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  Overview

At A Glance


Windjammer Capital Investors has been awarded "Middle Market Firm of the Year: North America" in two consecutive years, 2011 and 2012, by DealMakers Monthly magazine.

Formed in 1990, Windjammer is a national private investment firm which invests equity, minority equity and subordinated debt as a control investor in leading middle market businesses and in partnership with their management teams. Windjammer manages 4 institutional funds and is currently investing out of its latest fund, Windjammer Senior Equity Fund IV.

Windjammer seeks to invest between $50 million and $200 million of equity and/or subordinated debt in middle market companies that generate greater than $8 million of operating earnings. The firm targets investments in companies that are leaders in attractive niche markets and share several of the following characteristics: significant and defensible market positions; differentiated products and services; strong management teams; scalable business models; identifiable growth opportunities; and consistent financial performance. Windjammer has completed over 50 middle market transactions across a broad selection of manufacturing, business services and value-added distribution businesses. Windjammer has also supported over 100 tuck-in acquisitions by our portfolio companies.  

National Presence
Windjammer aggressively seeks investment opportunities across the continental U.S. and Canada. With fully-staffed offices in both Newport Beach, California and Boston, Massachusetts, Windjammer provides the resources of a national firm, while also supplying the personal contact of a local partner.

Investors
Windjammer is backed by a diverse group of world class institutional investors, including some of the largest private and public pension funds, insurance companies and investment banks throughout the United States and Europe.

 

 

"We feel a strong fiduciary responsibility to deliver excellent results to our Limited Partners, many of which represent retirees of state and private pension plans, as well as university endowments and insurance companies working to provide better health services to people. The firm's goal is to be a Reliable and Value Added Partner to both our portfolio companies and to our Limited Partners with the overriding objective of delivering consistent and attractive results."  

 

  - Robert Bartholomew, Managing Principal, Windjammer Capital Investors

 

 

“Our strategy is straightforward, we identify great middle market business models and work closely with management to optimize their growth and margin potential. In executing this strategy we devote considerable time and resources which has produced strong results across varying economic and capital market cycles.  The key to our performance has been the consistent and disciplined application of this strategy and the effort and talent of our investment team and management partners.”

 

  - Costa Littas, Managing Principal, Windjammer Capital Investors

 

"Windjammer has provided strategic direction and resources to assist our management team in the achievement of the company’s growth objectives. With the speed at which business moves today, you need a seasoned partner and adviser at your side – one who knows your industry, is readily accessible and capable of giving straightforward and independent support and advice."



Greg Tucholski, CEO
Protective Industries