— Dallas, Texas · Established 2020

Building enduring
value through
disciplined
investment.

Waterwood Capital Group is a private investment holding company partnering with businesses where strategic insight, disciplined capital deployment, and experienced leadership drive sustainable growth across multiple sectors.

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PORTFOLIO 10+ Companies

SECTORS 5+ Industries

APPROACH Active & Passive

ESTABLISHED

2020·

A multidisciplinary firm rooted in generational value.

SECTORS

Where capital meets conviction.

Energy & Utilities
Hospitality & Real Estate
Cybersecurity
Food & Beverage
Oil & Gas Mineral Interests

02 · ABOUT

About the Firm

A private holding company with an operator’s lens.

Waterwood Capital Group, LLC is a private investment holding company focused on building long-term value through a diversified portfolio of active and passive investments.

Our Philosophy

The firm partners with businesses and opportunities where strategic insight, disciplined capital deployment, and experienced leadership can drive sustainable growth across multiple sectors. We don’t simply allocate capital — we evaluate every opportunity through both an owner’s and an operator’s lens.

What Sets Us Apart

Waterwood is led by a multidisciplinary team with backgrounds spanning entrepreneurship, real estate management and development, hospitality operations, energy markets, restaurant ownership, and other operating-intensive industries. This depth of experience enables us to bring practical insight and thoughtful execution to every opportunity, balancing risk while participating in sectors with strong fundamentals and long-term upside.

10+ PORTFOLIO COMPANIES

5+ INDUSTRY SECTORS

Active &
Passive INVESTMENT STRATEGY

03 · STRATEGY

Investment Strategy

Two complementary strategies, one disciplined philosophy.

We deploy capital across active and passive positions — pairing hands-on operational partnerships with strategic exposure to sectors built on strong fundamentals.

— STRATEGY ONE

Active Investment

On the active side, Waterwood takes a hands-on approach — providing management expertise, strategic guidance, and access to an extensive network of industry relationships. We work closely with operating partners to support growth initiatives, operational improvements, and expansion strategies.

The collective experience of our team is leveraged to unlock value and accelerate performance, partnering with founders and management teams who share our commitment to disciplined growth.

OPERATIONAL PARTNERSHIP STRATEGIC GUIDANCE GROWTH ACCELERATION

— STRATEGY TWO

Passive Investment

In parallel, Waterwood maintains a broad passive investment strategy, evaluating opportunities across a range of industries. Current areas of focus include energy, food and beverage, hospitality, cybersecurity, and oil and gas mineral interests.

This diversified approach allows the firm to balance risk while participating in sectors with strong fundamentals and long-term upside — placing capital alongside best-in-class operators we trust.

DIVERSIFIED EXPOSURE SECTOR CONVICTION RISK-BALANCED

— PORTFOLIO

Our investments.

A diversified collection of active partnerships and strategic positions across the sectors where our experience runs deepest.

ACTIVE

Active Investments

Hands-on partnerships driving operational growth and long-term value.

IronHorse Power Services

A retail electricity provider operating exclusively within the ERCOT-deregulated regions of Texas. Founded in February 2021 — with its PUC license filed just weeks after the historic Winter Storm Uri — the company has consistently exceeded growth targets, averaging 35% annual growth year over year. Led by Managing Partner and CEO Peter Buell and President Clayton Isom, IronHorse combines deep retail energy expertise with a relentless focus on customer experience, including an in-house Texas-based care team and a BBB A+ rating.

131K RCE CUSTOMER BOOK

74K METERS SERVED

35% AVG. ANNUAL GROWTH

Top 5 PRIVATE REP IN TEXAS

Evergreen Power Solutions

A licensed electricity brokerage operating in the deregulated Texas market. Founded by Peter Buell, Evergreen functions as a personal electricity concierge — leveraging proprietary technology to continuously monitor the marketplace, manage rate comparisons, plan switching, and renewals. The company operates on total transparency, charging a flat monthly fee rather than provider commissions.

30K+ ACTIVE CUSTOMERS

90%+ RETENTION RATE

$22.95 FLAT MONTHLY FEE

3B Inspection

3B Inspection is a pipeline and facility inspection company serving midstream operators across the United States and Canada. The company provides inspection services across the full lifecycle of a pipeline asset — from initial construction through ongoing integrity work — fielding a deep bench of certified inspectors across every major classification. Waterwood Capital Group acquired a 50% ownership position in April 2026 as part of an integrated platform with its sister company, Tablerock Surveying.

$59.6M 2025 REVENUE

36% REVENUE CAGR '21–'25

50% WATERWOOD OWNERSHIP

3B Energy Services (Tablerock Surveying)

3B Energy Services, operating as Tablerock Surveying, is a professional land surveying firm licensed across all 50 states and based in The Woodlands, Texas. The company delivers pipeline and boundary survey services, pipeline integrity assessments, and construction and imagery services — operating as part of an integrated pipeline-services platform with 3B Inspection under common ownership. Together, the two companies cover the full asset lifecycle under one relationship and one point of accountability for midstream operators.

$25.9M 2025 REVENUE

50 States LICENSED COVERAGE

50% WATERWOOD OWNERSHIP

FairBill Solutions

A Home Intelligence Platform that centralizes every financial and operational aspect of home ownership into one intelligent dashboard. Powered by its AI assistant, Essie, the platform proactively identifies unusual charges, expiring contracts, savings opportunities, and refinancing windows — while assisting with subscription cancellations, penalty fee recovery, property tax protests, and rate shopping for all home services.

