A Discussion on Timing and Steps Involved in a Sell-Side Transaction
As a part of Windward’s on-going series of topical discussions regarding various aspects of Mergers & Acquisitions we wanted to provide some insight into the various steps and timing involved in conducting a formal sell-side engagement. While here we only address the process as it relates to a sell-side engagement, it should be noted that [...]
Continue Reading →Shippers Commonwealth, LLC (“ShipComm”), headquartered in Charleston, SC, is a leading provider of advanced automated transportation planning and management system solutions for shippers of all sizes. They have pioneered innovative transportation management system (TMS) solutions since 2000. Bob Shagawat, founder and CEO of Shipcomm stated, “Windward did a comprehensive job of presenting our business to [...]
Continue Reading →RoMack, Inc. (“RoMack”) located in Williamsburg, VA, is a highly regarded specialist in fiber optic system solutions for industry and science, designing and manufacturing highly developed products particularly for aerospace, optical analysis, medical device, and industrial laser sectors. Matthew Webb, founder and President of RoMack stated, “I have enjoyed a multi-year relationship with Windward Advisors. [...]
Continue Reading →The answer to that question may be “none”. However, for the savvy business owner the only method for determining just how serious a buyer may be is to engage in a formal sales process. This newsletter addresses a common witnessed occurrence in which many private business owners, when approached by an unsolicited party, jump at [...]
Continue Reading →Business owners, who for various reasons have been considering a possible exit and sale of their businesses, are know faced with the stark reality that we are in a recession, business values and financial trends for many companies and in most industry segments are down, obtaining financing has become difficult, and it appears that an [...]
Continue Reading →Xperts, Inc. (“Xperts”) headquartered in Richmond, VA, developed the education industry’s first fully web-based individualized education plan (IEP) management solution, iep.online®, through its education products division, XEP. The system delivers a comprehensive, process driven solution that leads the user through a logical series of steps while documenting and building each student’s IEP. This streamlines the [...]
Continue Reading →Virginia Society of CPA’s, 18th Annual Professional Development Conference
“Exit Strategy Planning, Alternatives & Options for Business Owners”
Continue Reading →Estate Planning Council – Lynchburg Chapter
“Exit Strategy Planning, Alternatives & Options during Turbulent Times”
Continue Reading →Virginia Society of CPA’s, Tidewater Chapter Annual Conference
“Exit Strategy Planning, Alternatives & Options for Business Owners”
Continue Reading →RICHMOND, VA — Windward Advisors, LLC, announced they served as exclusive financial advisor to MeadWestvaco Corporation (MWV) for the company’s sale of its Specialty Papers Cedar mill in Potsdam, NY, to Potsdam Specialty Paper Inc. (PSPI). The sale is expected to close in the third quarter. Terms of the agreement were not disclosed. PSPI is [...]
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Healthcare Contract Resources, Inc. (“HCR”) located in Roanoke, VA, is a highly regarded Health Information Management (“HIM”) company that… »Virginia Society of CPA’s, 21st Annual
"Helping Business Owners Build, Preserve and Realize Value in Their Companies"… »A Discussion on Timing and Steps Involved in
As a part of Windward’s on-going series of topical discussions regarding various aspects of Mergers & Acquisitions we wanted to provide some… »
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