West 4th Capital

Bringing elite Wall Street investment banking sophistication to small and medium sized business transactions

Discover more
Discover more
WHAT WE DO

Core Focus

We are obsessed with our clients’ success before, during, and after their M&A deal closes. We advise our clients on sell-side and buy-side M&A transactions and perform best-in-class valuations. 

Sell-Side Majority
Acquisitions

Buy-Side Acquisition
Mandates

Sell-Side
Valuations

Strategic market
assessments

Contact us
Contact us
EXPERTISE

Sector Focus

IT
Services

Technology Consultants
Managed Service Providers
Custom Software Developers
Systems Integrators

Residential
services

HVACR / Plumbing / Electrical
Pest Control
Gutters
Renovation
Restoration
Foundation Repair

Commercial
services

  • HVACR / Plumbing / Electrical
  • Elevator and Mechanical Systems
  • Landscaping, Waste, & Other Site Services

Outsourced
business models

Outsourced Accounting & CPA firms
Business Process Outsourcing (BPO)

Deal Size:

$5mm to $50mm

Geography:

U.S., Canada, Latin America

About us

Unique experience

West 4th Capital’s Principals offer unique experience within lower middle market investment banking, formed through years of work and study at some of the world’s top financial institutions.

They have worked at global investment bank Canaccord Genuity, 7 Mile Advisors (acquired by Houlihan Lokey), $14 billion hedge fund Halcyon Asset Management, $2 billion private equity firm Sunstone Partners, and $1B OMERS private equity-backed Residential Services acquirer TurnPoint Services.

The Principals honed their financial acumen at top academic organizations on full scholarships. They include NYU Stern School of Business’ MBA program and at Ivy League institution, the University of Pennsylvania.

 

Team

Our Team

No data was found
Firms

Companies We’ve
Worked With

process

How we work

01

Unique Deal Process & Value Generation for our Clients

Unique W4 processes (pre-LOI, auction, negotiation) developed at global financial institutions.

Results in increased value: higher valuations, better deal terms, and greater certainty of close.

02

Integrity as our Core Value:

Integrity is our core value - we tell our clients what they need to hear, even if it’s uncomfortable doing so.

We have no conflicts of interest. Period. Our client’s interest is our interest.

03

Understand Founders’ & Entrepreneurs’ Needs:

We understand that selling a business is an emotional journey and it takes time to decide if and when the moment is right.

We will be with you well before the sale process begins, during, and after the deal closes.

When you sell your business, what happens to your employees, and finding the right partner are crucial considerations that W4 helps you think through.

TESTIMONIALS

What They Say?

As a former owner of an HVAC company, I found West 4th Capital to be industry experts in the Residential Services segment. They were a joy to work with. They definitely always kept our best interest in mind and that showed in the successful outcome of the sale of our business.

John

— Emergency Air

West 4th team, I wanted to say thank you for all of the hard work and dedication that you have put into this deal. This has been a roller coaster of emotions and this process was challenging. You all stayed true to your word and always fought for what we believed was right. You all truly create art in these deals and I am glad I had you in our corner. Thank you all again for guiding our family through this process.

Corey

— AC Designs

The West 4th Capital team members are exemplary professionals. They are hardworking, knowledgeable, and fun to work with. They were instrumental in facilitating a seamless transaction when I sold my company.

Robin

— US Wired Inc.