Case Study: Entrepreneur Services
Client is the CEO of a large privately held company. Client was looking for ways to gain liquidity on their privately held position[…]
Case Study: Asset Management
New client is the CEO of one of the largest private real estate development companies in the United States. Client has greater than[…]
Case Study: Asset Management – Stock Options
Client was a C-level officer in one of the worlds largest technology companies. During approximately 15 years of employment, the client had accumulated[…]
©2025. Advisory services offered through Waterloo Capital, LP: A SEC Registered Investment Advisor.