Windsor Heritage Capital Partners

Windsor Heritage Capital Partners - Global Asset Management

Windsor Heritage Capital Partners,Windsor Heritage,Global Asset Management,Asset Management,Asset Advisory

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Windsor Heritage Capital

Windsor Heritage Capital is the result of an alliance forged by our founders. After decades of collaborative work at Goldman Sachs and in Global Asset Management, they sought to create a firm where they could pursue their passion for advising the world's best companies and leaders in an environment of partnership and trust. Recognizing the significant demand within Global Asset Management for truly independent and trustworthy strategic and financial advice, Windsor Heritage Capital was established with a unique partnership culture to attract professionals who share their vision.

How We Differ

Blockchain Financial Advisory & Crypto Asset Advisory

At the forefront of innovation, our Blockchain Financial Advisory and Crypto Asset Advisory services are designed to guide clients through the complexities of digital transformation in global finance. We bring distinct expertise in blockchain ecosystems, crypto markets, and digital asset strategies, helping institutions, corporations, and investors navigate a rapidly evolving landscape.

Our Blockchain Financial Advisory practice focuses on strategic adoption of distributed ledger technologies, regulatory compliance, and integration of blockchain solutions into existing financial frameworks. By combining deep market knowledge with technical insight, we empower clients to unlock new efficiencies, enhance transparency, and capitalize on the disruptive potential of blockchain.

Meanwhile, our Crypto Asset Advisory team specializes in helping clients understand, evaluate, and manage digital assets. From investment strategies in cryptocurrencies and tokenized assets to risk management and custody solutions, our advisory services ensure that clients are positioned to benefit from both emerging opportunities and long-term structural shifts in the market.

Together, Blockchain Financial Advisory and Crypto Asset Advisory provide a holistic approach that reflects the increasing interconnection between traditional financial services and the digital economy. We are uniquely positioned to leverage global market trends, helping clients embrace innovation while safeguarding their strategic and financial goals.

With a foundation in trust, expertise, and forward-looking analysis, we stand as a partner for institutions and investors who want to thrive in the era of decentralized finance and digital assets.

Core Competencies

Founded by four former Goldman Sachs partners with over 100 years of combined experience, Windsor Heritage Capital has a long track record of advising on important transactions and delivering superior results to clients.

Strategic Advisory

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M&A Transactions

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Capital Markets Advisory

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Financial Services Advisory

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Learn more about Windsor Heritage Capital delivered through Windsor Heritage Capital

170+

Transactions

$255B+

in Transaction Value

$88B+

in Cross-Border Transactions

$177B+

in FIG Transactions

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Life at Windsor Heritage Capital

Windsor Heritage Capital's success is the result of our culture of respect, trust, growth, and commitment. We take great pride in the work we do to support and nurture our ethos.

Our Culture
Diversity, Equality + Equity, Inclusion & Belonging

Windsor Heritage Capital Cares

Contributing to causes that matter to our team

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Community Involvement

Engaging with local communities
through in-person volunteering and donation drives

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Employee Wellbeing

Supporting a healthy lifestyle and
professional growth of our employees

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Our Culture
Diversity, Equality + Equity, Inclusion & Belonging

Windsor Heritage Capital Careers

A career at Windsor Heritage Capital is unlike a typical investment banking job. We believe investment banking can be rewarding and fun. We handle significant transactions with many types of clients while seeking opportunities for education, growth, teamwork, and meaningful ways to give back to our communities.

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Diversity, Equality + Equity, Inclusion & Belonging

Why is Diversity, Equality + Equity, Inclusion & Belonging (DEIB) Important to Windsor Heritage Capital?

We believe that diversity, equality + equity, inclusion and belonging is essential to enriching the culture and partnership across our team and delivering the best advice to our clients. We recognize that our individual differences make us stronger and more resilient as a team and are critical to the long-term success of our organization.

How Do We Define DEIB?

Diversity

We represent multiple cultures, identities, and life experiences, which is critical to ensuring multiple perspectives and approaches across our team, and will ultimately drive our success.

Equality + Equity

We will employ processes and procedures that:

  • are transparent, impartial and fair for all our existing and new team members
  • support equal opportunities and incentives for everyone
  • provide appropriate individualized resources and support for all team members to succeed

Inclusion

We will establish an environment where our team members feel comfortable, respected and supported by one another.

Belonging

We will foster a culture where our employees feel accepted and welcomed, are able to establish and maintain positive connections and continuously feel engaged and valued.

Windsor Heritage Capital DEIB Principles

To support our long-term focus on diversity, equality + equity, inclusion and belonging we have developed the following guiding principles for our team. We will all strive to uphold these objectives to continue to build a diverse, equitable and inclusive firm.

Invest in a 'Culture-Add' Mindset

We are committed to sourcing, developing and supporting a diverse array of people to be considered for all potential hires and promotions into any position at the firm.

  • We will always think creatively and expansively about where we can find diverse candidates and will invest in exploring and building new sources of diversity.
  • Every employee will be given the opportunity to request and receive specific training that is individual to their needs.
  • We will embrace new and added perspectives of new hires to ensure they feel valued and welcome in our community.

Invest in an Equitable & Objective Review Process

Our evaluation process for progression and promotion will support our culture of meritocracy and strive to create fairness across the full spectrum of our diverse team.

  • We will regularly and consistently evaluate the fairness of our decisions and decision-making process for all our team members.
  • Our evaluations and reviews will be discussed and vetted with multiple people to make sure we are the beneficiary of a diverse array of inputs and perspectives.
  • We aim to be transparent with our evaluation process and the related decisions.

Invest in the Development of Our Employees

We will build a culture that creates an inclusive and welcoming environment and provides support and mentorship for every individual who joins the firm.

  • Every new employee at the firm will be provided with an individual or group of individuals that will be a point of contact to understand and discuss company values and broader opportunities to get involved in committees and events at Windsor Heritage Capital.
  • We will provide opportunities for individuals to come together within their communities—or as allies –to learn, celebrate, and support our colleagues. We will create forums that may include but are not limited to presentations at firm wide meetings, guest speaker sessions, firm sponsored training sessions and firm sponsored DEI themed social events. We understand that this is just as much about being accepted as it is about being heard.

Invest in Our Communities

We will provide opportunities to participate in local volunteer programs and offer financial backing through Windsor Heritage Capital Cares for every employee to individually recognize and support charitable organizations that are important to them.

  • Participation at office-wide volunteer programs is strongly encouraged to increase our physical presence in local communities and to support causes that matter to our employees.
  • Gifts are given solely at the employee's discretion.
  • Windsor Heritage Capital gladly attaches its name to every Windsor Heritage Capital Cares funded gift.

Windsor Heritage Capital Capital Partners

Investing in Our Partners' Success

Windsor Heritage Capital Capital Partners ("ACP") provides strategic capital and support to industry-leading companies. With a flexible mandate allowing for a variety of investment structures, growth stages and hold period, ACP employs a collaborative approach to partnering with management teams and founders, supporting them with strategic advice on their business plans and growth capital.

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