Financial ServicesCase 01
Rebuilding a $2.4B lender's underwriting engine
42%
faster decisioning
$68M
loss provisions reduced
Strategy · Finance · Growth
Helping businesses grow through strategic solutions.
Westlake Strategic partners with executive leaders to solve their most consequential challenges — turning strategy into results that compound for decades.
24+
Years advising
$8B+
Value unlocked
40
Countries served
Trusted by leaders at
ARDEN & CO
NORTHWIND
HALCYON
ATLAS PARTNERS
VERIDIAN
STRATIS
About Westlake
A quiet firm doing consequential work.
Founded in 2001, Westlake brings together former operators, investors, and analysts who share one belief: the best consulting is measured in outcomes, not slides.
Our Mission
Equip ambitious leaders with the clarity, capital strategy, and execution muscle to turn conviction into category leadership.
Our Vision
A world where every enterprise decision is made with the depth, candor, and craft of a trusted senior partner in the room.
- Senior partners on every engagement — no juniors dropped in
- Fixed-scope pricing with outcomes-linked upside
- Industry-native teams, not generalist rotations
What We Do
Services built for consequential decisions.
From strategy to execution, we integrate seamlessly with your team to deliver work that compounds long after the engagement ends.
Business Consulting
Diagnose complex operational, structural, and go-to-market challenges — then execute the turnaround.
Learn MoreFinancial Consulting
Capital structure, forecasting, and CFO-level advisory that stands up to any board or investor.
Learn MoreReal Estate Consulting
Acquisition strategy, asset repositioning, and portfolio optimization across commercial and mixed-use.
Learn MoreBusiness Strategy
Multi-horizon strategy that connects long-term ambition to next-quarter operating cadence.
Learn MoreInvestment Advisory
Deal sourcing, diligence, and post-investment value creation for family offices and PE sponsors.
Learn MoreMarket Analysis
Rigorous market sizing, competitive intelligence, and demand-side research that de-risks growth bets.
Learn MoreWhy Choose Us
The distinction is in the craft.
Four commitments that show up in every proposal, every deliverable, and every board conversation.
01
Experienced Professionals
Every engagement is led by partners with 15+ years of operating and advisory experience.
02
Customized Solutions
No templates. We build the frame around your business, market, and moment — never the other way around.
03
Proven Results
Measurable outcomes across revenue, margin, and enterprise value — with references to prove it.
04
Long-Term Partnerships
Eight in ten clients re-engage us within two years. We're built for the second decade, not the first quarter.
Industries We Serve
Deep expertise across the sectors that shape economies.
Industry-native teams that speak the language of your operators, regulators, and customers from day one.
Real Estate
Healthcare
Technology
Construction
Retail
Manufacturing
Finance
Professional Services
Leadership
Senior partners in the room — every engagement.
A small, deliberately senior team. You'll know your partner by first name, and reach them without a portal.
Jonathan Ashford
Founding Partner
Two decades advising Fortune 500 leaders and founder-led firms through pivotal moments of growth and transformation.
Elena Vasquez
Partner, Strategy
Two decades advising Fortune 500 leaders and founder-led firms through pivotal moments of growth and transformation.
Marcus Bennett
Partner, Finance
Two decades advising Fortune 500 leaders and founder-led firms through pivotal moments of growth and transformation.
Priya Iyer
Partner, Real Estate
Two decades advising Fortune 500 leaders and founder-led firms through pivotal moments of growth and transformation.
Case Studies
Outcomes we're proud to point to.
A handful of representative engagements where the numbers speak for themselves.
Real EstateCase 02
Repositioning a 12-asset commercial portfolio
31%
NOI uplift in 18 months
$210M
asset value created
HealthcareCase 03
Scaling a regional hospital group to national reach
3x
revenue in 4 years
9
successful acquisitions
Client Voices
Words from the leaders we've stood beside.
"Westlake's team walked into a boardroom deadlock and left us with a strategy the entire leadership rallied behind. Nine months later, we're up 34% on plan."
Rachel Okoye
CEO, Northwind Logistics
"Rigorous, candid, and refreshingly free of the usual consulting theater. They told us what we needed to hear, not what we wanted to."
David Chen
Chairman, Halcyon Capital
"The financial model they built for our Series C is still the reference document our board uses. That's the standard I now expect from advisors."
Amara Singh
Founder, Veridian Health
Frequently Asked
Answers before you ask.
Every relationship starts with a complimentary 60-minute strategy conversation with a senior partner. From there, we scope a fixed-fee diagnostic — usually 3 to 6 weeks — before any longer engagement is proposed.
Our clients range from founder-led firms at $10M in revenue to Fortune 500 business units. What unites them is a leadership team ready to make consequential decisions, not just gather information.
We favor fixed-scope, fixed-fee proposals so there are no billing surprises. For transformation work, we frequently include an outcomes-linked component tied to measurable results.
Yes. Roughly 40% of our practice is delivered through monthly retainers for CEOs and boards who want senior counsel on continuous call.
Every engagement is governed by strict NDAs, and we maintain firm-wide sector conflict checks. Client lists are shared only with explicit written permission.
We've delivered engagements in 40 countries across North America, Europe, the Middle East, and Asia-Pacific, both remotely and on the ground with our partner network.
Ready to talk strategy with a senior partner?
Book a complimentary 60-minute conversation. No slides, no pitch — just candid perspective on the decision in front of you.
Contact
Let's start a conversation.
Share a few details and a senior partner will be in touch within one business day.
Office
200 Wall Street, 42nd Floor
New York, NY 10005
Phone
+1 (555) 123-4567
Email
hello@meridian.co
Business hours
Mon–Fri · 8:00 AM – 6:00 PM ET
Weekends by appointment