Windjammer Capital Investors Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Windjammer Capital Investors has acquired 5 companies.

Windjammer Capital Investors’ most common sectors for investment areconsumer products (14%) and machinery (11%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (55%) and secondary buyout (37%). In total, Windjammer Capital Investors has invested in 18 US states. Its largest (disclosed) acquisition occurred in 1999 when it acquired Shari’s Management for $60M.

In the last 3 years, Windjammer Capital Investors has exited 3 companies. The Firm’s most common exit type is secondary buyout (47%). Windjammer Capital Investors’ largest (disclosed) exit occurred in 2020 when it sold Advanced Instruments for $780M.

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M&A Summary

  • M&A Total Activity71
    • M&A Buy Activity45
    • M&A Sell Activity26
  • Total Sectors Invested 27
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 22
  • M&A Advisors 2

Windjammer Capital Investors LLC

840 Newport Center Drive, Suite 650,
Newport Beach, California 92660
United States
(949) 721-9944
www.windjammercapital.com
info@windjammercapital.com

Windjammer Capital Investors is a private investment firm that invests control equity, minority equity and/or subordinated debt in growing middle-market businesses. The Firm seeks to invest between $50 and $200 million of equity or subordinated debt in companies that generate at least $8 million of EBITDA. Windjammer focuses on North American based opportunities and prefers companies with scalable business models, differentiated products/services, and that operate in defensible markets. Broad sectors of interest include manufacturing, business services and value-added distribution. Windjammer does not invest in high technology, real estate, and financial services companies. Windjammer Capital Investors was formed in 1990 and has offices in Waltham, Massachusetts and Newport Beach, California.


Investment Criteria

Sectors of Interest: Automotive, Building Materials, Business Services, Consumer Products, Consumer Services, Distribution, Education, Electrical Equipment, Environmental, Food, Franchising, Healthcare Services, Insurance, Life Science, Machinery, Manufacturing, Marketing, Medical Products, Plastics, Publishing, Renewable Energy, Restaurants, Retail, Safety/Security, Semiconductors, Test/Measurement Equipment

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 8 50
Investment Size 50 200
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.2/yr) # 39 1 2 1 1 1 45
vol $140M $140M
Sell (0.6/yr) # 23 - - 1 1 1 26
vol $1.8B $780M $2.6B
  71

