Investor Type | Firm |
Type of Fund | Investment Bank |
Industries | Software (Web Marketplace Saas..) • IT (& TMT) • Education • Businesses Solutions • HealthTech (& Fitness) • Logistics (& Distribution) • Material Science |
Stages | Expansion, MBO/LBO, Acquisition, Recapitalization, Restructuring, Special Situations |
Investing | United States • Canada • Australia • Japan • China • Hong Kong • Europe • Asia |
New Mountain Finance Corporation, headquartered at 28 Hazelton Avenue, Suite 200, Toronto, Ontario, M5R 2E2, Canada, operates as an investment bank with a focus on a variety of industry sectors such as Software, IT, Education, Business Solutions, HealthTech, Logistics, Material Science, and more. They specialize in providing a range of financial services including Expansion, MBO/LBO, Acquisition, Recapitalization, Restructuring, and Special Situations. They offer expertise in both Debt and Equity to facilitate the growth and restructuring of companies. Identified as Windsor Private Capital on their website, the organization positions itself as a tradition-rooted merchant bank that partners closely with investors, clients, and operators to deliver tailored financial solutions and advice. The fund manages several specific investment vehicles such as Windsor Private Capital Fund, combining disciplined private lending with select equity investments; the Windsor II Fund, focusing on secured lending particularly in real estate and financial services; WPC Real Estate Opportunity Fund, which acquires real estate development assets in partnership with leading developers, mainly in the Greater Toronto Area; WPC Infrastructure Fund, targeting investments in digital infrastructure assets in North America; and the Windsor Multi-Family Fund, which aims to acquire and manage a portfolio composed mainly of multi-family real estate located primarily in Ontario. With a hands-on approach to investment, they strive to generate absolute returns and create success that is aligned with the achievements of the companies and entrepreneurs they support. They emphasize trust, integrity, and partnership as their foundational values, and are directed by founder Rocco A. Marcello. Windsor Private Capital collectively with its affiliates, advises and manages over $3 billion on behalf of institutional and high net worth investors, evidencing a significant level of equity commitments and a substantial amount of their net worth invested in the funds they manage.