FIVE PRACTICE AREAS. ONE FIRM.
WHAT WE DO
Every mandate personally led by the firm’s principals from first conversation through closing, across AHFCABS and GP securitizations, LIHTC advisory, securitization and corporate finance, strategic capital and platform transactions, and restructuring and litigation support.
01
SECURITIZATION & CORPORATE FINANCE
Giving clients access to custom-structured securitized debt issuance is a hallmark of Westwood Capital’s product focus. Through privately placed securitizations of hard and financial assets, future-flow securitizations, offerings by first-time issuers, as well as securitizations of new asset types, Westwood introduces issuers and assets to the capital markets in a way that maximizes the interest of the market and value for the client.
Westwood’s principals have been an integral factor in the creation and execution of a number of signature transactions. As individuals “present at the creation” of the asset-backed securitization industry, Westwood’s senior professionals bring an unparalleled creativity and perspective to the debt capital markets.
SIGNATURE FIRSTS
First commercial mortgage-backed securities (CMBS) offerings
First investment-grade ABS in a bankruptcy reorganization
First investment-grade debt backed by gaming device revenues
First major music royalty transaction
First securities backed by SBA loans
02
AHFCABS / GP SECURITIZATIONS
In 2019, Westwood Capital created the affordable housing industry’s first GP Interest Securitized Debt facility: Affordable Housing Future Flow Contributive Asset Backed Securities, or AHFCABS. Westwood remains the market’s dominant advisor and placement agent, having originated over $3.5 billion of investment-grade AHFCABS bonds.
Clients have utilized securitization proceeds to provide liquidity, growth and acquisition capital as well as for GP/LP buy-out financings — converting long-dated, creditworthy future cash flows into investment-grade capital today, without pledging properties or disturbing existing stakeholders.
SERVICES INCLUDE
GP Interest Securitization (AHFCABS)
GP/LP Buy-out Financings
Liquidity & Growth Capital Solutions
03
LIHTC ADVISORY
Westwood Capital supports the affordable housing industry through specialized LIHTC advisory services. We advise developers, syndicators, sponsors, and investors on capital formation, liquidity solutions, portfolio valuations, M&A transactions, ratings agency processes, and ongoing portfolio reporting.
Our experience helps clients evaluate strategic opportunities, optimize portfolio performance, and access capital to support growth, acquisitions, and long-term asset management objectives across LIHTC and Section 8 portfolios.
SERVICES INCLUDE
M&A Advisory
Portfolio Valuations
Ratings Agency Advisory
Quarterly Reporting Services
Capital Formation & Liquidity Solutions
04
STRATEGIC CAPITAL & PLATFORM TRANSACTIONS
Westwood Capital advises on strategic capital transactions for developers, operating platforms, and real estate businesses, with a particular focus on the LIHTC and affordable housing sector. These transactions often involve private equity investors acquiring minority interests in development platforms, providing growth capital while allowing existing owners to retain meaningful participation. We work closely with clients to position their businesses for investment, structure partnerships, and negotiate terms that align long-term objectives across stakeholders. Our involvement includes evaluating capital needs, identifying and engaging potential investors, and guiding transactions through execution.
These engagements frequently intersect with complex capital structures, where our experience in structured finance, including GP securitizations and related strategies enhances outcomes for both developers and investors.
SERVICES INCLUDE
Minority equity partnerships
Platform transactions
GP/LP Buy-out Financings
Liquidity & Growth Capital Solutions
05
RESTRUCTURING ADVISORY & LITIGATION SUPPORT
With extensive experience in structured transactions and the finance, insurance and real estate (FIRE) sector, Westwood offers strategic financial advisory assistance that sets the firm apart from others in the restructuring industry. Westwood has represented debtors and creditors in restructurings ranging from $100 million out-of-court work-outs to $5 billion bankruptcy proceedings. The firm is recognized for adding considerable value to situations involving complicated structures and companies with heavy dependence on repeated issuance of securitized debt.
Westwood’s principals have been admitted as expert witnesses in U.S. Bankruptcy Courts and have advised counsel on litigation theories in cases involving complex financial issues. Westwood is one of the few advisory firms in the structured finance field that can, without conflict or reservation, participate in adversary proceedings against most major lenders, underwriters, and service providers, if necessary.
SERVICES INCLUDE
Restructuring advisory (debtors & creditors)
Bankruptcy proceedings ($100M–$5B range)
Expert witness testimony (U.S. Bankruptcy Courts)
Litigation theory advisory
Adversary proceeding participation (not conflicted)
WHY WESTWOOD
Senior-Led. Unconflicted. Built to Last.
Westwood was built on the conviction that the most demanding financings deserve the firm’s most experienced people — continuously, personally, without conflict. The result is a practice that earns trust not by scale but by outcome.
1
ORIGINATORS, NOT
IMITATORS
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DEMONSTRATED CATEGORY
LEADERSHIP
3
BULGE-BRACKET CAPABILITY,
BOUTIQUE ACCOUNTABILITY
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UNCONFLICTED ADVICE
5
DEPENDABILITY ACROSS THE CYCLE