Need help in exploring potential exit strategies, positioning your company for a transaction, finding the right acquisition partner, or negotiating the best deal terms? Winter Advisors has the answer.

With deep expertise in software, business services, and financial services, Winter Advisors offers an M&A solution that focuses on preparing a company for a transaction, helping with a pre-defined M&A process, and working with ownership to understand and define their roles post-transaction. This solution is delivered as a comprehensive consulting engagement covering the eight critical M&A process steps.



Winter Advisors uses an 8-step approach to successfully provide an M&A Solution. Based on their own Stage Execution Model™ Methodology, the eight steps are as follows:

1. Define Ownership’s Goals & Objectives
   During this phase we focus on defining what the owner or ownership group wants to achieve in their business, in a transaction, and post-transaction.
2. Conduct Company Review
   During this phase we review financials, customer lists and any key assets or liabilities within the company. We also like to meet and interview key management and personnel.
3. Create Financial Package
   During this stage we help create an Executive Summary, Company Presentation, Management Bios, Adjusted Financials, and a forward looking financial plan.
4. Generate Acquirer Target List
   During this step we identify potential buyers that match the requirements of ownership.
5. Set-up and Attend Key Acquirer Meetings
   During this phase we set-up and attend key acquirer meetings. We also follow-up post-meeting to gather key feedback.
6. Manage Due Diligence
   During this stage we help the company manage the list of requested due diligence material.
7. Negotiate Deal Terms
   During this phase we help negotiate with potential acquirers and attempt to create a multi-acquirer situation.
8. Support Close & Integration
   During this phase we help with closing the transaction and preparing the company for integration.

• Clarity on the probability of a successful M&A transaction
• Professional and comprehensive M&A package
• Increased focus on the right type of acquisition partner and deal structure
• Strong buyer network and experience with similar transactions
• Clear expectations for management and ownership post-transaction