Projects

Projects

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.

 

Capital Raise

Led capital and fundraising activities for a VC backed start-up insurance 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. 


Governance

Created “committee charters” for a company’s new board structure to support execution of strategy and provide the necessary objective governance in key areas.  The new governance structure included three board committees: Audit and Finance, Operations and Compensation.


Accounting Systems

Researched and evaluated accounting systems for a $5 million service organization. Implemented QuickBooks, set up company and chart of accounts and converted historical records to new applications.


Strategic Planning

Developed strategic plans to support a company’s 5 year growth strategy.  Worked closely with the CEO to set both strategic and operational goals and objectives.  Oversaw development of operating plans and budgets. 


Project Management

Created and implemented a Project Management Office (PMO) for a professional services firm and implemented balanced scorecards and KPIs to assist in evaluating operating performance for strategic business units.


Debt Financing

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.


Company Policies

Assessed internal controls, established policies and procedures and closing cycles for an early stage development services company.


Capital Structure

Implemented a new capital structure and retained earnings strategy that supported a company's strategic growth plans.