FOR OWNERS & MANAGEMENT TEAMS · DEBT & EQUITY
Support for consequential financing decisions — capital strategy, analysis, materials, and senior-level execution alongside the management team.
Separate the analysis and preparation from the work of pursuing a financing. The proposal specifies which responsibilities are included.
Fees, third-party advisers, financing responsibilities, and any transaction-related compensation are defined in the engagement terms. See the Britehorn disclosure below.
Most financing questions start earlier than debt versus equity—with what the capital needs to do for the business. The engagement begins with that question, then builds the analysis, structure, and materials around the answer.
Evaluate capital requirements, transaction structure, and financing alternatives alongside the acquisition plan.
Connect the amount, timing, and form of capital to the operating plan and its expected funding needs.
Assess existing obligations, liquidity objectives, and the implications of alternative capital structures.
DEBT
Credit capacity, structural alternatives, lender materials, and process support where borrowing is the right answer—sized against the plan the capital serves.
EQUITY
Valuation context, investor materials, and process support where new capital or new partners are the right answer—with the dilution math done before the conversations begin.
Capital strategy, analysis, materials, and process support are built around what the financing needs to accomplish.
Capital-raising and other securities-related services described on this page are offered through Britehorn Securities LLC, a FINRA- and SEC-registered introducing broker-dealer and member FINRA/SIPC. Britehorn provides regulatory supervision and compliance oversight for those activities. Britehorn does not open or maintain customer accounts and does not hold customer funds or securities. This page is for general informational purposes and is not an offer to sell or a solicitation of an offer to buy any security. Review Britehorn's regulatory disclosures or view the firm on FINRA BrokerCheck.
Capital strategy
Debt and equity alternatives
Financial analysis and modeling
Materials preparation
Investor and lender process support
Senior-level execution
What the capital needs to accomplish, the alternatives available to do it, and the analysis that compares them against the plan.
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.
Describe what the capital needs to do and where you stand. A short note is enough to begin.
hello@windadv.comEric reviews your note and follows up to understand the situation. If there is a fit, the next step is a conversation about priorities, scope, and how an engagement would work.
Please keep the first note high-level. Sensitive documents can follow after the appropriate confidentiality arrangements are agreed.
