Experienced Expertise for Well-Informed Decisions

Our experienced Transaction Advisory Services (TAS) team boasts Big 4 pedigrees, unencumbered by independence or conflicts of interest. Westmount Capital Partners combines best-in-class frameworks with a distinctive transactional lens to provide clients with the certainty needed to make well-informed decisions quickly and confidently across both buy-side and sell-side transactions.

Our TAS team leverages backgrounds in accounting, investment banking, and investing, as well as the broader Westmount Capital Partners capabilities, to provide unique transactional perspectives that are unmatched in the middle market. This go-to-market advantage positions us to quickly and decisively close knowledge gaps and deliver highly actionable business and investment insights.

Our Services

  • ✔ Financial & Accounting Diligence (QoE)

  • ✔ Tax Diligence, Modeling & Structuring

  • ✔ Data Analytics

  • ✔ Sell-Side Diligence

  • ✔ Lender Services

  • ✔ KPI Dashboarding

  • ✔ Divestiture & Carve-Out Support

  • ✔ Operational Diligence

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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