Example Engagements

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

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

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

Windward Advisors, LLC