Winter Park Capital MB
Winter Park Capital MB presents itself as a boutique business brokerage based in Winter Park, Florida. Its stated services include valuation, buyer outreach, negotiation, deal structuring, and closing support for business owners buying or selling companies.
What stands out about Winter Park Capital MB
Winter Park Capital MB publicly describes a sell-side and buy-side business brokerage process, including valuation, preparation of buyer materials, outreach to private-equity and strategic buyers, management meetings, LOIs, negotiation, and closing. It states that it works with family- and founder-owned businesses across a wide range of industries.[1][2][3][4][5]
What does Winter Park Capital MB do?
Winter Park Capital MB presents itself as a boutique business brokerage based in Winter Park, Florida, helping business owners buy and sell businesses. The firm states that it specializes in working with family- and founder-owned businesses.[1]
Publicly stated services include sell-side and buy-side business brokerage. Its sell-side process includes business valuation, financial analysis and forecasting, preparation of a 10-20 page company business report and teaser, buyer outreach, management meetings and LOIs, negotiation, deal structure, and closing.[1][3]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
What should a business owner evaluate before hiring Winter Park Capital MB?
Owners evaluating an engagement can compare the firm’s stated process against their transaction needs, including valuation, preparation of buyer materials, buyer qualification, outreach to private-equity and strategic buyers, management meetings, LOIs, negotiation, deal structure, and closing. The firm states that it specializes in family- and founder-owned businesses and reaches 3,000+ private-equity contacts through its network and databases.
Before engagement, an owner should confirm the firm’s experience in the relevant industry, financial qualification criteria, fee and expense provisions, exclusivity and termination terms, buyer-screening and confidentiality procedures, the legal entity signing the engagement letter, and the role of each team member.[1][3]
What revenue, EBITDA, transaction-value, or minimum-size range does the firm normally accept
What are the success fee, minimum fee, expense reimbursement, exclusivity, tail, and termination provisions
Which industries and buyer types are active in the firm's network for the owner's type of business
What size transactions does Winter Park Capital MB handle?
The firm states that its professionals have 60+ years of investment banking, sell-side advisory, and capital-markets experience. It also describes relationships with private-equity firms and strategic partners that it uses to develop a sale approach for each client.[1]
Winter Park Capital publicly offers sell-side and buy-side business brokerage services. Its disclosed sell-side process covers valuation, preparation of marketing materials, buyer outreach, management meetings, LOIs, negotiation, deal structure, and closing.[1][3]
The firm describes its service context as the Florida business landscape and states that it has access to qualified buyers across the country. Its transactions page says it has closed transactions across a wide range of industries, while the descriptive text does not identify specific industry verticals.[3][4]
What does Winter Park Capital MB publicly disclose about fees and engagement terms?
The official sell-side page does not publish a universal revenue, EBITDA, transaction-value, or minimum-size qualification threshold. That page also does not publish a universal success-fee percentage, minimum fee, tail period, exclusivity schedule, or termination schedule.
The official transactions archive does not identify the company or transaction represented by the Project Seed Tombstone tile in the page text. The Beaches Construction transaction announcement states that its financial terms were not disclosed.[3][4][5]
The Florida Division of Corporations records WINTER PARK CAPITAL MB, LLC as an active Florida limited liability company, document number L22000053039, filed February 10, 2022. The record lists Jay Chaudhari, Michael Okaty, and Michael Ward as managers.[6]
The firm’s public process says it qualifies prospective buyers, coordinates management meetings, prepares sellers for those meetings, and drives toward LOIs before negotiating valuation, deal structure, and closing.[3]
Questions to ask before hiring Winter Park Capital MB
What revenue, EBITDA, transaction-value, or minimum-size range does the firm normally accept?
What are the success fee, minimum fee, expense reimbursement, exclusivity, tail, and termination provisions?
Which industries and buyer types are active in the firm's network for the owner's type of business?
How many transactions has the current team closed in the seller's industry?
What buyer-screening and confidentiality procedures are used?
Which legal entity signs engagement letters, and what services are performed directly versus through affiliates or third parties?
Can the firm provide additional completed-transaction references and explain the role of each team member?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.