A Sell-Side, Buy-Side, Corporate Growth,
and Exit Advisory Firm

Who We Are

Windward Advisors’ seasoned and experienced professionals work closely with owners and their other trusted advisors in planning for and executing growth and exit strategies designed to maximize the values of their businesses.

If you are a business owner, or an advisor to a business that is contemplating (1) the sale of a company, (2) making an acquisition, (3) raising capital or, (4) the need for experienced assistance with developing and executing strategies for growing or exiting a business, Windward can help.

What We Do

meeting-1

Representing the Seller

Conducting disciplined, competitive processes to sell businesses or divisions of companies, designed to meet or exceed owners’ objectives.

meeting

Representing the Buyer

Conducting formal buy-side engagements designed to identify, contact, analyze and acquire other businesses as part of the overall growth strategy.

coins

Capital Raising

Raising senior debt, subordinated debt and equity capital to support business growth and acquisitions, while obtaining bids to ensure competitive structure and terms.

corp-growth

Corporate Growth & Exit Advisory

Advise in developing growth and exit strategies, leading strategic growth plan exercises, and in professionalizing businesses to build shareholder value.

Testimonials

  • “Windward did a comprehensive job of presenting our business to a broad sector of the market (both strategic and financial investors) in an organized methodology. We engaged them to conduct a professional program on acquisition vs. remaining independent, rather than our reacting to many unsolicited queries we received from a wide range of investors. I would recommend them strongly to business owners who want the best talent and “white glove” service on mergers and acquisitions, be it “sell side” or “buy side”.

    Bob Shagawat Founder & CEO of Shippers Commonwealth, LLC
  • “Windward worked very closely with our management team to thoroughly and diligently guide us through the sales process. Additionally, Windward took the time to understand our market and satisfy our desire for the process to be a confidential and positive experience for all involved.”

    Paul Mancini President & CEO of Xperts, Inc.
  • “With the help of Windward Advisors I was able to find a company with the same business values as HDI. Steve and Barry were very attentive from beginning to end and kept me prepared and informed as we worked through all aspects of the sale. After meeting with John Katter of KENDELL, I knew it was the right decision. KENDELL will help HDI grow in the southeast region and add value to the overall enterprise.”

    Steve Woodard President and owner of HDI
  • “Hiring Windward Advisors was the best business decision we could have made to sell our Precast Company. Steve and Barry worked tirelessly and went above and beyond to make the sale successful for all parties! We could not have found a more aligned buyer for the sale of our company.”

    Mike Perry President of Winchester
  • “Working with Barry and Steve has been a distinct pleasure. From the beginning to end of this process we have enjoyed a high degree of professional advice and counsel from Windward. We hope to work together again soon.”

    Bob Boyd Vice President, Strategic Growth & Development of Colonna’s
  • "Barry and Steve provided the wisdom, guidance, and personal insight that I needed as a business owner to facilitate a positive transaction for all parties. I am very grateful for their service from initial discussions through closing and beyond."

    David Walker President of Zip
  • “Windward provided essential financial analytics and advisory services needed to obtain the highest value for our business, and facilitated a smooth and successful transaction. We are very pleased with the result, and it was a pleasure working with Steve Howell and Greg Waller, who are both highly experienced and consummate professionals."

    Jim Chastain President of Heyward
  • “Windward Advisors was a wonderful partner to work with and consistently demonstrated dedication and professionalism throughout the entire process. One of the most important qualities we sought in a firm was trust, and Greg and Steve quickly earned our confidence. They truly became trusted partners, always keeping our best interests at the forefront while guiding us toward a strong and successful transaction.”

    Janet Kickham Co-Founder of LinkUp

Click here to download our Services Overview brochure