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David West
Managing Partner at Factory LLC
David West is a seasoned financial professional serving as a Fractional CFO at 3 West Corporate Advisory, a position he has held since February 2015.1 With over 25 years of experience in finance, David brings a wealth of expertise to his role, specializing in helping motivated companies grow and entrepreneurs succeed.1
Professional Background
David's credentials include:
- CFA (Chartered Financial Analyst) designation
- Experience in private equity and investment banking
Key Responsibilities and Achievements
As a Fractional CFO, David's work encompasses:
- Investment Strategy Development: Crafting innovative strategies for cutting-edge sectors1
- Financial & Legal Due Diligence: Conducting thorough assessments of investment viability and risk1
- Venture Capital Management: Developing KPIs and managing budgets for portfolio companies1
- Renewable Energy Project Management: Leading projects from inception to completion1
In 2023, David's clients achieved significant milestones:
- Raised $9 million in funding
- Managed $4.5 billion in Assets Under Management1
Previous Experience
Prior to his current role, David worked as a Sell-Side Research Analyst at Salman Partners, focusing on the Metals and Mining industry.1 His achievements in this position include:
- Receiving the 2013 Thomson-Reuters Starmine Award, ranking 3rd for Metals & Mining Earnings Estimator
- Ranking 6th overall in Canada as an Earnings Estimator1
Skills and Expertise
David's areas of expertise include:
- Financial modeling and valuation
- Market analysis and investment recommendations
- Project management, particularly in renewable energy
- Value creation through operational and financial management1
David West's LinkedIn profile (username: westvaluation) showcases his extensive experience and achievements in the financial sector, highlighting his role as a Fractional CFO dedicated to driving growth and success for his clients.1
Highlights
🎉Exciting News! 🎉
I'm thrilled to announce that my Advisory firm is undergoing a transformation! 🚀
Formerly known as West Valuation Partners, we're now proud to introduce ourselves officially as 3 West Corporate Advisory.
Why the name change?
Our firm offers a wide range of financial expertise, including cash flow management, financing assistance, valuations, M&A advisory and more; however, our name didn't reflect that.
Our name is changing, but we will continue to be growth-focussed, helping motivated companies navigate risk & drive value. We still look to work with companies that take on the right responsibilities, and we strive to make working together enjoyable along the way. 🙂
I am so grateful for the support of our clients, partners, and colleagues along the way.
Here's to a great today and a better tomorrow!
Cheers!!!🍻
#3WestAdvisory #FinancialConsulting #FractionalCFO #CorporateAdvisory #TechVancouver
