# Waterfield Financial: portfolio, investments and team

> Waterfield Financial is a private equity based in United States. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/waterfield-financial (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Waterfield Financial

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Unknown Private equity

Buyout Technology Energy Asset Management

Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch Waterfield Financial

## What they do

> Waterfield buys and builds well-run American businesses. From their own website

- **Type:** Private equity
- **Cheque size:** Not stated
- **Stages:** Buyout
- **Sectors:** Technology Energy Asset Management
- **Based in:** Roanoke, United States
- **Cold pitches:** Accepted

## The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. [Know a round it was in? Tell us](https://millionrounds.com/corrections?slug=waterfield-financial).

## The team

We hold **10** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What they claim to have backed

From their own portfolio page (on their website)

**5** of 52 we have independently watched raise

[Avaya](https://millionrounds.com/company/avaya)[Cisco](https://millionrounds.com/company/cisco)[CyberArk](https://millionrounds.com/company/cyberark)[Ring Central](https://millionrounds.com/company/ringcentral)[US Strategic Metals](https://millionrounds.com/company/us-strategic-metals) Acuon Financial Group, Alturacs AmeriLife Austin BAM Bcs-management Cabot Credit Management, CapView Partners Capstone Partners Castle Trust, London, England Cloud Communications Dell Desai Companies Enterprise Security Eurovita Assicurazioni, Rome, Italy Fenway Summer Financiere CEP, Nantes, France Goldman Sachs IBM JP Morgan Joseph Decuis Kepler Kon Lucent Technologies McMonigle Group Message Broadcast Metaverse Montreal Nokia Northern Indiana Nuance One Savings Bank, Shuttle Themes Staffing Swampfox Symantec Trattoria Del Arte, UFB Direct Online Bank Voice Foundry VoxGen WTI names Steve Waterfield Joins Governor Waterfield Lavender Farms Waterfield Restaurants Waterfield Technologies Waterfield brings best-of-breed YPO

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

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## Quick answers about Waterfield Financial

### What does Waterfield Financial invest in?

Waterfield Financial says it invests in Technology, Energy and Asset Management.

### Is Waterfield Financial investing now?

No investments in the last 12 months.

### What kind of investor is Waterfield Financial?

Waterfield Financial is a private equity firm based in Roanoke, United States.

### Does Waterfield Financial take cold pitches?

Yes: its own website says it reads unsolicited pitches.

### When was Waterfield Financial founded?

Waterfield Financial was founded in 1887.

### Where does this information on Waterfield Financial come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=waterfield-financial) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=waterfield-financial)