Wintrust Financial Corp.

Wintrust Financial Corp.

Wintrust Financial Corp.

Overview
Date Founded

1992

Headquarters

9700 WEST HIGGINS ROAD, ROSEMONT, IL, 60018

Type of Company

Public

Employees (Worldwide)

4,075

Industries

Holding Companies
Retail & Commercial Banking
Consumer Finance

Company Description

Wintrust Financial Corp. operates as a bank holding company, which engages in the provision of banking and financial services. It operates through the following segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers personal and commercial banking services such as equities, consumer and mortgage loans, safe deposits, savings and checking accounts, and automated teller machines. The Specialty Finance segment includes commercial and life insurance premiums. The Wealth Management segment provides services in asset brokerage, trust and investment, and asset management. The company was founded by Edward Joseph Wehmer on December 30, 1992 and is headquartered in Rosemont, IL.

Contact Data
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Executives & Employees

Executive Vice President, Chief Financial Officer & Chief Accounting Officer

Senior Executive Vice President & Chief Operating Officer

Executive Vice President, General Counsel & Corporate Secretary

Chief Information Officer

Chief Diversity Officer

Executive Vice President & Chief Credit Officer

Executive Vice President & Market Head of Wealth Management Services

Treasurer, Executive Vice President & Head-Senior Market

Executive Vice President & Regional Market Head

Board of Directors

Professional at HHS Co.

Founder at Wintrust Financial Corp.

General Partner at CIVC Partners LP

Founder at Gray Matter Analytics

Chief Executive Officer at White Springs Agricultural Chemicals,Inc.

Founder at Crist Kolder Associates LLC

Manager at Great Lakes Advisors LLC

President at Northwest Community Healthcare Foundation

Treasurer & Vice President-Financial Operations at Northwestern University

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Wintrust Financial Corp.
Owners & Shareholders
Details Hidden

Azora Capital's general investment and trading objective is to generate consistently attractive risk-adjusted returns primarily by employing a fundamental, long/short equity investment strategy. The firm primarily focuses on investments in the financial services sector. While Azora Capital expects to generally invest in securities and other financial instruments in the financial services industry, they have broad and flexible investment authority. Accordingly, their strategy may at any time include long or short positions in U.S. or non-U.S. publicly traded or privately issued or negotiated common stocks, preferred stocks, stock warrants and rights, corporate debt, bonds, notes or other debentures or debt participations, convertible securities, fixed income securities, swaps, options (purchased or written), futures contracts, commodities, forward contracts and other derivative instruments, partnership interests and other securities or financial instruments including those of investment companies.

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Clark Capital Management Group is a family and employee owned Independent Investment Advisory firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Founded in 1986 we are one of the oldest and most experienced firms currently offering our solutions to the independent Wealth Advisors. With over 20 years experience providing wealth management solutions to individual investors, Clark Capital has navigated our clients' wealth through a variety of investment environments. There is no substitute for experience, and our seasoned team of portfolio managers has allowed Clark Capital to successfully deliver on our investment management promise. Our investment staff is comprised of nine professionals with a combined one hundred seventy years of experience and includes three Chartered Financial Analysts (CFA). We offer sophisticated investment solutions to Wealth Advisors and their clients, solutions that are designed to be easy to implement and access. Our hallmark is Innovation, which we believe is a necessity in the ever changing investment climate of today and tomorrow. Sophistication and Innovation are always tempered by our commitment to effective risk management and grounded in the realization that we must be Flexible and Responsive to clients' needs and to the ever changing climate of the world wide investment scene

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Ergoteles primarily uses systematic and quantitative methods in managing their fund. The firm seeks to select generally diversified, risk-managed portfolios, which will outperform the risk-free rate. However, non-diversified positions may have a material effect on the portfolio risk, diversified positions may be correlated, some of the positions may not be computer-driven, and the fund may have exposure to market or other risk factors. Ergoteles makes investments on behalf of the fund, mainly in global equity and equity derivative (e.g., futures, options, swaps) securities. On occasion, they may hold non-equity securities (e.g., foreign exchange, preferred stock and bonds) for hedging or investment purposes. As part of their investment strategies, Ergoteles engages in frequent trading. The firm Ergoteles attempts to develop models that are superior to its competition with the goal of generating superior-to-market returns. The methods used by Ergoteles may include statistical forecast generation, trend following, mean reversion, fundamental based analysis, relative value or arbitrage oriented methods, as well as other methods.