Most Recent M&A

Company Date Value Type
Hermetic Solutions Group 2022-11-03 - Add-on Acquisition
Trevose, Pennsylvania · www.hermeticsolutions.com
Fecon, Inc. 2022-01-01 - Secondary Buyout
Lebanon, Ohio · www.fecon.com
ECI LLC 2021-12-16 - Add-on Acquisition
Elon, North Carolina · www.regoproducts.com
Paragon Energy Solutions LLC 2021-12-01 - Secondary Buyout
Oak Ridge, Tennessee · www.paragones.com
Advanced Instruments, Inc. 2020-09-28 780M USD Secondary Buyout
Norwood, Massachusetts · www.aicompanies.com
Compex Legal Services, Inc. 2020-02-11 - Secondary Buyout
Torrance, California · www.cpxlegal.com
Hilco Vision 2019-09-10 - Secondary Buyout
Plainville, Massachusetts · www.hilcovision.com
Hermetic Solutions Group 2019-02-01 - Secondary Buyout
Trevose, Pennsylvania · www.hermeticsolutions.com
Rowmark LLC 2018-06-28 - Secondary Buyout
Findlay, Ohio · www.rowmark.com
JWC Environmental LLC 2017-12-21 215M USD Add-on Acquisition
Costa Mesa, California · www.jwce.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Vital Records Control, Inc. 2017-04-26 2-20 Records Management LLC 2022-10-04 1
Memphis, Tennessee · www.vitalrecordscontrol.com Carlstadt, New Jersey · www.2-20rm.com
Hilco Vision 2019-09-10 M&S Technologies, Inc. 2021-01-06 4
Plainville, Massachusetts · www.hilcovision.com Dallas, Texas · www.mstech-eyes.com
Mission Critical Electronics, Inc. 2016-09-30 Xantrex Technology, Inc. 2018-11-30 3
Dallas, Texas · www.mission-critical-electronics.com Burnaby, British Columbia · www.xantrex.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 1 (9%) - 6 (13%) -
Machinery 1 (9%) - 5 (11%) 60M (43%)
Business Services 1 (9%) - 3 (7%) 20M (14%)
Electrical Equipment - - 3 (7%) -
Retail - - 3 (7%) -
Consumer Services - - 2 (4%) -
Distribution 2 (18%) - 2 (4%) -
Plastics 1 (9%) - 2 (4%) -
Semiconductors - - 2 (4%) -
Restaurants - - 1 (2%) 60M (43%)
Automotive - - 1 (2%) -
Building Materials 1 (9%) - 1 (2%) -
Electronics 1 (9%) - 1 (2%) -
Food - - 1 (2%) -
Franchising - - 1 (2%) -
Healthcare Services - - 1 (2%) -
Information Services 1 (9%) - 1 (2%) -
Insurance - - 1 (2%) -
Life Science - - 1 (2%) -
Manufacturing - - 1 (2%) -
Marketing 1 (9%) - 1 (2%) -
Medical Products - - 1 (2%) -
Packaging - - 1 (2%) -
Publishing - - 1 (2%) -
Safety/Security - - 1 (2%) -
Test/Measurement Equipment - - 1 (2%) -
Transportation 1 (9%) - 1 (2%) -
Total 11 - 46 $140M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 46 (100%) 140M (100%)
  California 1 (9%) - 10 (22%) 60M (43%)
  Illinois 1 (9%) - 5 (11%) -
  Ohio 2 (18%) - 4 (9%) -
  Massachusetts 1 (9%) - 4 (9%) 20M (14%)
  North Carolina - - 3 (7%) -
  Minnesota - - 3 (7%) -
  Tennessee 2 (18%) - 2 (4%) -
  New Jersey 2 (18%) - 2 (4%) -
  Indiana 1 (9%) - 2 (4%) -
  New York - - 2 (4%) -
  Florida - - 2 (4%) -
  Texas 1 (9%) - 1 (2%) -
  Oregon - - 1 (2%) 60M (43%)
  South Carolina - - 1 (2%) -
  Pennsylvania - - 1 (2%) -
  Oklahoma - - 1 (2%) -
  Georgia - - 1 (2%) -
  Alabama - - 1 (2%) -
Total 11 - 46 $140M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (27%) - 25 (54%) 80M (57%)
Secondary Buyout 8 (73%) - 17 (37%) 60M (43%)
Divestiture - - 1 (2%) -
Growth Capital - - 1 (2%) -
Recapitalization - - 1 (2%) -
Stake Purchase - - 1 (2%) -
Total 11 - 46 $140M

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (46%) 1.7B (64%)
Trade Sale - Public Company 6 (23%) 918M (36%)
Trade Sale 4 (15%) -
Bankruptcy 2 (8%) -
IPO 1 (4%) -
Recapitalization 1 (4%) -
Total 26 $2.6B

Top M&A Advisors

Financial Deals
Harris Williams & Co.
1
Legal Deals
Choate Hall & Stewart LLP
4

Deal Values

buy # Total
< $100M 3 $140M
TOTAL $140M
Largest Automatic Bar Controls, Inc. (dba Wunder-Bar)
$60M (2005-06-01)
sell # Total
$100M to $1B 7 $2.5B
< $100M 2 $122M
TOTAL $2.6B
Largest Advanced Instruments, Inc.
$780M (2020-09-28)

M&A Connections

Deals
Acquired from
Investor(s)
39%
18 (39%)
Strategic(s)
2%
1 (2%)
Exited to
Investor(s)
50%
13 (50%)
Strategic(s)
42%
11 (42%)

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