Windjammer promotes Lee and Pertz to VP

Windjammer Capital Investors promoted Daniel Lee and Ryan Pertz to vice president. Lee, who works in Windjammer’s Waltham, Massachusetts office, joined the firm in 2010 from Summer Street Capital. Pertz joined the firm’s Newport Beach, California office in 2013. He previously was an associate at HM Capital.


Windjammer Capital Investors is pleased to announce the promotions of Daniel Lee and Ryan Pertz to Vice President.  Daniel is in Windjammer’s Waltham, MA office and Ryan is located in Windjammer’s Newport Beach office.

Daniel joined Windjammer in 2010 from Summer Street Capital, a lower middle-market private equity firm based in Buffalo, New York, where he was an analyst involved in buyout and growth equity transactions and provided support in the management of portfolio companies.  Prior to Summer Street, Daniel was an investment banking analyst at Citigroup Markets and Banking in New York, where he focused on executing M&A and debt transactions in the power/utilities industry sector.  Daniel currently serves on the boards of Heritage Food Service Group and Global Claims Services.  He was formerly on the board of Protective Industries (“Caplugs”).  Daniel received his BA from Columbia University.

Ryan joined Windjammer in 2013 and brings both private equity and investment banking experience.  Previously, he was an associate at HM Capital (fka Hicks Muse Tate & Furst), a Dallas-based private equity firm, and an investment banking analyst in the Financial Sponsors Group at J.P. Morgan in New York City.  Ryan currently serves on the boards of Flinn Scientific and Infinite RF, and acts as an observer to the board of JWC Environmental. He previously acted as an observer to the board of BBB Industries.  Ryan received his BS in engineering from Duke University and his MBA from The University of Chicago Booth School of Business.

Both Daniel and Ryan continue to play an integral role in sourcing and evaluating investment opportunities, performing due diligence, participating in the structuring, negotiating and closing of transactions, and assisting in the management of portfolio companies.


Windjammer Capital Investors, with offices in Newport Beach, California and Waltham, Massachusetts, is a national private investment firm that makes control investments in leading middle market businesses in partnership with management.  Founded in 1990, Windjammer’s institutional funds total roughly $2.0 billion of committed capital. Since its formation, Windjammer has invested nearly $1.4 billion in over 50 companies across a broad range of industries.  Windjammer is currently investing out of its $726 million Windjammer Senior Equity Fund IV which closed in March of 2013.  More information on Windjammer can be found at