Waverley Corporate Financial Services

Overview

Waverley Corporate Financial Services is a Canadian exempt market dealer specializing in private equity and real estate investments. The firm operates as a platform connecting dealers, issuers, and investors, aiming to streamline the private equity market in Canada. Their services are designed to bridge gaps and remove barriers, facilitating efficient capital flow within the private equity space. The firm's investment approach focuses on providing investors with access to private market opportunities typically reserved for larger institutional investors, such as pension funds and endowments. Waverley emphasizes security, liquidity, and personalized service, ensuring that each investment aligns with the client's unique goals and risk tolerance. Their portfolio includes real estate and niche private investments capable of delivering high risk-adjusted returns with low correlation to traditional investments and public equities. Under the leadership of CEO Don McDonald, who has nearly 40 years of experience in the financial industry, Waverley has become one of Canada's largest and most impactful Exempt Market Dealers. The firm is committed to advancing the industry and improving the market for all participants, processing hundreds of trades per month with industry-leading technology. Their mission is to create a more efficient and transparent ecosystem for private equity capital in Canada, empowering businesses and individuals to grow and succeed while maintaining the highest standards of compliance and performance.

Investment Focus

• Accredited investors

Portfolio Companies