Our Proprietary Tools

Water Street Partners brings a variety of proprietary tools and resources to supporting our clients in the financial services sector. 

These include:

  • Strategic Alignment Profiler to facilitate Board discussions around strategy
  • JV contracts database, including numerous contracts from across industries 
  • JV Interface Analysis tool to identify and assess the efficiency of JV-shareholder touchpoints
  • The Deal Vault, which includes dozens of financial services JV and partnership case studies
  • JV Board Governance Assessment
  • JV Board Director training programs
  • JV executive compensation benchmarks and practices

Our Research

In addition to such proprietary tools, Water Street has conducted dozens of research studies and written numerous articles on industry-specific and cross-industry issues of relevance to the financial services industry.
  • Multi-owner Ventures – Unlocking Growth and Efficiency
  • Lessons from a (Financial Services) JV CEO
  • When Dilutive Capital Calls Mix with Earn-in Structures – A Financial Services Case Study
  • Balancing Shareholder and Customer Needs when Shareholders are also Customers 
  • Re-gearing Talent Development in JVs

Industry Events and Partnerships

Water Street regularly convenes small groups of senior executives in the financial services industry to share perspectives on the challenges they confront in their joint ventures, and our team members are frequent speakers at the leading companies in the industry.