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Client Approach
Our philosophy is based on a basic set of principles:
Attention:
- Committed to providing comprehensive senior level focus on every aspect of an assignment
- Committed to long-term partnerships with clients
- Every assignment is viewed as a reference transaction
Ability:
- Can facilitate and execute all strategic options
- Extensive transaction experience ensures that no stone remains unturned
Access:
- “Tapped in” – long standing relationships with private equity & debt firms and industry leading public and private companies
- “In the Flow” – enables us to provide clients with real time insights into capital market and industry trends
Passion:
- Our sole goal is the relentless pursuit of perfection for our clients.
Services
FINANCIAL ADVISORY / CAPITAL STRUCTURE /
RESTRUCTURING
We help you make informed decisions about structuring debt and equity investments to align your financing strategy with your business strategy. We provide clients with advisory services ranging from strategic advice on capital structure options and available sources of financing to assisting with the execution of complex balance sheet realignments and reorganizations.
STRATEGIC ADVISORY / CORPORATE FINANCE STRATEGY
Achieving successful and sustained growth for your company is dependent on understanding the market, who the competition is, and how to leverage your strengths to develop a winning strategy. We work closely with business leaders and their teams to identify what a winning strategy looks like and how to execute it. We work with clients to create liquidity, growth and long-term value.
MERGERS AND ACQUISITIONS ADVISORY
We provide M&A advice to companies seeking growth through acquisitions. We support our client’s efforts through assessing strategic fit of a business and creating a vision of realizable synergies, offering project management support through the various transaction steps, reviewing and developing sources of available financing, and assisting in negotiations and financial modeling. We help manage the process from setting the initial strategy and mapping the market to negotiating a successful close and integrating the business. Comprehensive and insightful due diligence is essential in a buy-side transaction.
BUSINESS VALUATION / FINANICAL MODELING
We are experts in understanding the internal and external dynamics that drive a company's market value and can navigate you through the landscape to provide a true understanding of the factors that have a positive and negative impact on your company's value. Dynamic financial models are critical to understanding how selected actions will impact your company's financial statements. We have years of experience developing financial models for all aspects of business and can build customized models to provide an in depth understanding of any project.
EXIT PLANNING
Making the decision to sell your business can be difficult, especially if you haven't been through the process before. There are numerous complexities and obstacles that can limit your ability to achieve the maximum value possible. We can help you navigate these issues and identify where to focus your time and energy in the near-term in order to maximize value when you are ready to go to market.
BOARD SERVICES
Clients at various points need the strategic vision and operational support of an experienced independent director. Mr. Miller’s board experience spans almost a dozen years, the majority of which has been with publicly traded companies. He currently serves as Audit Committee Chairman and as a member of the Compensation Committee for a NASDAQ traded company. Mr. Miller provides a unique combination of capital markets, strategic planning, and operational experience to a board.
Client Focus
Small and Mid-Size Enterprises needing support with reviewing corporate structure and capital needs, conducting due diligence on a potential acquisition or joint venture, analyzing financial performance and position, and determining the viability of and creating a pathway to becoming a publicly traded company. We focus on providing our clients with a clear perspective on the opportunities and challenges inherent in a transaction.
Family Offices and High Net Worth Individuals reviewing investment alternatives including investing in or acquiring small to medium sized companies, developing overall portfolio structure, and needing management support for operational companies.
Private Equity Firm needing assistance with evaluating a transaction including conducting due diligence, developing financing alternatives, creating financial models, and overseeing the preparation of closing documents.
Investment Banking Firm needing transactional support across multiple deal forms including M&A, capital raises of private and public equity and debt, strategic alternative analysis and fairness opinions.
Current and Past Clients
Quest Resource Holding Corporation (NASDAQ: QRHC)
Item 9 Labs Corp. (OTCQX: INLB)
Smith & Wesson Brands Inc. (NASDAQ: SWBI)
American Outdoor Brands Corp. (NASDAQ: AOUT)
The Mitchell Saltz Family Office
Team
Ronald L. Miller, Jr., founder and President of Windsor Westfield, is an innovative Senior Executive and Board Director with public company, investment banking and private equity experience. Mr. Miller delivers expertise in capital markets, public offerings, mergers & acquisitions, private equity/venture capital, budget forecasting, business development, corporate governance, investor relations, financial analysis and modeling, and contract negotiations. He most recently served as Director of the Mitchell A. Saltz Family Office, where he held senior executive officer positions for several of the portfolio companies. Mr. Miller’s career includes over twenty years as a middle market investment banker focused on mergers, acquisitions, divestitures, and financings, primarily in the consumer sector. He was a founder of Alare Capital Partners, LLC, a FINRA licensed middle-market investment banking and strategic advisory firm. He served as Chief Executive Officer and Chief Compliance Officer. Mr. Miller has served since 2010 as a director and Chairman of the Audit Committee of Quest Resource Holding Corporation (NASDAQ: QRHC), a national provider of waste and recycling services. Mr. Miller began his career in the investment banking department of PaineWebber, Inc.
Disclosure
Not A Broker Deal Or Registered Investment Advisor. Windsor Westfield is not a broker-dealer, as such term is used in the United States financial services regulations, and we do not trade securities on our or another party’s behalf. We are not a registered investment advisor and do not provide investment advisory services.