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Navigating Your Company's Financial Decisions from the Investor's Point of View

We help you make better decisions — to decrease risk, improve returns, and build toward the highest value for your company.

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Financial Clarity ➔ Confident Decisions ➔ Better Capital

Institutional Thinking. Before the Market Arrives.

The market has a threshold. Below it, institutional bankers and sophisticated investors ignore smaller companies — because there isn't enough on the table yet to make showing up worth their while.

And if you ignore that gap, it will be costly — in the information you generate, in the decisions you make, in the risks you take, that result in a lower value of your business — until the market knocks on your door to capture these missed opportunities.

3 WEST changes that. We bring the analytical discipline and investor's lens directly to ambitious companies — applied to your decisions, your capital, your transactions — so institutional-level finance is in your company before the market knocks.

David West spent years inside those institutions — as an award-winning sell-side analyst at a national investment bank and VP at a $4.5B private equity firm — seeing what investors value and how value gets captured from unprepared owners.

Whether to improve your company as you go or for an upcoming transaction, the outcomes are the same: better information, lower risk, stronger returns, and a valuation that reflects what was actually built — not the opportunities that were left on the table for the market to capture.

What Changes

Every Engagement Aims Toward the Same Objectives

For owners, valuation is the real bottom line. Everything we do is focused on improving returns and lowering risk to get you there.

Better Returns

Every decision has a return and a risk. Understanding both — before capital is committed — is what separates disciplined growth from expensive guesswork. Better decisions compound into better outcomes.

Lower Cost of Capital

Perceived risk is what investors price above everything else. Better positioning and a defensible financial picture reduces that perception — and your cost of capital reflects it.

Higher Valuation

When investors clearly see the economic path and the destination, they pay for it. The right financial picture and supporting narrative is what gets you there. That is not accidental — it is built.

Let's Talk About Your Value
How We Work

Three Services. One Journey — From the Financial Plan to the Final Negotiation.

Operate. Grow. Exit.

Fractional CFO

Fractional CFO

Capital markets thinking applied to every decision — not just reporting, but the right thinking before capital is committed. For the seriously ambitious owner who wants someone in their corner who has seen how these moments play out — and will show them the clear picture.

  • Cash & runway clarity
  • Operational finance & return analysis
  • Risk identification before it compounds
  • Transaction planning & valuation readiness
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Capital Advisory

Capital Advisory

Debt or equity — the terms you walk away with are set before you enter the room. We've sat on the investor's side of that conversation. We know what they're looking for, what gives them pause, and how to make sure you arrive better prepared than they expect.

  • Valuation narrative & investor positioning
  • Capital structure — debt vs. equity
  • Data room & investor materials
  • Closing the raise — negotiations to signing
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M&A Advisory

M&A Advisory

A successful sale is won in the preparation, not the negotiation. With experience on both sides of the table, we guide you through every step — arming you with the information to make the right decisions and the positioning to command the best price.

  • Sell-side positioning & buyer targeting
  • Buy-side diligence on the combined entity
  • Structure & negotiation toward best terms
  • Succession & exit planning — knowing when and how
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The Process

Three Steps. No Wasted Motion.

A conversation to understand your situation. A plan built around it. Then focused execution toward the outcome that matters most to you.

Step 1

Initial Call – No Obligation

A straight conversation about your situation — where you are, what decision is in front of you, and what support would make the most difference. No pitch, no pressure. Just clarity on whether and how we can help.

Step 2

Define the Objective

Before anything moves, we get precise — the real objective, the constraints, and what success actually looks like. Clarity before execution means no wasted motion and no surprises.

Step 3

Execute, Review, Refine

Execution with active oversight — assumptions stress-tested, direction sharpened as new information emerges, every decision anchored to the outcome that matters. No drifting. All the way to the finish line.

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Who You Work With

Institutional-Level Thinking, Applied Directly to Your Situation.

Every client works directly with David — bringing the full weight of his background to bear on every decision, every transaction, and every outcome.

David West, CFA

Principal

Seven years as a sell-side equity analyst at a national investment bank — earning two national StarMine awards for forecast accuracy and ranking among the top analysts in Canada. Then VP at a private equity firm managing $4.5 billion in assets, evaluating businesses and transactions from the investor's side. That background is what 3 WEST is built on.

That combination of institutional analytical precision and senior PE judgment is what every client gets — directly, without dilution. A rare focus — not on reporting or compliance, but entirely on the decisions that build value. Every hour is oriented toward one thing: improving the outcome where it matters most.

Clients typically arrive knowing they need a different level of thinking — and want to find out if this is the right fit. That first call is where it starts.

Speak with David More About Us
"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."
— Paul Needham, CEO, Arca Climate
"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."
— Chenny Xia, CEO, GOTCARE

Next Step

The Best Time to Have This Conversation Is Before You Need It.

Whether a transaction is imminent or still on the horizon, the right conversation at the right time changes what's possible.

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