • Align your immediate and long-term corporate objectives with your financial strategy
  • Identify high potential sources of capital whose approaches and philosophies complement your business
  • Create a competitive environment among investors to minimize dilution
  • Advise on the often complex structures associated with capital raise transactions

We provide retained or project-based financial advisory and business consulting services to privately-held companies seeking:

  • Fairness opinions
  • Valuations
  • Strategic counsel, including preparation for sale

About Us

The Most Important Transaction of Your Life

We are a FINRA-registered middle market investment bank for business owners, dedicated to helping you sell your business for what it’s truly worth, and achieving other important goals for your family, employees, and community.

Our mission is to ensure a robust sales process that rewards your hard work and places your business in capable hands as you transition to the next phase of your life.

As former business owners and sellers, we understand the path you’re on. With firsthand experience and expert knowledge, we can guide you in protecting your business’s value and ensuring a smooth transition. 

We recognize that our engagements often represent one of the most significant events in our clients’ lives. Thus, we treat every engagement with attention, care and professionalism. Westbury coordinates our client’s team of financial, tax, legal, trust and estate and accounting advisors to achieve the client’s objectives.

Areas Of Expertise

Sectors We Serve

Westbury is a generalist firm, handling engagements in a variety of industries. We have particular expertise in the following sectors.

Technology/ Media/ Telecom

Westbury covers the Technology/Media/Telecom (TMT) sector, including Internet and digital media, IT services, social media, software, and telecom.

Aerospace & Defense / Government Services

Westbury covers the Aerospace & Defense / Government Services sector, including aerospace, defense, and government services.

Healthcare

Westbury covers the Healthcare sector, including healthcare services, diagnostic products, and capital equipment used for pharmaceutical manufacturing and life sciences research.

Energy / Oil & Gas, Clean Text & Renewables

Westbury covers the Energy sector, including Oil & Gas (oilfield services & technology) and also Clean Tech & Renewables (solar, wind, geothermal, energy efficiency, green transportation, natural gas and bio-fuels, water and waste, and environmental services).

Consumer, Food & Retail

Westbury has deep expertise in the Consumer, Food & Retail sectors, including transactions in e-commerce, brick and mortar retail, and the food and beverage sectors.

Advanced Manufacturing

Westbury covers the Advanced Manufacturing sector, including diversified industrials, electrical and electronic components, flow control, industrial equipment, and measurement and control.

Transportation & Logistics

Westbury focuses on all aspects of the Transportation & Logistics sector, including 3rd Party Logistics, Maritime, Rail, and Trucking.

Transactions

Current Transactions

M&A Sellside

Sector: Healthcare

Location: North

ID: 1915

Temperate is a specialized medical warming equipment company located in the US with brand recognition for quality. Company has significant intellectual property including international patents and trademarks, manufacturing process, and regulatory property (4 FDA 510(k)s and 4 CE Marks). ISO 13485:2016 manufacturing process highly documented and scalable resulting in a warranty claim rate of <0.25%. Company has a 19% 3Yr CAGR through 2023P.

2022A Rev. $11.9M 2022A EBITDA = $2.2 2023F Rev. $15.1M 2023F EBITDA = $3.6

Temperate is a specialized medical warming equipment company located in the US with brand recognition for quality. Company has significant intellectual property including international patents and trademarks, manufacturing process, and regulatory property (4 FDA 510(k)s and 4 CE Marks). ISO 13485:2016 manufacturing process highly documented and scalable resulting in a warranty claim rate of <0.25%. Company has a 19% 3Yr CAGR through 2023P.

Capital Raise Equity

Sector: Technology / Media / Telecom

Location: West

ID: 1993

Rana is a SaaS software provider for auto dealerships. Its AI-driven business intelligence/decision analytics platform and growing suite of solutions uniquely integrates data from dealer management systems and other siloed data sources to deliver advanced reporting and actionable business recommendations. Dealers realize near-term, quantifiable benefits in warranty operations, service and sales. Rana is raising $20M for product development and expanding sales, marketing, and operations.

Feb 24 ARR = $5.0M, 25% QoQ growth

Rana is a SaaS software provider for auto dealerships. Its AI-driven business intelligence/decision analytics platform and growing suite of solutions uniquely integrates data from dealer management systems and other siloed data sources to deliver advanced reporting and actionable business recommendations. Dealers realize near-term, quantifiable benefits in warranty operations, service and sales. Rana is raising $20M for product development and expanding sales, marketing, and operations.

M&A Sellside

Sector: Construction

Location: Southwest

ID: 1939

Cactus provides construction-related services for building all types of residential homes. It operates in two states, has approximately 400 employees, and utilizes around 200 subcontractors. It has operated for more than 30 years with the same owner.

2023 Rev $77.1M EBITDA $4.4M 2024 P Rev $77.8M P EBITDA $4.4M

Cactus provides construction-related services for building all types of residential homes. It operates in two states, has approximately 400 employees, and utilizes around 200 subcontractors. It has operated for more than 30 years with the same owner.

Our Process

Our Highly Disciplined Process Drives Positive Results

Westbury works to make sure that each and every engagement is successful.

Due Diligence

Business
Financials
Capital Structure

Marketing Preparation

Positioning
Teaser & Memorandum
Identify Investors
Valuation

Marketing

Information to Investors
NDA & CIM
Respond to Questions
Indications of Interest

Sales

Meet with Finalists
LOIs
Negotiation
Review & Approval

Deal Preparation

Investor Due Diligence
Negotiate Purchase Agreement
Final Approval

Closing

Transaction
Post Closing

Experience

Recently Completed Engagements

A leading SAAS platform for the Maritime transportation industry, has been acquired by

Westbury Group served as exclusive financial advisor to Q88 LLC.

A LEADING AESTHETIC SERVICES PROVIDER, HAS BEEN ACQUIRED BY BODY CONTOUR CENTERS, LLC

Westbury Group LLC acted as exclusive financial advisor to Body Sculpt Intl, LLC.

RAISED $45,000,000 IN EQUITY GROWTH CAPITAL FROM A

Westbury Group served as exclusive financial advisor to Heartland Water Technology

Interested in Selling Your Company?

We look forward to learning how we can help you.

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International Reach

Our Trusted Partners

In its engagements, Westbury regularly pursues global cross-border buyers, investors and sellers. To boost its global reach, Westbury is a member of the International Corporate Finance Group, a consortium of investment banking boutiques similar to Westbury operating in 20+ offices located in Europe, Asia, the Middle East and South America. Our partnership with ICFG’s affiliate firms provides local presence and knowledge around the globe.