Training Example: Tailwind Capital – Review the Data, Give Your Score & Compare to the Real AI Evaluation

Accelerate Change.For over 15 years, Tailwind Capital has helped great middle market services businesses grow through a close partnership with management and an intense focus on catalyzing change. Over that time, our approach has been consistent: identify dynamic opportunities in select sectors and business models we know well and then provide capital and differentiated resources to accelerate ambitious shared growth objectives.

[H3] Tailwind by the numbers
$6.0B of Committed Capital
50+ Platform Companies
250+ Add-on Acquisitions
36 Professionals
10 Operating Executives

Tailwind is focused on control investments in high quality, middle market companies in three core sub-sectors.
We target durable North American companies in large and growing end-markets, including Infrastructure Services, Supply Chain and IT Services. We are a sector focused investor seeking opportunities in asset efficient, services-focused business models that can be positively impacted by Tailwind's operationally intensive process of creating value– known as Accelerate Change – which focuses significant resources on the adoption of technology, investments in top line growth, and strategic acquisitions.
Recent News
[H4] DMD Systems Recovery Acquires Lifespan Technology
June 18, 2026
[H4] Valor Fleet Services Partners with Vinny’s Towing & Recovery
June 12, 2026
[H4] Tailwind Capital Announces Promotions & Team Additions
March 26, 2026
More News >

Tailwind has a distinct and thematically focused investment strategy in the U.S. middle market.
We invest in companies in three core sub-sectors where we possess differentiated experience and resources and where there are compelling trends and the opportunity to implement our unique Accelerate Change growth strategy.
Infrastructure Services
Supply Chain
IT Services
[H3] Investment Criteria
$25-200M+Equity Investments
$500M+Enterprise Value
$10-50M+ EBITDA
Tailwind works with management to Accelerate Change, our clearly defined, operationally intensive approach to portfolio company growth.
We don’t micro-manage our companies, rather we only partner with teams who value our sector expertise and who share our approach to creating value. Tailwind’s differentiated set of operational resources are aligned with each element of this strategy, helping to drive transformative company growth.
[H3] How we Accelerate Change
Talent
Tailwind works to expand management teams, as well as assess and develop HR processes and recruitment strategies.
Technology
We leverage modern technologies and supply chain tools to digitize portfolio companies.
Transformative M&A
By building our portfolio companies’ in-house M&A capabilities, we scale businesses through accretive add-on acquisitions that can materially increase geographic reach, customer base, and product or service offerings.

AllPartnersInvestment ProfessionalsFinance & OperationsOperating Executives*
[IMG: Caroline Adams]
[H4] Caroline Adams
VP – Assistant General Counsel
[IMG: Juliana Anderson]
[H4] Juliana Anderson
Partner – Capital Markets
[IMG: Zain Arfi]
[H4] Zain Arfi
Associate
[IMG: Michael Bertisch]
[H4] Michael Bertisch
Partner, General Counsel & Chief Compliance Officer
[IMG: Jeffrey Calhoun]
[H4] Jeffrey Calhoun
Managing Partner
[IMG: Jocelyn Chen]
[H4] Jocelyn Chen
Assistant Controller
[IMG: Michael Cheng]
[H4] Michael Cheng
Vice President of Finance
[IMG: Nicholas Cincotta]
[H4] Nicholas Cincotta
Partner
[IMG: Lulu Feldman]
[H4] Lulu Feldman
Associate
[IMG: William Fleder]
[H4] William Fleder
Partner
[IMG: Madeline Flores]
[H4] Madeline Flores
Receptionist
[IMG: Asa Forman]
[H4] Asa Forman
Associate
[IMG: Jake Franz]
[H4] Jake Franz
Vice President
[IMG: David Gorton]
[H4] David Gorton
Partner
[IMG: Mary Hawes]
[H4] Mary Hawes
Senior Investor Relations Associate
[IMG: Lindsay Helfman]
[H4] Lindsay Helfman
Managing Director
[IMG: James Hoch]
[H4] James Hoch
Vice Chairman
[IMG: Rui Lin]
[H4] Rui Lin
Accounting Associate
[IMG: Andrew Mayer]
[H4] Andrew Mayer
Partner
[IMG: Syed Mohsin]
[H4] Syed Mohsin
Partner & Chief Financial Officer
[IMG: Kate Mullen]
[H4] Kate Mullen
Senior Investor Relations Associate
[IMG: Jacob Nabatoff]
[H4] Jacob Nabatoff
Vice President
[IMG: Hunter Omli]
[H4] Hunter Omli
Associate
[IMG: Islandia Perry]
[H4] Islandia Perry
Executive Assistant
[IMG: Aaron Renker]
[H4] Aaron Renker
Senior Investor Relations Associate
[IMG: Fabian Robles]
[H4] Fabian Robles
Executive Assistant
[IMG: Justin Schneiderman]
[H4] Justin Schneiderman
Vice President
[IMG: Brad Schoenfeld]
[H4] Brad Schoenfeld
Associate
[IMG: Frank Sica]
[H4] Frank Sica
Vice Chairman
[IMG: Lawrence Sorrel]
[H4] Lawrence Sorrel
Managing Partner
[IMG: Mobin Tariq]
[H4] Mobin Tariq
Fund Controller
[IMG: Julia Turaeva]
[H4] Julia Turaeva
Assistant Controller
[IMG: Brandon Wanner]
[H4] Brandon Wanner
Information Technology Associate
[IMG: Karolina Wisniewska]
[H4] Karolina Wisniewska
Deputy Chief Compliance Officer
[IMG: Daryl Woolsey]
[H4] Daryl Woolsey
Senior Investor Relations Associate
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[H4]

