Windjammer Capital Investors LLC
Senior Associate or Vice President
Windjammer Capital Investors LLC, Waltham, Massachusetts, United States, 02254
Windjammer Capital is seeking an experienced Senior Associate or Vice President to join their investment team who will participate in the sourcing, evaluation, diligence and execution of investments, investment execution, and portfolio management of portfolio companies, and sourcing of new platforms and add-on acquisitions. On any given assignment, the successful candidate will work with the deal team lead and will have a high level of responsibility at the daily leadership and execution level.As a middle-market firm operating in a dynamic and hands-on environment, Windjammer requires team members that are able to balance the need to think strategically and take on significant levels of responsibility with the need to be self-reliant and execute at the ground level. Strong communication, teamwork and interpersonal skills are imperative as they are critical to working effectively within the firm and with portfolio company management teams.Company Description
Windjammer Capital Investors is a private equity investment firm, based in Newport Beach, CA and Waltham, MA that invests control equity in middle-market businesses and in partnership with management. Since its founding in 1990, Windjammer has managed over $2 billion of committed capital with respect to its control equity investment strategy and has completed over 60 platform investments and more than 160 strategic add-ons. The firm targets investments in companies that are leaders in attractive niche markets in a range of industries including manufacturing, value-added distribution, business services, and healthcare that exhibit 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.Responsibilities
New InvestmentsWork with deal team lead to develop and evaluate the investment thesisManage the daily execution of the investment evaluation process and diligence work planManage, oversee and lead modeling and valuation analysisActive participation in investment committee, lender and key diligence meetings and callsThought partner to senior professionals on key economic and legal points on transaction and financing documentsResponsible for organizing and reviewing all diligence findingsLead the evaluation and selection of middle market lendersManage junior resources assigned to deal teamExisting InvestmentsProvide management with direction on weekly, monthly and ad hoc reporting; review reports and identify trends and opportunitiesDevelop and maintain a strong relationship with company managementAssist management teams with various types of financial analysisResponsibility for all quarterly firm reporting requirementsLead the execution of add-on acquisitions, portfolio company financings and the ultimate exit processBuild and maintain network within industryServe as a key contributor in all meetings with the company or investment committeeCommunicate with lenders as appropriateFirm ManagementParticipate in firm’s weekly deal meetingsTake active role in recruiting, training, and mentoring AssociatesParticipate in marketing/sourcing by networking and maintaining active dialogue with investment banking contacts, deal brokers and other intermediaries. Assist in thought process, creation, and development of new investment theses and sector silosAssist with internal improvement prioritiesQualifications
Bachelor’s degree from a top ranked University. Business, financial or engineering degree preferred but not requiredMBA is highly desirableDeep knowledge of business strategy, finance and accounting, and a strong grasp of project management, deal structuring and familiarity with the capital markets for middle market businessesThe successful candidate will be service-oriented in their approach to colleagues, investors, intermediaries, management teams, and deal partners (lenders and co-investors, etc.)At least 3-5 years working in private equity at a top-tier firm or in a similar investment experience with a focus on middle market transactions ($50M-$200M Equity Investment Size)Experience investing in and working with middle market niche manufacturing, specialty distribution, business services, healthcare, and/or consumer & food is highly desirableA proven ability to understand, compare and contrast various deal structuresDemonstrated competency in all aspects of investment opportunity execution including analysis, due diligence, company and market valuation, and preparing investment memorandumsExposure to negotiations, structuring, funding and closing deals strongly preferredExcellent quantitative analytical ability with exceptional skills in analyzing investment opportunities, relative market valuation information, financial statements, business valuation/modeling, accounting and company financial statementsExcellent written and oral communication skillsExperience working in small teams and the ability to manage and guide junior professionalsAbility to source, research and synthesize industry data, metrics and reportsStrong work ethic; ability to work under limited supervisionPersonal Attributes
Highly motivated, intelligent, and has demonstrated excellence in prior endeavors.Applies critical thinking skills to evaluation of business models, with an innate intellectual curiosityWill exhibit a high-level of EQ, integrity, ethical judgment and confidence.This person will need to be self-reliant and have comfort and desire to work in a hands-on environment, often under pressure.The candidate must be team-oriented and collaborative. Can work within a dynamic, fast-moving environment, while also driving toward clarity and solutions. Confident in conveying ideas and findings.Resourcefulness in setting priorities and guiding investment in people and systems.Relationship oriented, results driven executor, with proven decision-making ability.Enthusiastic, pro‐active, positive attitude with good listening skills.A passion for private equity, investing in middle market companies and working with management teams to create long term value.
