WATERVILLE INVESTMENT PARTNERS, LLC

Thesis

The firm operates as an Exempt Reporting Adviser (ERA). Their investment thesis centers on partnering with management teams in the lower middle market, specifically within the manufacturing and distribution sectors for industrial and consumer products. The strategy emphasizes collaborative diligence to identify growth, talent development, and operational improvement opportunities, followed by a post-acquisition focus on executing these initiatives. They value trust, relationships, purpose, and collaboration. The firm managed a private equity fund with a Total Gross Asset Value of $35.2 million. One fund, "Eastward Capital Access I-9, LP," had an offering amount of $125,000,000 and had sold $32,550,000 as of May 20, 2021. The typical check size per investment deal is not explicitly stated. The firm is headquartered in Needham, Massachusetts, United States, with a focus on the lower middle market.