Private Equity

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:

Our value-add to management:​

Private Equity Team

Gene Weil

Managing Director

John Nelligan

Managing Director

Alain Toto, CFA

Managing Director

Eric Bail


Garo Cannuscio


Portfolio Companies

June 2018

February 2019

July 2022

July 2017

December 2020

August 2021

January 2023

June 2020