Sell-Side Representation Services

Conducting Methodical, Targeted and Competitive Sale Processes
Designed to Achieve the most Attractive Offers of Value and Terms

Successful Sell-Side Strategy

A successful sell-side strategy requires considerable effort, time, research and information preparation to help ensure the best results are achieved. Extensive research to understand the nuances of the industry, to identify the most likely suitors, and to gauge impact of economic cycles is crucial, along with a thorough understanding of the objectives of the sellers. By creating broad based interest it allows sellers to compare offers and negotiate for the most desirable terms and value which meet their objectives.

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 methodically manage the process while insulating the owners so that they can stay focused on running their businesses.

Engagement Structure

Windward performs its services on a retainer basis with a success fee upon closing a transaction. Retainers received are credited as an offset against any success fee earned.

Key Services Provided

  • Understand seller’s goals and objectives
  • Coordinate efforts of all advisors involved in process
  • Collect and synthesize detailed information on the company and draft sales documents
  • Research industry, prospective buyers and gauge impact of current economic cycle
  • Directly contact and lead discussions/negotiations with prospective buyers
  • Distribute information to prospective buyers under confidentiality and respond to questions
  • Solicit indications of interest from interested parties
  • Negotiate terms and summarize findings
  • Advise on selection of parities to invite to formal management presentations and rehearse meeting
  • Solicit formal letters of intent, negotiate terms and summarize findings
  • Advise on choice of prospective buyer
  • Obtain due diligence request list and coordinate due diligence effort
  • Respond to questions arising from due diligence
  • Advise on Purchase Agreement and closing documents
  • Assist with closing transaction
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Testimonials

  • “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.

  • “With the help of Windward Advisors I was able to find a company with the same business values as HDI. Steve and Barry were very attentive from beginning to end and kept me prepared and informed as we worked through all aspects of the sale. After meeting with John Katter of KENDELL, I knew it was the right decision. KENDELL will help HDI grow in the southeast region and add value to the overall enterprise.”

    Steve Woodard President and owner of HDI

  • “Hiring Windward Advisors was the best business decision we could have made to sell our Precast Company. Steve and Barry worked tirelessly and went above and beyond to make the sale successful for all parties! We could not have found a more aligned buyer for the sale of our company.”

    Mike Perry President of Winchester

  • “Working with Barry and Steve has been a distinct pleasure. From the beginning to end of this process we have enjoyed a high degree of professional advice and counsel from Windward. We hope to work together again soon.”

    Bob Boyd Vice President, Strategic Growth & Development of Colonna’s

  • "Barry and Steve provided the wisdom, guidance, and personal insight that I needed as a business owner to facilitate a positive transaction for all parties. I am very grateful for their service from initial discussions through closing and beyond."

    David Walker President of Zip

  • “Windward provided essential financial analytics and advisory services needed to obtain the highest value for our business, and facilitated a smooth and successful transaction. We are very pleased with the result, and it was a pleasure working with Steve Howell and Greg Waller, who are both highly experienced and consummate professionals."

    Jim Chastain President of Heyward

  • “Windward Advisors was a wonderful partner to work with and consistently demonstrated dedication and professionalism throughout the entire process. One of the most important qualities we sought in a firm was trust, and Greg and Steve quickly earned our confidence. They truly became trusted partners, always keeping our best interests at the forefront while guiding us toward a strong and successful transaction.”

    Janet Kickham Co-Founder of LinkUp