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Strategic Growth Advisory

Planning Ahead for Milestone Growth

Whether it’s the sale of your business or the chance to acquire a competitor, capital transaction opportunities often find companies when they are least prepared. The most effective transactions are highly strategic and planned well in advance of the actual deal. Windham Brannon’s experienced strategic advisory practice professionals have decades of experience helping clients navigate the complexity of planning and executing a company sale or acquisition, including corporate finance matters, transaction tax implications, post-transaction integration and due diligence for buy- and sell-side. Our team has successfully closed 100 mergers and acquisition deals with a cumulative value of $4 billion across the globe.

C-Suite Executives

C-Suite Executives

Middle-Market Companies and Owners

Middle-Market Companies & Owners

Private Equity & Venture Capitalist Groups

Private Equity & Venture Capitalist Groups

HOW WE HELP YOU

Board Operational and Finance Support

Board Operational & Finance Support

Windham Brannon provides advisory support to help your business develop and establish financial policies, procedures, goals and budgets that keep your operational and financial systems accountable so you can achieve strategic success for the future.

C-Level Coaching

C-Level Coaching

Our professionals draw from in-depth experience and expertise to coach C-suite executives in leading and managing their organizations. We advise on a range of issues, including vision casting, leadership, process improvement and long-term decision-making.

Change Management

Change Management

Change at any level within an organization is inevitable, but often never easy. Our advisory team can help you develop a change management strategy that brings all employees and systems on board for the future, whether through mergers and acquisitions, adopting innovative technologies or leadership restructuring.

ESG - Environmental, Social and Governance

ESG

As businesses and investors navigate the environmental, social and governance (ESG) landscape, we can help you with implementation and reporting requirements for ESG practices that are beneficial and sustainable.

OUR ADVISORS

Laura Berry

Principal, Advisory Service Leader

Rodrigo Visbal

Director, Advisory

WB IN ACTION