Our firm was founded in 1999 as the Midwest-based practice of a boutique investment banking firm owned by an affiliate of Pacific Life Insurance Company, Newport Beach, California. In 2001, an independent business unit, WindLake Capital Advisors, LLC, was formed to provide customized investment banking solutions on a national basis. Since 2001, WindLake Capital Advisors, LLC, has operated as an independent advisory firm with ownership interests separate from the Pacific Life family of companies.

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