At WindLake, we believe that each client challenge must be addressed head-on and evaluated from a multitude of perspectives. We have found that nearly every client can improve their current status by simply expanding their thinking beyond the traditional way of doing things.

Remember this: If you desire to complete an extraordinary transaction, you cannot limit yourself to ordinary thinking. Creativity combined with experienced deal making can produce powerful results.

Windlake's proprietary diagnostic and value-creation tool, WindLake Navigator provides clear and concise strategies that are easy to understand and implement, thereby providing management and directors with a measurable link to cash flow return on investment.

Our experienced advisors stand ready to customize an effective investment banking solution that capitalizes on your unique strengths. It is through innovative thinking and access to a broad base of resources and investment banking relationships that we are able to offer our clients timely, effective, and cutting-edge solutions at an affordable fee.

We only accept retained mandates and our success fees are predicated upon providing effective investment banking solutions. This helps insure that we enter into mandates with clients only when we are confident we can achieve your stated objectives.


M&A Case Study | Duncan Systems, Inc.


An example of how the WindLake Advantage benefited our client, Duncan Systems, Inc.

Duncan Systems, Inc.

Client Situation

WindLake’s Strategy

The Result

By utilizing the WindLake M&A Process, the owners successfully completed the sale of their company within 9 months of engaging WindLake to assist with the sale. By focusing on the best possible buyers for the business, the process produced the following extraordinary metrics:

With the help of WindLake and a disciplined process, the owner of Duncan Systems not only achieved the desired result of selling their company, but achieved more in purchase price than their best case scenario prior to engagement.

To read a detailed version of this case study, please click here.

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