About Us


ith over 65 years of combined experience in mergers, acquisitions, lending, corporate growth and business advisory services, the principals of Windward Advisors utilize their extensive backgrounds in representing business owners in selling or buying companies or raising capital for growth. We encourage the development of a well thought-out plan and emphasize the significant value and other benefits of entering into a transaction after proper preparation.

Our commitment to identifying and understanding a company’s and owner’s needs and objectives provides the foundation for developing an action plan to achieve the desired results. In every situation the principals of Windward are involved from the commencement of an assignment throughout the entire process to ensure the success of each and every engagement.

For many private business owners, the investment in their companies represents a significant portion of their personal net worth. Having bought, built, financed, operated and sold businesses in diverse industries, the principals of Windward have a strong appreciation and understanding of the sensitivities and challenges involved in managing a business. Our extensive experience, knowledge of processes, and network of contacts qualify us to help owners preserve, enhance and achieve the best values for their companies.

Windward also recognizes the importance of having the appropriate “Team” in place to advise owners on all fronts. We work closely with an owner’s other trusted advisors, such as it’s legal counsel, accounting firm, wealth managers, lenders, insurance representatives, etc., to help construct a strategy to provide owners with comprehensive solutions to achieve their immediate and long-range personal and business objectives.

At Windward we appreciate the obligation, passion, pride, commitment and anxiety that are all part of owning a business. It is our intent to provide the best possible services to ensure that our clients receive the utmost attention, while assisting them in creating the maximum values for their hard-earned efforts.

Click here to visit our Team page