Windsor Path

Associate

• Build and maintain valuation models for prospective member firms, including normalized/adjusted EBITDA, pro forma projections, and returns analysis
• Model deal structures including cash at close, rollover equity, and deferred consideration, and assess impacts on platform-level returns
• Analyze preliminary financials and identify key value drivers, risks, and questions for sellers
• Prepare materials supporting LOI and proposal development
• Maintain and update the platform-level acquisition model as deals close
• Lead post-LOI financial diligence, including revenue quality, client concentration, WIP and AR, realization rates, partner compensation, staff utilization, and revenue and client retention
• Coordinate third-party QoE, legal, tax, IT, and HR advisors and keep diligence on schedule
• Maintain diligence request lists, data rooms, and issue tracking
• Summarize findings and recommendations for investment decisions and own investment memos
• Support purchase agreement review and closing mechanics, including funds flow
• Prepare quarterly investor updates, board materials, and ad hoc analyses
• Respond to occasional investor information requests
• Build and maintain dashboards tracking member firm performance against budget and acquisition case
• Flag performance issues and support leadership in addressing them with member firm partners
• Help develop standardized reporting processes as the portfolio grows
• Work closely with the Co-CEOs, VP of New Partnerships, and outside advisors

Senior Associate, M&A

Account Manager

• Own and operate Windsor Path's origination pipeline in Affinity
• Manage external BDR firms sourcing proprietary deal flow and hold them accountable to volume and quality standards
• Execute multi-channel proprietary outreach through calls, email, LinkedIn, and conferences
• Qualify targets against Windsor Path's investment criteria and prioritize the pipeline
• Maintain pipeline hygiene, reporting, and weekly KPI delivery
• Lead introductory calls and early-stage conversations with firm owners and partners
• Build trust and communicate Windsor Path's value proposition to CPA firm owners
• Coordinate NDA execution and collection of preliminary financial data
• Organize preliminary financials into a standardized format for handoff to the deal execution team
• Support the deal team in advancing qualified opportunities through the LOI process
• Manage and develop a junior Business Development Associate
• Set outreach cadence, messaging strategy, and activity targets for the BDR function
• Build repeatable processes and playbooks as the team grows
• Represent Windsor Path in the market with integrity, discretion, and professionalism
• Track competitive dynamics, including acquirers, multiples, and Windsor Path's positioning
• Develop and maintain relationships with brokers, intermediaries, and industry contacts