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