Directory / Windsor Drake

Windsor Drake

Sell-side M&A advisory firm built for founder-led lower middle market businesses.

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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