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Windjammer Capital Investors is a private equity investment firm, based in Newport Beach, CA and Waltham, MA that invests control equity in middle-market businesses and in partnership with management. Since its founding in 1990, Windjammer has managed over $2 billion of committed capital with respect to its control equity investment strategy and has completed over 60 platform investments and more than 160 strategic add-ons. The firm targets investments in companies that are leaders in attractive niche markets in a range of industries including manufacturing, value-added distribution, business services, and healthcare that exhibit 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.Responsibilities
New InvestmentsWork with deal team lead to develop and evaluate the investment thesisManage the daily execution of the investment evaluation process and diligence work planManage, oversee and lead modeling and valuation analysisActive participation in investment committee, lender and key diligence meetings and callsThought partner to senior professionals on key economic and legal points on transaction and financing documentsResponsible for organizing and reviewing all diligence findingsLead the evaluation and selection of middle market lendersManage junior resources assigned to deal teamExisting InvestmentsProvide management with direction on weekly, monthly and ad hoc reporting; review reports and identify trends and opportunitiesDevelop and maintain a strong relationship with company managementAssist management teams with various types of financial analysisResponsibility for all quarterly firm reporting requirementsLead the execution of add-on acquisitions, portfolio company financings and the ultimate exit processBuild and maintain network within industryServe as a key contributor in all meetings with the company or investment committeeCommunicate with lenders as appropriateFirm ManagementParticipate in firm’s weekly deal meetingsTake active role in recruiting, training, and mentoring AssociatesParticipate in marketing/sourcing by networking and maintaining active dialogue with investment banking contacts, deal brokers and other intermediaries. Assist in thought process, creation, and development of new investment theses and sector silosAssist with internal improvement prioritiesQualifications
Bachelor’s degree from a top ranked University. Business, financial or engineering degree preferred but not requiredMBA is highly desirableDeep knowledge of business strategy, finance and accounting, and a strong grasp of project management, deal structuring and familiarity with the capital markets for middle market businessesThe successful candidate will be service-oriented in their approach to colleagues, investors, intermediaries, management teams, and deal partners (lenders and co-investors, etc.)At least 3-5 years working in private equity at a top-tier firm or in a similar investment experience with a focus on middle market transactions ($50M-$200M Equity Investment Size)Experience investing in and working with middle market niche manufacturing, specialty distribution, business services, healthcare, and/or consumer & food is highly desirableA proven ability to understand, compare and contrast various deal structuresDemonstrated competency in all aspects of investment opportunity execution including analysis, due diligence, company and market valuation, and preparing investment memorandumsExposure to negotiations, structuring, funding and closing deals strongly preferredExcellent quantitative analytical ability with exceptional skills in analyzing investment opportunities, relative market valuation information, financial statements, business valuation/modeling, accounting and company financial statementsExcellent written and oral communication skillsExperience working in small teams and the ability to manage and guide junior professionalsAbility to source, research and synthesize industry data, metrics and reportsStrong work ethic; ability to work under limited supervisionPersonal Attributes
Highly motivated, intelligent, and has demonstrated excellence in prior endeavors.Applies critical thinking skills to evaluation of business models, with an innate intellectual curiosityWill exhibit a high-level of EQ, integrity, ethical judgment and confidence.This person will need to be self-reliant and have comfort and desire to work in a hands-on environment, often under pressure.The candidate must be team-oriented and collaborative. Can work within a dynamic, fast-moving environment, while also driving toward clarity and solutions. Confident in conveying ideas and findings.Resourcefulness in setting priorities and guiding investment in people and systems.Relationship oriented, results driven executor, with proven decision-making ability.Enthusiastic, pro‐active, positive attitude with good listening skills.A passion for private equity, investing in middle market companies and working with management teams to create long term value.
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