A successful capital raise of senior debt, mezzanine debt, private or public equity requires proper financial analysis and preparing and communicating succinctly the amount of capital required, the type, its purpose, what security is available, and the ability for repayment or gain. We help in determining the capital need and the most desirable form of capital required; develop a broad list of capital providers and methodically identify those most suitable by soliciting, comparing and negotiating competitive offers for the most desirable terms.
Windward’s principals have over 65 years of combined experience in finance and corporate growth, including having been senior debt and mezzanine lenders and private equity investors. This enables them to quickly hone in on the key considerations important to capital investors.
Windward performs its services on a retainer basis with a success fee, dependent on the type of capital being raised, paid upon closing a transaction. Retainers received are credited as an offset against any success fee earned.