Windstream Capital Private Equity - Portfolio of Companies and Transactions

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Representative transactions that Windstream Capital’s partners previously facilitated and directly managed:

Medical, RF, Technology: Successfully oversaw $200 million in divestitures and acquisition strategies to bolster technology footprints, divest non-strategic assets, and assist with management buyouts.

Healthcare Benefits Software Company: Arranged Series A financing of $7.8 million. Company exited 18 months later with a 3X return to investors. Business was subsequently sold to United Healthcare and became the defacto industry standard software platform for managing consumer directed healthcare plans for over 10 million people.

Bond Underwriting Workflow Management: Facilitated exit plan and sale of the Company to the industry leader in bond underwriting documentation and workflow solutions. Company’s software platform grew to being responsible for managing documentation and workflows for over $2 trillion in municipal bond underwritings.

Timeshare Development & Expansion: Well known timeshare and hospitality company sought additional capital to expand its footprint. A $110,000,000 credit facility was established to support the company’s growth plans.

Internet Network Service Provider: Designed and executed turnaround and growth plan for a national NSP. Company became profitable within 12 months and established a 300%+ annual growth rate over 3 consecutive years and received the Deloitte & Touche Fast 50 Award two years in a row.

Networking Platform: Secured $1+ billion award in the manufacture and supply chain management of a low latency platform leader, facilitating a complex production transfer from Asia to US operations within 12 months.

Small-Cap Tech IPO:  By applying conservative GAAP principles, drove compliance of general ledger while implementing operational process discipline to facilitate the launch of a $100 million IPO.

Consumer Finance Company: Company was seeking additional capital to facilitate growth and establish a warehouse line to extend consumer loans. A $35,000,000 credit facility was established with a major lender to support the company.

Semiconductor Capital Equipment:  Orchestrated the turnaround of a $10 million tactical relationship into a $150 million strategic relationship within 18 months, redesigning supply chain and inventory management systems to align with customer’s accelerated growth requirements.

Inventory Optimization: Using proprietary and unconventional analysis of MRP data, reduced recurring inventory write-offs from 3% to best-in-class 0.4% of revenue and increased inventory turns from 6X to 15X.  The resulting financial impact of $19 million in positive free cash flow led to the first profitable year for a well-known, consumer electronics company.

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