Who We Are
Built for Critical Financial Moments
Westgate Advisory is a boutique consulting firm supporting companies and investors through transactions, scale, and strategic transformation. We specialize in M&A advisory and outsourced accounting & finance, delivering work that’s both technically sound and operationally grounded.
Our focus is on founder-led businesses, private equity platforms, and middle-market operators navigating complexity under pressure. We embed with clients to lead diligence, run their finance functions, and drive clarity through every inflection point.
Fundamental Core Values
We work with companies and investors navigating fast-moving, high-stakes moments, where performance can’t be compromised. Our clients span:
Our People
Our professionals bring deep expertise across M&A, accounting, and financial operations, with backgrounds from Big Four and national accounting firms, as well as CFO and controllership roles.
Each member of our team is selected for their technical rigor, sound judgment, and ability to deliver in complex, time-sensitive environments.
Every engagement is led by experienced professionals who take ownership from day one, ensuring clients receive thoughtful, high-quality work and consistent senior-level attention. We value collaboration, accountability, and execution, and we operate as an integrated extension of our clients' teams.
At Westgate Advisory, we believe exceptional outcomes begin with exceptional people and we’ve built a firm to reflect that.
Commitments
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