Our Team
Experience.
Nimble.
We are seasoned investors, with experienced earned through multiple business cycles. We enjoy building and maintaining long-term relationships, treating people fairly and delivering on our promise.
As owners, we commit our personal capital in every deal.
Our word means everything.
Brian Brezovec
Senior Associate
I've seen countless times in my career the importance of small businesses to have the right financial partner. For us, the best investments are ones where we can partner with ambitious and talented teams who embark on a journey to build a platform of growth and scale for the benefit of employees, customers, and all stakeholders, not just financial shareholders. Building those relationships and providing the financial support to help them thrive is tremendously rewarding.
CV
  • Brian joined True West in 2022.
  • 5+ years principal investing, corporate development, and investment banking
  • KeyBanc Capital Markets, Investment Banking
  • Radiology Partners, Corporate Development
  • Westhook Capital, Private Equity
  • The Ohio State University, BSBA, Finance, 2017
  • Iain Douglas
    Managing Director, Co-founder
    Helping a good company become great certainly is its own reward. More important though, it’s the way we do it that matters. I liken it to the stewardship championed by folks that embrace mother nature in their camping ethic. We were here, but we respected the territory and left it in even better shape than when we arrived.
    CV
  • Co-founded True West with Steve in 2009.
  • 30+ Years of Principal Investing, Leveraged Finance, M&A
  • CIT, EVP Western Group Head, Commercial & Industrial Group
  • GE Capital, SVP Capital Markets, Risk Mgt
  • UCLA, MBA, Finance, 1991
  • Cornell, BA, Economics, 1984
  • Brian Hayden
    Managing Director
    Working in a team-oriented culture that shares my goals and values inspires me every day. I enjoy our relationship driven focus that holds honesty and integrity above all and the long term perspective we take with our partners. Our culture allows me to be creative and an independent thinker as we look for ways to add value to our partner companies and deliver strong risk adjusted returns for our investors.
    CV
  • Brian joined True West in 2009.
  • 15+ Years, Principal Investing, Leveraged Finance, Investment Banking
  • Credit Suisse, Investment Banking
  • Lehman Brothers, Leveraged Finance
  • Duke University, MBA, 2006
  • Univ. of Oregon, BS, Bus. Administration, 1999
  • Todd Morris, CFA
    Managing Director
    I believe the most successful businesses focus on people and partnerships. That is especially true in the lower middle market. True West embodies this belief, treating all team members like owners, proactively solving any issues (either good or bad) that our partners experience, and striving to do more for our investors than simply driving True West portfolio returns. I feel lucky to have such great colleagues at True West, whom I consider family, and I remain energized by the entrepreneurs that we partner with to continue to help grow their businesses.
    CV
  • Todd joined True West in 2016
  • 10+ Years Principal Investing, Leveraged Finance, and Equity Research
  • Houlihan Lokey, VP, Fin. Restructuring
  • Midwest Mezzanine Funds, Sr. Analyst
  • UCLA Anderson, MBA, 2012
  • Miami University, BS in Business, 2003
  • Alex Rocca
    Director
    We are close knit team priding ourselves on being quick studies, providing creative capital solutions, and a partnership approach. That makes us nimble, effective decision makers when time is critical. It also means everyone's talents matter. Everybody in this office is encouraged to speak up if they see something about a deal that needs close scrutiny. You don't see that in many larger firms.
    CV
  • Alex joined True West in 2016
  • 9+ Years, Leveraged Finance, Corporate & Investment Banking
  • SunTrust Robinson Humphrey, Investment Banking
  • Wells Fargo, Sales & Trading
  • Univ. of Southern California, BS, Econ., 2013
  • Steven Wilkins
    Managing Director, Co-founder
    Growing up in Eastern Oregon, I've seen first-hand that building a thriving business has impacts extending far beyond the returns we realize for our partners and ourselves. One company’s success can ripple throughout the community. Those stories and local relationships are among the most satisfying aspects of this work.
    CV
  • Co-founded True West with Iain in 2009
  • 30+ Years, Leveraged Finance, M&A
  • GE Capital, SVP Team Leader, Corporate Finance
  • B of A, SVP, Corporate Banking
  • US Bank, SVP, Corporate Banking
  • Univ. of Oregon, BS, Bus. Administration, 1987