Investment Banking

Sell-Side M&A Advisory for Founder-Led Businesses

Windsor Drake is a boutique investment bank specializing exclusively in sell-side M&A for profitable, founder-led businesses. We represent entrepreneurs across technology, digital, and traditional industries who are ready to exit, explore liquidity, or take their business into its next chapter.

We don’t list businesses. We run discreet, high-trust M&A processes designed to maximize value and deliver clean outcomes — with speed, strategy, and precision.

What We Do

Sell-Side M&A Advisory

We manage the full lifecycle of a sale process, from initial strategy through closing:

  • Exit planning & valuation guidance

  • Preparation of materials (CIM, financials, positioning)

  • Curated outreach to qualified strategic & financial buyers

  • Deal structuring, negotiation, and hands-on support through diligence and closing

Whether you’re seeking a full exit, a partial liquidity event, or a strategic partnership, we position your business to attract premium interest — and drive competitive outcomes.

Who We Work With

We advise a select number of founders each year across sectors including:

  • Technology – SaaS, IT services, MSPs, vertical software

  • Digital Businesses – Ecommerce, DTC brands, marketing agencies

  • Traditional Services – B2B services, distribution, construction, trades

Typical client profile:

  • $1M–$20M in annual revenue

  • $500K–$5M+ in EBITDA

  • Owner-operated, with strong fundamentals and a clear growth story

Why Founders Choose Windsor Drake

  • Founder-Centric – We work for you — not buyers, funds, or platforms

  • Discreet Process – We keep your intentions confidential and protect your business during the process

  • Real Buyers, Not Tire-Kickers – We leverage a curated network of private equity, strategic acquirers, and family offices

  • Hands-On, High-Touch – Fewer clients. More focus. Better outcomes.

Considering a Sale?

We work quietly with a limited number of founders each year. If you’re thinking about selling your business — now or in the future — we’d be happy to start the conversation.