WestView Capital Partners

Co-founders Richard Williams and Carlo von Schroeter lead the firm's investment committee. Both were previously at Summit Partners and built WestView's strategy around their shared conviction in concentrated, structured-equity investing in the lower middle market. The firm's partnership model keeps senior decision-making in a small group, with junior deal professionals supporting pipeline development and portfolio work.

WestView writes equity checks generally between $20M and $80M per platform, targeting companies with $3M–$20M of EBITDA. The firm executes both minority growth investments and majority recapitalizations, structuring transactions to leave significant founder equity in place. It also runs a dedicated non-control program for founders who want capital but not a change in governance.

WestView relies on a proprietary network built over two decades in the lower middle market, including relationships with industry executives, sector-focused boutique investment banks, and repeat referrals from founders it has previously backed. The firm does not run a broad auction-based process strategy and competes more on its partnership posture with founders than on headline price.

WestView has not been known to invest in consumer brands, hard-asset industrial manufacturing, upstream energy, or financial services. The firm has remained deliberately narrow, staying within business services, healthcare services, and enterprise software, where the partnership can apply sector-specific operating patterns across the portfolio.

No. Despite its name, WestView is a traditional private equity firm managing institutional capital from limited partners. It raises successive blind-pool funds and has no connection to a single-family wealth source. Its principals are career growth-equity investors, not family-office allocators.

WestView runs concentrated portfolios, typically building each fund around 12 to 15 platform investments. This allows the same senior partners to sit on boards and engage deeply with management teams across the portfolio, rather than spreading attention across dozens of sub-scale positions.

While WestView itself is headquartered in Boston and maintains no satellite offices, its portfolio spans North America, with many companies operating nationwide, often with ancillary operations in Canada, the United Kingdom, and Western Europe. The firm does not have a dedicated international fund but has supported cross-border add-on acquisitions for its platforms.