Windward Advisors Overview

$1m+
Est Annual Revenue
$100-$299m
AUM

Company Details

Sell-Side Representation
Conducting and managing formal sales processes; including advising business owners on alternatives and options for exit, developing strategies and implementing initiatives to better prepare companies for sale in order to maximize value, preparing offering memorandum, identifying and contacting potential buyers, as well as assisting with analyzing offers, negotiating, structuring and closing the sale.

Buy-Side Representation
Advising businesses on “buy and build” strategies; including identifying and contacting potential acquisition candidates and assisting with analyzing candidates, negotiating, structuring, financing and closing acquisitions.

Corporate Growth and Exit Advisory
The principals of Windward leverage their extensive experiences in buying, building, financing, growing, operating and selling businesses when advising owners in projects including the development of strategic growth and exit plans, properly structuring and capitalizing companies, identifying strengths, weaknesses, opportunities and threats (SWOT analysis), and working with other trusted advisors to enhance performance and help owners achieve their objectives.

Locations

Location
1900 Manakin Road, 23103 VA
United States

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Windward Advisors Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Junior Trader
Year 2012
Job Title Junior Trader
Group/Division Equity Capital Markets
Location Boston
Experience
Positive
Difficulty
Easy