[H4]

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[H4] Marshall Croft
Operating Executive
[H4] Bruce Dressel
Operating Executive
[H4] Mike Elliott
Operating Executive
[H4] Paul Galeski
Operating Executive
[H4] Matt Hoogerland
Operating Executive
[H4] Paul Lidsky
Operating Executive
[H4] Eash Sundaram
Operating Executive
[H4] Gurvendra Suri
Operating Executive
[H4] Douglas Traver
Operating Executive
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[H4] *The Operating Executives are not partners or employees of Tailwind or its affiliates, but rather consultants engaged by Tailwind, the Tailwind funds, and the portfolio companies to provide advisory and other services.

AllCurrentRealized
[IMG: Acertus]
Acertus is a technology-enabled, non-asset-based third-party vehicle lifecycle solutions provider, offering a comprehensive service including Car Haul, Drive Away, Storage, Title and Registration, Compliance, Care and more for OEMs, Dealerships and Rental and Fleet Management Companies. Acertus leverages proprietary technology to provide service across the entire vehicle lifecycle. Headquarters: St. Louis, MO Status: Current acertusdelivers.com
[IMG: ASC Engineered Solutions]
ASC Engineered Solutions is a services and solutions provider of valves, fittings, and supports. The company provides product solutions across diverse end markets that include mechanical/HVAC, industrial, fire protection, oil and gas, commercial and residential construction, agriculture, food and chemical processing and waterworks. Headquarters: Commerce, CA & Exeter, NH Status: Current asc-es.com
[IMG: Axis Portable Air]
Axis Air is a portable climate control solutions company providing air conditioning, heating, and air quality equipment. The company provides the full spectrum of climate control products with just-in-time delivery to meet clients’ needs, supported by technical sales and service teams to provide project design, delivery, setup, maintenance, and retrieval. Headquarters: Phoenix, AZ Status: Current axisair.com
[IMG: Banner Solutions]
Banner is a specialty distributor of mechanical door hardware products and electronic access controls. Banner’s product offering includes mechanical locks and parts, exit devices and door closures, electronic access controls and other parts and accessories. Headquarters: Chicago, IL Status: Current bannersolutions.com
[IMG: Brightspot]
Brightspot provides enterprise content management system (CMS) software and services. The company’s platform enables customers to seamlessly create, edit, and publish content across various channels, including the web, intranet, and mobile devices. Brightspot serves clients across a number of end markets for a variety of use cases, including publishing, digital employee experience, digital customer experience, and ecommerce. Headquarters: Reston, VA Status: Current brightspot.com
[IMG: Cloud for Good]
Cloud for Good (“CFG”) is a leading cloud consulting firm helping nonprofit organizations and higher education institutions create and accelerate their transformational value with technology. CFG is primarily focused on Salesforce Education Cloud and Nonprofit Cloud, accelerating its customers’ journeys across Salesforce’s vertical and horizontal offerings. Headquarters: Asheville, NC Status: Current cloud4good.com
[IMG: Core BTS]
Core BTS is an information technology solution provider which leverages Microsoft and Cisco technology to modernize business applications and maximize the value of the cloud. Core BTS delivers world-class consulting, technical expertise and managed services to clients confronting their most complex technology challenges. Headquarters: Indianapolis, IN Status: Realized
[IMG: Cumming Group]
Cumming is a global project and cost management consulting firm. Cumming adds value and minimizes risk for owners during each stage of an existing or new building’s maintenance, renovation, construction, and/or development cycle. The company delivers customized solutions to a diverse set of customers across the education, healthcare, corporate, themed entertainment, public and retail sectors worldwide. Headquarters: New York City, NY Status: Current cumming-group.com
[IMG: Diversified]
