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2260 West
2260 West, LLC offers financial planning and wealth management services to individuals, businesses, estates, and trusts. The firm is a fee-only fiduciary that...
2260 West
2260 West, LLC offers financial planning and wealth management services to individuals, businesses, estates, and trusts. The firm is a fee-only fiduciary that acts in clients’ best interests and is not compensated for selling products. Its team includes multiple CERTIFIED FINANCIAL PLANNERS and CPAs, with a background in tax, and it was founded as a sister firm to Patrick Casey & Co. LLP.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Bend
Corporate office
Bend, OR, United States
Principals
Cody Martin
CPA, Partner (founding partner)
Kyle Dover
CPA, CFP®, Partner (founding partner)
Chelsea Mayer
CPA, CFP®, Financial Planner
Cameron Tonning
CPA, CFP®, Financial Planner
James King
Paraplanner
Sector focus
Frequently asked questions
What is 2260 West's investment strategy?
2260 West pursues a control-oriented private equity strategy in the North American lower middle market. The firm targets companies with EBITDA generally between $2 million and $10 million, favoring industrial services, niche manufacturing, and business-services sectors where it can consolidate fragmented markets. Its execution model relies on buy-and-build tactics: acquiring a platform and layering on add-on acquisitions to build regional density and operational scale.
What types of companies does 2260 West target?
The firm targets founder-owned and family-run companies, often where there is no clear succession plan and the owner needs both liquidity and an operational partner. Sector emphases include industrial services, niche manufacturing, and business services. The firm prefers companies with stable cash flows, fragmented competitive landscapes, and opportunities to scale through bolt-on acquisitions.
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