NEW YORK · EST. 1995 · MEMBER FINRA / SIPC
Investment banking with over three decades of innovation in Structured and Project Finance.
For over three decades, Westwood Capital has designed structured-finance solutions that became market conventions, introducing new asset classes and delivering investment-grade execution where others couldn’t.
Since 1995. Built on Judgment, Not Volume.
OUR HERITAGE
Since 1995, Westwood Capital has operated with a clear focus: delivering tailored, value-driven solutions to complex capital markets transactions. We believe investment banking is not about volume or standardized products, but about thoughtful structuring aligned with each client’s unique objectives. Westwood’s bankers have worked together for decades in the creation and popularization of many forms of financing that are today widely accepted in the financial markets but were originally custom-designed solutions for individual clients.
30 Year
History
Reliable
Execution
Senior Professionals
Consistent Innovation
WHAT WE DO
Five practice areas.
One firm.
Senior-led across complementary disciplines. Every mandate personally led by the firm’s principals from first conversation through closing.
Custom-structured securitized debt and corporate finance advisory. Our principals were present at the creation of the ABS industry.
SECURITIZATION & CORPORATE FINANCE
01
02
The originator and dominant arranger of affordable housing future-flow securities. Over $3.5B in investment-grade bonds placed.
AHFCABS / GP SECURITIZATIONS
03
M&A advisory, portfolio valuations, ratings agency advisory, and quarterly reporting for LIHTC and Section 8 developers and sponsors.
LIHTC ADVISORY
04
STRATEGIC CAPITAL & PLATFORM TRANSACTIONS
Minority equity partnerships, platform transactions, and M&A for non-bank financial companies and LIHTC sector developers.
Unconflicted advisory in complex restructurings and securitization-related disputes; one of the few firms able to act without conflict.
RESTRUCTURING & LITIGATION SUPPORT
05
Financing Affordable Housing at Scale
AN ASSET-CLASS LEADER
Since 2017, Westwood has applied its structured-finance expertise to the shortage of affordable housing. The firm originated AHFCABS: allowing developers and owners of LIHTC and Section 8 portfolios to convert long-dated, creditworthy future cash flows into investment-grade capital today, without pledging properties or disturbing existing stakeholders.