Windsor Drake
Transaction · Wealthtech · 2026

Waterloo Capital acquires Equity Stake

Waterloo Capital acquired Equity Stake on July 1, 2026.

Target
Equity Stake
Acquirer
Waterloo Capital
Announced
July 1, 2026
Sub-sector
Wealthtech

Transaction overview

  • Waterloo Capital announced the acquisition of Equity Stake on July 1, 2026.

Strategic rationale

Waterloo Capital acquires equity stake in Austin-based Ironclad Wealth

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
July 1, 2026
Acquirer
Waterloo Capital (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/waterloo-capital-acquires-equity-stake-in-austin-based-ironclad-wealth-302815338.html

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