To Windward "into or in an advantageous position"

Example Engagements

Sell-Side Transactions

·         Sale of a provider of diagnostic and therapeutic services for at-risk youth

·         Corporate divestiture of  a specialty paper manufacturing division of a Fortune 500 company

·         Sale of proprietary education software company 

Buy-Side Advisory Engagements

·         Acquisition search for custom designer & manufacturer of automation equipment

·         Acquisition search for Private equity fund

·         Acquisition due diligence for manufacturer of construction materials

·         Acquisition analysis and capital structuring for manufacturer, wholesaler and retailer of lawn and garden products

·         Strategic growth planning and acquisition search for manufacturer of specialty designed & engineered components used in technical testing equipment

Corporate Growth & Exit Advisory Engagements

·         Facilitated strategic planning session for engineering, design and manufacturer of energy management systems & controls

·         Provided exit & growth advisory consulting for manufacturer of industrial battery chargers

·         Provided interim operations management for fleet vehicle modification and maintenance company

·         Provided strategic growth assessment for specialty motor controls company

·         Provided exit strategy and alternatives analysis for chronic disease management software company

·         Industry analysis, Strengths, Weaknesses, Opportunities & Threats (SWOT) identification, and exit alternative analysis for medical records management company

·         Provided performance and financial analysis for junior sports camp management company

·         Provided corporate restructuring plan and operations analysis for multi-state billboard company

·         Analyzed industry and provided SWOT & exit analysis for workman’s compensation case management company

·         Provided capital restructuring advisory for purified water cooler company

·         Provided analysis of strategic plan and exit alternatives for transportation & logistics software company

·         Provided exit strategy analysis for specialty journals publisher

·         Provided value analysis and sell-side advisory services for distributor of interior construction materials

 

About Windward  |  Contact Us
© 2007 Windward Advisors, LLC.  All rights reserved