The Wintour Group
The Wintour Group is a privately held, boutique financial advisory firm founded in 2005 and headquartered in Garden City, New York, providing M&A advisory, restructuring, capital raising, and merchant/direct investing services to middle-market companies in Business Services, Software & IT Services, and Specialty Manufacturing & Contracting across North America and Europe.
- Company typePrivate
- Founded2005
- HeadquartersGarden City, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Wintour Group does
The Wintour Group is a privately held, boutique financial advisory firm headquartered in Garden City, New York, with a second office in Westbury, that has served a nationwide middle-market clientele since its founding in 2005. The firm provides strategic advisory services across three core practice areas: Mergers & Acquisitions Advisory (financial sponsor platforms, add-ons, public-to-privates, spin-outs, carveouts, divestitures, and formal sale processes), Restructurings & Special Situations (out-of-court and in-court restructurings, workouts, and financings), and Capital Raising (financing arrangement support for growth and strategic goals). A fourth practice — Merchant & Direct Investing — provides principal-side capital structure support for buy-and-build strategies and add-on acquisitions. All securities transactions are executed through a wholly-owned broker-dealer subsidiary, Wintour & Company, Inc., which is registered with the SEC and is a member of FINRA and SIPC, holding a comprehensive license stack (Series 7, 24, 27, 63, 65, 79, 99).
The firm operates with a 1-10 employee headcount under Managing Director Christian Wintour (formerly of Oppenheimer & Co., holding the firm's FINRA licenses) and Principal Rya Lewis (specializing in debt restructurings with 30+ years of business development and institutional relationship experience). Its sector focus is vertical-led across three segments: Business Services (tech and non-tech enabled), Software & IT Services, and Specialty Manufacturing & Contracting. Revenue is generated entirely on a transaction-fee basis (advisory fees, restructuring fees, capital-raising arrangement fees, and merchant/direct investing economics), with pricing negotiated deal-by-deal and not publicly disclosed.
The firm pursues a sales-led, relationship-driven go-to-market model through direct client engagement and referrals, with a static website serving as a primary inbound contact channel for principals. The stated markets served include North America and Europe, although operational headquarters remain in New York. The firm is founder/management-controlled with no disclosed institutional ownership, parent company, or secondary transactions; it has no disclosed AI/ML capability, proprietary technology platform, app, or API surface, and no disclosed revenue, funding, or acquisition history beyond its founding.
The Wintour Group firmographics
Firmographics- Name
- The Wintour Group
- Legal name
- The Wintour Group Corporation
- Website
- https://thewintourgroup.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Wintour Group is a privately held, boutique financial advisory firm founded in 2005 and headquartered in Garden City, New York, providing M&A advisory, restructuring, capital raising, and merchant/direct investing services to middle-market companies in Business Services, Software & IT Services, and Specialty Manufacturing & Contracting across North America and Europe.
- Ownership category
- akta.pro rank
The Wintour Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (52315)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL)
- akta.pro secondary industries
- Buy-Side Search & Acquisition Advisory (FSAEAIAD), Sell-Side Business Brokerage (FSAEAIAC)
Keywords
Where The Wintour Group is headquartered
LocationHeadquarters
- HQ city
- Garden City
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Wintour Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Fees: Advisory fees for mergers and acquisitions transactions including financial sponsor platforms, public-to-privates, spin-outs, carveouts, divestitures, and formal processes.
- Restructuring Advisory Fees: Advisory services for out-of-court and in-court restructurings, workouts, and financings to help organizations rework capital structures.
- Capital Raising Arrangement Fees: Supporting companies in achieving growth and strategic goals through arranging needed financing.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
The Wintour Group product offering
Product offeringCore offering
The Wintour Group is a boutique financial advisory firm that provides mergers and acquisitions advisory (including financial sponsor platforms, public-to-privates, spin-outs, carveouts, divestitures, and formal sale processes), restructuring and special situations advisory (out-of-court and in-court workouts and financings), and capital raising services to middle-market companies. The firm also offers merchant and direct investing support for buy-and-build and add-on acquisition strategies. All securities transactions are conducted through its wholly-owned broker-dealer subsidiary, Wintour & Company, Inc., which is registered with the SEC and a member of FINRA and SIPC.
Product overview
The Wintour Group is a boutique financial advisory firm offering a unified suite of strategic advisory services centered on corporate development and expansion. The core offerings consist of Mergers & Acquisitions Advisory, Restructurings & Special Situations, and Capital Raising services, complemented by Merchant & Direct Investing capabilities. All securities transactions are facilitated through Wintour & Company, Inc., the firm's broker-dealer subsidiary. The firm's focus areas include Business Services (tech and non-tech enabled), Software & IT Services, and Specialty Manufacturing & Contracting, primarily serving the middle market in North America and Europe.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers & Acquisitions Advisory Strategic advisory services supporting organizations through financial sponsor platforms, add-ons, public-to-privates, spin-outs, carveouts, divestitures, and formal sale processes. Targeted at middle-market business services, software & IT services, and specialty manufacturing & contracting companies.
- Restructurings & Special Situations Advisory services for out-of-court and in-court restructurings, workouts, and financings aimed at reworking capital structures to unlock value and enhance liquidity. Targeted at middle-market companies facing capital structure or liquidity challenges.
