Trusted advisory services for companies, business owners, family offices, and investors operating across global markets.
Windeye Partners provides assistance regarding corporate finance, business valuations, and mergers & acquisitions in the United States, Europe, and Asia. Our clients include companies, business owners, entrepreneurs, family offices, investment funds, and other investors.
The professionals and senior advisors of Windeye Partners combine deep experience in advising companies and investors with significant experience within selected industry sectors.
"We frequently work in sectors such as biotech/pharma/life sciences, medical/healthcare, software, media & communications, consumer products, food & beverages, and niche manufacturing."
We provide advice to companies, business owners, entrepreneurs, family offices, investment funds, and other investors.
Certified valuations of businesses, securities, intangible assets, and intellectual property for business sale, capital raising, option plans (409A), gifts, estate tax, financial reporting (ASC718, ASC805), and asset transfers.
Learn MoreDevelopment of complex financial models, Monte Carlo simulations, Real Option analysis, equity waterfalls, cap tables, investor presentations, and prospectuses.
Learn MoreBuy-side acquisition searches for companies, private equity firms, and family offices, as well as targeted acquisition approaches, evaluations, due diligence, and negotiation.
Learn MoreAssistance to business owners, entrepreneurs, private equity firms, and venture capital groups preparing for a future sale of all or part of a business to strategic or private equity buyers.
Preparation of financial models, documentation, and strategy for companies and entrepreneurs seeking to raise capital from angel investors, family offices, venture capital, or private equity funds.
Appraisal of Bitcoin, Ether, and other cryptocurrencies for charitable donations and other purposes. Valuation of blockchain businesses and technology.
A selection of recent advisory assignments for Windeye Partners.
409A valuation for vaccine products development company.
Valuation of Artificial Intelligence supported drug development company.
Valuation of soccer club startup business.
409A valuation for European cybersecurity firm.
409A valuation for cannabis industry service provider.
Business valuation in connection with transaction for home products company.
409A valuation for drone services technology company.
409A valuation for consumer audio products company.
Advisory services to travel industry SaaS business in connection with potential exit.
ESOP valuation for insurance agency business.
409A valuation for leading pharmacy automation solutions provider in connection with private equity recapitalization.
Business valuation for medical device company focused on artificial kidney technology in connection with share issuance.
ASC718 and 409A valuations for leading developer of plastics recycling technology.
Business valuation of early stage gene therapy biotechnology company in connection with sale of business.
Valuation and advisory services to owners of measurement technology company in connection with sale of business.
Purchase price allocation valuation for multiple acquisitions by medical and healthcare focused insurance business.
Financial planning and advisory service for stem cell research services and products company.
409A valuation for ecommerce beauty products company.
Valuation of specialty chemicals company in connection with management equity transaction.
Valuation of privately held building products company in connection with potential sale.
Private Placement Memorandum development for wine products company.
Valuation of European simulation software provider in connection with equity incentive issuance.
409A valuation of blockchain software company in connection with options grants.
Advised investment group with respect to cannabis sector transactions.
Valuation of early stage therapeutic biotechnology company in connection with capital raising.
Valuation of search software business in connection with capital restructuring.
Advised provider of accounts receivable management software with respect to financial planning and capital raising.
409A valuation of aerial drone technology company in connection with options grants.
Valuation of private company securities in connection with Grantor Retained Annuity Trust (GRAT) transfer.
Advised provider of gym & fitness club solutions with respect to financial planning and capital raising.
409A valuation of U.S. telecommunications equipment provider for management share grants.
409A valuation of U.S. biotechnology company for options grants.
Advised family investment group with respect to U.S. private equity investment.
Fair value valuation of hedge fund portfolio biotechnology investments.
Advised shareholders of China based business services company regarding sale to a large privately held European group.
Assistance to U.S. investment fund with respect to evaluation of privately held life sciences company.
Intellectual property valuation with respect to software assets.
Estate tax valuation of U.S. publishing company.
Assistance to U.S. food e-commerce business in connection with capital raising.
Business valuation of Asia-Pacific based online dating service.
Advised sector focused U.S. private equity fund on minority growth equity investment.
Evaluation of share purchase in highly valued privately held U.S. technology company on behalf of investment fund.
409A valuation of U.S. healthcare technology company for option and share grants.
Advised U.S. educational testing services business on acquisition.
Valuation of U.S. dental practice in connection with acquisition.
Valuation of multiple U.S. fitness centers in connection with merger.
