Providing Actionable Options for Liquidity
Mergers & Acquisitions
Southwind provides high level corporate M&A strategy and due diligence services for acquisitions, mergers, business sales and divestitures. Our process is underpinned by proprietary modeling with highly detailed marketing and diligence support that ensures a smooth process from start to finish. Our relentless focus on preparation allows us to attractively present our clients to prospective financial and strategic partners and greatly enhances our ability to navigate confirmatory due diligence. We pride ourselves on providing independent advice intended to maximize shareholder value for our clients. Our goal is to provide clients with actionable options, whether that is represented with multiple prospective buyers at competitive valuations or multiple transaction structures. We do not believe in “luck” but seek to assist clients in being prepared for when opportunity arises.
Equity & Debt Financing
Southwind understands that our client’s ability to drive shareholder value while managing risk requires the proper capital structure. We maintain relationships with the leading industry capital providers and can advise on the art of the possible. Specifically, Southwind provides equity financing, debt financing services to emerging and middle market businesses in our target industry. We create compelling investor marketing materials, develop comprehensive investor lists and work creatively and tirelessly to initiate, negotiate and close financing transactions, while providing valuable strategic insights throughout the process.
Valuation & Fairness Opinions
Southwind offers professional evaluations of a company to determine whether a merger, acquisition, buyback, spin-off, or buyout is a fair and viable option for that company. These services include valuation analysis of a target company, evaluation of business rationale of a transaction, and opinion as to the financial fairness of the proposed transaction.
Merchant Banking
Southwind Capital actively seeks to identify companies and management teams where we can partner to drive value through relationships and drive operational improvement through investment and active board-level involvement. Our relationships with board level advisors along with family office and high net worth investors allow us to facilitate capital formation in the lower middle market where there are fewer dedicated capital providers.
Enable the Efficient Deployment of Private Capital in Support of U.S. National Security Goals.
We Provide Access to Capital & Liquidity for Private Companies Serving the Aerospace | Defense & Government | Intelligence Community Industry.
Principles Underpinning Our Success
INTEGRITY & DISCRETION
Change of control or other financing transactions should have little bearing on how customers, partners, and employees interact with our clients in the ordinary course of business. Our commitment to faithfully representing our client’s interests improves the probability of a successful transaction with minimal disruption to daily operations.
PROFESSIONALISM
You only have one chance to make a lasting impression. Our industry-specific knowledge, relationships, and experience reflects favorably on our clients as we represent their interests to prospective buyers or merger partners in an organized, professional manner.
CREATIVITY
The most obvious choice does not always offer the highest probability of success. We maintain a consistent pulse on the industry in order to uncover strategically compelling options that may not be intuitively obvious. We pride ourselves on creative and unique solutions, independence of thought, and delivering results that maximize shareholder value.
DETAIL
Our ability to understand and communicate the granular details that define our clients and that matter most to investors and prospective merger partners greatly increases the probability of success.
EXPERIENCED
Experience matters. With a multi-decade track record of getting deals done with premium investors at exceptional valuations, we know what it takes to help clients through defining times in their company’s life cycle. Our deep knowledge and experience across industry is anchored by strong executive-level relationships and a rich transaction history.
$25-75+
$5-20+
$25-100+
Management
Talented and creative management teams dedicated to providing innovative solutions.
Financial
Demonstrated record of high-margin cash-flow generation with at least $2M in EBITDA.
Contracts
Strong customer relationships demonstrated by long-term contracts with visibility into projected revenue.
Customers
Defensible niche positions within high priority, high growth budget areas within the industry.