Strategic Alternatives - Advisory & Research Services

Winchester offers a suite of services to Family Offices as a cost effective extension to their management. These include advisory services and technical assistance for the structuring of value creative mergers, acquisitions and/or strategic alliances for Family owned enterprises or portfolio companies, including the following services:

  • Evaluation of strategic alternatives, including potential acquisitions, platforms or divestment opportunities.
  • Risk of execution and certainty of close.
  • Development and analysis of Joint Venture and Licensing opportunities for Family Office owned companies.
  • Investment vehicle review and exit optimization.
  • Development of unique acquisition and divestment strategies, which generate potential liquidity and additional long term value.

Our Family Office services are tailored to the needs of each Client and can be executed globally on a project by project basis. We research and initiate direct acquisitions for private family owned companies and also manage divestments for our Clients.

In instances where Family Office Clients wish to undertake the acquisition of a specific company, we provide supportive due diligence, transaction research, financial modeling, negotiation and transaction execution on a fixed fee basis.