Stephen M. Waters

Founder at

Compass Advisers Group LLC

79 year

86 connections

Finance

Consumer Services

Energy Minerals

Profile

Stephen M.
Waters was the founder of Compass Partners International LLP (1996, Partner), Compass Advisers Group LLC (1996, Managing Partner), Compass Partners Advisors LLP (1997, Chairman), and Compass Partners Capital, LLC (1996, Managing Partner).
Current jobs include Co-Chairman at President & Fellows of Harvard College and Chairman at The Naval Institute Foundation, Inc. Former jobs include Co-Chief Executive Officer at Morgan Stanley Europe Fund, Inc. (1992-1996), Chairman at Boston Private Bank & Trust Co., Acting Chairman at U.S.
Naval Institute (2009-2012), Co-Director-Mergers & Acquisition Department at Shearson Lehman Brothers Holdings, Inc. (1985-1988), Independent Director at Valero Energy Corp.
(2008-2022), Director at Boston Private Financial Holdings, Inc. (2004-2010), Co-Managing Director-Mergers & Acquisitions at Morgan Stanley (1990-1992), Co-Head-Mergers & Acquisitions department at Lehman Brothers, Inc. (1988), and Investment Committee Member at CIP Fund Management LLC.
Education includes an MBA from Harvard Business School and an undergraduate degree from Harvard College.

Stephen M. Waters active positions

Companies	Position	Start
Compass Advisers Group LLC Compass Advisers Group LLC Financial ConglomeratesFinance Provides investment, strategic and financial advisory services	Founder	1995-12-31
President & Fellows of Harvard College President & Fellows of Harvard College Other Consumer ServicesConsumer Services Functions as a College/University	Chairman	2009-03-29
The Naval Institute Foundation, Inc.	Chairman	-
Compass Partners Advisors LLP Compass Partners Advisors LLP Investment ManagersFinance Provides strategic and financial advice services	Founder	1996-12-31
Compass Partners Capital, LLC Compass Partners Capital, LLC Investment ManagersFinance Compass Partners invests in companies located in the United States with an EBITDA value of USD 5 - 50 million. The firm targets companies operating in the fields of Defense and Industrial markets sectors. It provides financing for early and buyout capital requirements.	Founder	1995-12-31

All active positions of Stephen M. Waters

Former positions of Stephen M. Waters

Companies	Position	End
VALERO ENERGY CORPORATION	Director/Board Member	2022-04-27
Morgan Stanley Europe Fund, Inc. Morgan Stanley Europe Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	President	1995-12-31
MORGAN STANLEY	Corporate Officer/Principal	1991-12-31
Shearson Lehman Brothers Holdings, Inc. Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services	Corporate Officer/Principal	1987-12-31
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Training of Stephen M. Waters

Experiences
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Private companies

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Connections

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Members of the board

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Linked companies

Private companies	17
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Shearson Lehman Brothers Holdings, Inc. Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services	Finance
Valero Energy Corp. Valero Energy Corp. Oil Refining/MarketingEnergy Minerals Engages in manufacturing and marketing of low-carbon liquid transportation fuels & petrochemical products	Energy Minerals
Boston Private Financial Holdings, Inc. Boston Private Financial Holdings, Inc. Regional BanksFinance Operates as a bank holding company with interests in providing banking and wealth management services	Finance
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Morgan Stanley Europe Fund, Inc. Morgan Stanley Europe Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Boston Private Bank & Trust Co. Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services	Finance
President & Fellows of Harvard College President & Fellows of Harvard College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Compass Partners International LLP Compass Partners International LLP Investment ManagersFinance Compass is an active manager which invests in companies located in North America and Europe. The firm participates in secondary direct transactions with an investment size €100m - €750m.	Finance
Compass Advisers Group LLC Compass Advisers Group LLC Financial ConglomeratesFinance Provides investment, strategic and financial advisory services	Finance
U.S. Naval Institute U.S. Naval Institute Miscellaneous Commercial ServicesCommercial Services Operates as military association which offers independent, nonpartisan forums for debate of national defence and security issues	Commercial Services
The Naval Institute Foundation, Inc.
CIP Fund Management LLC CIP Fund Management LLC Investment ManagersFinance CIP Capital invests in middle market companies located in North America with revenues of USD 20 - 100 million and EBITDA of USD 5 - 25 million. The firm targets companies operating in the fields of data-driven marketing services, tech-enabled services, human capital management and knowledge services. It acquires controlling interests and provides financing for buyouts and growth stage capital requirements with an investment size of USD 25 - 125 million.	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harvard College Harvard College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Compass Partners Advisors LLP Compass Partners Advisors LLP Investment ManagersFinance Provides strategic and financial advice services	Finance
Compass Partners Capital, LLC Compass Partners Capital, LLC Investment ManagersFinance Compass Partners invests in companies located in the United States with an EBITDA value of USD 5 - 50 million. The firm targets companies operating in the fields of Defense and Industrial markets sectors. It provides financing for early and buyout capital requirements.	Finance