We Speak Your Language

Private Equity

Transforming Vision into Value

In the fast-moving world of private equity, speed and accuracy are paramount, as missteps can prove costly. At Windham Brannon, we recognize that your success depends on moving swiftly to seize opportunities, make precise decisions and maximize transaction value. Whether you’re a large-scale private equity powerhouse or an emerging firm, we deliver the same customized client experience.

Choosing our Private Equity Practice means partnering with seasoned transaction professionals who provide timely, efficient and top-tier service and possess deep knowledge of the private equity landscape. Our advisory-forward approach doesn’t just provide insightful reports and advice –with us, you’ll optimize deal flow and navigate transactions with confidence and precision, accelerating your path to closing and ensuring every deal yields superior results.

Private Equity & Venture Capitalist Groups

Venture Capital

Private Equity Groups

Growth Equity

Private Equity

Leveraged Buy-Out

Private Equity Services

Private Equity

Due Diligence

Proper financial and operational due diligence is imperative to outlining and responding to risk tied to any transaction. We assess capital, quality of earnings and EBITDA and provide recommendations to mitigate any identified risk.

Private Equity

Quality of Earnings

Our professionals can help you prepare buy-side and sell-side quality of earnings analyses and reports that provide transparency into the financial and operational health of a target company.

Business & Financial Modeling

We deliver customizable models tailored to each acquisition’s unique dynamics, helping you value deals accurately, identify growth potential and manage risks effectively.

Business Valuations

Our accredited business valuation professionals help calculate objective and accurate measures of value in preparation for any transaction. We tailor our approach based on your specific needs, whether for private debt and equity funds valuations, earnouts, purchase price allocations and fair value measurements.

Private Equity

Tax Structuring & Planning

From structuring the deal for optimum tax treatment to forecasting how and when proceeds from the deal will hit the income statement, our specialized tax services help you see all angles of a potential deal, including historical tax analyses, tax-efficient deal structure advice and ongoing support for partners and investors.

Private Equity

Purchase Price Accounting

To provide a smooth transition during your acquisitions, we also help you allocate the purchase price correctly, maximize deal value and minimize integration time.

Private Equity

Post-Acquisition Integration

A successful acquisition is the tip of the iceberg. Our post-acquisition integration services provide integration planning and execution, change management support and day-one readiness, supporting a seamless handover and maintaining business momentum.

OUR Private Equity ADVISORS

Laura Berry

Principal, Advisory Service Leader

Rodrigo Visbal

Director, M&A