Why 3 WEST
Institutional Thinking on Your Side.
Growing companies face the same decisions that sophisticated investors evaluate every day — but rarely with anyone in the room who has sat on their side of the table. That's the gap 3 WEST was built to close.
Helping You Capture the Value the Sophisticated Market Already Sees.
After leaving the institutional side — and moving to working directly with business owners — something became immediately clear.
It wasn't that owners were ignoring opportunities. It was that they didn't know they existed. And even when they knew of them but weren't addressing them, they were unknowingly hurting their company's value and leaving it for others to capture.
Sophisticated investors think in terms of opportunity — when it comes to both investment and acquisition. And technology is making it easier for them to find it, price it, and act on it before the owner even knows the conversation is coming.
That's what 3 WEST was built on. Not a market observation. A genuine conviction that owners doing the real work deserve someone in their corner who understands both sides of that table — what the owner is building, and what the investor is looking for when they arrive.
We help owners see what sophisticated investors already see. Valuation is what the other side perceives. Price is what they pay. The gap between the two is where value is lost — and closing it is exactly what we do.
The Person Behind Every Engagement.
Every client works directly with David — one point of contact, full accountability, from the first call to the final outcome.
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 every day. That background is what 3 WEST is built on.
I spent years on the institutional side — evaluating companies, stress-testing assumptions, and structuring transactions. What became clear was that founders were making the same high-stakes decisions without anyone in the room who had seen how those situations play out from the other side. That's the gap 3 WEST was built to close.
Good advice changes the question before it changes the answer. Engagements are intentionally selective — the work only makes sense when the fit is right and the outcome is worth building toward.
Career Timeline
A concise, date-driven view of experience relevant to clients today.
"Working with David was an invaluable experience for my business and 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 and experience are top notch — but what made him stand out to me is his heart, patience, and follow through. I'd recommend David any day."— Janey Buzugbe, CEO, Immiducation
What We Bring to Every Engagement.
Not a methodology. Not a process deck. Four things that are true of every engagement, because of how this practice was built.
Principal-Led
No handoffs. No junior team learning on your situation. The experience you engage is the experience in the room — every call, every deliverable, every decision.
The Investor Perspective — On the Owner’s Behalf
Years evaluating businesses from inside PE and investment banking means knowing exactly what investors key on, what gives them pause, and what drives the number they're willing to pay. That lens doesn't turn off.
A Voice, Not a Decision
The goal isn't to decide — it's to make sure the full financial picture exists before the decision gets made. Every path modeled, every risk mapped, every trade-off visible. The owner decides. Based on what they want, with complete clarity on what each choice actually costs.
The Long Game
The best outcomes at a transaction aren't built at the table — they're built in the years before it. Every engagement is oriented toward the destination that matters most, from day one.
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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