Corporate Finance Expert Helping Fast-Growing Companies Navigate Risk & Drive Value

We Help Guide Your Company's Finances. You Get More Control Over Your Cash. You Make Easier & Better Strategic Decisions. You Get More Time to Grow Your Business.

More About Us

Fractional CFO

Leverage strategic financial leadership without the full-time cost. We provide high-level planning, forecasting, and decision support to align your financial strategy with your growth objectives.

M&A Advisory

Navigate the complexities of mergers and acquisitions with confidence. We guide you through valuations, due diligence, and seamless integration for successful deals.

Transfer Pricing

Ensure compliance and optimize your international tax strategy. We assist in setting and documenting transfer prices to minimize risk and meet regulatory requirements.

Investor Relations

Strengthen investor relationships with transparent reporting, strategic branding, and social media outreach to enhance visibility and secure essential capital for growth.

CORPORATE FINANCE SPECIALIST WITH AN INVESTMENT MENTALITY

3 WEST Brings Investment Experience to Provide Financial Strategy, Information & Management to Motivated Companies

The Problem

The average entrepreneur spends 70% of their time on non-growth activities & only 20% on customers.

This imbalance too often leads to an overworking-while-underperforming scenario... & is contributing to the 75% burnout rate amongst entrepreneurs & the 90% failure rate across all startups.

3 WEST

3 WEST is a Corporate Finance firm built on trust, care & commitment.

We bring 20 years of experience in Private Equity, Investment Banking & Business Advisory.

We focus on building your business and reducing risk both at home and abroad through strategic finance and support.

Client Success

In 2023, our clients raised $9 million in funding & financing, won five industry awards, & we advised on $30 million in closed M&A over the year.

Our objective is to bring clients success on their terms, while making working together an enjoyable experience.

Helping Good Companies Grow & Entrepreneurs Succeed

We strive to engage with companies that have a positive impact on society & the environment. These companies often have the potential to be highly disruptive with a product or process that is unique & proprietary.

We have a deep understanding of the financial pains of growing companies & the type of investment narrative that investors pay a premium for.

Our clients had a very positive 2023 & we are looking forward to a great 2024!

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David West, CFA

I am a CFA Charterholder with 25 years' experience in the Finance Industry. I started 3 WEST in 2015 (then known as West Valuation Partners) to provide high-level financial support to growing companies.

Previous to this, I spent seven years as a Sell-Side Investment Analyst with a National Investment Bank where I won two national Thomson-Reuters Starmine Awards. I also spent three years in Private Equity management as a VP at a PE group with $4.5 billion in Assets Under Management.

I bring a wealth of experience to my clients, but just as important, I strive to make working together an enjoyable experience.

Talk with David
Chenny Xia

Chenny Xia

GOTCARE

, CEO

As CEO, I've engaged with numerous CFAs to support key business activities, but David West truly stands out. His unmatched expertise was pivotal during our last two critical financing rounds, seamlessly blending strategic guidance with genuine commitment.

Janey Buzugbe

Janey Buzugbe

IMMIDUCATION

, CEO

Working with David was an invaluable experience for my business & for my learning as a Founder/CEO. David took the time to explain financial aspects of M&A for my company that I could not have foreseen. His expertise & experience are top notch; but what made him stand out to me is his heart, patience & follow through. I'd recommend David any day.

Paul Needham

Paul Needham

ARCA CLIMATE

, CEO

David West has been instrumental in helping us understand project economics, model growth scenarios, negotiate transactions & mobilize grants & investment. Working first on the foundations of our financial model, we were then able to leverage that tool to support contract negotiations with a major partner. Our financial tools – built & supported by David – have helped us win grant support & prepare for our next equity raise.

What Could 3 WEST Do For Your Company?

Chat with us to explore where we can bring you value

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3 WEST FINANCIAL BLOG

Providing the latest financial information

3 WEST Cash Study - Arca Climate

Arca Climate - A Case Study

How a Carbon Capture & Storage Company built incite into its cash flow, increased it value & raised capital with the help of 3 WEST.

Case Study
3 WEST Article - What is a Fractional CFO

Maximizing Business Growth: Where a Fractional CFO Provides Best Value

The capabilities of a Fractional CFO can be wide-ranging, but some roles may not be a proper fit

Fractional CFO
3 WEST Article - Forecasting Revenue

Forecasting Revenue for Startups & Scaleups: Never Just Top-Down...

The Benefits to a Bottom Up approach are key for KPIs & Investors

Cash Flow Management