Holistic Finance and Accounting Solutions

Our cross-functional, integrated Office of the CFO (OCFO) team leverages backgrounds in accounting, finance, operations, investment banking, investing, and consulting to provide holistic finance and accounting perspectives that are unrivaled in the middle market. The Westmount Capital Partners' integrated go-to-market operating model is core to delivering superior strategic finance solutions and operational and technical accounting support.

Our OCFO team draws on experience from hundreds of engagements spanning the business and investment lifecycle for middle market companies undergoing significant growth, business model transitions, end-to-end transformations, underperformance, and distress. This go-to-market heritage facilitates situational command and speed to impact as Westmount Capital Partners drives tactical and strategic reporting, treasury and liquidity management, forecasting and planning, working capital enhancement, and cost optimization.

Our Services

  • Accounting & Financial Reporting

  • Treasury & Cash Flow Management

  • Financial Planning & Analysis Support

  • Management & Stakeholder Reporting

  • KPI / BI Development & Reporting

  • Value Creation Analytics

  • Embedded Data Analytics

  • Cost Optimization

  • Cash Conversion Enhancement

Our Experts

Our Transaction Advisory Services professionals come with Big 4 backgrounds and skills, impressive track records, and the ability to draw from a deep pool of Westmount Capital Partners' capabilities to tailor custom solutions for unique situations.

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