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Guidance and assistance to help you prepare for a future transaction

  • Develop a business plan and a set of financial projections

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  • Identify and track key performance indicators

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  • Establish financial reporting and processes that enable you to better drive results

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  • Create a track record of setting and achieving financial goals to give investors or buyers confidence when it is time to raise capital or sell your business

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Hands-on, dedicated support when you raise capital or sell your business

  • Develop or refine financial projections

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  • Write a business plan / information memorandum

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  • Create a detailed corporate overview presentation

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  • Prepare a data-room to facilitate due diligence

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  • Perform an objective valuation analysis before beginning discussions with potential purchasers or investors​

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  • Advise on and participate in negotiation of all key terms and transaction documentation

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John Winkler
 

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Investment banker with 33 years experience​ and more than 140 transactions completed totaling over $50 billion

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Expertise:

Equity and Debt Financings

Mergers & Acquisitions

Initial Public Offerings

Business Valuation

 

 

Experience:

The Chase Manhattan Bank

Patricof & Co. Capital Corp.

Thomas Weisel Partners

Deutsche Bank Securities

Nomura Securities

 

 

Education:

B.A. Colgate University, 1990

M.B.A. Columbia University, 1997

M.S. Economics UC Berkeley, 2000​

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