West Harbor Growth Partners

What West Harbor Growth Partners does

West Harbor Growth Partners, LLC is a privately held business advisory and commercial lending firm founded in 2016 and headquartered in Huntington Beach, California. The firm serves small to mid-sized for-profit businesses and non-profit organizations across three US regional offices in Huntington Beach (West Coast/HQ), Phoenix (Southwest), and Nashville (East Coast). Its stated value proposition is a unified partnership model in which a single provider consolidates financial modeling, capital acquisition, brand positioning, and strategic growth planning that clients would otherwise procure from fragmented vendors.

Service delivery is organized into two operating divisions: the WestHarbor Capital Division, led by Managing Director Justin Helton, which arranges equipment financing, vendor financing, term debt, SBA loans, lines of credit, working capital, equity investments, and M&A advisory; and the WestHarbor Creative Division, led by Managing Director Ben Coplin, which delivers brand positioning, marketing and advertising, graphic and web design, content creation, SEO, social media management, public relations, email campaigns, and environmental design — with the creative line positioned more heavily toward non-profit clients. The combined offering is sold as a relationship-led, Managing-Director-driven advisory engagement rather than a technology product.

The underlying technology stack is not disclosed and there is no proprietary platform; revenue is generated through transaction fees on originated or arranged loans and M&A mandates, plus professional services fees on strategic, CFO, brand, and marketing engagements. Pricing is bespoke and quote-based, with no published fee schedule. No institutional investment, parent company, funding rounds, or competitive moats of meaningful scale (patents, regulatory licenses, network effects) are disclosed in available materials.

Name

West Harbor Growth Partners

Legal name

West Harbor Growth Partners, LLC

Website

https://westharborgrowth.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

West Harbor Growth Partners is a privately held commercial lending and strategic advisory firm serving small to mid-sized for-profit businesses and non-profit organizations across three US offices in Huntington Beach, Phoenix, and Nashville, delivering lending, M&A advisory, CFO services, and creative/marketing services through two Managing Director-led divisions.

Ownership category

akta.pro rank

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Commercial Lending: Provides commercial lending services including equipment financing, business loans, term debt, SBA loans, and lines of credit to small and mid-sized businesses in Southern California and Nashville regions.
2. Strategic Advisory Services: Growth and strategic planning advisory, capital structure advising, CFO services, brand positioning, and marketing consulting for for-profit and non-profit organizations.
3. Investment Banking: Private equity investments, equity investments, and investment banking services including capital campaigns and capital project financing.
4. Mergers & Acquisitions: Advisory services for mergers, acquisitions, and leveraged buyouts in Southern California and Nashville markets.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

West Harbor Growth Partners is a commercial lending and strategic advisory firm serving small to mid-sized for-profit businesses and non-profit organizations. It provides growth planning, capital structure advising, equipment and SBA financing, CFO services, M&A advisory, and creative/marketing services through its Capital and Creative divisions.

Product overview

West Harbor Growth Partners is a commercial lending and strategic advisory firm offering a unified portfolio of services for both for-profit businesses and non-profit organizations. The for-profit services include Growth & Strategic Advisory, Equity & Capital Structure, Equipment & Vendor Financing, Term Debt and SBA Loans, CFO Services, Brand Positioning, Marketing & Advertising, and Mergers and Acquisitions. The non-profit services include Graphic Design, Web Design & Landing Pages, Branding and Re-Branding, Print Collateral & Marketing Materials, Environmental Design, Content Creation, SEO Optimization & Social Media Management, Growth and Turnaround Consulting, Public Relations Management, and Email Marketing Campaigns. The company operates as a service-based advisory firm rather than a software product company, providing human-delivered consulting and lending services.

