WINDJAMMER CAPITAL - Key Persons


Alex Farley

Job Titles:
  • Executive Assistant / Newport Beach

Andrea Healy

Job Titles:
  • Executive Assistant / Boston

Beki Miller

Job Titles:
  • Executive Assistant / Newport Beach

Brandon Edlefsen

Job Titles:
  • Operating Director / Boston
Brandon joined Windjammer in 2015 and works with portfolio companies to drive organic growth through operational improvements and optimization initiatives, and is involved in the operational evaluation and due diligence of investment opportunities. Prior to joining Windjammer, Brandon was the General Manager of Sonix, a subsidiary within Danaher's Industrial Technologies platform. During his eight year career at Danaher, Brandon held positions in general management, business development, and product development. Prior to Danaher, Brandon served five years in the United States Army and led infantry and logistics platoons in the 75th Ranger Regiment and 82nd Airborne Division. At Windjammer, Brandon's primary focus is to work with the portfolio companies to drive organic growth as well as in evaluating new investment opportunities from an operational perspective, performing operational due diligence, and monitoring portfolio company performance.

Bronwyn Davies

Job Titles:
  • Associate / Boston
Bronwyn joined Windjammer in 2023, and is responsible for evaluating investment opportunities, performing due diligence, participating in structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.

Costa Littas

Job Titles:
  • Managing Principal, Co - Founder / Boston
Costa has over 40 years of investment experience, including 30 years in private equity, of which 17 years are at Windjammer. Costa is a member of the firm's Management Committee as well as its Investment Committee. During his tenure with Windjammer, he has been responsible for the overall strategic direction of the Firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions.

Craig Majernik

Job Titles:
  • Managing Director / Boston
Craig has nearly 20 years of private equity experience since joining Windjammer in 2000. At Windjammer, he is responsible for sourcing and evaluating investment opportunities, performing due diligence, structuring, negotiating and closing transactions, and overseeing portfolio company performance.

Dhruv Shah

Job Titles:
  • Associate / Boston
Dhruv joined Windjammer in 2023, and is responsible for evaluating investment opportunities, performing due diligence, participating in structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.

Erik Johnson

Job Titles:
  • Operating Director / Newport Beach
Erik joined Windjammer in 2019 and works with portfolio companies to optimize their operations as well as sales and marketing effectiveness. Before joining Windjammer, Erik was General Manager of Beckman Coulter's Automation & Informatics business. During his 10 years at Beckman Coulter (a division of Danaher), Erik held positions in strategic marketing, sales, service and general management. Prior to Beckman Coulter, Erik spent over 10 years in a variety of global marketing roles with companies including Samsung Electronics and Cisco. Erik has held positions based in 5 countries including the U.S., U.K., Switzerland, Chile and South Korea.

Gregory Bondick

Job Titles:
  • Managing Principal / Boston
Greg joined Windjammer in 2000 to help establish the firm's East Coast presence and has over 25 years of investment experience. At Windjammer, Greg is a member of the firm's Management Committee and its Investment Committee. In addition, he sources, evaluates and closes new investments and has a primary role in monitoring portfolio company performance.

J.P. Morgan

Job Titles:
  • Investment Banking - Financial

Jeffrey Miehe

Job Titles:
  • Managing Principal / Newport Beach
Jeff joined Windjammer in 2007 and has significant experience in private equity investing and mergers & acquisitions. In total, over 24 years of experience investing in and working with niche-oriented, middle-market companies. Jeff is a member of the firm's Management Committee and its Investment Committee. In addition, Jeff evaluates and closes new investments and has a primary role in monitoring portfolio company performance.

John Donahue

Job Titles:
  • Managing Director, Business Development / Boston
John joined Windjammer in 2001 and spent the past 16 years as an active member of the investment team. In 2017 he took over responsibilities for business development, where he is responsible for relationship development and coordinating the Firm's marketing activities.

John Stephens

Job Titles:
  • Principal / Newport Beach
John joined Windjammer in 2018 with a background in private equity and consulting. At Windjammer, he is responsible for sourcing and evaluating investment opportunities, performing due diligence, transaction execution, and portfolio company management.

JT Townsend

Job Titles:
  • Operating Director / Boston
JT joined Windjammer in 2019, where his primary focus is working with the portfolio companies to drive organic growth with involvement in the operational evaluation and due diligence of investment opportunities. Prior to joining Windjammer, JT was the President of Gems Sensors and Controls and the previous General Manager of Anderson-Negele. Each Company is a wholly owned subsidiary within the Sensing Techology Group of Fortive Corporation, a Fortune 500 spin-out of Danaher Corporation. During his 10-year career at Fortive / Danaher, JT held positions in general management, strategic marketing, M&A and product development. JT's first commercial role was in business development for ClickShift, a venture-backed, online marketing firm sold to Webtrends. JT served 7 years in the U.S. Army as a Ranger-qualified officer, including two combat tours in Iraq.

Katie Karlson

Job Titles:
  • Executive Assistant / Boston

Lawrence Hu

Job Titles:
  • Senior Associate / Newport Beach
Lawrence joined Windjammer in 2019 and is responsible for evaluating investment opportunities, performing due diligence, participating in the structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.

