True West provides wisely structured capital and guidance to help middle-market companies realize their full potential.
We partner with people, not companies. Those who share our belief that the long-view beats the short-term; that the value of a relationship is equal to any sum on a balance sheet; that the company we keep is the best measure of the company we are.
Winter 2023
True to Form.

As 2024 approaches, the debt capital markets remain open, but more selective and expensive. We continue to make the most of this business climate by honing the strategies responsible for the success of our first two funds. Focus pays. True West Fund III has made nineteen investments to date. The coming year is shaping up to be every bit as promising. With a newly expanded team, we expect to be even more effective.

Our experience navigating the ups and downs of multiple economic cycles affirms our investment philosophy. Tactics change when markets are in flux, but our approach continues to provide flexibility without compromising the rigor of our discipline. And there are always smart business owners worthy of our resources and focus.

News from Out West

December 2023

We are pleased to introduce our newest team member.

Join us in welcoming Brooks Young as our newest Associate. Brooks brings five plus years experience in Principal Investing, Leveraged Finance, and Mergers and Acquisitions. His financial acumen and personal commitment to building lasting partnerships will be a valuable asset to our growing team. True West Team >
August 2023

Franchise Creator

We are pleased to announce the recent closing of our 18th portfolio investment in True West Fund III, Franchise Creator, a portfolio company of our partner Liftout Capital. Founded in 2011 and headquartered in Miami, Florida, Franchise Creator provides franchise development consulting services and franchise sales services for clients across a variety of industries. Franchise Creator >
June 2023


On June 21st, we closed our 17th portfolio investment in True West Fund III. Founded in 2004, VIC the PICC provides mobile vascular access services in a variety of settings including hospitals, skilled nursing facilities, pharmacies, home health providers, and hospice. VIC the PICC >