• Too often in the financial industry, you hear about self interest coming first. At Wind River Capital, our clients always come first, and the money follows. We’re not afraid to put clients at the center of our strategy, and decades of experience has shown us that doing this is the best way to develop creative, tailored solutions that meet and exceed client expectations. We think it’s fine to be different with how we do strategic advising and investments - as long as it creates better outcomes for our clients.

  • Wind River Capital’s advisory practice focuses exclusively on serving clients in the middle market. Our willingness to have this narrow focus means no firm is more zeroed in on the segment’s trends, challenges, and certainly its opportunities. With our finger on this pulse and this pulse only, we are in the best position to work these dynamics, so we can set you up to accomplish that in a way no other investment bank can. Oh, and your hand-picked advisory team just happens to boast a lineup of renowned finance veterans who love, live and breathe this segment and have the track record to prove it.

  • Our senior investment banking professionals cut their teeth accomplishing transactions for the biggest international firms, including Credit Suisse, DLJ, Wells Fargo and Piper Sandler. Now, we can turn our highly refined expertise to your specific needs, providing high caliber strategic guidance within a close, friendly and approachable dynamic. A peek behind our indisputable history of getting M&A and financing transactions to the finish line shows a focus on execution, wrapped in an experience our clients value.

  • The possibilities for our clients are only as good as our relationships. Put another way, your financial advisor’s relationships are mission critical. Wind River has a broad network within the financial services industry, spanning the nation coast to coast and wrapping around the globe to longtime clients and investment partners in Asia. You want a network that includes, but isn’t limited to, the expected financial institutions in major metropolitan hotspots. And we don’t just “know” people - we have worked with them for decades. We believe in developing long-term relationships, which have created a strong, authentic professional network. Our contacts know our capabilities and they also know that when we take on a client we believe in that client. Our access to strategic partners and capital sources is simply unmatched, and we are ready to put it to use for you.

  • Our founders have invested in a number of companies in various stages and sectors with strong returns. Our proven investment track records enabled by our industry expertise and analytical prowess will continue to provide robust returns.

  • Wind River Capital stands apart in our emphasis on committing our most senior advisors to you and your transactions, from beginning to end. Once you discuss your vision with our advisors, rest assured that they are who will be by your side through the finish line. Our best minds are your partners, fully invested in your success.