Case Studies

“Westover provides immediate, real value for companies who are growing fast and need smart people, but don’t necessarily have the capital to hire a full time resource. They’re a great fit for companies looking to stretch their dollars, but also tap into top talent who bring real experience in the trenches and a network of connections needed to scale the business,”
DriveFactor CEO, Steve McKay

At Westover Strategic Advisors, we partner with CEOs and management teams to address business issues and accelerate growth. We provide fractional hires and advisory services across many business functions. Below are a few examples of projects and assignments our team has worked on.

  • Led capital and fundraising raising activities for a VC backed startup technology company. Closed on Series A financing round and secured a credit facility with a venture bank. Led the M&A process to find a strategic buyer that resulted in a successful exit.
  • Developed a financial model for a $100 million financial services company to measure profitability along vertical and horizontal hierarchies that was utilized for management compensation and benchmarking.
  • Researched and evaluated accounting systems for a $5 million service organization. Implemented QuickBooks and set up company and chart of accounts and converted historical records to new application.
  • Built content marketing strategy for emerging technology company that resulted in 120% growth in online channels.
  • Supported the CEO of a public company in developing and implementing a corporate-wide reorganization and market repositioning plan. Eliminated 120 positions and reduced operating expenses $25 million.
  • Overhauled ecommerce strategy and launched new online store and outbound marketing efforts for retail client that resulted in $1million+ in new business.
  • Negotiated and secured a new $12 million credit facility with banks and senior lenders that included debt restructuring and a revolving line of credit for a service company.
  • Assessed internal controls, established policies and procedures and closing cycles for an early stage development services company.
  • Developed a customer acquisition plan and analytics tool for startup technology company and managed internal team through successful rollout.
  • Developed and implemented aggressive internal change initiative. Partnered with operations to support Total Quality Management (TQM) and Process Re-engineering. Implemented best practices which improved productivity, increased quality and reduced costs by 15%.