WindLake advisors have extensive experience representing clients in successful transactions. Dedicated to providing the highest level of confidentiality and professionalism, WindLake focuses on the unique attributes of each client's business. By limiting our marketing efforts to a highly-focused set of strategic and financial acquirers, we have successfully helped clients monetize over $1 billion in completed sale mandates.

We partner with our clients to determine the best solutions and alternatives:

Choosing the Right Advisor. When it comes to M&A, it is imperative to choose an advisor that is skilled and experienced in managing the entire deal process. In the final analysis, it's about maximizing your investment – whether you are looking to acquire a firm, or divest one. A quality advisor should be able to utilize his or her professional talent and market knowledge to deliver incremental value to a transaction. This incremental contribution should result in monetized value to the client several times the success fee charged.

Orchestrating Your Deal Team. All players play an important role in the team's success. We believe that your existing accountants, attorneys, and consultants can contribute greatly as deal team members. By analogy, we view a deal team to be similar to a first-rate professional basketball team. A center is no more valuable than a guard. A guard is no more valuable than a forward. As a team, they can win many games in superior fashion by getting the most out of each player. However, it is when the point guard tries to play center, and the center tries to play point guard, that the problems begin. Don't let this happen to your transaction.

We actively build a team which incorporates these key players. It is often most rewarding for your company to engage an M&A expert to lead the deal team in partnership with management and other trusted advisors. More often than not, you will find that this strategy leads to superior results.

We embrace your trusted advisors as valuable professionals and critical deal team members, and we work closely with them to maximize value for you, the client.

Different Approach from the Rest. We do not subscribe to the common practice of disseminating sensitive personal and corporate data to a wide audience of potential acquirors, merely hoping that a few might express interest. These strategies, unfortunately, are used by many advisors due to lack of time, interest, knowledge, professionalism, and a desire to do what is in the client's best interest. Instead, we focus on the key value drivers of your business and then contact only those acquirors that would benefit most from doing the deal. We then tailor your presentation to appeal to each specific acquiror, explaining to each how they will benefit from completing the transaction.

Knowing the Deal. At WindLake, we believe in developing close partnerships with our clients. To provide outstanding client service, it is absolutely imperative to 'know the deal,' – all of its strengths and weaknesses, opportunities and challenges, and most importantly, why both buyer and seller will benefit from doing the transaction. Yes, it does require us to invest more time and expense in upfront. However, with this investment, we eventually reap the knowledge, confidence and focus required to achieve a value driven transaction, on time, and within budget. This is how great deals get completed efficiently to our client's satisfaction.

Seeking Advice. Whether you use WindLake or another quality advisor, we encourage you to capitalize on the value of competent professional representation. Given that success fees are paid only upon the completion of a successful transaction, there is little reason to enter the M&A race alone. Rest assured, the other side will have a team of advisors. You should too.

To obtain more information, or to schedule a complimentary consultation with one of our advisors, please contact us via email at We will respond to your inquiry promptly.

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