Steven Westberg

Steven Westberg is a seasoned Chief Financial Officer with over 20 years of experience in SaaS, transportation, and logistics sectors. His expertise lies in providing fractional, interim, and full-time CFO services for small to mid-sized companies with revenues ranging from $1 million to $25 million. Steven is known for his creative and operationally-oriented approach, with a focus on team collaboration and transparent communication.

Throughout his career, Steven has demonstrated strong turnaround skills by leading companies through various capital raise initiatives, liquidity events, and growth strategies. He has been instrumental in raising multiple rounds of equity and debt, guiding companies through exits such as IPOs, SPAC mergers, PE-led majority recaps, and strategic sales. His strategic financial restructuring efforts have steered companies away from the brink of bankruptcy to successful financial turnarounds on multiple occasions.

Steven Westberg's expertise also includes cost management, where he successfully reduced payroll and operating costs significantly, leading companies to profitability. His ability to drive corporate maturity by enhancing financial controls, metrics, and governance has consistently increased company valuations and prepared organizations for successful exits.

Steven's educational background includes an MBA in Finance from Columbia Business School, a BS in Environmental Design, and a BS in Architectural Psychology from the University of Utah. He has held key financial roles in notable organizations such as Proximity, Ultrasound AI, Ascent CFO Solutions, and Trax Technologies.

Steven Westberg's specialties encompass a wide range of financial and strategic areas including CFO services, IPOs, investor relations, risk management, mergers and acquisitions, corporate finance, and SaaS software. His diverse skill set combined with his extensive industry experience positions him as a valuable asset for companies seeking financial expertise and growth leadership.