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  Team

At A Glance


12 investment professionals

More than 100 years of combined experience investing in leading middle market companies

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Sam Beach | Associate

email   781.530.9126    vCard

Sam joined Windjammer in 2017. Prior to Windjammer, Sam was an investment banking analyst in the Consumer group at Harris Williams & Co. focused on sell-side mergers and acquisitions. At Windjammer, Sam is responsible for sourcing and evaluating investment opportunities, performing due diligence, participating in structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies. Sam received his B.S. in Finance and Accounting from the McIntire School of Commerce at the University of Virginia. He is located in the Firm's Waltham office.

NEWPORT BEACH

Managing Principal, Founder
Robert (Bob) Bartholomew

Managing Principal
Jeff Miehe

Managing Director
Matt Anderson

Vice President
Ryan Pertz

Associate
Trent Hegseth

Associate
Brantner Jones

BOSTON

Managing Principal
Costa Littas

Managing Principal
Gregory J. Bondick

Managing Director, Business Development
John Donahue

Managing Director
Craig S. Majernik

Managing Director
Rob Quandt

Senior Associate
Peter McGah

Associate
Sam Beach

Associate
Jeff Jay

OPERATING EXECUTIVE TEAM

Operating Director
Brandon Edlefsen

Operating Director
Helen Ruth

Strategic Consultant
Anne De Greef-Safft

Strategic Consultant
Tim Ristoff

Strategic Consultant
Tony Sugalski

FINANCE & MARKETING

CFO & CCO
Jeffrey J. Dunnigan

Marketing Director
Michael Bartholomew

Marketing Director
Kerry Muse

Portfolio Manager
Connie Choung

Controller
Shannon Moffett