Voice of Customer-driven strategy for due diligence, value creation, and growth.
We guide investors and operators to the answers for their most critical business questions.
Trusted by top investors and their portfolio companies
Our service lines
More on our servicesCommercial due diligence
Answers before the investment committee meets.
We speak with the target’s customers, competitors’ customers, and market experts to give you a clear read on your deal thesis.
Value creation
A plan your board will be excited to back.
We turn customer perspectives into value creation plans for investors and management teams.
Growth strategy
Know why you win, why you lose, and where to grow next.
We identify ways to reduce churn, increase customer satisfaction, and grow.
Every engagement starts with the customer perspective.
We get interviewees to open up.
Customers and experts tell our interviewers what a standard script would miss.
We reach hard-to-find audiences.
We guide expert networks to the names that matter most. For B2C and B2SMB audiences, we can also use our own digital recruiting methods.
We go beyond interviews.
Our ex-McKinsey team adds white space, adjacency, segmentation, and competitive positioning analysis. We tie it all to the decision in front of you.
What clients say
“The research was crucial. It was a creative way to understand a market that was hard to read from the outside. It supported one of our top-performing investments.”
“After these interviews and this research, you are now the best expert in our industry. The board is excited to move forward because the answers came straight from our customers.”
Free training for your team: Get more out of every customer interview.
We offer a free one-hour session for deal teams and portfolio company leaders on conducting better interviews. Our sessions draw upon our experiences conducting hundreds of calls each year.
Team
Joey Yagoda founded Westing Ventures Advisory after several years at McKinsey & Company, where he honed the research and analytical skill set that underpins every engagement.
Our ex-McKinsey team conducts hundreds of customer interviews each year and has supported multiple significant transactions.
Industries covered include technology, consumer, healthcare, industrials, B2B services, and many more.