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.
Great companies that don't get the proper attention get undervalued. Not because the business isn't successful — because the financial picture isn't fully developed.
3 WEST was built to change that — bringing the analytical precision and investor's lens that growing companies rarely have access to, so better decisions get made, the story gets told clearly, and the outcomes follow.
Every owner has a vision for where the business is going. The gap isn't ambition — it's whether the financial picture is keeping up with it. And closing that gap takes a different kind of expertise — one that most growing companies don't have in the room.
That's what changes when the investor's lens is applied from the inside. Not oversight. Not reporting. The discipline of knowing — before you commit — not just the full picture of risk, returns, and operational impact, but how an investor would see the value being built.
And when the moment arrives — a raise, a sale, a board conversation that matters — the gap between a company that's been financially managed that way and one that hasn't is visible immediately. Investors have seen it before — and when done properly, it gets rewarded.
3 WEST exists because that gap is closeable — and because this is how value is best built over time. When the moment comes, the owners and teams who've done the work don't just walk in better prepared. They walk out with a better outcome.
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.
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.
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
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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