Serving the Middle Markets

Why Coldwater Financial?

The partners of Coldwater Financial (“Coldwater”) have more than 25 years of experience originating, analyzing, and managing investment in middle market companies. We are dedicated and focused upon finding companies and opportunities where we can assist in providing superior returns to our investment partners and management.

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Embracing the Entrepreneurial Spirit

We are a boutique private investment firm focusing on entrepreneurial middle market companies. Our approach enables our partners and advisors to complete investments in efficient time frames.

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Our Edge

We target private/public companies, divisions of private/public firms, and owners seeking liquidity/capital. Our edge is to partner with management and help unleash the entrepreneurial spirit to create long term value.

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