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)

5,364

Industries

Retail & Commercial Banking
Holding Companies
Consumer Finance

Company Description

Wintrust Financial Corp. is 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

Founder & Chief Executive Officer

President

Executive Vice President, Chief Financial Officer & Chief Accounting Officer

Vice Chairman & Chief Operating Officer

Executive Vice President, General Counsel & Corporate Secretary

Executive Vice President & Chief Credit Officer

Chief Diversity Officer

Executive Vice President & Senior Market Head of Wealth Management Services

Executive Vice President & Regional Market Head

Executive Vice President & Chief Administration Officer

Board of Directors

Chief Executive Officer at HHS Co.

Founder & Chief Executive Officer at Wintrust Financial Corp.

General Partner at CIVC Partners LP

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

Manager at Great Lakes Advisors LLC

President at Northwest Community Healthcare Foundation

Chief Technology Officer at Alimentation Couche-Tard Inc.

Treasurer at Rubicon Insurance Company

Founder at Crist Kolder Associates LLC

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Wintrust Financial Corp.
Owners & Shareholders
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HIML is an active, long-term manager that provides asset management services through the management of a range of portfolios in equity, fixed income and alternatives. The firm’s equity strategies encompass a variety of investment objectives and styles including value, growth & blend across different geographical regions such as emerging markets, Asia, US, global equities and different market capitalization. The Investment teams use several methods for asset selection which include fundamental analysis, quantitative analysis & qualitative analysis or combinations of all. The teams will use either a bottom-up or a top-down approach or both in their investment process, in order to identify and buy quality stocks that are attractively priced. HIML Credit’s investment philosophy is focused on capital stability and consistency of returns rather than a series of highs and lows. The team uses an active, research-intensive investment process to seek superior risk-adjusted returns through top-down and bottom-up analysis. HIML Real Estate team provides client-focused property investment solutions through segregated and pooled structures that invest in real estate and real estate debt.

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Channing Capital Management employs a long-term value-oriented approach to investing in US mid-cap and small-cap stocks. The firm utilizes a fundamental, bottom-up value investment philosophy that focuses on undervalued and neglected stocks primarily with a market-cap of $2 billion to $15 billion. They look for companies that are trading at significant discounts to their intrinsic value. Portfolios are constructed on a stock-by-stock basis with a focus on the return potential of individual securities. Channing’s relatively concentrated approach focuses on stock picking rather than market timing or sector allocation. The firm relies primarily on stock selection to generate above average returns as opposed to forecasts which emphasize sector weightings relative to a portfolio benchmark. However, Channing does employ sector and industry diversification as a risk management tool.

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PFM is an active, team-based manager which does not follow any particular investment style or view. Investment managers follow their own proven investment philosophy and process with a strong focus on sharing ideas and working within clear investment mandates and a strong risk management and compliance culture. Their multi-asset funds include income, conservative growth, balanced and risk-targeted profiled funds to meet different client investment objectives and risk profiles. Their UK equity funds are focused mainly on UK larger and mid-cap companies and specialist strategies, while their global equity funds cover growth, income and specialist strategies.

Recent Transactions
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Wintrust Financial Corp. purchases SBC, Inc. (Illinois)

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Royal Financial, Inc. purchases North Shore Bank, FSB /2 Bank Branch Banking Centers from Wintrust Financial Corp.

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Wintrust Financial Corp. purchases STC Bancshares Corp.

Transaction Clients
Investment Advisor

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

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onWintrust Financial Corp. purchases SBC, Inc. (Illinois)

Accountant

Advised onWintrust Financial Corp. purchases Antioch Holding Co.

Underwriter

Advised onWintrust Financial Corp. issued USD Common Stock

Legal Advisor

Advised onWintrust Financial Corp. purchases STC Bancshares Corp.

Legal Advisor

Advised onWintrust Financial Corp. purchases STC Bancshares Corp.

Associate

Advised onWintrust Financial Corp. purchases STC Bancshares Corp.

Advisors & Consultants
Real Estate Agent

Vice Chairman at Newmark & Company Real Estate, Inc.

Legal Advisor

Partner at Levenfeld Pearlstein LLC

Advisor

President at Next Chapter Holdings LP

Key Stats and Financials As of 2020
Market Capitalization
$4.3B
Total Enterprise Value
$5.96B
Earnings Per Share
$4.68
Revenue
$1.85B
Enterprise Value / Sales
3.22x
TEVNet Income
20.36x
Debt TEV
0.44x
Total Equity
$3.83B
Total Debt
$2.62B
Three Year Compounded Annual Growth Rate Of Revenue
13.56%
Net Profit
$293M
Non-Profit Donations & Grants
Investments
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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
TCF Financial Corporation Retail & Commercial Banking - Detroit, MI

TCF Financial Corp. is a financial holding company, which engage sin the provision of banking services through its subsidiary, TCF National Bank. It operates through the following segments: Consumer Banking, Commercial Banking, and Enterprise Services. The Consumer Banking segment include consumer and small business-facing businesses and includes retail banking, wealth management, residential and consumer lending, and business banking. The Commercial Banking segment comprises commercial and industrial, commercial real estate banking, and lease financing. The Enterprise Services segment consists corporate treasury, corporate functions, and TCF Financial. The company was founded in 1923 and is headquartered in Detroit, MI.

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.

First Citizens BancShares, Inc. Retail & Commercial Banking - Raleigh, NC

First Citizens BancShares, Inc. is a bank holding company, which engages in the provision of retail and commercial banking services through its subsidiary. It operates through the following business lines: Card Holder and Merchant Services; Services Charges on Deposit Accounts; Wealth Management Services; Other Service Charges and Fees; Insurance Commissions; ATM Income; and Other. The Card Holder and Merchant Services business lines include interchange fees from customer debut and credit card transactions. The Services Charges on Deposit Accounts business line represent monthly account maintenance and transaction-based service fees. The Wealth Management Services business line comprises sales commissions on various product offerings, transaction fees, and trust and asset management fees. The Other Service Charges and Fees business line encompasses check cashing fees, international banking fees, internet banking fees, wire transfer fees and safe deposit fees. The Insurance Commissions business line focuses in the commissions earned on the issuance of insurance products and services. The ATM income covers customers and non-customers for engaging in an ATM transaction. The Other business line composes several forms of recurring revenue such as FHLB dividends and income earned on changes in the cash surrender value of bank-owned life insurance. The company was founded on August 7, 1986 and is headquartered in Raleigh, NC.

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