Stewarding, Building

Great companies

Westfall acquires emerging and established businesses on behalf of our families and close partners.  We work with owners, founders, and management teams to develop win-win solutions and to preserve the culture and legacy they created.

how we work

We come from family businesses and have spent our careers as owners, operators, and investors. To us, investing is about more than making money. We invest with good people in good businesses that bring good energy.

Over time, we’ve bought big businesses and little businesses. A lot of them have been great experiences, and a couple didn’t go as planned. Along the way, we’ve seen a lot and gained the experience required to invest and operate efficiently and professionally. Most importantly, we bring the perspective of family-based investors and operators, with a keen eye on the things that matter: your people, your customers, and your partners.

WHAT MAKES US DIFFERENT

WESTFALL

PRIVATE EQUITY

FAMILY OFFICE

SEARCH FUND

  • Transaction
    process
  • Legacy
  • Operating experience
    .
  • Operating involvement
    .
  • Ownership
    period
    .
  • Incremental investment
  • Efficient & flexible
    .
  • Core focus; we come from family businesses
  • Material experience as c-suite operators
    .
  • As needed; willing to help on any project
    .
  • Entirely based on circumstance
    .
  • Available
    .
    .
  • Slow & Intrusive
    .
  • None
    .
  • Unlikely to have much or any experience as operators
  • Limited/no involvement; big asks with little/no support
  • 3-5 years, capped by fund life
    .
  • Available
  • Depends on size/sophistication
  • Depends on family background
  • Unlikely to have much or any experience as operators
  • Limited to no involvement
    .
  • Typically indefinite, leading to uncertain future proceeds
  • Depends on FO; often at whim of decision maker
  • Slow; often learning on the job
  • Unlikely a core focus
    .
  • Unlikely to have much or any experience as operators
  • Take over as lead operator, regardless of experience
  • As long as it takes for fund managers to earn into their return
  • Likely not available

WHAT MAKES US DIFFERENT

Our
criteria

What we buy

Private and family-owned businesses where the owner is looking to transition the business to a likeminded partner

Investment size

$1-50 million

Ownership

Majority, with flexibility for owners to retain ownership and a role in the business

Earnings

Greater than $800k

COMPANIES we have Owned

Revenue

  • $3 millon to over $1 billion

Seller’s post-closing role

  • Remaining post-closing ownership: 0-40%
  • Post-closing involvement: CEO, board member/advisor, or complete exit from the business

Industries

  • Light Industrial/Manufacturing
  • Distribution
  • Healthcare services
  • Consumer goods
  • Energy
  • Software
  • Retail

Holding period

  • Historically 3-8 years
  • Ideally forever

Our Team

co-founded

BRADY DOLSEN

Co-founder

Brady co-founded Westfall in 2019. Prior to Westfall, Brady founded Columbia Basin Partners, LLC where he initiated and managed private equity investments on behalf of family and institutional capital sources. CBP’s investments spanned the light manufacturing, distribution, energy, consumer, and agricultural industries. Prior to to Columbia Basin Partners, Brady worked for two oil and gas focused investment banks, Petrie Parkman & Co./Merrill Lynch and TristoneCapital/Macquarie Capital (USA), where he was part of a team that led equity coverage of the downstream and integrated oil sectors. Brady holds a B.A. from the University of Colorado.

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co-founded (1)

CHARLIE KETTERING

Co-founder
Charlie co-founded Westfall in 2019. His experience spans private equity, management consulting, and c-level operating positions. Prior to Westfall, Charlie served as a partner and investment professional at two institutional private investment firms, Mantucket Capital and Cedar investors, where he focused on the services, industrials, retail, and technology sectors. Prior to that, Charlie was a consultant at McKinsey & Company in the consumer products and healthcare groups. He holds a B.A. magna cum laude from Dartmouth College and an M.B.A. with honors from The Wharton School of the University of Pennsylvania.
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Contact Us

Address

260 N Josephine St, Suite 600
Denver CO 80206

Email Address

info@westfallpc.com