Welcome to a Legacy of Trust.

Waterfield buys and builds well-run American businesses. If you have achieved excellence, and it’s time to sell, please see our investment criteria to see if your business qualifies.


AI Insight of the Week

Complimentary Waterfield AI Strategy Workshop

Is the AI opportunity too big, the path forward opaque?

Waterfield Private Equity

Waterfield Private Equity Funds I, II, & III are in the business of acquiring companies that have in excess of $10 million in recurring EBITDA. Waterfield has particular expertise in technology, energy, asset management, agriculture, ranching & farming, banking & finance, real estate, and hospitality.

Waterfield Financial

Waterfield maintains an investment program for its Principal’s equity. If you would like to invest alongside us, simply inquire about investing in our proprietary and preferred hedge funds, which is where we put the overwhelming majority of our investment capital. Investment is by invitation only.

Waterfield Family Office

Waterfield’s Family Office invests for the long-term, through offices in New York, Chicago, Los Angeles, San Francisco, Miami, London, Indiana, Oklahoma, and Texas. Preferred industries include agriculture, insurance, technology, security, energy, real estate, and manufacturing. Waterfield companies have a common mission to make the world a better place.


Waterfield Technologies

Waterfield Technologies provides digital solutions for today’s enterprise:

Waterfield Advisors

Waterfield works with Goldman Sachs, JP Morgan, and Morgan Stanley to create strategic and financial advisory programs for CEO’s, their families, and their companies:

Waterfield Foundation

Waterfield’s focus is on its culture, built on over 90 years of customer-first ideology.