Grant devised a coordinated strategy that would strike at the heart of the Confederacy from multiple directions: he would join with Meade and Maj. Gen. Benjamin Butler to fight against Robert E. Lee's Army of Northern Virginia near Richmond; Maj. Gen. Franz Sigel would invade the Shenandoah Valley and destroy Lee's supply lines; Maj. Gen. Sherman would attack Joseph E. Johnston's Army of Tennessee, invade Georgia and capture Atlanta; and finally Maj. Gen. Nathaniel P. Banks was assigned to capture Mobile, Alabama, an important port on the Gulf Coast.
The first campaign started with Grant's planned invasion of the Shenandoah Valley from the Department of West Virginia, which Gen. Sigel commanded.
[1] Grant ordered Sigel to move "up the Valley" (i.e., southwest to the higher elevations) with 10,000 men to destroy the Confederate railroad, hospital and supply center at Lynchburg, Virginia.
[3] On June 11 Hunter, who had continued to strike southward, fought at Lexington against John McCausland's Confederate cavalry, which retreated to the mountains around Buchanan.
[5] Joined by Duffié on June 13, Hunter sent Averell to drive McCausland out of Buchanan and capture the James River bridge.
[7] Commanding General Robert E. Lee was concerned about Hunter's advances in the Valley, which threatened critical railroad lines and provisions for the Virginia-based Confederate forces.
He drove downriver through the Valley without opposition, bypassed Harpers Ferry, crossed the Potomac River, and advanced into Maryland.
Grant dispatched a corps under Horatio G. Wright and other troops under George Crook to reinforce Washington and pursue Early.
[9] Union cavalry attacked Early's supply trains at Purcellville as the Confederates withdrew across the Loudoun Valley toward the Blue Ridge Mountains.
Sheridan initially started slowly, primarily because the impending presidential election of 1864 demanded a cautious approach, avoiding any disaster that might lead to the defeat of Abraham Lincoln.
Gen. Wesley Merritt's Union cavalry division surprised the Confederate columns while they were crossing the Shenandoah River, capturing about 300.
[19] After learning from Quaker Unionist Rebecca Wright that Early had dispersed his forces to raid the B&O Railroad and had removed infantry and artillery from nearby Winchester, Virginia (an important town and transportation center that changed hands 75 times in the war), Sheridan attacked Early's camp at Opequon Creek just outside the town.
Sustaining ruinous casualties, Early retreated from what was the largest battle in all three of the Valley campaigns, taking up defensive positions at Fisher's Hill.
Sheridan moved slowly down the Valley, conducting a scorched earth campaign that would presage Sherman's March to the Sea in November.
Sheridan, in a ride from Winchester, managed to rally his troops and utterly rout Early's men, and the Confederates lost everything they had gained in the morning.
[23] After his missions of neutralizing Early and suppressing the Valley's military-related economy, Sheridan returned to assist Grant at Petersburg.
He was defeated at the Battle of Waynesboro on March 2, 1865, after which Lee removed him from his command because the Confederate government and people had lost confidence in him.