A Sell-Side, Buy-Side, Corporate Growth,
and Exit Advisory Firm

Who We Are

Windward Advisors’ seasoned and experienced professionals work closely with owners and their other trusted advisors in planning for and executing growth and exit strategies designed to maximize the values of their businesses.

If you are a business owner, or an advisor to a business that is contemplating (1) the sale of a company, (2) making an acquisition, (3) raising capital or, (4) the need for experienced assistance with developing and executing strategies for growing or exiting a business, Windward can help.

What We Do

meeting-1

Representing the Seller

Conducting disciplined, competitive processes to sell businesses or divisions of companies, designed to meet or exceed owners’ objectives.

meeting

Representing the Buyer

Conducting formal buy-side engagements designed to identify, contact, analyze and acquire other businesses as part of the overall growth strategy.

coins

Capital Raising

Raising senior debt, subordinated debt and equity capital to support business growth and acquisitions, while obtaining bids to ensure competitive structure and terms.

corp-growth

Corporate Growth & Exit Advisory

Advise in developing growth and exit strategies, leading strategic growth plan exercises, and in professionalizing businesses to build shareholder value.

Testimonials

  • “I could not be more pleased with the level of service, professionalism and knowledge Windward Advisors showed during our sale process!  I had a very complicated deal with a lot of emotional twists in order to satisfying many objectives. Windward showed empathy when needed, but pushed forward with the right amount of aggressiveness to make sure the deal got done. I would highly recommend their services!”

    Mr. Blaine President, Breadbox Convenience Stores
  • “Windward Advisors was instrumental in strategically representing us in the sale of our Company. Their knowledge, dedication to task and expertise made the deal proceed smoothly and quickly. We were impressed with their solid advice that was always delivered in a very effective and comfortable way. We very much appreciated the role Windward played in making this transaction a success on all accounts.”

    Ms. Roberts and Mr. Weisiger Co-Owners of Titan Group, LLC
  • "I am appreciative of the comprehensive support provided by the Windward Advisors team to help execute this transaction, and pleased that PSPI will be part of a fast growing, global portfolio of specialty products holdings"

    Mike Huth President, MeadWestvaco Corp Specialty Papers Division
  • "We're very pleased to integrate the EvriChart family and brand with what is now the 3rd largest records management company in the country. Both our valued employees and customer base will benefit greatly from the synergies and opportunities this will create. This is our second transaction working with Windward. Barry and Steve are the best at what they do. I can't say enough about how professional they are and how much easier they make the entire process. Windward was instrumental in communicating the scalable nature of EvriChart’s SaaS solutions and their synergies with buyers. I hope to work with them again soon!"

    Pat King Owner, Evrichart
  • “We are excited about the opportunities that the sale of the business to a strategic industry participant presents for HCR's customers, our people and the HIM industry. We have enjoyed a long relationship with Windward Advisors (“Windward”) as they helped us properly prepare our company for sale, and then ultimately guided us through the entire sales process. Windward looked out for our best interests throughout the entire process. We could never have anticipated all the services provided by Windward and without them could not have accomplished such a successful transaction.”

    Gayle Keith and Pat King Owners & Founders of Healthcare Contract Resources
  • “Windward guided us through the preparation and sales process with unparalleled service and professionalism, allowing us to continue to run and grow our company while they closed the transaction.”

    Founders, Kids in Focus
  • “I have enjoyed a multi-year relationship with Windward Advisors. They advised me on various alternatives as I grew the business and ultimately they helped properly position my company for sale. Windward was instrumental in assisting RoMack in evaluating and finding the right strategic partner and they were always available to help navigate me through the sales process, allowing me to ensure that the business did not suffer along the way.”

    Matthew Webb Founder and President, RoMack
  • “Windward did a comprehensive job of presenting our business to a broad sector of the market (both strategic and financial investors) in an organized methodology. We engaged them to conduct a professional program on acquisition vs. remaining independent, rather than our reacting to many unsolicited queries we received from a wide range of investors. I would recommend them strongly to business owners who want the best talent and “white glove” service on mergers and acquisitions, be it “sell side” or “buy side”.

    Bob Shagawat Founder & CEO of Shippers Commonwealth, LLC
  • “Windward worked very closely with our management team to thoroughly and diligently guide us through the sales process. Additionally, Windward took the time to understand our market and satisfy our desire for the process to be a confidential and positive experience for all involved.”

    Paul Mancini President & CEO of Xperts, Inc.

Click here to download our Services Overview brochure