Insights

Boutique Investment Banking East Wind Advisors is a small to mid-sized independent investment banking firm in the banking sector with 11-50 employees, suggesting a tight-knit advisory team that could benefit from expanded deal origination, broader distribution channels, and enhanced technology-enabled deal sourcing to scale.

Bulge-Bracket Quality The firm positions itself as delivering bulge-bracket quality advisory services for companies across the corporate lifecycle, indicating potential upsell opportunities with larger clients, deeper capital markets support, and strategic advisory services beyond traditional M&A to capture more lucrative engagements.

Senior-Level Focus Emphasizing senior-level attention and seasoned judgment signals a premium advisory experience; sales opportunities exist to partner with client procurement teams by highlighting risk mitigation, bespoke strategic planning, and high-touch execution capabilities for mid-market to growth-stage companies.

Technology Stack The tech footprint includes AWS, Microsoft 365, content platforms, and SEO tools, presenting a chance to pitch cybersecurity, cloud cost optimization, CRM enablement, and marketing technology enhancements to improve client outreach and retention for better deal flow.

Growth and Visibility Recent leadership hires and a defined revenue band (1–10 million) suggest growth ambitions; there is opportunity to position services around scaling operations, executive search collaborations, and services that support expansion into new sectors or geographies as the firm pursues larger, sponsor-backed transactions.

Similar companies to East Wind Advisors

East Wind Advisors Tech Stack

East Wind Advisors uses 8 technology products and services including Amazon Web Services, Squarespace, WordPress, and more. Explore East Wind Advisors's tech stack below.

East Wind Advisors's Email Address Formats

East Wind Advisors uses at least 4 email formats:
East Wind Advisors Email FormatsExamplePercentage
FLast@eastwindadvisors.comJDoe@eastwindadvisors.com
89%
Last@eastwindadvisors.comDoe@eastwindadvisors.com
6%
First.Last@eastwindadvisors.comJohn.Doe@eastwindadvisors.com
2%
First@eastwindadvisors.comJohn@eastwindadvisors.com
3%

Frequently Asked Questions

What is East Wind Advisors's phone number?

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You can contact East Wind Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is East Wind Advisors's official website and social media links?

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East Wind Advisors's official website is eastwindadvisors.com and has social profiles on LinkedIn.

How much revenue does East Wind Advisors generate?

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As of August 2026, East Wind Advisors's annual revenue is estimated to be $1M - $10M.

What is East Wind Advisors's SIC code and NAICS code?

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East Wind Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52211 - Commercial Banking.

How many employees does East Wind Advisors have currently?

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As of August 2026, East Wind Advisors has approximately 23 employees across 2 continents, including North America and Asia. Key team members include Partner And Chief Operating Officer: M. B., Managing Director: M. M. and Managing Director: P. B. Explore East Wind Advisors's employee directory with LeadIQ.

What industry does East Wind Advisors belong to?

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East Wind Advisors operates in the Banking industry.

What technology does East Wind Advisors use?

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East Wind Advisors's tech stack includes Amazon Web Services, Squarespace, WordPress, NSONE, Squarespace Commerce, Microsoft 365, parallax.js and Google Search Console.

What is East Wind Advisors's email format?

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East Wind Advisors's email format typically follows the pattern of FLast@eastwindadvisors.com. Find more East Wind Advisors email formats with LeadIQ.

When was East Wind Advisors founded?

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East Wind Advisors was founded in 2002.
East Wind Advisors logo

East Wind Advisors

BankingNew York, United States11-50 Employees

East Wind Advisors is an independent investment banking firm focusing on industry sectors to provide strategic advisory services. It serves corporate clients throughout the corporate lifecycle and works with financial sponsors, emphasizing senior-level involvement and experienced judgment. The firm aims to deliver advisory capabilities comparable to larger global banks while maintaining its independence and industry focus.

Headquartered in New York, the firm operates within the banking sector as a boutique adviser tailored to its target clients. A notable leadership development occurred in 2019 when Peter Rothschild joined as a partner.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52211 - Commercial Banking
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    East Wind Advisors's revenue is estimated to be in the range of $1M - $10M

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