Waterfall’s private equity team represents a specialized industry domain knowledge of financial services and financial technology businesses

We are a growth partner. We have a passion for entrepreneurship. We enjoy building businesses with highly competitive management teams.

We empower financial services businesses to innovate and accelerate their growth to achieve market share leadership in their industry vertical.

The strategic roadmap we implement with portfolio companies ambitions to achieve standards of excellence in sales execution, customer experience, product innovation, compliance & integrity, data intelligence, technology enablement, risk management and capital efficiency.

Our private equity investment criteria:

We are focused on entrepreneurial lower-middle market businesses in the specialty finance, financial technology, data & analytics, and tech-enabled services industries
We invest across the spectrum of a company life cycle, from businesses approaching profitability to businesses that are rapidly scaling
We are focused on North American domiciled businesses, whereby our team is better positioned to add value to management
We seek to partner with experienced and passionate management teams in building differentiated businesses with high return on capital, defensible market share, and durable earnings across cycles
We invest in both control and minority deals with active board representation

Our value-add to management:

High touch board participation, challenging the status quo, thinking big and expanding the frontier of strategic thinking
Recruiting executives within our network
Reverse engineering a patient multi-year value-add roadmap and exit path
Anchoring decision-making to sophisticated data reporting
Identify opportunities to optimize profitability and capital efficiency
Shaping the technology roadmap
Institutionalizing best practices across the organization
Leverage lessons learned, wins and professional relationships across our broader portfolio companies
Source, diligence and execute M&A opportunities