Long Beach, Calif.-based IPA 200 firm Windes (FY24 net revenue of $56.4 million) announced that Chase McClung, Audit & Assurance Services partner, has been appointed to lead the firm’s Transaction Advisory Services practice. The practice represents a holistic approach to helping business owners and executives grow, transition, and preserve value through every stage of their business and personal financial journey.
Windes’ Transaction Advisory Services bring together the firm’s deep experience in mergers & acquisitions strategy and value acceleration & exit planning, providing clients with coordinated insight across deal structure, valuation, tax implications, and long-term transition goals.
“Chase’s leadership and expertise make him uniquely suited to guide this effort and ensure that clients receive forward-looking, integrated support at critical inflection points in their business journey,” said Sean McFerson, MP at Windes. “Whether they’re preparing to sell, acquire, or grow through strategic investment, our Transaction Advisory Services team provides the clarity and expertise needed to navigate complexity and secure lasting success.”