Differentiator

Problem solved

Functional benefit

Brands

• WestHarbor Capital Division: Capital lending and financing division led by Managing Director Justin Helton, focusing on commercial lending, equipment financing, SBA loans, and working capital solutions
• WestHarbor Creative Division

Products and services

• Growth & Strategic Advisory Strategic consulting service that partners with clients to create growth plans addressing financial modeling, capital acquisition, and brand articulation to target markets.
• Equity & Capital Structure Provides equity investments and capital structure advising to help organizations secure appropriate funding and optimize their financial foundations.
• Equipment & Vendor Financing Financing solutions for equipment purchases and vendor relationships, enabling businesses to acquire necessary assets and maintain operations.
• Term Debt and SBA Loans Traditional lending products including term loans and Small Business Administration loans for long-term capital needs of small and mid-sized businesses.
• CFO Services Chief Financial Officer-level advisory services providing financial leadership and strategic financial management to client organizations.
• Brand Positioning Strategic branding services to help clients articulate their value proposition clearly to target markets.
• Marketing & Advertising Marketing and advertising campaign development and management to build brand awareness and drive business growth.
• Mergers and Acquisitions Advisory services for mergers, acquisitions, succession planning, and leveraged buyouts, including commercial relocation services.
• Lines of Credit & Working Capital Working capital financing and lines of credit for small to mid-sized businesses to support day-to-day operations and growth.
• Graphic Design Visual design services for non-profit organizations to support their branding and marketing efforts.
• Web Design & Landing Pages Website development and landing page creation for non-profit organizations to establish their digital presence.
• Branding and Re-Branding Brand identity development and refresh services for non-profit organizations seeking to redefine their market position.
• Print Collateral & Marketing Materials Production of printed marketing materials and collateral for non-profit outreach and communications.
• Environmental Design Physical space and environmental graphic design services, including AV and lighting solutions.
• Content Creation Content development services to create compelling messaging and materials for non-profit audiences.
• SEO Optimization & Social Media Management Search engine optimization and social media management to increase digital visibility and engagement for non-profit organizations.
• Growth and Turnaround Consulting Strategic consulting for non-profits in growth stages or those revitalizing aging infrastructure to maximize organizational impact.
• Public Relations Management PR management services to build and maintain public image and stakeholder relationships for non-profit organizations.
• Email Marketing Campaigns Email marketing campaign development and execution for non-profit donor and stakeholder engagement.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Crakl.iominorOthersCrakl.io is listed as a website development partner that built or hosts the West Harbor Growth Partners website. The partnership appears to be a technical/website services relationship rather than a strategic business partnership.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• SCORE: SCORE is a non-profit small business mentoring and advisory network offering growth consulting, similar to West Harbor's strategic advisory and turnaround consulting services — particularly for the non-profit and early-stage SMB segments.
• Lendio: Lendio operates an SMB lending marketplace offering SBA loans, equipment financing, lines of credit, and term loans — competing with West Harbor's capital placement and lending advisory services for small businesses.
• Biz2Credit: Biz2Credit is a small business lending marketplace connecting SMBs to SBA loans, term loans, and working capital — directly comparable to West Harbor's role as an intermediary and advisor on commercial lending products.
• OnDeck Capital: OnDeck is a tech-enabled small business lender offering term loans and lines of credit. It directly overlaps with West Harbor's working capital, equipment financing, and short-term lending products for SMBs.
• Outsource CFO: Outsource CFO provides fractional and outsourced CFO services to small and mid-sized businesses, directly comparable to West Harbor's CFO Services offering and overall financial advisory for growing companies.
• Accion: Accion is a non-profit small business lender and advisor providing capital and capacity-building to underbanked SMBs and non-profits, overlapping with West Harbor's combined lending-plus-advisory positioning and non-profit vertical.
• BlueVine: BlueVine provides working capital, lines of credit, and SBA loans to small businesses via a digital platform — directly competing with West Harbor's working capital and SBA lending products for the same SMB customer.
• Fundera: Fundera is a small business financial solutions marketplace offering loans, SBA products, and capital advisory — competing directly with West Harbor's commercial lending and capital structure advisory offerings.
• Live Oak Bank: Live Oak Bank is a leading SBA-preferred and small business commercial lender, directly competing with West Harbor's Capital Division on SBA loans, equipment financing, and working capital lines for small to mid-sized US businesses.

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with deep M&A, capital structure, and financial restructuring advisory practices — a much larger incumbent in the same M&A and leveraged buyout advisory space where West Harbor's Capital Division operates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/westharbor-growth-partners-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about West Harbor Growth Partners