Sectors
Windsor Drake advises founders and owners across four practice areas. Fintech and payments is the founding practice. The others are led by senior advisors who have operated and transacted in the sector, with the same senior banker running the process from the first meeting to closing.
Practice areas
Founding practice
Payments, lending, insurtech, wealthtech, regtech, embedded finance and sponsor-bank programs. The practice behind the Fintech Exit Index.
Senior advisor: Bruce Goldstein
Software and services
B2B and vertical SaaS, cybersecurity, AI and data businesses, IT services and managed service providers, priced on the metrics each buyer class actually underwrites.
Senior advisor led
Medical devices and technology, healthcare IT, and healthcare services companies.
Senior advisor: Thom Gunderson
Senior advisor led
Consumer brands, specialty and multi-location retail, wholesale and route-based distribution, and the business services companies that serve them.
Senior advisor: Michael Culhane
Every mandate
Whatever the sector, every engagement opens with a written readout: a price range built from transaction data, the acquirers most likely to pay it, and a clear verdict on whether to sell now, sell later, or not sell at all.
About the ReadoutSix gated phases over roughly nine months, from positioning and buyer universe to letters of intent, diligence and closing.
The processValuation multiples, acquirer profiles and transaction data for each practice area, published by the firm.
All researchStrategic acquirers, private equity firms and family offices register their criteria to hear about mandates that fit.
Acquirer relationsEvery inquiry is read and answered personally by a senior banker, usually within one business day. Confidential and without obligation.
