Waterloo Capital

Growth isn't just a number, it's a relationship.

In this video, John speaks about what drives growth at Waterloo Capital: not portfolios in a vacuum, but the trust clients place in the team and the conversations that go deeper than the numbers.

The numbers are a reflection of the relationships built over time, not the other way around.

That's the kind of growth Waterloo Capital is proud to be part of.

In this video, Daniel Wilk breaks down capacity constraints in private equity and why more capital doesn't always mean more room to execute.

As funds scale, so does the pressure to deploy that capital wisely, and the middle market makes that balance especially tricky. It's a dynamic that separates managers who can grow with discipline from those who simply grow. 📊

In this interview, Paul Lisiak shares insights on the Lower Middle Market and why it continues to present compelling opportunities for growth, value creation, and long-term investment success. He discusses the factors driving opportunity in this sector and what makes it an attractive space for investors, operators, and business leaders.

In this conversation from Ascend with Waterloo, Kyle Bass speaks with Don Simoneaux about investment decision-making through both a micro and macro lens, as well as his perspective on the differences between private and public markets.

The discussion explores how these frameworks shape how investment advisors think about markets, risk, and opportunity.

What happens when attitude and aptitude collide?

According to John Chatmas, that’s where great culture is built.

In this interview, John shares why culture isn’t just a buzzword, it’s the driving force behind successful teams, strong leadership, and lasting impact.

What qualities do you think are most important in building a strong workplace culture?

Where do advisors succeed, and where do they fall short?

In this insightful conversation at Ascend with Waterloo in February, John Chatmas sat down with Scott Drake and Lita Patrick to discuss the qualities that separate exceptional advisors from the rest.

From building trust and fostering meaningful client relationships to navigating challenges and creating long-term value, they explore the habits, mindsets, and strategies that drive success in the advisory space.

Whether you’re an advisor, leader, or business professional, this discussion offers valuable perspectives on what it takes to create lasting impact.

What do you believe is the biggest factor in an advisor’s success?