Waterfall Asset Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Waterfall Asset Management has acquired 1 company. It has also invested in 1 other.

Waterfall Asset Management’s most common sectors for investment arebusiness services (50%) and insurance (50%) . The Firm’s most common investment types include acquisition financing (50%) and buyout (lbo, mbo, mbi) (50%). In total, Waterfall Asset Management has invested in 2 US states.

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M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Advisors 1

Waterfall Asset Management

1251 Avenue of the Americas, 50th floor,
New York, New York 10020
United States
(212) 257-4600
www.waterfallam.com
waminfo@waterfallam.com

Waterfall Asset Management is an institutional asset manager focused on structured credit (asset-backed securities and loans) and private equity investments. Waterfall was founded in 2005 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.4/yr) # - - - 1 - 1 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
OnPoint Warranty Solutions LLC 2023-01-24 - Acquisition Financing
Louisville, Kentucky · www.onpointwarranty.com
Newcleus LLC 2021-08-03 - Buyout (LBO, MBO, MBI)
Newtown, Pennsylvania · www.newcleus.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 1 (50%) -
Insurance 1 (50%) - 1 (50%) -
Total 2 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 2 (100%) -
  Pennsylvania 1 (50%) - 1 (50%) -
  Kentucky 1 (50%) - 1 (50%) -
Total 2 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Acquisition Financing 1 (50%) - 1 (50%) -
Buyout (LBO, MBO, MBI) 1 (50%) - 1 (50%) -
Total 2 - 2 -

Top M&A Advisors

Legal Deals
Kramer Levin Naftalis & Frankel LLP
 1

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

9.4B USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Jack Ross

Co-founder & Managing Partner

Tom Capasse

Co-founder & Managing Partner

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