Reducing market risks through conservative leverage and hedging strategies.Executing cash flow stress testing and due diligence.Developing trading ideas based on evaluating available information or negotiated transactions sourced from firm relationships or analyses.There are four key elements to the investment philosophy at Waterfall Asset Management, according to the firm’s Form ADV: Waterfall Asset Management Investment Philosophy These might include asset-backed securities, consumer and commercial performing and non-performing loans, residential and commercial mortgage-backed securities, privately negotiated new issue assets, small-balance commercial mortgage loans, investments in pools of loans and private equity. The firm specializes in investment advice regarding less conventional securities. Its private investment funds include private equity funds, hedge funds and real estate funds. The hallmark offering at Waterfall Asset Management is its investment management services, which it provides to private investment funds, separately managed accounts (SMAs), real estate investment trusts (REITs) and other institutional clients. Services Offered by Waterfall Asset Management However, the firm may waive this minimum at its discretion. Waterfall Asset Management generally requires at least $1 million in investable assets from its clients. Half of its client base is comprised of pooled investment vehicles, which are the funds it manages, while the other half includes a range of investment companies, retirement plans, insurance companies, government entities and corporations. Waterfall Asset Management currently has a small client base, though its clients have quite large pools of investable assets. Waterfall is the external manager to Ready Capital, a multi-strategy real estate finance company and small business lender that has provided over $3 billion in capital nationwide (NYSE: RC).Waterfall Asset Management Client Types and Minimum Account Sizes Waterfall is a leading private investment firm dedicated to investing in asset-based credit and private equity across the entirety of the specialty finance and securitized credit sectors. and Europe, Waterfall is an SEC-registered investment adviser that was founded in 2005 by Tom Capasse and Jack Ross, who were early leaders of the ABS industry. went straight to the source: entrepreneurs who have sold to private equity. Founders filled out a questionnaire about their experiences partnering with private equity firms and shared data on how their portfolio companies have grown during these partnerships.īased in New York and with investment activities spanning the U.S. These private equity firms treat the founders like partners,” says Scott Omelianuk, editor-in-chief of Inc. It’s about building a relationship and supporting the founders beyond that initial year. “Supporting an entrepreneur’s vision and driving growth is more than just a financial investment.
All 146 have a track record of remaining actively involved in the businesses after their investment.
The final list recognizes 146 firms that entrepreneurs can trust and collaborate with while receiving the financial support they need to help accelerate growth. This is a shift from previous lists-which were called the Private Equity 50 – since, for the first time, this year’s list will include venture capital firms, and more than 100 firms will earn our Founder-Friendly seal of approval.
Inc. today announced its third annual Founder-Friendly Investors list, honoring the private equity and venture capital firms with the best track record of success backing entrepreneurs. It is an immense honor that the management teams of our portfolio companies have expressed their conviction in our contributions to their growth” said Gene Weil, Co-Head of Private Equity at Waterfall Asset Management. “Our private equity team enjoys the journey of building a business in partnership with competitive and passionate management teams – we are builders at heart.
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