The highest returns are always achieved by recognizing potential for significant capital appreciation before others, utilizing expertise in efficiently evaluating these opportunities, and creatively structuring the right investment. Windstone's Merchant Group identifies, evaluates these opportunities, and structures direct equity investments, mezzanine financing, or commercial lending. The Merchant Group was established to acquire closely held companies of between $1 and $5 million in EBITDA and to become a strategic partner, involved in the development and growth of the selected companies through more than merely an infusion of capital. The rapid expansion of financial instruments, shifts in the availability of capital, the variety of political climates and regulatory concerns, and the unpredictability of the national financial markets all point to the need for the expert assistance, and investment, which can be provided through Windstone's Merchant Group and its Investment Partners.
The primary focus of Windstone’s Merchant Group is to acquire closely held basic industry and service based businesses of between $1 and $5 million in EBITDA with the retention of existing management. Windstone looks for niche oriented businesses where it can syndicate the transaction with its own funds and that of an outside financial partner putting in place the optimum capital structure. Windstone's objective is to create the highest possible payout for the current management team while balancing the growth objectives of the new company.
Management of the Windstone Capital Partners has extensive expertise in structuring transactions under Regulation D, SCOR, Rule 144A, and Reg. A, Reg. S, and other public or private direct offerings, as well as commercial lending, mezzanine financing, commercial paper, and subordinated debt transactions. Our structures can provide an exit strategy for investors with short or long-term holding periods. By facilitating the repayment of debt with equity enhancements, or resale of shares and warrants, Management strives to deliver a solid and reliable rate of return to its investment partners. The management team of Windstone Capital Partners consists of managing partners, associates and advisors with investment banking and management backgrounds aggregating over 200 years of capital markets, venture capital and cross-industry general management experience.
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