37,153 ACTIVE ACCOUNTS

$14.95 MONTHLY SUBSCRIPTION

2 Models DISTRIBUTION CHANNELS

Essie AI ASSISTANT

PASSIVE

Passive Investments

Strategic capital deployment across high-conviction sectors.

Vandelay Hospitality Group

A multi-concept restaurant group founded in 2012 by Dallas-born entrepreneur Hunter Pond, primarily operating across Texas with expansion into Los Angeles. The portfolio of nine distinct concepts — including Hudson House, Drake's Hollywood, Brentwood, El Molino, and others — is built around rich American heritage, exquisite craftsmanship, and meticulous attention to detail. Waterwood holds a significant investment position across nearly all locations.

Apollo Information Systems

An intelligence-led cybersecurity solutions company with over two decades of operations, serving government, educational institutions, and enterprises. Led by Executive Chairman John Watters — previously President and COO of Mandiant (acquired by Google) — Apollo combines advanced threat intelligence with deep security expertise. Waterwood invested in early stages and made a second-round investment in late 2025.

Red-Hen Energy Partners

An oil and gas company focused on the acquisition of Non-Operated Working Interests, combining producing and near-term drill opportunities across the most active and economically proven basins in the U.S. Led by Managing Director Holt Redwine, the fund targets 40%+ net IRR with structured downside protection. Waterwood has provided capital to the first fund and already received a strong distribution.

40%+ TARGET NET IRR

85% FIRST-YEAR TAX DEDUCTION

Freestone Lake & Golf Club

A premier real estate development located just outside of Fairfield, Texas, situated on the largest privately owned lake in the United States. Developed by Dallas-based Todd Interests with a total investment exceeding $1 billion, the 5,000-acre project encompasses the 2,400-acre Fairfield Lake. Features include a 150-acre championship golf course designed by Beau Welling. Waterwood is invested via Wildranger Holdings, LLC.

5,000 ACRE DEVELOPMENT

$1B+ TOTAL INVESTMENT

Baldr Energy & Utilities Partners

A national energy consultant operating across deregulated markets in the United States. Based in McKinney, Texas, Baldr offers full-service utility concierge solutions spanning electricity, natural gas, internet, cable, water, and security services. Led by CEO Kristy Damron, a 15+ year veteran of the retail energy brokerage business, the company achieved positive net income within its first twelve months.

AIE Partners

An investment and advisory firm focused on identifying and executing high-value opportunities across energy and infrastructure sectors. The firm leverages deep industry expertise and established relationships to source, evaluate, and manage investments that deliver strong risk-adjusted returns. Waterwood Capital Group maintains an active investment position with AIE Partners.

Speyside Resources, LLC

A private company based in Fort Worth and Midland that invests in opportunities primarily in the oil and gas industry, with a focus on buying minerals and royalty interests. The company acquires and manages mineral positions across Texas's most productive basins, partnering with major operators to unlock value from proven acreage. In 2025, Waterwood invested in a Speyside-assembled mineral position in Houston County, Texas — leased to Mitsubishi Corporation, which is actively drilling in the immediate vicinity, providing near-term upside potential backed by one of the world's largest industrial conglomerates.

06 · LEADERSHIP

Leadership

Multidisciplinary experience,
unified vision.

A team of operators, builders, and capital allocators who evaluate every investment through both an owner’s and an operator’s lens.

Peter Buell

FOUNDING PARTNER

Peter Buell has owned and operated his own businesses for nearly 40 years, with experience spanning hospitality, logistics, and the Texas retail electricity market. His deep operational background and decades of entrepreneurial leadership bring a practical, founder's perspective to every investment Waterwood evaluates. Peter's family has roots in oil and gas spanning more than 100 years, originally through a drilling company that evolved into McBee Oil — today primarily a working interest investment company.

Clayton Isom

FOUNDING PARTNER

Clayton Isom started his first company upon graduating college and has spent his career in real estate development, asset management, and hospitality — including building and selling a full-scale hotel company. He works alongside Peter in the Texas retail electricity business, combining operating experience with a disciplined approach to capital deployment. Clayton's family founded Stephens & Johnson in the 1960s, an E&P company based in Wichita Falls that continues to operate today.

Fayyaz Ali

CHIEF SALES & MARKETING OFFICER

Fayyaz graduated from the University of Houston in 1999 with a degree in Finance and began his career in risk management on Tractebel’s natural gas and power trading floor. He later joined ConocoPhillips in trading before becoming Director of Natural Gas Storage Trading at Buckeye Partners. That experience led him to co‑found Discount Power in 2014. In 2021, he co‑founded IronHorse Power Services, where he supports developers, property managers, and tenant‑occupied electricity markets across Texas.

David Garcia

CHIEF RISK OFFICER

David Garcia is a Texas energy executive focused on ERCOT market risk, portfolio strategy, and real‑time decision frameworks. He has led enterprise‑level risk programs across generation, trading, and retail, including serving as Chief Risk Officer, where he built the controls, analytics, and governance needed to navigate ERCOT’s volatility. His work centers on disciplined risk oversight, cross‑functional leadership, and ensuring organizations operate with clarity and confidence in Texas power markets.

07 · CONTACT

Begin a conversation.

Whether you’re an operator seeking a thoughtful capital partner or an investor exploring co-investment, we welcome the introduction.

OFFICE

Dallas, Texas

5340 Alpha Rd

Dallas, TX 75240

pbuell@waterwoodgroup.com

PHONE

(214) 794-3722