Waterfall Asset Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Waterfall Asset Management has invested in 1 company.

Waterfall Asset Management’s most common sectors for investment arefinancial services (58%) and business services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (58%) and growth capital (29%). In total, Waterfall Asset Management has invested in 6 US states.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Waterfall Asset Management

Waterfall Asset Management LLC

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, Financial Services, Insurance, Transportation

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # 5 1 - 1 - - 7
Sell (0.0/yr) # - - - - - - 0
  7

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)
Yardley, Pennsylvania · www.newcleus.com
Mission Loans LLC 2020-12-01 - Buyout (LBO, MBO, MBI)
Irvine, California · www.missionloans.com
Strong Home Mortgage LLC 2020-06-01 - Buyout (LBO, MBO, MBI)
Manassas, Virginia · www.stronghome.com
Flex Fleet Rental 2019-02-11 - Growth Capital
Salt Lake City, Utah · www.flexfleetrental.com
EdgeCo Holdings LLC 2018-06-01 - Buyout (LBO, MBO, MBI)
Pittsburgh, Pennsylvania · www.edgecoholdings.com
Lease Corporation of America 2013-11-15 - Growth Capital
Troy, Michigan · www.leasecorp.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
EdgeCo Holdings LLC 2018-06-01 VMS Hub 2022-04-04 1
Pittsburgh, Pennsylvania · www.edgecoholdings.com Jersey, New Jersey

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 4 (57%) - 4 (57%) -
Business Services 1 (14%) - 1 (14%) -
Insurance 1 (14%) - 1 (14%) -
Transportation 1 (14%) - 1 (14%) -
Total 7 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 7 (100%) -
  Pennsylvania 2 (29%) - 2 (29%) -
  California 1 (14%) - 1 (14%) -
  Virginia 1 (14%) - 1 (14%) -
  Utah 1 (14%) - 1 (14%) -
  Michigan 1 (14%) - 1 (14%) -
  Kentucky 1 (14%) - 1 (14%) -
Total 7 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (57%) - 4 (57%) -
Growth Capital 2 (29%) - 2 (29%) -
Acquisition Financing 1 (14%) - 1 (14%) -
Total 7 - 7 -

Top M&A Advisors

Legal Deals
Kramer Levin Naftalis & Frankel LLP
 1

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

11.2B USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Jack Ross

Co-founder & Managing Partner

Tom Capasse

Co-founder & Managing Partner

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