Directory / Windsor Drake
Windsor Drake
Sell-side M&A advisory firm built for founder-led lower middle market businesses.
Key facts
- Website
- windsordrake.com
- Founded
- 2018
- Pricing
- Commission/success-fee based, contact for terms
- Rating
- No reviews yet
About Windsor Drake
Windsor Drake is a sell-side M&A advisory firm built for founder-led lower middle market businesses. It fits owners of privately held businesses who want experienced deal-making support — valuation, positioning, and buyer outreach — rather than trying to run a sale process alone.
Key features
- Sell-side M&A advisory only
- Focus on fintech, SaaS, cybersecurity, tech
- Offices in New York and Toronto
- Serves founder-led and family-owned companies
- Targets lower middle market
Pros & cons
Pros
- Sector-specialized (fintech/SaaS/cybersecurity)
- Senior bankers stay involved through deal
- Positions itself as conflict-free/independent
Cons
- Pricing not disclosed
- Team size/broker count not published
Reviews
No reviews yet. Be the first to share your experience with Windsor Drake.
Frequently Asked Questions About Windsor Drake
What is Windsor Drake?
Windsor Drake is a sell-side M&A advisory firm built for founder-led lower middle market businesses.
Who is Windsor Drake for?
It fits owners of privately held businesses who want experienced deal-making support — valuation, positioning, and buyer outreach — rather than trying to run a sale process alone.
What category does Windsor Drake fall under?
Windsor Drake is a business broker and M&A advisory firm that helps owners of privately held companies sell, merge, or find capital.
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