Financial advisory services for restructuring of ownership in U.S. educational technology business.
409A business valuation of U.S. medical device company for option and share grants.
Advised Asian media group regarding financial structuring for U.S. investment.
409A business valuation of U.S. software company for option and share grants.
Intellectual property valuation of electrical equipment technology.
Valuation of U.S. Software-as-a-Service company focused on human resources sector.
Assisted family owned U.S. company with comprehensive acquisition search in game sector and multiple acquisitions.
Valuation of U.S. Software-as-a-Service company focused on transportation sector.
Advised Asian luxury goods company on capital raising strategy.
Advised owners of a privately held U.S. B2B digital media business on exit strategy.
Advised Middle East based Software-as-a-Service company on financial strategy.
Valuation of U.S. simulation and entertainment systems business in connection with private equity investment.
Advised privately held U.S. life science services company on financial strategy for acquisition.
Valuation of U.S. B2C digital media business in connection with potential sale.
Advised private family office regarding restructuring and equity investment in U.S. medical equipment company.
The professionals and senior advisors of Windeye Partners combine deep experience in advising companies on corporate finance, business valuations, and mergers & acquisitions.
Mr. Guthammar has more than 20 years of experience with corporate finance, business valuations, mergers & acquisitions, private equity, and venture capital.
He has advised corporations, investment funds, family offices, and business owners on numerous transactions and projects in North America, Europe, Middle East and Asia.
Mr. Guthammar gained a significant part of his experience at the merchant banking
arm of Credit Agricole, a major European bank, and was subsequently a partner at a boutique cross-border mergers & acquisitions firm before founding Windeye Partners.
Mr. Guthammar is a graduate of the Stockholm School of Economics and received an MBA from the Wharton School of the University of Pennsylvania.
He is a Certified Valuation Analyst (CVA) member of the National Association of Certified Valuators and Analysts (NACVA),
a member of the Business Valuation & Litigation Services committee of the New York State CPA Society (NYSSCPA), and a member of the Licensing Executives Society (LES).
Mr. Guthammar also serves as an Adjunct Professor of Finance at Stevens Institute of Technology.
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Ms. O'Brien has more than 15 years experience with business valuations, financial due diligence, forensic due diligence, and business intelligence.
She previously worked at a Chinese investment bank in Beijing, Pricewaterhouse Coopers, Bristol-Myers Squibb, and Ernst & Young.
Ms. O'Brien received an MBA from Fordham Gabelli School of Business and Peking University, and a Bachelor of Science degree in accounting from
Fairfield University. She speaks fluent Mandarin Chinese.
Dr. Pannelay has more than 20 years experience working in the life sciences industry. She has hands-on experience across the ecosystem, including in healthcare banking,
pharma industry and as a pharmacist. She was recently Partner - Strategy Consulting at Product Life Group, and now operates as an
independent consultant advising pharmaceutical companies and life sciences organizations. Dr. Pannelay previously built the healthcare consulting practice of the Economist Intelligence Unit.
She has lived and worked in Europe, the US and Asia.
Dr. Pannelay received a Doctor of Pharmacy degree from Universite Montpellier I and an MBA from the ESSEC business school in Paris.
Principal of Castlewood Capital Partners with more than 25 years of experience in investment management, corporate finance, and strategic restructurings. Previously a Partner at Strait Lane Capital Partners and Evolve Capital, focused on control investments and recapitalizations of lower middle-market businesses.
More than 30 years advising companies on acquisitions, divestitures, and market entry. Founded Etradex Corp. in 1989, a leading cross-border M&A and business development firm. Previously 14 years in management and sales/marketing for a leading European consumer products company.
More than 25 years of investment banking experience focused on M&A and capital transactions with middle-market companies. Founder and Managing Director of Lenox Hill Capital Advisors. Previously founding Managing Director of CBIZ Mergers & Acquisitions Group, where he ran the New York investment banking office.
Windeye Partners works closely with partner firms in the United States and internationally.
Provides mergers & acquisitions advisory services to middle-market companies in the United States.
A boutique consulting firm advising senior management and investors in the life science and healthcare industries on corporate development and strategy in the United States, Europe, and Asia.
A Swiss-based firm active in multiple countries executing international transactions in corporate finance and mergers & acquisitions.
Thought leadership and research from the Windeye Partners team on valuation, corporate finance, and M&A topics.
We welcome inquiries from companies, business owners, investors, and professional advisors.
666 Old Country Road, Suite 200
Garden City, NY 11530