Buy-Side Representation Services
Providing Targeted, Efficient Acquisition Search
Services Designed to Increase Shareholder Value
Successful Acquisition Strategy
A successful acquisition strategy requires considerable effort and time in order to be effective. By having an exhaustive process it allows for the most selectivity in identifying candidates and acquisition targets while avoiding the pitfalls of the one-off and auction avenues which can be costly and may not provide the desired results.
The Windward Difference
Windward’s principals have over 65 years of combined experience in having financed, acquired, built, managed, operated and sold businesses in diverse industries domestically and abroad. They are involved in every facet of an engagement and can take the lead as requested in discussions, negotiations, and management of the processes enabling its clients to stay focused on running their businesses until such time as negotiations have progressed.
Engagement Structure
Windward performs its services on a monthly retainer basis with a success fee upon closing a transaction. Retainers received are applied as an offset against any success fee earned.
Key Services Provided
- Define client’s goals and objectives
- Develop specific criteria (size, geography, products, services, etc.)
- Conduct extensive research to identify candidates
- Contact each candidate citing and determining interest
- Engage in information exchange under confidentiality
- Qualify and prioritize candidates
- Assist in determining ranges of value and submitting indications of interest
- Schedule and participate in on-site visits and meetings
- Summarize key metrics for client review
- Identify and arrange capital needs where necessary
- Assist in determining final valuation and terms
- Assist in drafting, issuing and negotiating Letters of Intent
- Assist in preparing due diligence request lists and in the coordination of due diligence team
- Remain involved as needed in due diligence, deal negotiations and closing