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)

4,727

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 provides community-oriented, personal and commercial banking services to customers located in its market area. The Specialty Finance segment offers financing of insurance premiums for businesses and individuals; accounts receivable financing, value-added, out-sourced administrative services; and other specialty finance businesses. The Wealth Management segment offers wealth management services through Wintrust Investments, CTC, Great Lakes Advisors and CDEC; trust and investment services, tax-deferred like-kind exchange services, asset management, securities brokerage services and 401(k) and retirement plan services. 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

Executive Vice President & Chief Risk Officer

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

Board of Directors

Chief Executive Officer at HHS Co.

Founder at Wintrust Financial Corp.

General Partner at CIVC Partners LP

Founder at Crist Kolder Associates LLC

Former President & Chief Executive Officer at Potash Corporation of Saskatchewan, Inc.

Manager at Great Lakes Advisors LLC

Professional at Wintrust Financial Corp.

Chief Information Officer at Alimentation Couche-Tard Inc.

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.

Details Hidden

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

Details Hidden

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
Details Hidden

North Shore Bancorp (Massachusetts), North Shore Bank, A Co-Operative Bank (Massachusetts) purchase Beverly Bank & Trust Co. NA from Wintrust Financial Corp.

Details Hidden

Wintrust Financial Corp. purchases Rush-Oak Corp.

Details Hidden

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

Transaction Clients
Investment Advisor

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

Insider Transactions
Details Hidden
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
Advisor

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

Real Estate Agent

Vice Chairman at Newmark Knight Frank

Legal Advisor

Partner at Levenfeld Pearlstein LLC

Key Stats and Financials As of 2018
Market Capitalization
$4.23B
Total Enterprise Value
$4.75B
Earnings Per Share
$5.86
Revenue
$1.52B
Net Profit
$343M
Debt TEV
0.26x
Total Debt
$1.21B
Total Equity
$3.27B
TEVNet Income
13.84x
Enterprise Value Sales
3.12x
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
First Citizens BancShares, Inc. Retail & Commercial Banking - Raleigh, NC

First Citizens BancShares, Inc. operates as a bank holding company, which engages in the provision of retail and commercial banking services. Its offers loan and deposit services. The loan services include commercial, business and consumer lending. The deposit services include checking, savings, money market and time deposit accounts. The company was founded on August 7, 1986 and is headquartered in Raleigh, NC.

Associated Banc-Corp Retail & Commercial Banking - Green Bay, WI

Associated Banc-Corp. operates as a bank holding company, which offers various banking and non-banking financial services to individuals and businesses through its subsidiaries. It operates through the following segments: Corporate and Commercial Specialty; Community, Consumer and Business; and Risk Management and Shared Services. The Corporate and Commercial Specialty segment serves customers including businesses, developers, non-profits, municipalities and financial institutions. The Community, Consumer & Business segment serves individuals, as well as small and mid-sized businesses. The Risk Management and Shared Services segment includes corporate risk management, credit administration, finance, treasury, operations and technology shared functions. The company was founded in 1964 and is headquartered in Green Bay, WI.

International Bancshares Corp. Retail & Commercial Banking - Laredo, TX

International Bancshares Corp. is a financial holding company, which provides banking services for commercial, consumer, and international customers of South, Central, and Southeast Texas and the State of Oklahoma. It engages in the business of banking, including the acceptance of checking and savings deposits and the making of commercial, real estate, personal, home improvement, automobile and other installment and term loans. It also offers other related services, such as credit cards, travelers' checks, safety deposit, collection, notary public, escrow, drive-up and walk-up facilities and other customary banking services. The company was founded in 1979 and is headquartered in Laredo, TX.

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