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.
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.
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.
“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!”
“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.”
"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"
"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!"
“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.”
“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.”
“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.”
“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”.
“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.”