Matt Dickman

Job Titles:
  • Associate / Newport Beach
Matt joined Windjammer in 2022, and is responsible for evaluating investment opportunities, performing due diligence, participating in structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.

Matthew Anderson

Job Titles:
  • Managing Director / Newport Beach
Matt joined Windjammer Capital in 2005, and has significant experience in both debt and equity investments for middle-market companies. At Windjammer, he is responsible for sourcing and evaluating investment opportunities, performing due diligence, structuring, negotiating and closing transactions, and monitoring portfolio company performance.

Paul Miller

Job Titles:
  • Global Executive
  • Strategic Consultant / Boston
Paul is a global executive with over 25 years of marketing, eCommerce, and Big Data leadership experience. He provides advisory and consulting services to companies that need to accelerate their sales through digital channels. Paul, working through PMA Digital Solutions, LLC, has been engaged to provide strategic advice to Windjammer, with a focus on eCommerce and digital transformation. Most recently, he was VP & President, Global eCommerce, Innovation, and Big Data at Grainger (NYSE: GWW) where he grew the business from $1.2 billion to over $4 billion. Prior to Grainger, Paul led a start-up division of a venture-backed company, Enservio, that serviced property insurance carriers and was sold to a strategic partner; was Senior Vice President, Direct Commerce for Sears Holdings Corporation (NASDAQ: SHLD); and Vice President, eCommerce for Williams-Sonoma Inc. (NYSE: WSM), leading Internet and catalog activities. In addition, he was on the board of Demandware, an eCommerce platform provider that went public and was later sold to Salesforce.com (NYSE: CRM).

Peter McGah

Job Titles:
  • Principal / Boston
Peter rejoined Windjammer in 2017, having previously worked as an Associate at Windjammer from 2012-2015. He is responsible for sourcing and evaluating investment opportunities, performing due diligence, transaction execution, and portfolio company management.

Raymond James

Job Titles:
  • Professional Baseball Player / EDUCATION

Robert Bartholomew

Job Titles:
  • Managing Principal, Founder / Newport Beach
Bob serves in an Advisory role to the firm and is actively engaged in historical investments. Bob has more than 35 years of investment experience, including over 21 years in private equity. Prior to founding Windjammer, Bob was affiliated with Pacific Life Insurance Company where he made a wide variety of investments on Pacific Life's behalf. He co-founded the insurance company's mezzanine and equity investment operations under the banner of Pacific Mezzanine Investors (PMI), a joint venture with Windjammer Capital, in 1990. Prior to Pacific Life, Bob spent 10 years with Bank of Boston specializing in middle-market, multinational, high technology lending. Additionally, he ran the Bank of Boston International, a subsidiary bank of Bank of Boston located in Los Angeles.

Robert Quandt

Job Titles:
  • Managing Director / Boston
Rob joined Windjammer in 2017 and has over 15 years of private equity investment experience. At Windjammer, he is responsible for sourcing and evaluating investment opportunities, performing due diligence, structuring, negotiating and closing transactions, and monitoring portfolio company performance.

Ryan Pertz

Job Titles:
  • Managing Director / Newport Beach
Ryan joined Windjammer in 2013 with a background in both private equity and investment banking. At Windjammer, Ryan is responsible for sourcing and evaluating investment opportunities, performing due diligence, transaction execution, and portfolio company management.

Ryan Wolfsberg

Job Titles:
  • Senior Associate, Business Development / Boston
Ryan joined Windjammer in 2024 and shares responsibilities for the firm's business development. His responsibilities include relationship development and coordinating the firm's marketing activities.

Stephan Wenkel

Job Titles:
  • Associate / Newport Beach
Stephan joined Windjammer in 2022, and is responsible for evaluating investment opportunities, performing due diligence, participating in structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.

Tim Ristoff

Job Titles:
  • CEO of TriVista Business Group
  • Strategic Consultant / Newport Beach
Since 2007, Windjammer has worked closely with Tim Ristoff and TriVista to execute operationally oriented value enhancement projects across many platform investments. Tim is CEO of TriVista Business Group, an operational advisory firm with offices in the United States and China and has 85 operating executives with a wide variety of industry experiences and functional skill sets. Tim brings to the firm over 30 years of experience in manufacturing, operations and general management. Previously, Tim was President of ITT Industrial Electronics Group, a $450 million division of ITT Industries, President of ITT Switch Products, President of ITT Jabsco, and Vice President and General Manager of TRW Sensors and Components. Tim is a former member of the Board of Directors of Children's Hospital Orange County (CHOC) and is currently Vice Chairman of the Board of Jserra Catholic High School.

Trent Hegseth

Job Titles:
  • Vice President / Newport Beach
Trent rejoined Windjammer in 2021, having previously worked as an Associate at Windjammer from 2015-2018. He is responsible for sourcing and evaluating investment opportunities, performing due diligence, transaction execution, and portfolio company management.

Will Carter

Job Titles:
  • Vice President / Boston
Will joined Windjammer in 2023 with a background in private equity and mergers & acquisitions. At Windjammer, he is responsible for sourcing and evaluating investment opportunities, performing due diligence, transaction execution, and portfolio company management.

Zach Stein

Job Titles:
  • Associate / Boston
Zach joined Windjammer in 2022, and is responsible for evaluating investment opportunities, performing due diligence, participating in structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.