CoveWater Capital (“CoveWater”) is a private holding company based in Wyoming. We seek to make strategic investments across industries and acquire small and midsized financial services businesses.
We pursue exceptional opportunities with investors in our existing network. This approach supports clear terms and efficient timelines.
Strategic investments are our primary focus. We aim to back a small number of opportunities each year as an engaged partner, adding practical operating support and relevant industry relationships.
In financial services, we target small and midsized fiduciary firms. We are committed to keeping the process straightforward: clear terms, an orderly transition, and continuity for clients and teams, with consideration for any interests the seller retains.
Our method is disciplined and selective: fewer, better commitments, direct communication, and execution on agreed timetables. We welcome private introductions to opportunities and to owners considering a sale.
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