Public relations and communications agency
Windridge engagement
Opportunity origination, analysis, and process management for an agency acquisition.
View the engagement →Experience
Selected engagements across M&A, capital advisory, and corporate development, alongside experience of the principal.
Experience includes Windridge engagements and selected work of the principal. Roles are stated individually; not every entry is a Windridge mandate. Values provide transaction or financing context, not proceeds or a represented closing outcome.
Selected Windridge engagements
CORPORATE DEVELOPMENT · 2026Regional communications agency acquisitionDeal origination and deal leadMarket mapping, founder outreach, diligence, and integration planning.Windridge engagementCORPORATE DEVELOPMENT · 2026Specialist public relations agency acquisitionDeal origination and deal leadOpportunity evaluation, modeling, negotiation support, and integration planning.Windridge engagementSELL-SIDE M&A · 2026Employment performance marketing platformSell-side advisorPositioning, buyer mapping, transaction materials, and process management.Windridge engagement
These case studies describe work performed and do not state or imply a completed transaction. The two agency examples relate to one acquisition program.
Public relations agency
Windridge engagement
Opportunity origination, analysis, and process management for an agency acquisition.
View the engagement →Employment performance marketing platform
Windridge engagement
Sell-side preparation and process execution for the owners: positioning, buyer mapping, materials, outreach, and process management.
View the engagement →Fractional talent marketplace
Selected experience of the principal
Sell-side preparation, positioning, buyer mapping, transaction materials, outreach, and process support.
Financial-services affiliate marketing platform
Selected experience of the principal
Capital strategy, structure analysis, financial materials, and investor-process support.
Media and information company strategic combination
Selected experience of the principal
Strategic analysis, transaction modeling, and debt-and-equity financing work for a corporate combination.
Home-services and legal affiliate platform
Selected experience of the principal
Originated the opportunity and led market analysis, financial modeling, diligence, and process management.
Public-market digital marketing combination
Selected experience of the principal
Transaction analysis, financial modeling, and strategic support for a public-market corporate combination.
Shopping affiliate marketing company
Selected experience of the principal
Supported the acquiring team across analysis, financial modeling, and diligence workstreams.
Consumer internet platform carve-out
Selected experience of the principal
Led evaluation, analysis, separation planning, and process support for a carve-out.
Navigation and routing application
Selected experience of the principal
Led evaluation, modeling, and process management for a tuck-in acquisition opportunity.