Diversified is a leading global provider of audiovisual and media solutions, specializing in designing and building installations of unmatched complexity and scale. Serving the world’s biggest brands, venues, and government agencies, Diversified partners with clients to create spaces that bring people together and keep them coming back. Headquarters: Kenilworth, NJ Status: Current onediversified.com
[IMG: DMD Systems Recovery]
DMD is an end-to-end IT asset disposition (ITAD) solutions provider serving enterprises worldwide. DMD offers a transparent, complete ITAD solution with flexibility based on unique customer needs and is built to maximize customer ROI.  Headquarters: Tempe, AZ Status: Current dmdsystems.com
[IMG: GrayMatter]
GrayMatter is a systems integrator providing highly technical engineering services and third-party software solutions. The company’s solutions facilitate industrial automation, connect and safeguard assets, and digitize data within manufacturing and infrastructure environments. Headquarters: Warrendale, PA Status:Current graymattersystems.com
[IMG: HMT]
Aboveground storage infrastructure solutions including inspections, repair & maintenance services, and engineered products. Headquarters: The Woodlands, TX Status: Current hmttank.com
[IMG: ISSA]
ISSA is a premier eLearning platform for the fitness and wellness industry, offering proprietary training courses and certifications to industry professionals and employers. To date, ISSA has trained more than 400,000 students and established relationships with more than 8,000 employers. ISSA is focused on developing greater access to opportunities that promote a healthier world. Headquarters: Phoenix, AZ Status: Current issaonline.com
[IMG: Loenbro]
Loenbro is a provider of specialized services to the energy, industrial, and infrastructure markets. Its range of service offerings include inspection, industrial maintenance, instrumentation and electrical, industrial insulation and coatings, pipeline construction, and other complementary specialty services. Headquarters: Black Eagle, MT Status: Realized
[IMG: NTS]
NTS is an independent national provider of trench shoring and safety solutions with a broad portfolio of road plates, trench boxes, hydraulic shoring, slide rails, manholes, beams, guide frames, and sheeting. Headquarters: Houston, TX Status: Current ntsafety.com
[IMG: Onix]
Onix Networking Corporation (“Onix”) is a cloud IT services company enabling its customers to effectively leverage Google Cloud’s infrastructure and capabilities. The company provides advanced technical consulting and managed services solutions as part of its Google Workspace and Google Cloud practices. Headquarters: Lakewood, OH Status: Current onixnet.com
[IMG: RANDYS Worldwide Automotive]
RANDYS is a provider of highly engineered, branded automotive aftermarket drivetrain, suspension, and undercar products primarily for SUVs, trucks, and CUVs. RANDYS provides both critical, non-discretionary replacement products and vehicle enhancement products for enthusiasts. Its product offerings include differential, suspension, axle assembly, transfer case, alloy wheel, driveshaft, and transmission products. Headquarters: Everett, WA Status: Realized
[IMG: Stratix]
Stratix is a provider of managed mobility services, helping companies execute their mobile strategy. Stratix offers services around the resale, procurement, provisioning, activation, deployment, and tracking of mobile devices, accessories, and Mobile Device Management software. It also provides ongoing mobility support services, including technical support, monitoring, repair, and spare pool management. Headquarters: Norcross, GA Status: Realized
[IMG: Valor Fleet Services]
Valor Fleet Services (“Valor”) is a leading provider of vehicle and equipment towing, specialized transport, recovery, storage, and roadside assistance services. Valor delivers its full suite of roadside services to municipal, state, and federal agencies, commercial enterprises, and individual customers through its centralized digital dispatch and operations centers Headquarters: Leesburg, VA Status: Current valorfleetservices.com
The investments presented above represent a selection of current and past portfolio companies. For a full list of transactions executed by Tailwind, please see All Current and Historical Investments