Recent Transactions
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Wintrust Financial Corp. purchases Rush-Oak Corp.

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Wintrust Financial Corp. purchases Pyramax Bank Fsb /Milwaukee Branch from PyraMax Bank FSB

Details Hidden

Wintrust Financial Corp. purchases Chicago Deferred Exchange Co. LLC from Prairie Capital LP

Transaction Clients
Investment Advisor

Advised on AUA Private Equity Partners LLC purchases Raymundos Food Group LLC

Insider Transactions
Details Hidden
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Transaction Advisors
Legal Advisor

Advised onWintrust Financial Corp. purchases Antioch Holding Co.

Accountant

Advised onWintrust Financial Corp. purchases Antioch Holding Co.

Underwriter

Advised onWintrust Financial Corp. issued Common Stock

Legal Advisor

Advised onWintrust Financial Corp. purchases Community Financial Shares, Inc.

Legal Advisor

Advised onWintrust Financial Corp. issued Common Stock

Legal Advisor

Advised onWintrust Financial Corp. purchases Pyramax Bank Fsb /Milwaukee Branch from PyraMax Bank FSB

Advisors & Consultants
Legal Advisor

Former Chair, Real Estate Practice Group at Quarles & Brady LLP

Real Estate Agent

Vice Chairman at Newmark Knight Frank

Advisor

Principal, Co-Head, Investment Banking at Sandler O'Neill & Partners LP

Key Stats and Financials As of 2018
Market Capitalization
$4.27B
Total Enterprise Value
$4.75B
Earnings Per Share
$5.86
Revenue
$1.53B
Net Profit
$343M
Total Debt
$1.21B
Total Equity
$3.27B
Enterprise Value Sales
3.11x
TEVNet Income
13.84x
Debt TEV
0.26x
Three Year Compounded Annual Growth Rate Of Revenue
16.19%
Five Year Compounded Annual Growth Rate Of Revenue
12.4%
Non-Profit Donations & Grants
Investments
Details Hidden

Rippleshot, Inc. provides financial technology services. Its solutions enable card issuers, processors, and merchants to monitor suspicious activities and implement fraud risk management strategies when breaches occur. The firm offers Rippleshot Community, an offering for credit unions and banks to spot local and national breaches affecting communities; Rippleshot National, an additional tool for fraud analysts at banks to supplement current card re-issuing strategies; Rippleshot Merchant that enables store owners to detect and monitor data breaches by providing access to a portal to review breached locations color-coded by severity; and Rippleshot ISO, which enables acquirers to detect and monitor merchant data breach threat levels for their merchants on a daily basis. The company was founded by Canh Tran, Yueyu Fu and Randal Cox in 2012 and is headquartered in Chicago, IL.

Suppliers
HFF, Inc. Real Estate | Dallas, TX

As one of the largest and most successful commercial real estate capital intermediaries in the country, HFF incorporates capital markets knowledge with local real estate expertise to successfully complete any type of real estate transaction, regardless of size or complexity. HFF consistently maintains the capital markets relationships critical to accomplishing your specific needs in today's highly complex and rapidly shifting capital markets environment. HFF's unique knowledge, broad capital markets relationships and national platform enable us to arrange the most favorable financing/equity raise or sale for your commercial property. With a history of performance spanning more than 30 years, we offer the services of more than 500 experienced industry professionals who operate from offices in major and secondary markets throughout the country.

Competitors
Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

JPMorgan Chase & Co. Retail & Commercial Banking

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Northern Trust Corporation Investment Services & Portfolio Management - CHICAGO, IL

Northern Trust Corp. is a financial holding company, which engages in the provision of asset servicing, fund administration, asset management, fiduciary, and banking solutions for corporations, institutions, families, and individuals. It operates through two segments: Corporate & Institutional Services and Wealth Management. The Corporate & Institutional Services Segment offers asset servicing, brokerage, banking and related services to corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, and sovereign wealth funds. The Wealth Management Segment includes trust, investment management, custody, and philanthropic services, financial consulting; guardianship and estate administration, family business consulting; family financial education, brokerage services and private and business banking. Northern Trust was founded in 1971 and is headquartered in Chicago, IL.

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