- Capital Raising Financing arrangement services supporting middle-market companies in achieving growth and strategic goals through arranging needed capital.
- Merchant & Direct Investing Capital structure and deal support for corporate leaders, including financing strategies for buy-and-build, operational improvements, short-term liquidity, and creative mergers and add-on acquisitions.
- Wintour & Company, Inc. (Broker-Dealer Services) Wholly-owned broker-dealer subsidiary of The Wintour Group, registered with the SEC and a member of FINRA and SIPC. Wintour & Company, Inc. conducts all securities transactions related to The Wintour Group's strategic initiatives, including capital raising and M&A advisory.
Companies that use The Wintour Group
Customer profileSegments3 records
Ideal customer profiles3 records
The Wintour Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Wintour Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wintour & Company, Inc.coreSubsidiary broker-dealer that conducts all securities transactions related to strategic initiatives. Registered with the SEC, member of FINRA and SIPC.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
The Wintour Group competitors and assessment
Company assessmentDirect peers
- Lincoln International: Lincoln International is a boutique investment bank focused on mid-market M&A advisory and capital raising, with strong sponsor and corporate relationships globally. Highly comparable to The Wintour Group in client segment, deal types, and middle-market orientation.
- Brown Gibbons Lang & Company: BGL is a middle-market investment bank focused on M&A advisory and capital raising for closely held businesses and financial sponsors. Direct comparable to The Wintour Group in scale, client base, and deal-type focus.
- Cascadia Capital: Cascadia Capital is an independent middle-market investment bank providing M&A and capital raising advisory. Comparable to The Wintour Group as a boutique competitor serving middle-market clients with sector specialization.
- Marsh Berry: Marsh Berry is a financial advisory firm specializing in M&A and consulting for the insurance, wealth management, and business services sectors. Comparable as a boutique advisor serving middle-market companies in adjacent business services verticals.
Broad incumbents
- Houlihan Lokey: Houlihan Lokey is a globally recognized investment bank with a leading middle-market M&A, restructuring, and capital markets franchise. Comparable to The Wintour Group across all three core service lines, but at substantially greater scale and brand recognition.
- Cowen (TD Securities): Cowen, now part of TD Securities, operated a middle-market M&A and capital markets platform with strong sector coverage. Comparable to The Wintour Group's middle-market advisory services, particularly in software/IT and business services.
- Oppenheimer & Co. Oppenheimer & Co. is a full-service investment bank with middle-market M&A advisory and capital markets capabilities. Directly comparable to The Wintour Group's service offering; also relevant as the prior employer of Managing Director Christian Wintour.
- KeyBanc Capital Markets: KeyBanc Capital Markets operates a sizable middle-market M&A and capital markets franchise. Comparable as a competitor in the same middle-market segment The Wintour Group targets, though with substantially greater resources.
- Deloitte Corporate Finance: Deloitte Corporate Finance advises middle-market companies on M&A, divestitures, and capital raising. Comparable as a competitor in middle-market sell-side and buy-side advisory, though operating within a much larger professional services platform.
- B. Riley Financial: B. Riley provides middle-market investment banking, restructuring, and capital markets services. Comparable across the restructuring and capital raising service lines that The Wintour Group also offers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
The Wintour Group social profiles
Digital presenceThe Wintour Group compliance and trust
Trust signalCompliance2 records
The Wintour Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Wintour Group leadership team
Management profileNumber of profiles
Profiles2 records
The Wintour Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
The Wintour Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Wintour Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Wintour Group
What does The Wintour Group do?
The Wintour Group is a boutique financial advisory firm that provides mergers and acquisitions advisory (including financial sponsor platforms, public-to-privates, spin-outs, carveouts, divestitures, and formal sale processes), restructuring and special situations advisory (out-of-court and in-court workouts and financings), and capital raising services to middle-market companies. The firm also offers merchant and direct investing support for buy-and-build and add-on acquisition strategies. All securities transactions are conducted through its wholly-owned broker-dealer subsidiary, Wintour & Company, Inc., which is registered with the SEC and a member of FINRA and SIPC.
Is The Wintour Group a public or private company?
The Wintour Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Wintour Group founded?
The Wintour Group was founded in 2005. It employs 1 to 10 people.
Where is The Wintour Group based?
The Wintour Group is headquartered in Garden City, United States, in the North America region.
How does The Wintour Group make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are restructuring Advisory Fees and capital Raising Arrangement Fees.
Who are The Wintour Group's main competitors?
Direct peers on record are Lincoln International, Brown Gibbons Lang & Company, Cascadia Capital and Marsh Berry. Broad incumbents are Houlihan Lokey, Cowen (TD Securities), Oppenheimer & Co., KeyBanc Capital Markets, Deloitte Corporate Finance and B. Riley Financial.
Does The Wintour Group have an API?
No public API is recorded for The Wintour Group.
What industry is The Wintour Group in?
The Wintour Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAGAL, Divestitures, Carve-Outs & Spin-Off Advisory, with a secondary code of FSAEAIAD, Buy-Side Search & Acquisition Advisory. Its NAICS code is 52315 and its SIC code is 6282.