European waterfall

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 13, 2023 by Jose Feliciano · across every show →

Everything said about European waterfall, oldest first

Feb 13, 2023 positive
Disclosure
Clearlake utilizes a European waterfall carry structure to align with LPs
“As we had grown, we actually had a Fairly LP-friendly fund structure where a significant amount of our carry is in the European waterfall versus an American waterfall, meaning fund, we have to return the old fund versus a deal by deal basis.”
Jose Feliciano Feb 13, 2023 ▶ 47:34 José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
Mar 24, 2025 negative
Opinion
LPs agreeing to American deal-by-deal carry waterfalls is absurd
“So professionally, I wonder how any LP could agree to terms where there's an American waterfall. Okay, and for those who are uninitiated on this topic, an American waterfall pays the GP a carry on a deal-by-deal basis. Okay, imagine the absurdity of this in an…”
Ed Grefenstette Mar 24, 2025 ▶ 1:16:09 Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
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